Capital Budget

What is a Capital Expense Budget Template? Capital Expense ("Capex") budget forms are considered a key part of annual budget models and are used by budget managers and department heads to plan future purchases of assets. Key functionality in this type of annual budget template includes drop downs to choose asset type, department, and purchase month. The average lifetime of the asset is usually determined based on an assumption, therefore it will automatically calculate the monthly depreciation amount based on that assumption. After the user enters purchase price and quantity, everything else calculates automatically. Total depreciation expense and accumulated depreciation end up on the P&L and Balance Sheet budgets. You will find an example of this type of annual budget template below.

Purpose of Capex Forms Companies and organizations use Capex Forms to request funding for asset purchases and capture comments and details that will help in the approval process. When used as part of good business practices in a Finance & Accounting Department, a company can improve its expense control and asset acquisition plans as well as reduce the risk that executives are surprised by unforeseen investments. 

Who Uses This Type of Annual Budget Template? The typical users of this type of annual budget template are: CFOs, Budget Managers, and IT Managers. Other Annual Budget Templates Often Used in Conjunction with Capex Forms Progressive Finance & Accounting Departments sometimes use several different Capex Forms, along with budget templates for sales, payroll, profit & loss, balance sheet and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others. In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

This Solver planning template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Capital Budget in Solver? The Capital Budget is a pre-built xFP&A planning template in Solver that allows finance and business teams to submit planning data directly in Solver, with automatic roll-up to consolidated budget and forecast models.

Who uses this Solver planning template? Budget owners, department managers, and CFOs, FP&A managers, and budget owners use this planning template to enter and submit financial data directly in Solver. It is particularly valuable during annual budgeting and rolling forecast cycles.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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