Is there a feature on NetSuite that allows creating a budget where the past months will automatically use the actual amounts while the future months of the year will use the budgeted amounts?

Luis - that is actually what I'm trying to accomplish by creating an export of the data (and then bringing the values back in via a CSV upload).

So this is a manual process? Are you just using the Budget feature?

@Luis - are you trying to upload or talking about reporting?

Reporting. I think it's possible to just customize the standard budget reports. Will give it a try later.

@Luis Here are some screenshots of the Transaction Saved Search I created to pull current period balances out of the system. The objective was to create a CSV extract that could easily be used to import actual balances back into Budget fields. What (initially) threw me off was how to properly group the results to reflect the potential for a one-to-many list of departments and accounts. A little trial and error solved that issue. Also, notice the formula for the Account Name to "clean" the name (ie w/o the account number) for the Budget Import (although I now have the team using the InternalID of the account instead). Hope this is of some help!

question, can you update a budget via a CSV upload? Im used to updating via CSV by setting the data handling to "Update" in the import wizard but the Budget Import wizard doesn't offer that

@Synx Take a look under Transactions -> Financial -> Set up Budgets -> Import. From there you can download a Budget Template File and initiate a CSV Import.