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How do I paste accruals from Excel?

Copy monthly amounts straight from an Excel sheet into the accruals on an expense item, without typing them in again.

If you have already accrued an expense item in an Excel sheet, you do not need to type the figures in again. Copy the column of monthly amounts straight from Excel and paste it into the monthly table on the expense item.

How to do it

  1. Open the expense item in Setup and Operation, or create a new one.

  2. Select the monthly amounts in Excel in one column — the figures must run downwards, in the same order as the months in AIMZ.

  3. Copy (Ctrl/Cmd + C).

  4. Click in the first month cell in AIMZ and paste (Ctrl/Cmd + V). The amounts fill downwards, month by month.

This is what it looks like in the monthly table:

Monthly amounts pasted from Excel into the monthly table on an expense item

Tip: check that the number of rows in Excel matches the number of months in the period, and that they are in the right order — the paste follows the order from top to bottom.

See the main article Setup and Operation for other ways to distribute the budget.

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