How do I change the Budget name that shows up at the top of report columns?  How do I rename a budget after it has been uploaded?  How do I rename my forecast?   I want to change the name of my Xero or QuickBooks budget so I don't confuse it with a new manually uploaded budget - how do I do that? 

To change the name of a budget which has been uploaded into ScaleXP, whether via autosync with your accounting system or a manual upload, go to Load Data (top bar)>Budgets & Forecasts (left sidebar). Select the budget you wish to rename.   Click on the Click to rename (pencil) button near the budget name (left side of budget box) >Type the new name in the box>Return to Save.