See this article about setting up budgets at a consolidated company: How to add a budget to a consolidated company. 

Budgeting Options in ScaleXP

You can choose to upload budgets directly into ScaleXP (recommended ) or sync with your existing accounting system budgets.

Importing ScaleXP budgets allows you to combine financials with ScaleXP automated metrics and other data integrated with ScaleXP.

You can report against any combination of budgets you create, including a mixture of ScaleXP imports and budgets from your accounting system.  You can report against these in separate reports or all together, using reports, charts, dashboards and presentations.

If you have a consolidated company, you can choose to budget only at consolidated level or to create a consolidated budget out of budgets loaded at each subsidiary.  Read more about consolidated budgets in How to add a budget to a consolidated company. 

1. Import Budgets Directly to ScaleXP (most flexible and comprehensive)

This enables you to budget against any combination of accounts and metrics in ScaleXP, for example profit, cash, MRR, new and lost customers, imported data and both standard and bespoke metrics such as churn and liquidity ratios.

Upload a budget file using the ScaleXP template. See How to add a budget or forecast

2. Sync Existing Budgets from Accounting Software (basic financials only)

Budgets can be pulled directly from your accounting platform if your budget already lives there and you use Xero or QuickBooks.

Go to Load Data tab, Connections and select the three dots, then Configure.   

In section 4, Budgets and Forecasts, use the dropdown menu to select the date from which to include forecast data.

Multiple Budgets

You can maintain multiple budget versions such as:

• Original Budget
• Revised Budget
• Reforecast 1, Reforecast 2, etc.

These can be compared side-by-side in reports.

See How to add multiple budgets to a report 

To create a Forecast or Latest View which includes actuals for the year to date, create a new budget as described here and set the toggle in step 2, Download to Excel, to include actuals.  

To combine with an existing forecast, use the "update or reload" function to download the existing budget in the same format, then combine.

For information on how to create a new budget in ScaleXP, see How to add a budget or forecast. 

To revise a Budget, use "update or reload" on the existing budget to download the existing budget as a template, then upload it as a new budget.   

See this article for details on budgeting for metrics:  How to change a budget:  add a budget for MRR, NRR, churn, customer count, cash balances, or any other metric reported in ScaleXP.  

Note that when you upload a revised budget, it will replace the existing one, so you need to include existing budget data in your template as well as the new data, or else set up the new data as a new budget entirely.