---
title: "Contract Financials"
slug: "contract-financials"
updated: 2025-01-30T15:27:24Z
published: 2025-01-30T15:27:24Z
canonical: "wiki.cobblestonesoftware.com/contract-financials"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract Financials

### **Contract Financials**

**Contract Details: Financials**

CobbleStone® enables users to track financials data for budgets, etc. for each contract record.

**Add a Financial Transaction for a Contract** 1. Click **View All Actions** on the sidebar of the **Contract Details** screen. Then select **Financials**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/All%20Record%20Actions%20on%20Contract%20-%20View%20All%20Actions%20and%20Financials%20Highlighted.png)

2. The **Contract Financial Transactions** screen displays.

![Contract Financial Transactions](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(369).png)

3. Enter the necessary information. Click **Save** to save the transaction information or click **Return to Contract Details** on the side menu of the **Add Transaction** screen to abandon the addition. 4. The information entered is added to the **Transaction Details** and **Financial Summary** tables located below the **Save** button.

![Transaction Details](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/contract-financials-image-y459chrj.png)

**Import Financial Data** 1. Click **Import Data** on the side menu of the **Add Transaction** screen.

![Import Financial Data](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Import%20Data.png)

2. The **Import Data** screen displays.

![Import Data](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/contract-financials-image-1ybloqn2.png)

3. Select the import destination from the drop down menu. 4. Click **Click to download this Template file**. 5. Choose the destination for the template. 6. The template opens in Excel. ![Template opens in Excel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/contract-financials-image-y5m88e3h.png)

7. Enter the necessary data for each column. 8. Save the file as a **.csv** file to your computer. 9. Click **Choose File** on the **Import Data** screen in Contract Insight. Find and select the .csv file previously saved. ![Click Choose File and find .csv file](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/contract-financials-image-1pptsg7m.png)

10. After selecting the file, the file address appears in the text box next to **Browse.** Click **Process Data Upload**. The data will show below on the screen.

**Note:** A budget alert is sent automatically from your Contract Insight system once the contract's total incurred amount in the **Financials** section has reached a threshold. The system is defaulted to send the alert when the total incurred amount reaches 80% of the defined budget amount.