How to Import a Budget in Sage Intacct
There are multiple ways to add a budget in Sage Intacct, including manually, using the Budgeting and Planning add-on or via file import.
In this tip of the week, we’ll show you everything you need to know about importing a budget via file import, including where to find the template, how to complete it and where to upload it.
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Where to Find The Budget Template
To find import templates in Sage Intacct, navigate to:
Applications > Company > Setup > Import data
Next, scroll down to the ‘Budgets’ row. To download the template, click ‘Template’.
Once downloaded, open the file in Microsoft Excel.
Completing The Budget Template
Along the top row, you’ll see headers for each column.
These match the fields in Sage Intacct which you’d complete if you added a budget manually.
Below that in row 2, you’ll see what you need to know about each field to help you complete them.
This includes details such as: character limits, valid values, dependencies, if the field is required and whether it will be editable.
Once you’re happy you understand what each column requires, it’s time to start filling them in.
At a minimum, you’ll need to fill in the budget amounts and the date ranges. There are optional fields which can be completed for extra detail, e.g. tagging dimensions to categorise budgets.
Note: in the budgetable period column, make sure you match this to the name of the reporting budget.
It’s also important that the budget ID matches exactly how it’s named in the system.
We recommend looking at the import template and Budgets repository side by side. In Sage Intacct, navigate to:
Company > Budgets > Budgets repository
In this case, the budget ID is ‘2025 Budget’.
Uploading The Finished Budget
Once you’ve finished adding all your information to the template, save it as a csv file and make sure any fields with leading zeros are re-formatted, so that the file will import smoothly.
On the Budgets repository page in Sage Intacct, press ‘Import’.
Now click ‘Choose File’ and find the file you saved, you can import multiple at once if you like.
Select the correct date format from the ‘Date format’ dropdown, this should match the template and your system setup.
Finally, click ‘Import’.
A pop up will appear letting you know the number of successful or unsuccessful imports.
You’ll also get an email which goes into more detail about any errors, why the error occurred and what you can do to rectify it.
If you have any issues with importing your budget in Sage Intacct, we’re here to help. For existing customers, contact support or your Account Manager and they’ll be able to assist you.
