1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Financials
  4. Planning and Budgeting Financials User Guide
  5. Budgeting and Analysis
  6. Budgeting Management Overview
  7. Reviewing the Budget Income Statement

Reviewing the Budget Income Statement

Use the Income Statement -Budget form to analyze the net income (revenue and operating expenses) for the Budget Year.

To review the Budget income statement:

  1. From the Home page, click the Budget card.

  2. Click the 4 tab on the left-hand side.

    The Income Statement -Budget form opens.

  3. In the Point of View, select a Scenario, Version, Subsidiary, Currency, Department, and Class.

  4. To refresh the form with the latest values from the Revenue and OpEx Budget forms, right-click the data grid, and select IS Budget Data Refresh.

  5. Review the Budgeted amounts by Account.

General Notices