How can I tell which budget is the budget I want to use?

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 18th, 2025

View all uploaded budgets on Load Data (top bar)>Budgets & Forecasts (left sidebar). Budgets and Forecasts uploaded from your accounting system will have the accounting system logo next to them and be reported in the top section (Imported Budgets & Forecasts). Budgets & Forecasts uploaded via spreadsheet will have a generic report logo next to them and be reported in the Manually Loaded Budgets & Forecasts section. On the Load Data>Budgets & Forecasts page, each budget will list the date it was last synced (for accounting sytem budgets) or first uploaded and last modified (manually loaded budgets). The logos will be visible throughout the system, enabling you to differentiate between budgets loaded manually and those uploaded via your accounting system. You can edit the name of any budget on the Load Data>Budgets & Forecasts page, to make them easier to identify and to provide the column headers you prefer. See How to change the budget name; how to rename forecasts and budgets and budget headings in reports for more information on renaming budgets