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Why are there values missing from my Budget when it says it has imported correctly?
Why are there values missing from my Budget when it says it has imported correctly?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

If there are values missing from your Budget when it has imported correctly, please note this can happen when an account is nominated in the Cashflow settings, the value will have been accepted, but will be overridden by the Cashflow setting.

  • Review the Account line in the Budget screen

  • Check if it has the linked account symbol.

  • Choose whether to leave it as linked, and accept the values Calxa generates

  • or Remove / allocate a new account to the Cashflow setting, which will then release the previously linked account

Note:

Some of the Cashflow Settings must have an account assigned to them, for example Accounts Receivable / Accounts Payable.

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