Grouping Budget Rows Using Account Trees
In Calxa, you can consolidate or group specific rows in your budget by utilizing the Account Tree Header feature. This enables you to create headers for different costs, such as Advertising or Administration, allowing a number of accounts to be grouped together.
To use this in the Budget Screen:
Display the account tree in the Budgets & Actuals screen from the OPTIONS menu
From the Bulk Actions menu, expand or collapse the Accounts list to show the level of Headers you wish to budget onEnter your budget values at the Header level
In the Account Tree Settings, optionally set headers to Summary Only, so they appear as a single-line item in reports or budgets for simplicity.
NOTE 💬Behaviour when budgeting by Headers
If the Header Total is currently Nil - When you add a value to a budget at the Header level, Calxa will divide the total amount budgeted evenly by all the account rows and months included within the Header.
If the Header Total has an existing value - When you change that value, Calxa will adjust the cells which currently contain values, proportionally to represent the change in total value.