You can access this function in the Expenses page menu. 
Click here to access this section within the Budgeto app


Importation with QuickBooks Online (QBO)


If you are connected to QuickBooks Online (QBO), Budgeto will read expenses and categories in your accounting software and will reuse them into Budgeto automatically. Be sure to review your Chart of Accounts (COA).

PRO-TIP We recommend reviewing these newly added expense categories to make sure they are labeled correctly with the appropriate associations.

Click here to know how to sync QuickBooks Online with Budgeto


Manually enter new department, categories, and expense


If your company uses a certain kind of expense that is not already installed into the Budgeto app by default, you can create it from the main Expenses page menu. Follow these instructions to know how:

 


   

1- Click on the Expenses menu from the left side menu;




2- Click on the Departments, categories and expenses management button;


3- Take note that there are two icons in this menu:

  •  The Budgeto icon are Pre-loaded Budgeto entries (you cannot modify these)
  •  The User icon are user custom entries (you can modify/delete these)

4- Navigate this menu using the following buttons:

  1. Click here to add a new Department.
  2. Click here to add a new Expense Category.
  3. Click here to add a new Expense Type.
  4. Click here to delete a Department.
  5. Click here to delete your own custom Expense Category (cannot delete Budgeto expense categories).
  6. Click here to delete your own custom Expense Type (cannot delete Budgeto expense types).
  7. Click on the SAVE button to keep all modifications made.


Why can't I delete my own custom expense categories/types?

It can happen where your own unique expense categories/types are "grayed" out and you cannot delete them. This is because the current category/type is in use and MUST BE REMOVED FROM YOUR BUDGET.

Once you have deleted the forecasted entries using this category/type, you can return to this menu and click on the trash bin icon to delete it.  


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Need help? These resources are for you!

1- There is a search bar at the top right of the screen, use it often!

PRO-TIP: Use words that you see on the section you are dealing with in order to search for related articles in our Knowledge Base. 


2- If you haven't found an answer to your question, create a support ticket and our team will find an answer for you:

Click here to create a new ticket for help

3- If you have any other questions about Budgeto, write us an email at: support@budgeto.com

Happy Budgeting and know that we are here for you if you need help! 

The Budgeto Team


Related Articles (Please refer to the links below)  

    

- How to enter expenses

- How to enter employees

- How to enter sales

- What to do if I have a question/Customer support