Glad to see you here!
Before you read further, check out our introduction video. This short video (2 minutes) briefly explains what Budgeto is all about.
Hope you enjoyed the video! Now let us explain the basics of Budgeto. There are seven main sections in Budgeto:
SALES: Allows you to create goods or services and plan their schedule of sale
EXPENSES: Allows you to create expenses, to manage their occurrence, and to choose a payment term for your suppliers
EMPLOYEES: Allows you to hire employees, to identify their first month of work and to manage their salary on an annual or monthly basis
ASSETS: Allows you to enter your capital assets and investments
FUNDING: Allows you to enter your lines of credit, debts, share capital, grants, and tax credits
REPORTS: All your financial reports (check at the end of the article to download a PDF and Excel sample from Budgeto)
HISTORICAL DATA: Your past data from your accounting
FIRST thing to do is to start filling the SALES section. This is the heart of Budgeto, whether you are a startup, an existing company, this is where to start in order to understand the true power of Budgeto and create a stunning budget!
Either if your company has several years of operations, or you have just started your business a few months ago: HISTORICAL DATA should be the part to be left for later. IT'S THE LAST ONE TO FILL and may require some accounting skills. Even if you think it would be better to enter your actual numbers before forecasting, we strongly recommend that you keep it for the end.
THIS IS WHERE TO START
This is where you'll enter your:
Expenses: How to enter Expenses in Budgeto
Employees:When should I enter an employee?
Assets: What is Capital Assets
Investments: How to enter Investments in Budgeto
Funding: How to enter Funding in Budgeto
Reports: How to export a budget
All you have to do is to enter your numbers and Budgeto will create your stunning forecast. Not convinced yet? Check the PDF export: Budgeto Demo Business PDF Export
You still need help? Here are the resources available to you:
1- There is a search bar at the top right of the screen, use it it's FREE!
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:
3- If you have any other questions about Budgeto: write us an email at: firstname.lastname@example.org
Happy Budgeting and know that we are here to help!
The Budgeto Team
Related Articles (Please refer to the links below)