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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 10 months 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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