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Create Budget

  • October 3, 2025
  • 3 replies
  • 50 views

How to create budget in Acumatica? because I can’t input or import excel of budget

 

Best answer by Abhishek Niikam

Hello ​@lutfi15 check out this video it may gives you idea:
 


I hope it helps!

3 replies

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  • Jr Varsity II
  • Answer
  • October 3, 2025

Hello ​@lutfi15 check out this video it may gives you idea:
 


I hope it helps!


KushaniPerera88
Acumatica Employee
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Hi ​@lutfi15 

Here are some help articles about preparing budgets in Acumatica 

Preparing a Simple Budget  - https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=45dbce17-2405-4812-9ab8-440bae134381

 

Preparing a Hierarchical Budget - https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=88d74825-73a5-4ed0-9f05-e1870e9b8a1e


Preparing a Budget Based on an Existing Budget - https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=f029660a-2f9e-4ed9-99a0-c995a2cd706a


ricoybanez
Jr Varsity III
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  • Jr Varsity III
  • October 7, 2025

@lutfi15 

Here’s the actual entry of Budget in Acumatica, yes you can create and Excel Template an then upload it. I also attached my excel template for your guide.