Budgets can be imported either at the parent or at subsidiary level.

If imported at subsidiary level, individual subsidiary budgets must be selected to create a combined, consolidated budget.

Many different budgets and forecasts can be reported against at any one time.

Loading a new consolidated budget

Go to Load Data (top tab), Budgets & Forecasts (left sidebar).

Click on “Load new budget here”.  

Then follow the instructions as described in How to add a budget or forecast. 

Creating a budget built up by subsidiary

First, import one or more subsidiary level budgets.  

To import one or more subsidiary level budgets, see How to add a budget or forecast.  Note that subsidiary budgets can be imported from either your accounting system or a ScaleXP format spreadsheet. 

Once one or more budgets have been uploaded at subsidiary level, go to Load Data (top bar)>Budgets & Forecasts (left sidebar) > use dropdown menus by entity to select budget from each entity> name the consolidated budget (top left of selected budget section).

Once created and named, these budgets are available for use in all Reports, Dashboard charts and graphs, and Presentations.

Hint: Manual entry budgets will have a report logo whereas those uploaded from your accounting system will have the logo of the accounting system next to them.