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Web Chat: Balance Sheet Budgets

20/05/2026 @ 11:00 am - 11:30 am AEST

Calxa Web Chat for Advanced Learning

This balance sheet budget session focuses on budgeting for your balance sheet items. Your balance sheet budget is an important part of your budgets. This is particularly paramount when you forecast cashflow or prepare a full 3-way forecast. Doing this manually, you will find many aspects of the balance sheet budget can be complex. Thankfully, Calxa removes much of the complexity, calculating many parts automatically for you. In joining us, you will learn just how easy it is.

Of course, you will learn about the general concepts and how Calxa calculates the more complex budgets for you. In addition, you will be see a walk through some specific budget examples before looking at balance sheet reporting.


What You Learn in this Balance Sheet Budget Session

You will find that the Calxa team will show you how you can learn balance sheet budgets. In particular, you will take away some actionable points like:

  • How to budget in the balance sheet
  • Setting your Default Accounts and Cashflow Settings
  • Specific balance sheet examples including related cashflow settings
  • Balance Sheet reporting
  • Question Time

Who Should Attend this Balance Sheet Budget Session

If you need a balance sheet budget session and want to learn more on how to solve specific problems with Calxa. In addition, you will get an update on the latest features or just want to maximise your Calxa software. Above all, if you need to prepare a 3-way forecast and want to get your budgets right.

  • Calxa Premier Customers
  • Users currently trialling Calxa
  • Accounting Professionals that want to use Calxa for their clients


About Web Chats

You will find these free Web Chats interactive webinars that drill into an advanced topic around cash flow forecasting, group consolidations, budgeting, KPI and management reporting. For your convenience, these sessions are held monthly and are presented by one of our specialists. Attendees are invited to send through their questions and participate during the Q&A session.

If you can’t make it, register anyway to receive a recording of this session. Alternatively, have a look at the upcoming Web Chats to see what topics are going to be discussed.


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.

We understand people learn in different ways. Therefore, we provide you with various learning options.

  1. Have a look at our online help desk which is stocked with help notes, training videos and event recordings.
  2. If you can’t attend our live webinars, watch these recordings of Reporting BasicsBudgeting Basics and Cashflow Basics.
  3. Or book an onboarding session with our support team to ask those questions important to you.


Please reach out if you get stuck during your Calxa Journey. We’re here to help. If you have not tried Calxa before, start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.



11:00 am - 11:30 am
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1800 733 149