1. Importing Draft and Tentative Budgets Into MUNIS
KASBO Conference
April 2017
Presented by: Jeff Herron
Bowling Green Independent School District
Finance Director

2. ORG OBJ Project Requested$ Draft$ Tentative$
First let’s look at the Formatting for the draft and tentative budget imports
We want to create a text (.prn) file where each row (account) looks like this.
110|0999|| | |0|0|0|
ORG OBJ Project Requested$ Draft$ Tentative$
The last two places are for level 4 and level 5 budgets that we do not use, but the positions are required for importing

3. One way to get the MUNIS data into EXCEL
Find the accounts you want in Account Inquiry
Select the browse button
Select the Excel button to export

4. Another way to get MUNIS data into Excel
Open Next Year Budget Entry for a previously generated budget projection
Find the accounts you want to export
Select the Excel button to export

5. With your munis data now in excel, adjust your budget to the desired amounts then add formula to convert required data in the proper format to importing

6. Now copy this reformatted data onto a new sheet by RIGHT CLICK then select “paste values”

7. Save the file for importing. Save the file as Formatted Text (
Save the file for importing Save the file as Formatted Text (.prn) or Text (.txt)

8. Save file to Import . . .
Select YES

9. Save file to Import . . .
Close Excel
Select NO

10. Import into MUNIS
Open the MUNIS Define/Start Budget Projection program Financials > Budget > Define/Start Budget Projection
From the Menu select Import

11. The Import File screen imports budget accounts and budget level (Draft and/or Tentative) amounts. The imported information can create a new budget projection or update an existing one.
If you are importing a budget projection with an existing projection number, the program displays the following message:  “A projection already exists with the current projection number. Import of budget detail will update this projection. Continue with import (Y/N)?” If you click Yes, this import updates the current projection. If you click No, the program returns your cursor to the Projection box.

12. If you are starting a new projection Complete the import screen and select import file

13. Importing a budget amendment/working budget changes
Create your amendment in Excel

14. Copy to Budget Template
Copy account codes-You can’t select the column header, you have to select each cell
Copy amounts – VERY IMPORTANT – after you select your amounts when you switch to the Budget Template Tab, you must RIGHT CLICK and select Paste Values instead of All so only the numbers are copied and not the formula

15. Copy to Budget Template Cont..
Modify columns E, F, and G in row 1 and copy down to all rows in the spreadsheet. Column E is the individual line description, F and G are reference fields from the budget header screen.
Copy column K, the “B”, down to the last row in the amendment

16. Save the file for importing. Save the file as Formatted Text (
Save the file for importing Save the file as Formatted Text (.prn) or Text (.txt)

17. Save file to Import . . .
Select YES

18. Save file to Import . . .
Close Excel
Select NO

19. Import Into MUNIS Go into Import Journals Define:
Import Source should be Budget Import File
Import File – find your .prn file
Budget amendment type – In my example with the import amount as the “final” budget amount, it should be 6 for Exp/Rev one-sided amendments

21. Import Into MUNIS . . . Select the Pre-Edit button
No Errors were Found should appear – select OK
Select Import
Print or Spool or Display your amendment report
Exit the Import JE menu and go to the Budget Transfers & Amendments Menu
Select Browse all your own journals and select your journal to post
Adjustments can be made if you forgot an account

22. Import Into MUNIS . . .
If errors were found, a print option would appear for you to print the errors
Errors that I have encounter while learning this process
Forgot to copy the column K, the “B” down to all rows
Forgot to change values from XXX.XX to XXXXX
Forgot to change to positive numbers
Forgot to remove Zero amounts from import file

23. Questions

24. CPE Code -