Builder
Import budget from Excel
Mapping
Step 1 · Download template
Done
Start with a BuilderGrid template to ensure correct column formatting.
Standard budget template
12 trade categories · 80 line items
Custom home (1,500 to 2,500 SF)
Pre-filled with typical TN market costs
Step 2 · Upload file
Done
926_Stratford_Budget_v2.xlsx
Uploaded · 48 KB · 67 rows detected
Step 3 · Map columns
Active
Match your spreadsheet columns to BuilderGrid fields. Greyed columns are auto-detected.
| Your column | Sample data | Maps to | Status |
|---|---|---|---|
| Trade Category | Framing | Auto | |
| Description | Exterior Wall Framing | Auto | |
| Est Cost | $58,600 | Auto | |
| Vendor | Pinnacle Framing | Auto | |
| Notes | Per contract Apr 2026 | Auto | |
| Actual Paid | $14,820 | Needs mapping | |
| Invoice # | PFC-2614 | Needs mapping | |
| Internal Code | ACC-FR-01 | Skipped |
Step 4 · Issues found (preview)
3 issues
Errors must be resolved before import. Warnings can be skipped.
Row 24, "Appliances" trade not found
Create a new category or remap to "Finishes".
Row 41, amount $0.00 for "Permit, Electrical"
Likely placeholder. Will import as $0 unless edited.
5 rows match existing line items
Import will update estimates, not create duplicates.