Editing an Existing Budget in NetSuite

You can manually edit an existing budget in NetSuite.

To edit an existing budget:

1. Go to Transactions > Financial > Set Up Budgets > List.

2. Click the Edit link next to the budget you want to modify.

   Tip:

   If you do not see the budget you want to edit, check the Filters at the top of the list.

3. Modify the fields and each budget record as required.

   To delete this budget, from the Actions list, select Delete. Click OK to confirm the deletion.

4. Click Save.

Tip:

To modify existing NetSuite budget data in an external application, you can export the data, make changes, and reimport the changed data. You can export data from reports or saved search. The Budget Income Statement is convenient for income and expense accounts. Set the Column footer to Accounting Period before you export. The CSV file you use to update a budget must contain values in each field to prevent existing budget data from being lost. For information about exporting data, see Exporting a Report and CSV Imports Overview.

Related Topics

Setting Up a Budget

General Notices