Balance Sheet - Budget

Posted 2 months ago by Dcarey

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Dcarey

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What is the best formula to use in order to pull budgeted balance sheet data from Intacct?

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5 Comments

Gabriel Michaud posted 21 days ago

@Gethin -- you can just use a very wide date range, from 2000-01-01 (or start of financial year if it's a P&L account) to today as an example to get end balance

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Gethin posted 24 days ago

For Balance Sheet budget data specifically, the SI.BUDGETTURNOVER formula pulls the net change for each period.

Is there a way / formula to pull the budgeted period end balance?

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Markens Juste posted 2 months ago

Hi DCarey,if the goal is to retrieve the GL budget you can do it by using the SI.BUDGETTURNOVER function.

Here is the link to our article with more details : SI.BUDGETTURNOVER

Please let me know if I've answer your question.

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Gabriel Michaud posted 2 months ago

Hi!

The SI.BUDGETTURNOVER function allows you to retrieve amounts from your budget. Full documentation is here: https://help.velixo.com/doc/main/intacct/si-budgetturnover

I recorded a video showing how you can use it (and also included a quick demo of the budget writeback functionality): https://www.loom.com/share/bc5c4d1aee7e459ba79269cf37cf142d

Best regards,

Gabriel

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Harry Lewis posted 2 months ago

Hello.

I assume you would want to use the SI.BUDGETTURNOVER function as shown in this screenshot.

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