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Implementation/Database building

This section describes the different functions in TM Master v2 that are useful when making large changes to a database or building a database in TM.

  • Import budget

    See attached file for the Budget import template. The first sheet in the document contains the instructions on how to fill out the template. To import: File -> Import -> Import budget...

  • Import accounts

    Attached is the template for account import. This contains example data. Remove this before filling in your own data. When saving the file, save it as a csv type file. To import: File -> Import -> Imp...