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Budget & Forecasting FAQs

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Why can't I see my budget? Why is my budget wrong or incomplete?

Why is my budget wrong? Why can't I see the correct budget data? Why is data missing from my budget? ...

July 14th, 2025 280 views 0 likes
How can I tell which budget is the budget I want to use?

View all uploaded budgets on Load Data (top bar)>Budgets & Forecasts (left sidebar). Budgets and Forecasts uploaded from your accounting...

July 14th, 2025 345 views 0 likes
How to Add a Customers Page Report Into Your Budget

This article explains how to set budgets against one or more specific reports on the Customers tab Step 1 -...

January 21st, 2026 156 views 0 likes
How to create a budget for metrics using Google Sheets

This article explains how to create a budget for metrics using Google Sheets and upload it into ScaleXP. Once uploaded,...

January 29th, 2026 128 views 0 likes