Budget templates are a great tool to help you get started quickly. However, if you're a first time user of Sage Intacct Planning (SIP), we highly recommend that you use our wizard instead; it will guide you through creating your budget and it's the best way to learn about SIP!
To use a budget template, click the "+ New budget" option in the budgets menu:
Then, select the "Use a template" option, and click "Next":
Select the template you'd like to use, click "Next", and the template will be loaded to your account:
You're ready to go! A few tips for getting started:
Use the budget settings to set your budget's date range, currencies, beginning balances, and more:
Fill in your budget data in budget lines marked "No data":
Add or import your employees and contractors information using the "+" sign:
Customize the budget structure by renaming, moving, or duplicating any budget line:
Fill in your budget assumptions in the model tab:
Check your setup guide for your setup progress:
