An overview of Budgeting in ScaleXP: How to create and revise your budgets and forecasts

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 17th, 2025

More detailed discussion here:  

Adding one or more budgets or forecasts to ScaleXP is easy.  

Here are some helpful hints to get you started. 

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

For consolidated companies, all budgets must be loaded at subsidiary level and then selected at the parent. 

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

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 downloading your existing budget as a template: 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 new 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. 

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.