Last updated: August 17, 2020

Accounts can be added to your budget in three ways:

Create accounts one at a time

You can create an account and manually add it to your budget in Budgeting and Planning one by one.

To create a single account:

  1. From the Accounts tab in the Actuals > Mapping window, click on the Add accounts button.

  2. By default, the Create an account option is selected. Click Next.

  3. From the Create an account window, add the account details, the mapping type, and the budget lines in your budget to map the account.

Import multiple accounts from MS Excel

Importing accounts from Excel gives you the flexibility to add multiple accounts quickly and easily at any time. Then, you can update the accounts from your accounts mapping table in Budgeting and Planning.

For example, let’s say that you’ve built your budget in Excel and you want to integrate your budget data with Sage Intacct. To map your accounts to your budget lines in Budgeting and Planning, you first need to create a budget using the integration with Intacct to populate your budget with data. Then, when you import the budget data that you have in Excel, you can easily map the accounts to your budget lines in Budgeting and Planning in the Accounts table. If you had to import each account individually from Excel, this process would be quite timely and burdensome. Importing multiple accounts simplifies the entire process.


Before you begin

Before you begin, make sure you have an Excel file with a list of the accounts you want to import. Download the Accounts Excel CSV file to assist you with preparing the account data you intend to import to Budgeting and Planning.

To import and map accounts to Budgeting and Planning from Excel:

  1. From the Accounts tab in the Actuals > Mapping window, click on the Add accounts button.

  2. By default, the option to add a single account is selected. Choose Add multiple accounts from Excel and click Next.

  3. Locate the Excel file from which you want to import the accounts and drag the file to the upload window, or click on the link to browse for the file you want to import.

4. From the Import accounts window, select the relevant sheet from the Excel file, the header row which serves as the column names, and the column of the accounts you want to import and map to your budget. Click Next when you’re finished.

5. From the Data > Select row data view, select the rows you’d like to import. You can select all of the rows using the checkbox in the header row. Click Next.

📝 Keep in mind that duplicate accounts can’t be added to your budget. If you have selected duplicate accounts, a Duplicate label appears in red and prompts you with a notification that you have selected accounts that already appear in the accounts mapping table. Change your selection to continue. If you choose to dismiss the notification, you will need to uncheck the rows of duplicated accounts from the mapping table.

6. From the Data > Column tab, select the columns from which you want to import data. Then, map the columns to the Account description (a description of the account received from the Excel file), the Account type (Profit & Loss or Balance sheet), and Mapping type (single or multiple budget lines) columns in Budgeting and Planning.

📝 You can select to import only the account numbers, without mapping the other columns, and complete the data in the accounts table rather than from this wizard.

7. Click Next to preview the data before you import it into your budget. When you’re ready, click Import. The accounts are added to the end of the mapping table in the order they were imported.

From the mapping table, complete the remaining details of your accounts.

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