STEP 1

Download your Calxa

If you already have a trial or subscription - Download Here OR Register for a Free Trial

STEP 2

Create a Workspace

A Workspace is where you will store your data
Online app: Add a Workspace
Desktop software: Create a Calxa Online Workspace

STEP 3

Connect to your Accounting Data

What accounting software works with Calxa?
Online appDesktop software

STEP 4

Set up your Budgets

To set up your first budgets you have a few choices. You also may have already imported your budget from your accounting data in the previous step.
Online appDesktop software
  • Budget Factory - use the Budget Factory to create from prior year actuals
  • Import - if you already have budgets you'd like to import from Excel or CSV 
  • Enter or Edit - use the budget editor to enter in a spreadsheet view with shortcut calculations available
  • Express QuickStart Wizard - if you're using Calxa Express the startup wizard will create budgets for you (similar to the Budget Factory) 

STEP 5

Run your first Reports

Online appDesktop software: Use a Report Bundle Kit to get started OR Run Reports from the full available library