What to do first 4

• I'm new to Budgeto, where to start?
• What to do if I have a question / Customer support
• How to create an account?
• Why using Excel spreadsheet is a bad idea?

Company settings 9

• How to change the name of a company?
• How to change the country and province/state of a company?
• How to change the currency of a company?
• How to change the date of incorporation (or start of operation) of a company?
• How to change the year-end (end of the fiscal year) of a company?

See all 9 articles

Company & budget options 12

• How to access my list of companies and the companies shared with me?
• How to share a company?
• How to unlink a company shared with me?
• How to change the name of a budget?
• How to add an empty budget in a company?

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Account management 8

• How to change my user country?
• How to change my user province/state?
• How to change my user email address?
• How to Display or Remove the Customer Support “Chat” Box
• How to change my password?

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Plans & subscriptions 5

• How to consult my subscription?
• How to request an activation?
• How to upgrade my subscription?
• I want to cancel my subscription / automatic renewal
• What is the refund policy?

Historical Data 10

• Where is the historical data menu since the update?
• What is the HISTORICAL DATA menu?
• Where can I get my HISTORICAL DATA?
• What is an incorporation date (or start of operation date)?
• What is the difference between incorporation date and start of operation date?

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Create Projection - 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

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Create Projection - Expenses 10

• 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?
• Employees menu

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Create Projection - Investments 6

• How to add Investments in your projections?
• What is Capital assets
• What is an investment?
• What is a loan?
• How to delete a debt

See all 6 articles

Create Projection - Funding 13

• How to use the Funding tab?
• How to add a line of credit?
• How to add a debt?
• How to add a Grant?
• How to add a share capital?

See all 13 articles

Financial Reports - P&L Overview 1

• What is the P&L overview?

Financial Reports - Ratios 1

• What are the different ratios in Budgeto?

General questions 5

• Can we do accounting (bookkeeping) with Budgeto?
• Can I work offline on Budgeto?
• What's a scenario?
• How to return money to investors
• Privacy Policy

Exports 2

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

QuickBooks Online (QBO) Integration 10

• What is the historical data menu?
• Where can I access the historical data menu?
• Why should I import historical financial information in BUDGETO?
• How can I import historical financial information?
• How to link Quickbooks online (QBO) to Budgeto?

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Technical support 1

• How to create a screenshot on a Mac ?

Partnership section 2

• Getting the adviser status on Budgeto
• Licence authorization request

Soutien technique 0