Import a budget

The Budget Information page appears.

The Budget ID is like a name that identifies the budget when you're adding budget data or including a budget on a report. Before deciding how you'll name your budgets, we recommend that you review the information in Before you create a budget.

Best practice is to give the budget an ID that doesn't reference a particular fiscal year or date. Then you can append new time periods to your existing budget.

• Create a new budget: Create an entirely new budget.
• Create a budget from existing budget, and reporting period range: Create a new budget based on an existing budget.

  Specify the existing budget that you want to use in the field below this option.

If your organization uses Global Consolidation, you can set up your budget to have amounts in your consolidated currency.

This allows for side-by-side comparisons between actual and budget amounts in the same financial report. For example, if you consolidate into Euros, you can create 1 or more budgets where budget amounts are entered in Euros (EUR).

1. Select Single currency budget.

2. In the Consolidated currency field, enter the currency you use for consolidated reporting.

• This budget will be the default for financial reports.
• Your organization uses Global Consolidation, and this is the first single currency budget you're creating with amounts in a specific currency.

  As you progress through the fiscal year and new budgets are created, update your default single currency budget.

Create a spreadsheet file for the reporting periods that you're budgeting.

Download a CSV template with budget period headers (1:42)

1. Go to Budgets > All > Budgets repository.
2. Find the budget for which you want to import data, and select Export for that budget.

   The Budget Report page appears.

3. In the Time period section, specify the reporting periods that you're budgeting.
   Budget data that you import replaces existing budget data. If you do not want to change existing budget data, select reporting periods that do not already have any budget data.

   For example, you have budgeted 10,000 for account 1400 (with no dimensions) for the reporting period Month Ended Jan 2024. If you import a budget with a row for account 1400 (with no dimensions) and a column for reporting period Month Ended Jan 2024, whatever is in that row and column will replace the existing budget amount.

4. Verify the following options:
   • Include statistical accounts in output To include statistical accounts in your budget, select this option.
   • Include notes columns for periods To include notes for reporting periods in your budget, select this option.
   • Use CSV importable format Make sure that this option is selected.
5. Select View to check that there are columns for the reporting periods you want.
6. Select Export > CSV.
7. Select Download the file and save the file to your computer.
8. Open the file.
   To make the file cleaner and easier to work with:

   • If there's no data other than the column headings, delete the second row that says "No data found for selected filters".
   • Change the column widths to make column headings easier to read.

Enter budget data in the spreadsheet.

Each horizontal row in the spreadsheet represents a budget detail. Add a row for every account and dimension combination that will be budgeted.

The budget ID, GL account numbers, and dimensions must match exactly with what's in Intacct.

• In the BUDGET_ID column, enter the budget ID for the budget you're working on. A budget ID is required for every budget detail.

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

• In the ACCT_NO column, enter the GL account number of an account you're budgeting. A GL account number is required for every budget detail.

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

• In the columns for dimensions, enter any dimensions that you want.

  Generally, dimensions are not required. But if a GL account is defined as requiring a dimension, that dimension must be used in the budget.

  You can find dimension IDs on the pages listed under Reports > Setup > Dimensions.

• In the columns for reporting periods, enter budget amounts.

  Enter only numbers, without any currency symbols, spaces, commas, semicolons, or other special characters.

Make sure to save as a plain CSV and not any of the other CSV formats.

Learn more about how to Prepare your CSV file for import.

Select Import.

On the import page, specify your budget spreadsheet, email address, and other options.

You'll receive an email notification of import success or failure.

If the import fails, the email will have information regarding the errors. The following section offers help for troubleshooting budget import errors.