Desktop - Budgeting

Budget factory, shortcuts, automated budgets and all the tools that make budgeting sexy.

Use the Budget Factory to Save Time and Create Multiple Budgets
If you're using the Calxa Online browser app, refer to this article instead. The Calxa Budget Factory allows you to quickly and easily...
Tue, 19 Feb, 2019 at 9:33 AM
Edit Budgets using Budget Shortcuts and the Budget Grid
If you're using the Calxa Online browser app, refer to this article instead. Calxa provides tools for maintaining multiple budgets,...
Fri, 23 Nov, 2018 at 3:31 PM
Exporting and Importing Budgets
If you're using the Calxa Online browser app, refer to this article instead. When preparing your budgets, you may opt to use the Export and...
Fri, 30 Nov, 2018 at 4:00 PM
Print Profit and Loss Budget (Desktop client)
The easiest way to print your profit and loss budgets is using the spreadsheet report. This report can be used to view, print and export multiple bu...
Mon, 10 Jun, 2019 at 1:50 PM
Understanding Balance Sheet Budgets
If you're using the Calxa Online browser app, refer to this article instead. A balance sheet budget is an important part of any budget and som...
Tue, 28 May, 2019 at 10:17 AM
Balancing your Budget with the Discrepancy Analysis Report
If you're using the Calxa Online browser app, refer to this article instead. When calculating the Cashflow and Balance Sheet Forecast reports ...
Tue, 11 Dec, 2018 at 2:35 PM
Budgeting for Overdraft Interest - desktop
If you're using the Calxa Online browser app, refer to this article instead.  It can be difficult to budget for overdraft interest, since it i...
Thu, 1 Aug, 2019 at 2:39 PM
Calxa Express Quick Start Wizard Checklist
This is a small checklist designed to get you thinking, after completing the Calxa Express Quick Start Wizard. For more information on the Quick Star...
Fri, 24 Nov, 2017 at 12:37 PM
Create Budget Using YTD Actuals and Current Forecast
Towards the end of the current financial year you may already be thinking about creating your budget for next year or creating a re-forecast for t...
Fri, 24 Nov, 2017 at 12:38 PM
Create Loan Budgets Using the Loan Wizard
The Calxa Loan Wizard allows you to quickly and easily incorporate loans into your budgets. The wizard will do all of the complex calculations f...
Fri, 24 Nov, 2017 at 12:38 PM