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To change the first fiscal year of the budget of a company, follow the steps below:
1- Start by opening the CONFIGURATION MENU by pressing on the configuration button in the top right. Then select "Company Settings" to open your company configurations.
2- Once in the edit menu, you can choose the first year of your budget in the field “First year of your budget” (near the bottom of the screen).
3- Remember to SAVE your changes.
4- This choice determines the first fiscal year of your budget. For example, if you choose December as the last month of your fiscal year, and 2020 as the first year of your budget, your first fiscal year of your budget will be January to December 2020 in the application.
You will see a reminder at the bottom of the screen showing you when your first fiscal year of your budget ends (see example below).
Related Articles (Please refer to the links below)
- How to change the year-end (fiscal year) of a company?
- I'm new to Budgeto, where to start?
- How to import HISTORICAL DATA into Budgeto
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