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Discover new innovations across NetSuite with 2026 Release 2
■ NetSuite 2026.2 Release Notes
■ NetSuite SuiteApps Release Notes
■ NetSuite Sneak Peeks
■ Release Preview Guide
■ Release Preview Test Plan Template
■ NetSuite 2026.2 Release Notes
■ NetSuite SuiteApps Release Notes
■ NetSuite Sneak Peeks
■ Release Preview Guide
■ Release Preview Test Plan Template
Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397
Create Budget Search with Period or Period Amount as column or filter
In the Help Center under Budget Import it states "You can export your NetSuite budget data into an external application, make changes, and then reimport the changed data. To export NetSuite budget data, create a budget search at Transactions > Financial > Set Up Budgets > Search, then click Export for the search." I cannot figure out how to customize the export to include period or period amounts. From what I can tell it simply isn't an option in the results, the criteria, or the filters. This confounds me as the import template includes columns for Period Amounts.
Without this functionality I am unable to appropriately manipulate my draft budget in Excel. What am I missing?
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