Budgets & Actuals

Edit Budgets
Editing budgets can be used to create a new budget version or edit an existing budget. This article explains the steps to edit your budgets. You can ma...
Fri, 16 Aug, 2019 at 3:39 PM
Budget Factory
The budget factory is a bulk editor that will save you time. You can use it in a variety of ways to create new budgets, update existing budgets or simp...
Tue, 4 Jun, 2019 at 11:52 AM
Export and Import Budgets
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....
Tue, 11 Jun, 2019 at 10:35 AM
How to Print your Budget
To print your Profit & Loss budget by month in Calxa, you will go to the Reports -> Builder screen and run the P&L with Projected Total (12 ...
Wed, 12 Jun, 2019 at 11:57 AM
Organisation Budget (Consolidation Setting)
Many people budget at the cost centre/job/project/program level and then want to roll these budgets up to the organisation or overall budget. The Organ...
Thu, 4 Oct, 2018 at 3:40 PM
Import Budgets - File Formatting and Error Reporting
Contents File Formatting Error Reporting Format Business Unit and Account Path File Formatting Calxa provides the ability to Export and ...
Tue, 4 Jun, 2019 at 11:34 AM
Budget Comments
Calxa allows comments to be added on detail accounts for each budget period, allowing you to make notations about your assumptions or to collaborate du...
Thu, 15 Aug, 2019 at 11:33 AM
Manage Budget Versions
The Budget Manager in Calxa allows you to create new, and copy existing, budget versions. You might create additional budget versions to look at new sc...
Fri, 10 May, 2019 at 3:38 PM
Balance Sheet Budgeting
A Balance Sheet budget is an important part of any budget, particularly when forecasting cashflow or preparing a full 3-way forecast. If prepared man...
Fri, 25 Jan, 2019 at 3:00 PM
Use your Accounting System Budget in Calxa
Calxa budgeting tools make it easier for you to manage your budgets directly in Calxa rather than in your accounting system, but sometimes you might al...
Tue, 19 Mar, 2019 at 2:42 PM