Budgets

Sage Intacct Planning provides a cloud-based solution for streamlining the budgeting process, from creation to review and forecasting.

Why it matters

Budgeting can be challenging for midsize companies, often involving multiple spreadsheets and manual processes. Sage Intacct Planning addresses these challenges by centralizing the entire cycle, enabling better control and insight into spending.

When you use it

Sage Intacct Planning offers a solution to common budgeting challenges like managing multiple spreadsheet versions.
Budgets are located in Budgets > All > Budget s > Budgets repository.
User types who can interact with budgets include Business users, Employees (view only), and Approvers (view only).
Regional availability is global.

Prerequisites

Budgets requires Dimensions Budgets requires Chart of Accounts

Common tasks

Plan your budget structure Create budget entries Import budgets from spreadsheets Configure budget reports

Related concepts

Part of

Budgets is part of General Ledger

Used with

Budgets is used by Financial Reporting

Source documentation

Sage Intacct Help

Neighborhood

Strongest 4 direct relationships

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