How to view budgets after uploading them

Learn how to access and view uploaded budgets with ease and efficiency.

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 15th, 2025

 

To see how to upload your budget in How to add a budget or forecast 

Once your budget is uploaded, you can easily create any number of reports and/or graphs to view it.

In Reports, create a new report (or copy an existing one), then set the Column Config to "Budget by Month (set current as starting month)". 

Alternatively, in Dashboards, select a chart such as Revenue or Operating Costs to see the budget data for the time period and budget of your choosing.

For example, in Reports:

  • Create a new report using the "New Report +" button at the top of the left sidebar.
  • Select P&L or the report type of your choice
  • At the bottom of the left sidebar, select: "Additional config options" button
  • set the Column Config to "Budget by Month (set current as starting month)". 

Hint: Set your monthly budget report to start at 'Current' month, then choose the first month of your Budget year when viewing or saving the report.