How to Edit Budgets in Bulk Using Excel in Shirofune

Introduction

Managing multiple client accounts often means updating several budgets at once. Instead of editing budgets one by one in individual accounts, Shirofune allows you to bulk edit budgets using Excel—saving time and streamlining account management.

1. Accessing the Bulk Budget Editor

• From the All Businesses view in Shirofune, locate the three-dot menu near the center of the screen (next to "Result Display").
  
  
• Click the menu and select “Download Business Progress.”
  
  

2. Editing the Budget Excel File

• Shirofune will download an Excel file containing all selected account budgets.
  
  
• In the file, you’ll see a "Monthly Budget" column, which can be edited freely.
  
  
• You can also modify other non-critical columns used for calculations—these won't affect the success of the upload.
  
  

3. Uploading the Updated Budget File

• Once you've made and saved your changes in the Excel file:
  
  
  • Return to Shirofune.
    
    
  • Click on “Bulk Budget Update.”
    
    
  • Upload your updated Excel file.
    
    
• Shirofune will apply the new monthly budgets across your selected accounts automatically.
  
  

4. Benefits of This Method

• Faster workflow for managing multiple accounts.
  
  
• Accurate control over budget changes at scale.
  
  
• Ideal for agencies and large teams managing dozens or hundreds of campaigns.
  
  

Conclusion

Bulk editing budgets in Shirofune via Excel is a fast and efficient way to manage multiple accounts. With just a few clicks, you can download, edit, and re-upload a file to update all your clients’ budgets at once.

Need help formatting your Excel file or troubleshooting a budget upload? Let us know—we’re here to help!