NetSuite budgets are limited to profit-and-loss (income and expense) accounts; balance-sheet accounts are excluded from all budget entry forms and reports, so a budget can only be created for those two account types. (NetSuite Help Center, Budget Reports, SuiteAnswers ID 10148).

A. NetSuite permits only one budget per unique combination of year, subsidiary, class, department, location, and category; duplicates are rejected.

B. Budgets can be entered manually, generated from prior-year actuals, or imported by CSV, so manual entry is not mandatory.

D. The “Budget Hold” checkbox on an account simply blocks any posting to that account; it is not a dynamic overspending control tied to budgets.

1. NetSuite Help Center – “Budget Reports show only income and expense accounts” (SuiteAnswers ID 10148

para 2).

2. NetSuite Help Center – “Creating Budgets: One budget per year/subsidiary/class/department/location” (Setup > Accounting > Budgets > New; SuiteAnswers ID 10150

section Unique Budget Combinations).

3. NetSuite Help Center – “Importing Budgets via CSV” (SuiteAnswers ID 25031

step 1).

4. NetSuite Help Center – “Budget Hold Field on Account Records” (SuiteAnswers ID 19213

para 1).