--- title: "Action: Account budget" description: "Imports account budgets, writing up to twelve period amounts onto each account for the configured budget periods." url: https://support.sapera.io/en/articles/604-action-account-budget collection: "SyncTool" updated: 2026-09-25 language: en alternates: [da] --- # Action: Account budget Imports account budgets, writing up to twelve period amounts onto each account for the configured budget periods. Imports account budgets, writing up to twelve period amounts onto each account for the configured budget periods. ## How to use the action 1\. Select the action in the **Action** field. 2. Point to your data source – a **file** (CSV or Excel) or a **SQL query**. 3. Map the source columns to Sapera's fields in the column mapping (see _Source fields_ below). 4. Run **Compare** to see what will be created, changed or stay unchanged – without writing to Sapera. 5. Run **Update Sapera** to perform the import. Use the **Allow create** and **Allow update** parameters to control whether new rows are created and whether existing ones are updated. ## How matching and updating works Each row is matched on the **account** and writes budget amounts for it. - Up to **twelve period amounts** can be written per account. The budget periods the amounts go into are defined by the parameters StartDateOfPeriod01–StartDateOfPeriod12. - Only the accounts in your source are processed. Direction: from file/SQL into Sapera. ## Key parameters

Parameter

Explanation

AllowCreate

When enabled, budget lines that do not already exist are created.

AllowUpdate

When enabled, existing budget lines are updated with the values from the source.

IsDelete

When enabled, the matched budget lines are deleted instead of imported.

StartDateOfPeriod

The start date of each budget period (StartDateOfPeriod01 through 12), mapping each amount column to its period.

## Source fields

Field

Explanation

AccountNumber

The account number whose budget is set. This is the identifier column.

Amount

The budgeted amount for the period (Amount01 through Amount12, one per budget period).

* * * See also the overview [SyncTool – actions](https://support.sapera.io/en/articles/547-synctool-handlinger.md). * * * **Want to know more?** Read more in these related articles: [ Standard parameters for all actions The general parameters available on most SyncTool actions: step control, error handling, timeout, etc. ](https://support.sapera.io/en/articles/648.md)