Fund Balance - Import Fund Balance Data

Updating your Fund Balance Data will change the figures in all locations, including your existing Digital Budget Book and your Transparency Center. The Fund Balance data is displayed on Single Fund Summary pages in your Digital Budget Book.

Navigate to Tools in the left-hand navigation sidebar and select the Fund Balance Tool. 

Note: Importing your Fund Balance data will overwrite all previously entered values. If you need to retain those values, use the Export tool before you begin this process.

Start the Import

1. Select the Import button in the upper right corner of the Fund Balance table.
    

2. Download the ClearGov Fund Balance import template. 
   Note: This template is specific to your chart of accounts.

3. Add your data to the template. 
   Pro-tip: Within the template, each fund has six columns: Total fund balance, Unassigned, Assigned, Committed, Restricted, and Nonspendable. Enter your data into the appropriate cell for the given fund balance type, fund, and year.

4. When your file is complete, navigate back to the Bulk Upload Fund Balances tool and select Start.

Continue the Upload Process

1. Select the Upload file button and use your file explorer to select your completed import template. You can also drag and drop the file from your computer directly into the Upload file dialog box.

2. Match the columns in your file to the Fund Balance categories. 
   Note: Incoming fields are the headers from the selected Excel file and Destination Fields are the available fields from within ClearGov.
   1. Use the drop-down menu next to the column name to select the corresponding field.
   2. Select the Destination Field value to map the column. Unmapped fields will be ignored.
   3. If you have confirmed a mapping in error, select the X to remove your mapping selection.
   4. After reviewing all columns, select the Continue button.

Review Your Imported Data

Now it’s time to review your uploaded data. Here are a few tricks to ensure the data is correct:

1. Validation errors are highlighted in red. Hover over them to see an explanation of the error.
2. Use the toggle at the top right to show Invalid only values to simplify your view.

3. Select a cell and begin typing to edit the invalid contents.
4. After reviewing your data and correcting all errors, select Submit to confirm that you are ready to submit your data. The Submit button will be grayed out until all invalid values are corrected.

All updated values will be displayed in the Fund Balance Tool, Fund Summary pages within your Digital Budget Book, Transparency Center, and the Operational Budgeting module Dashboard (if you are using end-of-year projections). Learn more about how Fund Balances are displayed across ClearGov in this article: How Fund Balances are Displayed Across ClearGov