Getting started with BUDGETO 2

• How to create an account?
• I'm new to Budgeto, where to start?

Plans and prices 2

• BUDGETO plans and prices
• BUDGETO Free Trial

Support 2

• What to do if I have a question / Customer support
• Issues while connecting to BUDGETO (Error or Unusual behavior)

General questions 5

• Can we do accounting (bookkeeping) with Budgeto?
• Can I work offline on Budgeto?
• How to return money to investors
• Privacy Policy
• I forgot my password

Newsletters 0

Server maintenance 0

Account management 5

• How to change user language?
• How to change my user email address?
• How to display or remove the customer support “chat” box
• How to change my password?
• How to log out from BUDGETO?

Company settings 10

• How to access my list of companies and the companies shared with me?
• How to change the name of a company?
• How to change my user country/province/state?
• How to change the currency of a company?
• How to change the year-end (end of the fiscal year) of a company?

See all 10 articles

Plans & subscriptions 7

• How to consult my subscription?
• How to request an activation?
• How to upgrade my subscription?
• Budgeto Refund Policy
• Understanding the billing mode

See all 7 articles

About historical data 5

• About the HISTORICAL DATA menu
• How to use the HISTORICAL DASHBOARD
• How to import HISTORICAL DATA into BUDGETO?
• How to use the Manual Variations menu?
• How to use the "Months reported in budget" in the reports

Manually enter historical data 2

• How to enter your HISTORICAL DATA Manually?
• How to fill the 4 forms in the Historical Balance Sheet?

QuickBooks Online (QBO) Integration 2

• How to LINK QuickBooks Online (QBO) to BUDGETO?
• How to edit your MAPPING with QBO?

Possible errors in historical data 2

• I can't enter data in the Historical Data menu
• Possible Errors in the HISTORICAL DATA Menu

Not use 0

About this menu 1

• Which menu is the TOP MENU?

Select 1

• How to SELECT a budget?

Add 1

• How to ADD a blank budget?

Rename 1

• How to RENAME a budget?

Duplicate 2

• How to DUPLICATE an existing budget?
• How to DELETE a budget or a scenario?

Export 2

• How to EXPORT a budget?
• Where are the hypotheses in the exports (PDF/Excel)

Share 5

• How to SHARE a budget?
• How to change the sharing permission?
• How to revoke the access (sharing) of a company?
• How to unlink a company shared with me?
• What are the different sharing permissions?

About this menu 2

• Which menu is the LEFT SIDE MENU?
• What is the QUICK ADD menu?

Sales 9

• How to enter sales in the Sales section of the Create Projection?
• What is a product?
• What is the cost of sales?
• Example of a sale for a manufacturing company
• Example of a sale for a Consultation Agency

See all 9 articles

Expenses 6

• How to add Expenses in the projections?
• What is an expense?
• How to add a new category of expense?
• How to add new types of expenses?
• Where to enter charity gift?

See all 6 articles

Employees 4

• Employees menu
• What is an employee?
• When should I add an employee?
• How to manage commissions of multiple sales representative

Assets 4

• What is Capital assets
• How to add Investments in your projections?
• What is an investment?
• How to modify depreciation rates and categories

Funding 15

• What is the P&L overview?
• How to add a line of credit?
• How to add a debt?
• What is a loan?
• How to add a Grant?

See all 15 articles

Reports 1

• What are the different ratios in Budgeto?

Technical support 1

• How to Screen Shoot (SS) Budgeto's Dashboard - Graphs - Reports

Partnership section 3

• Getting the adviser status on Budgeto
• Licence authorization request
• The Budgeto logo

Extra information 1

• Upcoming product features (Roadmap)