Save plan as an Intacct budget

When you save your plan as an Intacct budget, you leverage the plan for use in Sage Intacct Financials. 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. Enter a Budget name and Description, and select Create.

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

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

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

   • Select Intacct.

     This launches Sage Intacct Financials in a new browser tab.

   • Follow these instructions to View budgets.