Uploading Your Budget
Learn how to import and analyze your production budget to identify qualified expenses for tax incentives.
Preparing Your CSV File
For best results, format your budget as a CSV file with the following columns:
| Column Name | Description | Required |
|---|---|---|
| Department | The production department (e.g., Camera, Wardrobe, Locations) | Required |
| Account Code | Your internal budget code (e.g., 5100, 6200) | Optional |
| Description | Line item description (e.g., Director of Photography, Camera Rentals) | Required |
| Amount | The budgeted amount for this line item | Required |
| Category | Expense category (Above-the-Line, Below-the-Line, Post) | Optional |
Common Issues to Avoid
- • Ensure amount columns contain only numbers (no currency symbols)
- • Remove any merged cells or complex formatting
- • Use consistent department naming throughout
- • Save Excel files as CSV before uploading
How to Upload
Navigate to Budget Analysis
From your dashboard, select a project and click on "Budget Analysis" in the sidebar navigation.
Click Upload Budget
Click the "Upload Budget" button and select your CSV file. The upload supports files up to 10MB.
Map Your Columns
If your column names don't match our expected format, you'll be prompted to map them. This ensures accurate parsing of your data.
Review and Confirm
Preview your imported data before confirming. You can remove unwanted line items or make corrections before the analysis begins.
Understanding Qualification Status
After uploading, each line item is analyzed against incentive program requirements and assigned a qualification status:
Adjusting Qualifications
Manual Overrides
Our automatic analysis provides a starting point, but you may have additional information about specific expenses. You can manually adjust the qualification status for any line item by clicking on it in the budget table.
- Override qualification status per jurisdiction
- Add notes to explain special circumstances
- Split line items for partial qualification