There are 2 categories of INVESTMENTS in Budgeto


CAPITAL ASSETS: The menu "Capital assets" allows you to plan your investments in fixed assets (buildings, equipment, furniture, etc.) or intangible assets (patents, trademarks, software, etc.) by identifying the amount and expected month of each investment. 


INVESTMENTS: The menu "Investments" allows you to create investments, to identify the total amount, interest rate and expected month of each investment.


How to fill the CAPITAL ASSETS section:

Click here to access the section in Budgeto


At your first visit, your Capital assets page will be empty, 


1- ADD: This is where you Add a new expense


2- CATEGORY: This is the list of categories of expenses available for new investments.  You can choose and manage the different types of depreciation methods available (straight-line or declining)  using the Capital assets categories (3) option. 

3- CAPITAL ASSETS CATEGORIES: Access the Capital assets categories option.

4- INVESTMENT: This is the description for each investment. This field is optional.

5- AMOUNT: This is the total amount of each investment. 

6- MONTH: This is the month when the total amount of the investment is paid.

7- TAXABLE: Check this box if you can get a refund for the sales tax paid when buying capital assets.

8- HYPOTHESIS:  This space is intended to write useful information about the product.  This information will be available to all of whom you share your budget with.  Note that when you export your budget, this information will not be available in the PDF and the Excel.  

9- SAVE: To save the entry.




How to fill the INVESTMENT section:

Click here to access the section in Budgeto


At your first visit, your Investment page will be empty, 


1- ADD: This is where you Add a new expense



2- INVESTMENT NAME: This is the name of the investment.

3- AMOUNT: The total amount of the investment.

4- INTEREST RATE: This is the average interest rate of return of the investment.

5- MONTH: This is the month when the total amount of the investment is paid.

6- HYPOTHESIS:  This space is intended to write useful information about the product.  This information will be available to all of whom you share your budget with.  Note that when you export your budget, this information will not be available in the PDF and the Excel.  

7- SAVE: To save the entry.