Calxa

Enter budgets values by cell, total column, total row, copy and paste or build budgets with formulas.

Budgets & Scenarios: Edit

A quick overview on using budgets and scenarios in Calxa.

Scenarios: Overview

View and edit your budgets in different layouts displayed by accounts, business units or metrics as monthly, quarterly or annual amounts.

Budgets & Scenarios: Views & Layouts

Use preview mode on the scenarios editor to see the result of one or more scenarios combined with a base budget.

Scenarios: Preview Mode

Build driver-based budgets using budget formulas and Metrics.

Budgets & Scenarios: Formulas

Split a single line account budget into multiple parts.

Budgets & Scenarios: Sub-Accounts

Add comments on budget cells to make notations about your assumptions or to collaborate during budget creation.

Budget Comments

Configure the organisation budget to equal the consolidation of your projects or departments.

Organisation Budget (Consolidate Business Units)

Balance Sheet Budgeting

Create Budget Using YTD Actuals and Current Forecast

A guide to budget for periodic inventory where your cost of sales is adjusted by a periodic journal based on stock movement.

Budget for Inventory (Periodic Method)

A guide to budget for perpetual inventory where your cost of sales and inventory balances are updated as you sell products.

Budget for Inventory (Perpetual Method)

Sync your budgets through to Calxa to efficiently share the data across platforms.

Use your Accounting System Budget in Calxa

Merge Scenario

Create a point‑in‑time copy of your budget or scenario data that you can restore later if needed

Budgets & Scenarios: Snapshots

Include the Budget Comments in your Report Bundle

Report on Budget Comments

Shem Bogusz

Mick Devine

Budgets & Scenarios

Why is the Budget Factory completing but giving Nil values?

Why is my Budget not Exporting?

Calxa's budget import feature requires that the spreadsheet to be imported, adheres to specific formatting.

Why is Budget Import stuck on Verifying Data?

Why are there values missing from my Budget when it says it has imported correctly?

What is the Loan Wizard doing in the Budget?

What does "Your Organisation is being consolidated, so all values are automatic and read-only" mean?

There is a Budget value in the report which is not in the Budget screen?

Import Budget Failed - error message: Business unit does not exist

How do I see all the columns for the year in the budget screen?

How do I make a Payroll Tax Budget Formula?

How do I Import Business Unit Budgets from Excel?

How do I import a second Xero Budget?

How do I export the Budget to Excel as a sheet for each Business Unit?

How do I export my budget to ApprovalMax or Xero

How do I export an Organisation Budget?

How do I edit the budget for one account across multiple business units?

How do I edit an account in the Budget screen that has a + icon

A new Account has been added, how do I add that into the Budget?

Budget is being consolidated, how do I edit it?

How can I change the name of a Budget?

How can I import Annual Amounts into the budget?

Tidy up the Budget Manager by Archiving your old Budget Versions

How can Budget Versions be Archived?

How can I investigate the distribution of amounts in a specific account?

Report the Budget only

If you would like to update your budget and include YTD Actuals

How can I update the Budget with Actuals?

How can I work with two budget versions?

Making Budget Comments and collaborating with your Team

How do I add Comments into my Budget?

How do I consolidate departments and projects to the organisation budget?

How do I copy from one Budget version to another?

How do I create a Budget that sums all the Business Unit Budgets?

Values for the nominated accounts in the Cashflow Forecast Settings are calculated by Calxa

How do I edit a Budget line that is blank and says it is nominated in Cashflow Forecast Settings?

Scenarios are layers you can add to a budget to review how changes may affect the Budget.

What is a Scenario?

A Scenario is an optional extra that can be added to a Budget

What is the difference between a Budget and a Scenario?

Cannot edit the budget screen as there are not any rows in the view. White or Blank screen.

How do I add the rows in a Budget Screen?

Toggle the settings on the P&L Comparison for Budget values for your Business Units, either with or without Actuals.

Can I get a Budget report like the P&L Comparison?

When you open the Budgets & Actuals screen, it opens where you were last working

Budget screen stuck in Metrics View

If you have used the Loan Wizard to create a repayment budget, but terms have changed

How can I make changes to my Loan Wizard Budget Entries?

How do I delete a Formula?

How are budget changes saved and managed in Calxa?

Extending your Budget for the new Financial Year ahead

Budget across multiple Financial Years

Apply a Budget formula across multiple Business Units

Display your Budget to match your Reports using an Account Tree

Using an Account Tree in the Budget Screen

How can I manage formulas in Calxa when copying forecasts, importing spreadsheets, or updating budgets?

How do I mark a comment as resolved?

Including Budget Comments in your Reports

How do I include Budget Comments on Reports

How to review a comment once it has been marked as Resolved

How do I find a Resolved Budget Comment

Reviewing the range of cells that are linked to a Budget Comment

How to identify all cells a Budget Comment references!

Budget FAQs

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