Glad to see you here!
Before you read further, check our introduction video. This less than 2 minutes video briefly explains what Budgeto is and what it does.
Hope you enjoyed the video! Now let us explain the basics of Budgeto. There are three main sections in Budgeto:
CREATE PROJECTION: Your future
VIEW PROJECTION: 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 CREATE PROJECTION 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 few months ago: HISTORICAL DATA should be the part to be left for later. IT'S THE LAST ONE TO FILL and honestly, it requires some accounting skills. Even if you think it would be better to enter your actual number before forecasting, just DON'T.
THIS IS WHERE TO START
This is where you'll enter your:
Expenses: How to enter Expenses in Budgeto?
Investments: How to enter Investment in Budgeto?
Funding: How to enter Funding in Budgeto?
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 to our help team:
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