Budget Tools

Manage Budget Versions
The Budget Manager gives an overview of your budgets and provides options for creating, copying and managing budget versions. A single budget version can sp...
Tue, 12 May, 2020 at 5:59 AM
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 simply co...
Fri, 15 May, 2020 at 10:20 AM
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 for you and w...
Mon, 27 Jul, 2020 at 3:58 PM
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.  Yo...
Thu, 21 Jan, 2021 at 1:09 PM
Export Budgets
Calxa allows you to export your Budgets & Actuals data to Excel or CSV files. You can use these as a template to import data back into Calxa or for use ...
Wed, 20 Jan, 2021 at 12:32 PM
Import Budgets - File Formats & Options
When importing budgets into Calxa from a spreadsheet your columns need to identify the Business Units, Accounts and Periods you wish to update. The purpose ...
Thu, 21 Jan, 2021 at 1:17 PM
Import Budgets - Errors and Troubleshooting
When importing budgets from a spreadsheet Calxa validates the spreadsheet columns and row data before importing any records. In this help article we'll...
Thu, 21 Jan, 2021 at 2:54 PM