Calxa allows you to import budgets directly from an Excel or CSV file. It may make sense to budget in this way if:

  • You already have budgets in Excel. 
  • You have complex formulas or relationships that are best modelled in Excel. 
  • You want to delegate portions of the budget to people who may not have access to Calxa, such as department managers. 
  • You have a large number of business units that can be more easily summarised in a spreadsheet.
  • You want to move large amounts of data between budget versions. 

Export Budget


  1. Navigate to Budgets & Cashflow -> Budgets & Actuals -> Budget Tools -> Export.

  2. Select your Organisation from the Selected Organisation dropdown.

    Export Budget Menu

  3. Set your export options and click EXPORT BUDGET.

    Export options


Import Budget


Budgets can be imported to Calxa from Excel and CSV files. If you intend to import your budget, we highly recommend exporting a budget first. This ensures you have the required format for importing.

  1. Navigate to Budgets & Cashflow -> Budgets & Actuals -> Budget Tools -> Import.

  2. Select your Organisation from the Selected Organisation dropdown.

    Import Budgets Menu
  3. Click the folder button to browse and select your import file.

    Import File

  4. Set the import options and click IMPORT BUDGET.
    1. Budget: this is the destination where you would like to import the budget. 
    2. Sheet: which sheet from the Excel workbook you would like to import.
    3. Import Comments: check if you would like to import comments (Excel notes) as well as values.

      Import options



Import File Formatting

For more information about how to format import files correctly, as well as how to analyse and resolve budget import errors, please refer to the Import Budgets - File Formatting and Error Reporting help note.