Start Budgeting Today! 

Before you read further, check out our introduction video (~2 min), which briefly explains what Budgeto is all about.
 

Also, visit our Multimedia Gallery! This is a hub for all media-related content concerning Budgeto and other related topics (training videos, podcasts, etc.).

    


Click here to begin creating your Budgeto account!

   

Or click on the "Sign up here" button on the login page.


1- When creating a Budgeto account, we'll need your email address (twice to avoid errors) and you'll have to create a password (PWD) that requieres the 5 following industry standard requirements:

  • At least 8 characters long
  • At least one uppercase letter
  • At least one lowercase letter
  • At least one number
  • At least one symbol (" or ! or ? or &, etc.)

Example: Budgeting123!!


2- Once all fields are filled out correctly, the "Create account" button should now be green:


If it is not green, it means that one requirement or more is not satisfied. Check the ones with no green check mark next to it and that are highlighted red (in this example, the password is missing at least one symbol): 


3- You then have to choose whether you are an EXISTING Business, or a START-UP

  • Startups are brand new and have no historical data.
  • Existing Businesses have past historical data in the form of accounting information.

 

4- Do you have an existing company in a QuickBooks Online (QBO) account? 

  • You can finish creating your account by syncing with QuickBooks Online by selecting the QuickBooks Online icon. Sign in to your QuickBooks Online account via the Intuit login page and follow the instructions on screen. For more information on the linking process, please consult the following article from our Knowledge Base: 
    How to LINK QuickBooks Online (QBO) to Budgeto?

  • If not, select the "Other/None" circle to the right and continue as directed below.
    (Steps 5, 6)

 

5- You will now have to set up your company

  • Name of your business.
  • Last month of your fiscal year.
  • First fiscal year of your budget
    (If you are a start-up, the current year is the first fiscal year of your budget).
  • County/location for taxation rules (income tax, sales tax, employer contribution, etc.).
  • Currency your company uses (CAD, USD, GBP, etc.).


6- That's it! You can now click on the "FINISH" button to create your Budgeto account and start your budgeting experience!


Ready to start?  

  • Once your account is created, get started with this article from our Knowledge Base that explains how to start building your budget, all with easy-to-follow instructions, videos, and more!
    I'm new to Budgeto, where to start?
  • Become a Budgeto Expert by exploring our Knowledge Base if you have a question or want to learn something new about Budgeto (over 100 articles with detailed explanations, screenshots, and examples).
  • Also, check out our Multimedia Gallery, a digital hub for all media-related content concerning Budgeto and other related topics. Videos, webinars, podcasts, and more can be found here. Give them a look!

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 import HISTORICAL DATA into Budgeto

- How to enter sales

- Budgeto 14-day Free Trial

- Budgeto plans and prices