When you create a budget using data from Sage Intacct, your accounts from Intacct are automatically mapped to budget lines in Sage Intacct Budgeting and Planning. These mappings are saved in the Accounts and Dimensions tabs of the Actuals → Mapping view of the application.

If your data changes or new accounts are detected that have no mapping to budget lines in Budgeting and Planning, you are prompted to manually map them in the Accounts mapping table. When you import actuals, all of your accounts and dimensions are automatically checked for mapping to Budgeting and Planning.

However, when you import actuals to Budgeting and Planning, you may find that the imported amounts are different than the actuals amounts existing in Intacct.

Why might this happen? Often, this is related to the account or dimension mappings:

  • A dimension or dimension value may be missing in either Intacct or Budgeting and Planning.

  • If your mapping is inexact, or if mapping exists, but there are inconsistencies, you may find your accounts are only partially mapped, causing actuals amounts to differ between the applications.

  • You may have imported accounts that have been imported intentionally with no mapping to Budgeting and Planning.

The dimension or dimension value doesn’t exist

Mapping in Budgeting and Planning works on an exact match. As you import actuals for accounts mapped to multiple budget lines, you may find that you have dimensions or dimension values that are missing in either Intacct or Budgeting and Planning.

For example, let’s say that Account 4040 (Revenue - Hardware) from Intacct is mapped to multiple budget lines by location in Budgeting and Planning. If you have a location in Intacct that doesn’t exist or isn’t mapped to a dimension value in Budgeting and Planning, then the account is only partially mapped to your budget. The actuals amounts from the unmapped or missing dimension values remain unaccounted for in your budget.

If Account 4040 is mapped to a single budget line in Budgeting and Planning, these actuals amounts are totaled in one lump sum in your budget. If Account 4040 is mapped to multiple budget lines by dimensions (like by Location) in Budgeting and Planning, the transactions are broken out by multiple budget lines, and the dimensions you selected during budget creation distinguish between what amounts go where in your budget.

Currently, the dimensions that are associated with transactions in Intacct are not visible from the Budgeting and Planning application. However, from the Sage Intacct application, you can view your company’s dimensions and generate a GL report to display the dimensions associated with your transactions.

For example, in Intacct, select Locations from the Cross-company dimensions section of the Company > Setup tab. Our example company has the following locations:

From the General Ledger > All > Reports tab, you can generate a GL report of the account transactions by location. In this example, you can see the Location IDs that are associated with each of the transactions of Account 4040 (Revenue - Hardware). Notice that the journal entry with Location 2200 is associated with San Francisco.

As describe above, if the San Francisco dimension value is not mapped or doesn’t exist in the Dimensions mapping table in Budgeting and Planning, then the transaction amount (in this case, 11,573) remains unaccounted for in your budget. As such, you can see that the data from the San Francisco location is not included.

📝 Click on the Actuals > Details tab to display the budget line mappings of your account transactions. If you want to modify your mapping, be sure to do so from the Actuals or Dimensions mapping tables in the Actuals > Mapping tab. For more information on mapping, see Map your Sage Intacct accounts and dimensions to your budget in Budgeting and Planning.


Your dimensions mapping is inexact

To import actuals to multiple budget lines in Budgeting and Planning, the actuals data must contain an exact match or an exact combination of mapped dimension values you have in your budget.

If one of these conditions is not met or is inconsistent, the actuals with incomplete or inconsistent data are imported, but not mapped to your budget.

For example, let’s say you have an account from Intacct for Travel - transportation (6380) that’s mapped to multiple budget lines in Budgeting and Planning by location. When you import actuals for this account, a transaction is created in Budgeting and Planning with the data from Intacct. If the Intacct location name Texas is associated with the dimension value Texas in Budgeting and Planning, the amount is and the actuals amount is added to the first budget line only that has the matching dimension value.

If your account is mapped to multiple budget lines in Budgeting and Planning by location and department, with the Intacct location name Texas and the department name Marketing, both of these values must have an exact match to the dimension values in Budgeting and Planning for the actuals amount to be included in your budget. If no match is found, the transaction from Intacct is imported, but the transaction appears with a No Mapping label and is not mapped to your budget lines.

However, if your account is mapped to multiple budget lines in Budgeting and Planning by location and department, and the department Marketing from Intacct is mapped to the department dimension value Sales in Budgeting and Planning, then your actuals can “find” an exact match and are imported to the budget line containing the dimension values Texas and Sales.

Your account is mapped to “No mapping”

For each imported account in Budgeting and Planning, there’s a mapping type, such as: Single budget line, Multiple budget lines, Same as account, or No mapping. (For more information on mapping, see Map your Sage Intacct accounts and dimensions to your budget in Budgeting and Planning.) If the account mapping type is intentionally defined as No mapping, the actuals from accounts are imported, but not mapped to any budget lines in Budgeting and Planning. If there is no mapping between your accounts from Intacct and your budget lines in Budgeting and Planning, the actuals amounts is “unaccounted for” in your budget.


You can see details of your transactions in the Actuals > Details tab. From the Details table, select All Actuals or Past Actuals from the page filter dropdown to see your previous actuals data.

📝 If you haven’t imported current actuals to your budget, no transactions will be displayed for the Current Actuals filter.


As you scroll through your accounts list, a No mapping label in red shows that the amounts from these transactions aren’t mapped to any budget lines in Budgeting and Planning and are, therefore, not included in your budget totals. If you prefer not to scroll through the list, you can click on the Account column to filter the details view by a specific account, or multiple accounts.

For example, let’s look at Account 4040 (Revenue - Hardware) that has No mapping. From the Details page, you can see that this account has 4 different transaction amounts from Intacct.

In this case, however, the No mapping label indicates that the transactions are not mapped to any budget lines, and the actuals amounts, therefore, are not included in your budget total.

If Account 4040 is mapped to a single budget line in Budgeting and Planning, these actuals amounts are totaled in one lump sum in your budget. If Account 4040 is mapped to multiple budget lines by dimensions in Budgeting and Planning, the transactions are broken out by multiple budget lines, and the dimensions you selected during the import actuals process would distinguish between what amounts go where in your budget.

📝 If you want to modify your mappings, be sure to do so from the Actuals or Dimensions mapping tables in the Actuals > Mapping tab.


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