Export/Import Cost Budget to/from Excel

2026/10/24 • 2 min. to read

In this topic

Export Cost Budget to Excel
Import Cost Budget from Excel
Related information

Via the Export to Excel and Import from Excel actions on the NCCA Cost Budgets page, you can export a budget to Excel, edit it there, and then import it back. For more information, see Budget, General, Cost Budgets.

Export Cost Budget to Excel

This action exports all or part of the budget to Excel for further analysis. If you make changes in Excel, you can import the budget afterwards. Exporting a cost budget to an Excel workbook lets you work offline and using Excel's powerful data manipulation features.

Options
Starting Date	Specifies the date from which the data should be exported.
No. of Periods	Specifies how many periods to include.
Period Length	Specifies the period for which data is shown in the report. For example, enter ''1M'' for one month, ''30D'' for thirty days, ''3Q'' for three quarters, or ''5Y'' for five years.
Columns	Specifies whether to create columns for amounts, quantities, or both.
Include Totaling Formulas	Specifies if you want sum formulas to be created in Excel based on the totaling fields used in the Chart of Cost Type/Dimension.

After you export the budget to Excel, you can edit the budget data.

Import Cost Budget from Excel

After you have entered your budget data into the Excel workbook, the next step is to import it back into Business Central.

Note

The Add action adds the entries from Excel to entries that already exist. The Replace action overwrites entries existing entries in the budget.

Options
Budget Name	Specifies the budget into which the data should be imported.
Action	Specifies if the budget entries are added from Excel to budget entries that are currently in the system or are replaced in Business Central with the budget entries from Excel.
Description	Specifies a description of the imported budget entries, so that the entries can be easily identified among other budget entries.