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The Budgeting wizard builds budget items from your actuals. You pick a source period, a target period and a growth rule, check the preview and create the budget items in one go. It works for the whole report, a few rows or a single row.

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Choose what to budget

What you select on the report before opening the wizard decides which rows are included:
  • A range of cells: the rows inside the selection
  • Selected rows: the selected rows (use the row number column to select them)
  • Nothing selected: every row on the report that can be budgeted
  • Right-click on one cell: that single row, over the whole period. The wizard title then shows that it covers only this row
Transaction rows, cumulative rows (running balances) and new, unsaved budget items are left out automatically.

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Open the wizard

1

Select the rows

Select a cell range or rows on the report, or leave the selection empty to budget the whole report.
2

Open the Budgeting wizard

Click Actions, then Data > Budgeting wizard…. You can also right-click an actuals or budget cell and choose Budgeting wizard….

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Set the source and target

  1. On the Source tab, set the Source period: the actuals the budget is based on. The default is the period of the actuals columns on the report.
  2. Choose the Sampling cadence: Weekly, Monthly, Quarterly, Half-yearly or Yearly. This is the period length the wizard calculates in.
  3. On the Target tab, set the Target period: the period you are budgeting. The default is the period of the budget columns on the report.
  4. Choose the Target budget the budget items are created in.
Override is set to Don’t override: the wizard adds new budget items and never changes existing ones.

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Choose rows and level of detail

On the Rows tab you see every row the wizard will budget.
  • Clear the checkbox next to a Category to leave it out
  • Budget item type shows the type the new budget items get
  • Breakdown level sets how detailed the budget items are. Root creates budget items at the level of the row itself. A deeper level creates separate budget items for each sub-row, in proportion to their actuals

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Set the growth rule

On the Growth tab you choose how the budget is calculated from the actuals, row by row. Under Uniform (one value for the whole period):
  • Growth rate %: actuals × (1 + value %). 10 means 10 % more than actuals
  • Percent of actual: actuals × value %. 90 means 90 % of actuals
  • Nominal change: adds a fixed amount to the actuals, spread evenly over the periods
  • Auto-seasonality: grows the total by the value % and spreads it by the seasonal pattern of the actuals
Under Per period (you enter a value for each period on the Preview tab):
  • Seasonality (% change)
  • Seasonality (% of actual)
  • Seasonality (nominal change)
Enter the Value for each row and pick Round amounts to (1, 10, 100, 1,000 or 10,000). Tick Uniform growth type or Uniform rounding to apply the first row’s setting to every row.

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Check the preview and create

  1. Open the Preview tab. It shows the budget next to the actuals for each period.
    • Turn ACT and BUD on or off to show or hide actuals and budget columns
    • Use Show change on Act or Show change on Bud to choose where the change is shown
    • Type over a budget value to adjust it. Click Revert to computed value to undo your change
  2. Open the Summary tab to see every budget item that will be created, with its period, amount, item type, counterparty, account and dimension items.
  3. Click Create budget.
Caleido creates the budget items and shows how many were created. To start over, click Reset to defaults. Your periods and preview edits are kept.
If the target budget is locked, the budget items are not created. Unlock the budget first. See Manage budgets.