Web Chat: Balance Sheet Budgets

This balance sheet budget video focuses on budgeting for your balance sheet items. A balance sheet budget is an important part of any budget. Particularly when forecasting cashflow or preparing a full 3-way forecast. If prepared manually, many aspects of the balance sheet budget can be complex. Thankfully, Calxa removes much of the complexity calculating many parts automatically. This balance sheet budget video shows just how easy it is.

You will be able to follow the general concepts and see how Calxa calculates the more complex budgets for you. As part of the video, the presenter will walk you through some specific budget examples before looking at balance sheet reporting.


Learn from this Balance Sheet Budget Video

You will learn the general concepts of balance sheet budgets and go through some specific examples. You will learn 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


Who Should Watch the Balance Sheet Budget Video

Anyone who needs to prepare a Balance Sheet Budget should attend.

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


About Web Chats

Web Chats are free interactive webinars that drill into an advanced topic around cash flow forecasting, budgeting, KPI and management reporting. These sessions are held monthly and are presented by different team members. You are invited to send through your questions and participate during the Q&A session.

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

We understand people learn in different ways and provide various learning options. Have a look at our online help desk which is stocked with help notes, training videos and event recordings. Or book an onboarding session with our support team to ask those questions important to you. Start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.



About Calxa

Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting and KPIs, intelligently. 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. Use Calxa for short or ling-term projections, scenario modelling, grant acquittals, program budgets and tracking of cost centre performance. Good financial reporting helps organisations and key stakeholders make better decisions.