To import a budget

To import a budget:

1. Go to Transactions > Financial > Set Up Budgets > Import.
2. On the Import Assistant page, in the Scan & Upload CSV File section, select the type of character encoding for imported data.
3. After the import of budget data has completed, you can review NetSuite budget records by going to the Budgets list page. To open this page, go to Transactions > Financial > Set Up Budgets > List.

Following limitations for CSV file fields:

• Year – Year values should be for years with accounting periods set up at Setup > Accounting > Manage Accounting Periods.
• Category – If the Multiple Budgets feature is enabled, Category is a required field.
• Account – Account field values should be names. Do not use numbers even if the Use Account Numbers preference is checked. For subaccounts, values should be hierarchical, with the format parent account name: child account name.