---
title: "Import a project budget"
slug: "import-a-project-budget"
updated: 2026-07-07T18:22:18Z
published: 2026-07-07T18:22:18Z
canonical: "help.wrapbook.com/import-a-project-budget"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import a project budget

> [!NOTE]
> This help article is related to Cost tracking
> 
> In Wrapbook, production accountants and administrators can manage budgets using either Cost tracking or the [Production Accounting Suite](/v1/docs/about-production-accounting).

> [!NOTE]
> Importing a project budget is permission based
> 
> To import a project budget in Wrapbook, your account must have one of the following [roles](/v1/docs/permissions-and-access-control) enabled:
> 
> - Role: *Company Admin, Company Manager, Project Coordinator*
> - Custom role with: *Accounting & Cost Tracking* / *Budgets (Cost Tracking) - either Full access, View & Import*

You can import budget files saved to your computer from any of the following accounting tools:

- Hot Budget
- Movie Magic
- Showbiz
- Point Zero

To import a budget:

1. In the left-side navigation, click the dropdown menu
2. In the dropdown menu, select the name of the project that you want to import a budget for
3. In the project dashboard’s *Budget* overview, click **View budget**
4. On the *Budget tracker* page, click the **Import** button
5. In the *Import Budget* popup, choose the .xlsx file that you want to import
6. Click the **Select a file** button to choose a file saved to your computer that you want to import
7. To enable *Override cost code descriptions*, click the toggle. If you enable this option any existing cost code descriptions can be replaced with data from the new file.
8. Click the **Import** button

![](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/image-1742155017277.png)

*Choose the type of budget file to import, then click* ***Select a file*** *to find and upload the budget*