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Knowledge base
BASIC INFORMATION
Getting started with BUDGETO
4
How to create an account?
I'm new to Budgeto, where to start?
Budgeto Multimedia Gallery
Budgeto Roadmap: Upcoming & Released Product Features
Plans and prices
2
Budgeto Plans and Prices
Budgeto 14-day Free Trial
Support
4
What to do if I have a question / Customer support
Connection/Login issues or others Error(s) with my Budgeto account
I forgot my password/How to reset your password
Minimum requirements to use Budgeto properly
General questions
6
Budgeto Limitations (What Budgeto is NOT a good fit for)
Can we do accounting (bookkeeping) with Budgeto?
Can I work offline on Budgeto?
Privacy Policy
Certain cells are not available/are blocked in my grid
See all 6 articles
Newsletters
0
Server maintenance
0
ACCOUNT & SETTINGS
Account management
5
How to change user language (French/Français)?
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
11
How to access my list of companies and the companies shared with me?
How to RENAME a company?
How to change my company's country/province/state?
How to change the currency of a company?
How to change the year-end (fiscal year) of a company?
See all 11 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
USE OF HISTORICAL DATA
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 QuickBooks Online (QBO)?
Possible errors in historical data
1
Possible Errors in the HISTORICAL DATA Menu
Xero Integration
0
USE OF THE LEFT SIDE MENU
Sales
3
How to enter sales
How does inventory work in Budgeto?
How to enter a discount on a sale
Expenses
2
How to enter expenses
How to add a new "Category" and "Type" in the expense form/chart of accounts (COA)
Employees
2
How to enter employees
How to manage commissions of multiple sales representative
Assets
2
How to enter assets (Capital Assets and Investments)
How to modify the depreciation rates
Funding
5
How to enter lines of credit
How to enter debts
How to enter share capital (equity)
How to enter grants
How to enter tax credits
Reports
2
Calculations and Ratios used in Budgeto
How to use the Financial Reports Module
Analysis
1
How to use the Analysis Module
USE OF THE TOP MENU
Select
2
How to SELECT a budget
How to DELETE a budget or a scenario
Add
1
How to ADD a blank budget
Rename
1
How to RENAME a budget
Duplicate
1
How to DUPLICATE an existing budget?
Export
3
How to EXPORT a budget (PDF/EXCEL)
Where are the hypotheses/comments in the exports (PDF/Excel)
Exporting a Budget to Excel
Share
4
How to SHARE a company/budget?
How to change the sharing permission?
How to revoke access (sharing) of a company?
How to remove (unlink) a company shared with me?
EXTRA INFORMATION
Technical support
1
How to ScreenShot (SS) Budgeto's Dashboard-Graphs-Analysis Reports
Extra information
0
Partnership section
3
License authorization request(s)
The Budgeto logo
How to enter a promo code