Use the fields and options to set up budget
accounts. You specify the source of the
accounts, how to handle duplicate
account numbers, and select the
accounts to import.
| Field | Description |
|---|
|
Accounts From
|
Select the source of the
accounts that you want to import.
|
| Available
Accounts
|
Select one or more
accounts in this field and then click
Select to move the highlighted
accounts to the
Accounts to Import field.
|
| Replace matching
account numbers when importing
|
Select this option if you have
accounts specified on your budget and want to replace any duplicate
account numbers/names when you import
accounts. You cannot have duplicate
account numbers in a budget. If you do not select this option and duplicates are found, the original
account numbers or names are retained.
|
| Select
|
Select the
accounts to import from the
Available
Accounts field and then click
Select to move the
accounts to the
Accounts to Import field.
|
| Remove
|
To remove
accounts you have selected for import from the
Accounts to Import field, select one or more
accounts and then click
Remove.
|
| Select All
|
Click this option to move all
accounts from the
Available
Accounts field to the
Accounts to Import field.
|
| Remove All
|
Click this option to move all
accounts from the
Accounts to Import field back to the
Available
Accounts field.
|
|
Accounts to Import
|
This field lists all
accounts that will be imported to the current budget when you click
OK.
|
