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Known issues
The basics
Create your plan
Utilize your plan
Add data to your plan
Create accounts
Add opening balances to your budget
Create budget groups
Account for credits or refunds
Work with data from Sage Intacct
Work with data from Excel
Import data from Excel or a budget template
Import data from Excel to new and existing budget lines
Import accounts to your budget from Excel
Import actuals from Excel
Import employee data from Excel
Import dimension values from Excel
Copy and paste data from Excel
Work with employees
Add a loan to my budget
Amortization of revenues and expenses
Actuals import templates
Versions
Duplicate or save your budget to a file
Identify and resolve a loop
Enable lock mode
Delete a budget
Models & statistical accounts
Insight & analysis
Team collaboration
FAQs
Webinars
Access training on Sage University
Video hub
Work with data from Excel
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