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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
NetSuite’s native budget import only handles account-level budgets without line-item detail, leaving finance teams frustrated when they need granular expense tracking.
Here’s a better approach that keeps your detailed budgets in Excel while connecting them to live NetSuite data for comprehensive budget management.
Keep detailed budgets in Excel and pull NetSuite data instead
Rather than forcing your detailed budget breakdowns into NetSuite’s limited structure, Coefficient lets you reverse the workflow. You maintain your line-item budgets in Excel where they’re easier to manage, then import NetSuite actual data directly into your spreadsheet for real-time budget vs actual analysis.
How to make it work
Step 1. Import your NetSuite GL structure into Excel.
Use Coefficient’s Records & Lists import to pull your complete Chart of Accounts, including account numbers, names, department segments, and custom fields. This gives you the exact NetSuite structure to map against your detailed budget lines.
Step 2. Create your detailed budget breakdown in Excel.
Build your line-item budgets with unlimited detail – by vendor, project, event category, or any breakdown you need. Include columns for GL account mapping using the NetSuite data you imported in step 1.
Step 3. Set up automated NetSuite actuals import.
Use Coefficient’s SuiteQL Query feature to pull transaction data that matches your budget categories. Write queries that aggregate expenses by account, department, and custom dimensions, then schedule hourly or daily refreshes to keep actuals current.
Step 4. Build dynamic budget vs actual reports.
Create VLOOKUP or XLOOKUP formulas to map your detailed budget line items to the appropriate GL accounts. This lets you compare your granular budget plans against actual NetSuite spending at any level of detail.
Get the budget detail NetSuite can’t provide
This approach solves NetSuite’s fundamental budget import limitations while giving you superior flexibility for detailed expense tracking. Start building your comprehensive budget management system today.
