Loading Events

« All Events

  • This event has passed.
Event Series Event Series: Budgeting Basics

Budgeting Basics

24 April @ 10:00 am - 10:30 am AEST

Calxa Budgeting Basics Webinar

Now that you have signed up for Calxa, it’s time to get started. The Budgeting Basics webinar is a first point to getting started with Calxa. This online session is aimed at helping you set up your budgets.

The best part is that you can learn at the comfort of your own desk.


Learn About

  1. How to import existing budgets from Excel or your accounting system
  2. Use the Budget Factory to create multiple business unit budgets and years at once
  3. Enter and edit budgets manually
  4. Manage Budget Versions
  5. Print your Budget


Who Should Attend the Budgeting Basics Webinar

Anyone who wants to learn how to use Calxa and has:

  • Signed Up for a Trial
  • Just bought Calxa
  • Joined a Finance Team using Calxa


After this session, you will be able to prepare program and cost centre budgets. You will use a quicker and faster way to prepare next year’s budgets using the Calxa functionality. The Budgeting Basics Webinar will help you set up a new version to re-forecast your budget throughout the year.



Learning Calxa

We understand everyone learns differently. If you are at the beginning of your Calxa journey, we give you different learning options.


Getting Started Webinars

Make sure to register for these other weekly webinars.

Tuesdays: Reporting Basics

Thursdays: Cashflow Basics and Dashboard Basics


One-on-One Session

If you want us to review your set up or discuss your specific requirements, simply book a 20-min session with our team:

Calendar for people exploring Calxa with a Trial

Calendar for existing Calxa customers


Online Resources

If you prefer to set your own time and pace, check out our learning resources:

Getting Started Page

Calxa Resources

Help Centre

Video Tips



About Calxa

Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. Most importantly, integrating with main-stream accounting systems like Xero, QuickBooks Online and MYOB are key to saving time. Equally, the professional presentation of your management reports will impress your boss, the board, clients and bank manager. You can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets and tracking of cost centre performance. Good financial reporting will help your organisation and key stakeholders make better decisions.




24 April
10:00 am - 10:30 am
Event Category:


At Your Desk


1800 733 149