Budget Creation in NetSuite: Creation and Copy Budgets

To manually create Budgets in NetSuite, navigate to;

Transactions > Financial > Set Up Budgets

To view existing Budgets in NetSuite, navigate to Transactions > Financial > Set Up Budgets > List.

Copy Budgets

Budgets can also be copied from a previous year and applied to a new period. To do so the user will navigate to Transactions > Financial > Copy Budgets.

On the Copy Budgets Screen the user will select the From Year and Budget Category along with the To Year and Budget Category.

Once complete click ‘Save’.