Superannuation (Pension Plan)

Configure superannuation accounts to forecast your scheduled liability payments.

Shem Bogusz avatar
Written by Shem Bogusz
Updated over a week ago

Use the Superannuation menu to configure forecasted liability payments related to your pension plan expenses. The Superannuation settings are part of the overall Cashflow Settings. You should review all the cashflow settings to take the heavy lifting out of preparing a Cashflow & 3-Way Forecast.


  1. Browse to Budgets & Cashflow -> Cashflow Settings -> Superannuation (KiwiSaver or Pension Plan)
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  2. Which account do you use for Superannuation (KiwiSaver or Pension Plan) expenses?
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    If you're paying into a superannuation, KiwiSaver or pension plan for your employees, select the accounts you use to record this expense.
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    Note: ๐Ÿ’ฌ Often you'll record the expense when you pay wages but pay the amount into the fund at a later date. If you pay the amount into the fund at the same time as you record the expense you do not need to nominate any accounts in this menu.



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  3. Which accounts do you use for Superannuation (KiwiSaver or Pension Plan) payables?

    Select the accounts you use to record the payables liability. Calxa will use the current balance and add the budgeted expense amounts selected above to forecast future liability payments.
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  4. In which months do you pay Superannuation (KiwiSaver or Pension Plan)?
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    Select the periods you pay your Superannuation (KiwiSaver or Pension Plan) liabilities.


    Note: ๐Ÿ’ฌIf the periods you require are not shown you can create a custom schedule.


How is Superannuation (Pension Plan/Kiwi Saver) calculated and paid?

For a more detailed explanation on how Superannuation calculations work refer to the frequently asked question on this topic - How is Superannuation (Pension Plan/Kiwi Saver) calculated and paid?


โ€‹Want to learn more about Cashflow Settings? Check out the other help notes in this series:

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