Save plan as an Intacct budget

Save your plan as an Intacct budget to leverage the plan for use in Sage Intacct. This lets you create reports from your plan data, export the budget, and compare your plan with actual performance.

Start

1. Open a plan.

2. From Actions, select Save as Intacct budget.

3. If you already saved a plan from Planning to Sage Intacct, you see the option to select whether to save your plan as a new budget or overwrite an existing one.

   

4. Enter a Budget ID and Description, and select Save.

   You can continue to work while Planning creates and saves your new Intacct budget.

5. To view the saved budget, do the following:

   • Select next to the Sage Planning logo at the top of your screen.

   • Select Intacct.

     This launches Sage Intacct in a new browser tab.

   • Follow these instructions to View budgets.