Can I bring over my cashbook actuals for my budget into the new file?

Yes, you can bring your cashbook actuals for your budget into the new replacement file. The actuals need to be imported into a budget first and then imported into the new file by importing that budget.

  • Differing codes and bank account from the old file to the new file will need to be mapped to new ones when importing the budget(s).
  • During the import process, at step 8 use the feature “Use Matching Code Name If Any”. If a code doesn't exist in the new file it will give you the option to chose a new code when importing the old budget.

Please see:

  1. Importing Actuals From The Cashbook

  2. Importing A Full Budget From Another File

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