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Getting Started
Initial Steps
Getting Started Step 1 - Set Up Budgets
Getting Started Step 1 - Set Up Budgets

First step in getting started with Calxa

Alex Lewis avatar
Written by Alex Lewis
Updated over a week ago

An auto-budget based on last year's actuals is automatically created for you when you add an organisation. This auto-budget cannot be edited, so you will eventually want to set up your own budget in Calxa.

To set up your budget you have a few options:

  • Enter or Edit your budget - use the budget editor to enter figures in a spreadsheet-like view or edit an existing budget.

  • Budget Factory - create new budgets, update existing budgets or copy budgets for multiple business units and years all at one time. You can also use it to create a reforecast containing actuals YTD.

  • Import your budget from a spreadsheet - handy tool if you already have budgets set up in Excel, have a large number of business units, want to delegate portions of the budget to managers, or have complex formulas best modelled in Excel.

  • Sync your accounting system budget - this can be done for both the business unit and organisation level with MYOB AccountRight and QuickBooks Online, and for the Overall Budget only with Xero.

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