Troubleshoot budget import errors

You can locate your budgets in Budgets > All > Budgets repository.

Subscription

Company

General Ledger

Regional availability

All regions

User type

Business user
Permissions
  • Company:

    Reporting periods: List, View, Add, Edit

  • General Ledger:

    Budgets: List, View, Add, Edit

Prerequisites

Before you can create or import a budget, several items in Sage Intacct must be set up:

  • Reporting periods to be used for budgeting: Reporting periods must exist and must have the Use for budgeting checkbox selected. Reporting periods used for budgeting are typically monthly. Also, the reporting periods used for budgeting cannot overlap.

    For example, you cannot use all the following reporting periods for budgeting in a given year because they overlap:

  • Accounts: Each account that needs a budget must exist in the chart of accounts. Learn more about creating accounts.
  • Dimensions: You can use dimensions such as Location, Department, and Employee in a budget, but dimensions are not required. Learn more about planning a budget with dimensions.
For single currency budgets, Sage Intacct does not convert amounts from the entity base currency to the consolidated currency. Before you import budget amounts, be sure to convert them to your consolidated currency using your organization's own exchange rate.

Single currency budgets are not available in the consolidation book budget selection.

Common import errors

There are several reasons why a budget import might fail. Following are some common error messages that you might encounter, with the steps to resolve.

Common error messages and resolutions
Error Steps to resolve

Invalid budget ID

Verify that the budget ID entered in the BUDGET_ID column is exactly the same as an existing budget ID in Intacct.

Budget IDs are case-sensitive. For example, if the ID in Intacct is Current-Budget, and you enter Current-budget in your spreadsheet, the import will fail.

You can find budget IDs for all your budgets on the Budgets Repository page (Budgets > All > Budgets repository).

GL account not valid

Verify that the account numbers entered in the ACCT_NO column are exactly the same as account numbers for existing accounts in your Intacct General Ledger.

You can find account numbers for all your GL accounts on the Accounts page (General Ledger > All > General Ledger accounts).

Duplicate budget accounts for a period

Verify that only a single amount has been entered by period for each GL account/dimension combination.

For example, if budgeting by GL Account only you cannot have 2 rows for account 4010. If budgeting by account and dimension you cannot have amounts in 2 rows for the same account/dimension combination.

Reporting periods are incorrect, missing, or not set up to be used for budgeting

Verify that your reporting periods are correct and that the reporting periods are set up to be used for budgeting.

  • The reporting periods in your import file must exactly match the reporting periods in Intacct.
  • To set up a reporting period to be used for budgeting, edit the reporting period and select the Use for budgeting checkbox.
The dates of periods selected for budgets can’t overlap. For example, suppose you have two reporting periods: one includes January 1 to January 31, and another includes January 15 to February 15. If you select the first to be used for budgeting, you can't select the second.