Plan Details & Transactions
- This report is for editing and reimporting per the article on importing data. This is an efficient way of working with scenarios or budget v actual plans as well. Just change the data as required (add, delete, copy and sort transactions), save the file under a new name, and import to a new or existing plan.
- Note that you can import groups, including new ones.
- You can import taxes provided that they are set up in the plan you are importing to. If transactions are subject to more than one tax, separate the taxes with the pipe character.
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