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How can Budget Versions be Archived?

Tidy up the Budget Manager by Archiving your old Budget Versions

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over a month ago

You can organise your Budget Versions by Creating Groups for them in the Budget Manager Screen:

  • Navigate to Budgets & Cashflow > Budget Tools > Budget Manager > Create Group

    • Set the Group name to Archived Budgets

    • Position it as required, perhaps at the bottom of all of your Groups

    • Click ADD GROUP

    • Drag your old Budgets into the Archived Group using the up/down arrows to the left of the Budget name

  • As an Alternative, you can EXPORT the Budget Versions to Excel, retain them within your Organisation Filing System, and then Delete them from Calxa.

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