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Expenses correspond to amounts spent to attain the objectives of the folio. They can belong to any of the three categories described in the budget section Categories: OPEX, CAPEX or FINEX. Expenses can be single occurrence, or they can be recurrent. Recurrent expenses can also be amortized; in which case the amount associated with the payment will be evenly split on the payment period. Expenses should represent all money that you plan to be spent during the folio's time frame, such as rents, maintenance contracts, software license purchases, loan financing costs or mortgages.

Below are some helpful tips when importing data from your CSV file into a specific folio budget:

Export Notes

Following grid show all budget fields that are exported and description of their contents.
Note the grid order may differ from the actual export file column order

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Anchor
BudgetExpense	BudgetExpense	Export Field

Exported Fields	Description
Category	The category of the expense. May contains either OPEX - operating expense SALARY - position CAPEX - capital expenditure FINEX - financial expenditure
Type	The type of an expense or the title of a position
Name	Contains The name of the expense/position
Reporter	The reporter for the expense/position.
Start date	The date on which the expense occurred or if recurring or a position the starting date.
End date	The date on which the expense/position stops.
EXPENSE	SPECIFIC
Amount	The amount of the expense
Amortized	Indicate if the expense is amortized or not. May contains either TRUE - if amortized Nothing - if not amortized
Frequency	The frequency of the recurring expense. May contains either WEEKLY MONTHLY YEARLY Nothing if ONCE Default value if none specified : ONCE
Repeat every	The "repeat frequency" for the recurring expenses
Occurrences	The maximum number of occurrences for the recurring expenses.
Repeat on	Days of the week the recurring expense occurred (when reonly when frequency is set to WEEKLY) May contains combinaison a combination of the following valusevalues SU - for Sunday MO - for Monday TU - for Tuesday WE - for Wednesday TH - for Thursday FR - for Friday SA - for Saturday Is mandatory if the frequency is set to WEEKLY
Repeat by	You can specify when the The monthly recurring expenses occurred - Available (only if the when frequency is set to MONTHLY Possible values are) May contains either DAY OF MONTH - for the recurrence to be based on the day of the month e.g. Monthly on day 31 DAY OF WEEK - for the recurrence to be based on the week day e.g. Monthly on the first Tuesday Default value if none specified : DAY OF MONTH
POSITION	SPECIFIC
Effort	You can specify the The effort planned for the position (in hours) Optional
Wage	You must specify a The wage for each position (hourly rate). Mandatory - must be specified if row is a position
Allocation	You can specify the The allocation planned for the position (%) Default value if none specified : 100%

Icon

You must have the edit rights on the folio to be able to import data.

IconEach row of the csv file will systematically result in a new expense or position entry.

Expand

title	Exported CSV Example

"Category","Type","Name","Description","Reporter","Amount","Amortized","Effort","Wage","Allocation","Start date","End date","Frequency","Repeat every","Occurrences","Repeat on","Repeat by"
"SALARY","Administration","Scrum Master","A scrum master is the facilitator for a product development team that uses scrum, a rugby analogy for a development methodology that allows a team to self-organize and make changes quickly. The scrum master manages the process for how information is exchanged.","admin","","","","40.00","100.0000","2013/09/03","2014/05/21","","","","",""
"SALARY","Developers","Java Guru","It's not simply the Java in your Cup; it's how you prepare it that makes it worth consuming. Any modern day software is developed using object oriented language especially java because of the 'Write once, Run anywhere' architecture and its number of attractive and powerful features. Javatars, apply your java skills, compete with the bests and be the next Java Guru.","admin","","","","50.00","100.0000","2013/09/03","2014/05/21","","","","",""
"SALARY","Developers","Java Senior developer","Not a Guru but close.","admin","","","165.00","50.00","100.0000","2013/09/03","","","","","",""
"OPEX","Rent & Leasing","3101 Olivette-Marjault, Montreal, Quebec","Head office rent.","admin","2,800.00","","","","","2013/09/03","","MONTHLY","1","","","DAY_OF_MONTH"
"OPEX","Representation","Agile Conference","Includes booth, passes, plane, accommodations.","admin","2,500.00","","","","","2013/11/02","","","","","",""
"OPEX","Representation","Atlassian Summit","Includes booth, passes, plane, accommodations.","admin","2,000.00","","","","","2013/11/02","","","","","",""
"OPEX","Representation","Accommodations","Various expenses related to accommodations.","admin","1,000.00","true","","","","2013/09/03","","MONTHLY","1","12","","DAY_OF_MONTH"
"OPEX","Licensing","JIRA license","Product issue tracker and support tool.","admin","4,000.00","","","","","2013/09/03","","","","","",""
"OPEX","Licensing","Confluence (wiki) license","Our team wiki.","admin","4,000.00","","","","","2013/09/03","","","","","",""
"OPEX","Licensing","FOLIO for JIRA license","Simply the best EVM add-on so far!","admin","2,000.00","","","","","2013/09/03","","","","","",""
"OPEX","Advertising","Web ads","Banners, links, google adds...","admin","10,000.00","true","","","","2013/09/03","","MONTHLY","1","12","","DAY_OF_MONTH"
"OPEX","Advertising","Magazine ad","To announce the product launch date.","admin","500.00","","","","","2013/09/03","","MONTHLY","1","","","DAY_OF_MONTH"
"CAPEX","Equipment","Head office furniture","A couple of desks and some chairs.","admin","30,000.00","true","","","","2013/09/03","","MONTHLY","1","12","","DAY_OF_MONTH"
"CAPEX","Equipment","Computers","About 4 computers for devs and 2 laptops for admins.","admin","40,000.00","true","","","","2013/09/03","","MONTHLY","1","12","","DAY_OF_MONTH"
"CAPEX","Legal","Algorithm patent","If we need one...","admin","2,000.00","","","","","2013/09/03","","","","","",""
"CAPEX","Legal","Product copy rights and licensing","Legal stuff for the product licensing","admin","3,000.00","","","","","2013/09/03","","","","","",""
"FINEX","Loans & Credits","Bank loan","Expected loan for initial cash flow","admin","500.00","","","","","2013/09/03","","MONTHLY","1","","","DAY_OF_MONTH"
"FINEX","Loans & Credits","Credit cards","Expected interest on various credits","admin","160.00","","","","","2013/09/03","","MONTHLY","1","","","DAY_OF_MONTH"

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