For information on how to create a new budget in ScaleXP, see How to add a budget or forecast. 

 See this article about setting up budgets at a consolidated company: How to add a budget to a consolidated company. 

To revise a Budget, use "update or reload" on the existing budget to download the existing budget as a template, then upload it as a new budget.   

See this article for details on budgeting for metrics:  How to change a budget:  add a budget for MRR, NRR, churn, customer count, cash balances, or any other metric reported in ScaleXP.  

Note that when you upload a revised budget, it will replace the existing one, so you need to include existing budget data in your template as well as the new data, or else set up the new data as a new budget entirely. 

To create a Forecast or Latest View which includes actuals for the year to date, create a new budget as described here and set the toggle in step 2, Download to Excel, to include actuals.  

To combine with an existing forecast, use the "update or reload" function to download the existing budget in the same format, then combine.