Budgeto

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 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

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

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

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?

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