Step by step guides

Here you can find the answers to all of your "how do I...?" questions

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30 articles in this collection
Written by Randi Galron

Import data from MS Excel or a budget template

Add new or update existing data using one import process from Excel
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Written by Randi Galron
Updated over a week ago

Import data from MS Excel to new and existing budget lines in Sage Intacct Budgeting and Planning

Understand how the import process works when you import data from Excel to new and existing budget lines in your budget
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Written by Randi Galron
Updated over a week ago

Import employee data from MS Excel

Save the hassles of manipulating employee data in Excel and import your employee budget lines directly to Budgeting and Planning
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Written by Randi Galron
Updated over a week ago

Import dimensions from MS Excel

Easily import dimensions from Excel to your budget in Budgeting and Planning
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Written by Randi Galron
Updated over a week ago

Import model lines from MS Excel

Importing model lines from Excel makes it easier for you to start creating models in Sage Intacct Budgeting and Planning
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Written by Randi Galron
Updated over a week ago

Copy and paste data from MS Excel to Sage Intacct Budgeting and Planning

Save time entering budget data from Excel to Budgeting and Planning with copy and paste
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Written by Randi Galron
Updated over a week ago

View positive or negative budget amounts in your models

Choose to display positive or negative budget amounts in your models when you create model lines with data from your budget
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Written by Randi Galron
Updated over a week ago

Add accounts to your budget

Learn how to import accounts from Excel to Sage Intacct Budgeting and Planning
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Written by Randi Galron
Updated over a week ago

Getting started with forecasts

Add a forecast version and use it to reassess your budget plan as you obtain actuals data
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Written by Randi Galron
Updated over a week ago

Use the formula editor in models

Learn how you can use the formula editor when you work with models
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Written by Randi Galron
Updated over a week ago

Customize your model lines

Customize how your model lines are displayed to improve readability and workability when you work with large numbers of model lines
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Written by Randi Galron
Updated over a week ago

Add opening balances to your budget

Learn how to set your opening balances in Sage Intacct Budgeting and Planning
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Written by Randi Galron
Updated over a week ago

Set currencies in Budgeting and Planning

Does your company budget or transact with multiple currencies?
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Written by Randi Galron
Updated over a week ago

Add a loan to my budget

Learn how to add a loan to your budget
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Written by Randi Galron
Updated over a week ago

Amortization of revenues and expenses

Learn how to amortize your costs or income
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Written by Randi Galron
Updated over a week ago

Enter a negative amount in your budget to account for credits or refunds

Revenue or expense adjustment templates let you enter positive or negative amounts in your budget
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Written by Randi Galron
Updated over a week ago

Calculate tax based on net profit

Learn how to calculate your tax payment for net profits (without net losses)
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Written by Randi Galron
Updated over a week ago

How to change chart types

Learn how to select a chart type for built-in or customized widgets
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Written by Randi Galron
Updated over a week ago

How to delete actuals

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Written by Randi Galron
Updated over a week ago

Can I create groups of budget lines?

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Written by Randi Galron
Updated over a week ago

Create budget groups in an existing budget

Learn how to add new budget groups and lines
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Written by Randi Galron
Updated over a week ago

How to move multiple budget lines

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Written by Randi Galron
Updated over a week ago

How to allocate a budget line between departments

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Written by Randi Galron
Updated over a week ago

How to add contractors (professional services)

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Written by Randi Galron
Updated over a week ago

How to create an inter-company elimination entry

For companies with subsidiaries
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Written by Randi Galron
Updated over a week ago

How to upload a Sage Intacct Budgeting and Planning file to my account

Received a Budgeting and Planning file? Awesome! Upload it to your account so you can use it as a template for your own budget.
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Written by Randi Galron
Updated over a week ago

How can I upload my actuals?

Learn how to upload actuals from ERP systems (Quickbooks, SAP, Priority, etc.)
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Written by Randi Galron
Updated over a week ago

Can I create a copy of my budget?

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Written by Randi Galron
Updated over a week ago

Can I change my budget date range?

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Written by Randi Galron
Updated over a week ago

Can I share my budget with others?

Share allows for easy collaboration on your budget
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Written by Randi Galron
Updated over a week ago