Joiin Help Centre

Joiin will automatically import any budgets users save in QuickBooks and Xero. 

However, you can create a group budget or additional budgets in Joiin if needed. You can enter budget data in Joiin in two ways. You can upload a CSV or enter budget figures manually in Joiin. 

More on both methods is below.

Creating a budget within Joiin

1. Go to the Budgets tab on the left-side toolbar

2. Select the blue Add Joiin budget button

3. Enter the details for your budget (Eg, Budget name, currency, company/category, start and end date)

- When entering details, you can apply this budget for all companies (a group budget) or a single company.

If you leave the companies box blank, the budget applies to all companies.

Entering budget data

You can enter your budget data into Joiin in one of two ways: via an Excel/ CSV upload or manually.

CSV/ Excel Upload

An Excel template is provided within the file drop box on the Add Joiin budget page. To download the template:

1. Click Download template, highlighted in blue

2. Select which companies Charts of Account's you would like included in the budget

3. Set the start date for the budget

This will produce an Excel sheet showing all of the accounts from the selected companies and the relevant months along the top row.

4. Fill out the Excel template with values

5. Save the Excel template (ensuring it remains as a CSV file)

6. Drag the file into the file drop box provided on the Add Joiin budget page

This will import all values from your CSV into Joiin, where you can review and edit any value for any month. Once you've checked it over, press Add Budget to save your work.

Manual data entry

 - Users can enter data by adding an account within Joiin and then manually entering each month's value. This is done by:

1. Click the Add account button, as shown below

2. Select the account that you would like to enter budget data for

3. Enter the values for this account and repeat

For more information on getting your budget data into Joiin, see our Creating a Budget user guide

Once you save a budget, you can return to it at any time to edit. To do this, go to the Budgets page using the left-side toolbar. After that, click the name of the budget or the Edit button to edit the budget.

You can then apply budgets to your report using the budget toggle, found underneath the currencies box. 

For more information on managing budgets within Joiin, please see our user guide article here

Non-Financial Data

You can also enter budgets for NFD items. To do so:

1. Select Non-Financial Data in the top left corner of the Budget creation page

2. Use the steps listed above to either upload via CSV or use the Add Non-Financial Data button to add figures line by line

NOTE: : The Non-Financial Data will only be available for Budgets currently. The same options will not be found when producing a Forecast.