Upload a Budget to Rillet

This article explains how to upload a budget file into Rillet to populate data for the Budget vs Actuals report. This process populates the baseline against which actual performance will be measured, enabling real-time variance analysis, accountability across departments, and proactive budget management.

To upload a budget from a file:

1. Go to Organization Settings > Reporting.

   
2. Go to Budget Upload section at the bottom of the page.

3. (Optional): Click Download template to get a sample Excel file.

4. Fill out the template with your budget data. Each row must include:

• Account: Budget account code (e.g., "A0001").

• Vendor: Name of the vendor.

• Field Department: Department responsible in the field (currently optional and can be left blank).

• Monthly Amounts: One column per month of the fiscal year (e.g., Jan 2025, Feb 2025, … Dec 2025) with the planned budget for that month. Note: Revenue amounts should be entered as negative values, so they are correctly reflected as income when calculating net totals.

• Field {field_name}: Custom or additional field (optional; the placeholder name will be replaced by the actual custom field name).

Custom fields will appear in the template only if they have been configured in Settings > Custom Fields. The actual field names you define will replace `{field_name}` in the template.

1. Return to the Budget Upload section and click Upload File.

   
2. Use Drag & Drop or Select file to choose your .csv file.

   
3. Once selected, click Upload to complete the process.

   

About Custom Fields: You can define custom budget fields (e.g., “Category”, “Phase”, “Cost Type”) in your system settings. These fields will appear as optional columns in the budget upload template and can be used for grouping or filtering in reports.

Once uploaded, the budget data becomes immediately available in the Budget vs Actuals report, where it is grouped and filtered using the fields you included.

FAQ (Frequently Asked Questions)

How should I enter revenue in the budget file?

Enter revenue amounts as negative numbers. This ensures they’re treated as income and correctly reduce the overall budget total.

What happens if I upload a new budget file?

Uploading a new file will replace the previous budget. Rillet always keeps only the latest uploaded version.

Can I upload more than one budget version?

Currently, Rillet only supports one active budget at a time. If you want to switch scenarios, you can upload the new version, and it will overwrite the existing one.