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.

Now, go to Step 2.

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