š Importing a Petty Cash Log into Hot Budget
ā Step-by-Step Guide
1. Prepare Your Petty Cash Log
Save your petty cash log in
.xlsxformat, which is required for importing into Hot Budget.Ensure the file includes all standard fields:
Date
Description
Cost Code
Amount
Use the standardized structure recommended for Hot Budget entries.
2. Access the Budget Tracker
Open Hot Budget and go to your projectās Budget Tracker:
From the Project Dashboard, click āTrack Budgetā, or
Use the left-hand menu: Actualize > Budget
3. Start the Import Process
In the Budget Tracker dashboard, click the āImportā button.
4. Upload Your File
Select your prepared
.xlsxpetty cash log from your computer.
5. (Optional) Override Cost Code Descriptions
To replace existing cost code descriptions in your projectās chart of accounts with those from your file:
Enable the āOverride cost code descriptionsā toggle.
6. Finalize the Import
Click āImportā to complete the upload.
7. Verify the Import
Once the import is successful, view your data in the Summary section of the Budget Tracker.
8. Make Adjustments if Needed
Review the imported entries and edit them directly in Hot Budget as necessary.
š” Tips
Double-check your file format and field headers before importing to avoid errors.
Use the Preview option (if available) before finalizing the import.