How to track against budget for a manual entry field

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 17th, 2025

See How can I add a new field for manual entry?  How can I add extra data and/or non financial data to ScaleXP?  and How do I update actuals for a manual entry field? 

Once the field is created and data is entered, you can add it to any report for that entity or its parent company. 

Go to Reports > Edit>Edit Rows (top right corner) and add a new row, selecting your manual entry field from the drop down menu. 

See How to edit a report and create your own custom rows and columns .

To add this field to your existing Manually Loaded Budget or Forecast, go to Load Data, Budgets & Forecasts, and select edit to upload a new template including the new fields. 

Alternatively, you can save the manual fields as a separate Manually Loaded Budget to be reviewed separately. 

See How to add a budget or forecast