> For the complete documentation index, see [llms.txt](https://docs.adalysis.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.adalysis.com/tools/budget/bulk-updates.md). # Bulk updates ### Account target budgets Speed up budget changes by uploading your account-level target budgets in bulk. Start on the **Audit & Budget** view and download a prepopulated CSV template with your data. {% hint style="info" %} If you don't select any accounts before the download, the template will include data for all existing accounts. {% endhint %}
You can then **edit and upload** the template to apply your changes. The CSV file headers are: * **Account ID**: Leave as is * **Account name**: Leave as is * **Target budget this month**: This will either show the current spend goal (for this month) or be blank if not defined previously. You can update it or leave it as is to keep the existing setting. * **Target budget for next month**: Same as above, for next month's spend goal. Once applied, you can see this value in the *Future spend* column within the Adalysis interface. * **Target budget for month after next month**: Same as above for the month after next. {% hint style="info" %} The bulk upload allows you to define budgets for this month and the following two. Alternatively, you can set [future spend targets](/tools/budget/future-targets-and-rollover.md) for up to 12 months within each account individually. {% endhint %} ### Budget group target budgets Budget group targets can be updated either for multiple accounts at once or for a single account. The scope of the template you use depends on where you download it from:
{% hint style="info" %} If you don't select any budget groups before the download, the template will include all existing budget groups. {% endhint %} You can then **edit and upload** the template to apply your changes. The CSV file headers are: * **Account ID**: Leave as is * **Account name**: Leave as is * **Budget group ID**: Leave as is * **Budget group name**: Leave as is * **Target budget for this month**: This will show the current spend goal (for this month) or appear blank if not defined previously. You can update it or leave it as is to keep the existing setting. * **Target budget for next month**: Same as above, for next month's spend goal. Once applied, you can see this value in the *Future spend* column within the Adalysis interface. * **Target budget for month after next month**: Same as above for the month after next. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.adalysis.com/tools/budget/bulk-updates.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.