1.5.2 Import the approved budget into Vantaca

Once the board has signed off, import the approved numbers back into Vantaca. This step is a manual paste-and-upload — a one-click auto-import into Vantaca isn't available today (a Vantaca import limitation), so the steps below stay the standard path.

1. Open the approved HOAi budget document.
2. Find the Export for Import tab for one of the funds (e.g., Operating).
3. Select and copy the import data.
4. Paste as values into a new blank spreadsheet — don't use a standard paste. The source tab has formulas linked to other tabs; Vantaca needs clean values. (Excel: right-click → Paste Special → Values, or Ctrl+Shift+V / ⌘+Shift+V.)
5. Save the blank spreadsheet as a new Excel file containing only the import data.
6. In Vantaca, go to Settings → Import, then the Imports tab.
7. Select Budget as the import type, with import mode Append.
8. Select the association and fund, and upload your import-data file.
9. Click Commit to post the budget. (More on Vantaca imports: Import Basics.)
10. Repeat for each fund (Reserve, Capital, etc.) — each fund has its own Export for Import tab and is imported separately.

---

↩ Part of Finalizing & importing to Vantaca · Budgets — Start here