Calxa allows comments to be added on detail accounts for each budget period, allowing you to make notations about your assumptions or to collaborate during your budget building process. 


In this help article, we look at how to add and edit budget comments as well as how to run the Budget Comments report. This report can be used to collate all your financial year's comments into a single report.


Insert Comments

  1. Select a single cell or range of cells. Hold the left mouse button down and drag horizontally and vertically until the range you wish to select is highlighted.

    Select cell range

  2. Click the 3 dots menu to find available actions.

    3 dots menu

  3. Select Insert comment.

    Insert comment

  4. In the text box provided type your comment and click the Save icon.

    Add comment and save

  5. Cells with comments added have a yellow underline as shown below.

    Comment underline

  6. Hover your mouse over a cell with a comment to view the comment as a tool tip.


Edit or Delete Comments

  1. Select a single cell or range of cells that contain comments. To select hold the left mouse button down and drag horizontally and vertically until the range you wish to select is highlighted.

    Select range of cells

  2. Click the 3 dots menu to find available actions.

    3 dots menu

  3. When comments have already been entered the edit comment options are immediately displayed.



  4. You can edit the text and Save as per Insert Comment above or use the Delete icon to delete all comments in the range.

    Save or delete


Report on Comments

Now that you have comments on your budget values you may wish to provide these comments as an addition to your Report Bundle. 


  1. Run the report called Budget Comments. See Select Report Template for instructions.

    Budget Comments Template
  2. To add this to a bundle, see Add a Report to a Bundle.