in the "Scan and Upload CSV File: Budgets" section...
# ask-stanley-ai
s
in the "Scan and Upload CSV File: Budgets" section what is the format for the account column? Do I use the chart of account number, name or other?
c
AI generated answer (using internal Slack threads):
In the "Scan and Upload CSV File: Budgets" section, the format for the account column should be the InternalID of the account. This was mentioned in one of the conversations where a user shared their experience of creating a Transaction Saved Search to pull current period balances out of the system. They initially used a cleaned version of the Account Name (without the account number) for the Budget Import, but later switched to using the InternalID of the account. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830167234
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820308864
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816155136
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