Importing a Petty Cash Log into Hot Budget | Roll Credits Help Center

Importing a Petty Cash Log into Hot Budget

You can easily import your petty cash log into Hot Budget using the Import feature in the Budget Tracker.

🔁 Importing a Petty Cash Log into Hot Budget

✅ Step-by-Step Guide

1. Prepare Your Petty Cash Log

• Save your petty cash log in .xlsx format, which is required for importing into Hot Budget.

• Ensure the file includes all standard fields:

  • Date

  • Description

  • Cost Code

  • Amount

• Use the standardized structure recommended for Hot Budget entries.

Save your petty cash log in .xlsx format, which is required for importing into Hot Budget.

Ensure the file includes all standard fields:

Date

Description

Cost Code

Amount

Use the standardized structure recommended for Hot Budget entries.

2. Access the Budget Tracker

• Open Hot Budget and go to your project’s Budget Tracker:

  • From the Project Dashboard, click “Track Budget”, or

  • Use the left-hand menu: Actualize > Budget

Open Hot Budget and go to your project’s Budget Tracker:

From the Project Dashboard, click “Track Budget”, or

Use the left-hand menu: Actualize > Budget

3. Start the Import Process

• In the Budget Tracker dashboard, click the “Import” button.

In the Budget Tracker dashboard, click the “Import” button.

4. Upload Your File

• Select your prepared .xlsx petty cash log from your computer.

Select your prepared .xlsx petty cash log from your computer.

5. (Optional) Override Cost Code Descriptions

• To replace existing cost code descriptions in your project’s chart of accounts with those from your file:

  • Enable the “Override cost code descriptions” toggle.

To replace existing cost code descriptions in your project’s chart of accounts with those from your file:

Enable the “Override cost code descriptions” toggle.

6. Finalize the Import

• Click “Import” to complete the upload.

Click “Import” to complete the upload.

7. Verify the Import

• Once the import is successful, view your data in the Summary section of the Budget Tracker.

Once the import is successful, view your data in the Summary section of the Budget Tracker.

8. Make Adjustments if Needed

• Review the imported entries and edit them directly in Hot Budget as necessary.

Review the imported entries and edit them directly in Hot Budget as necessary.

💡 Tips

• Double-check your file format and field headers before importing to avoid errors.

• Use the Preview option (if available) before finalizing the import.

Double-check your file format and field headers before importing to avoid errors.

Use the Preview option (if available) before finalizing the import.