The HISTORICAL DATA module allows you to import the historical financial information of a company in Budgeto. You can import as many years of historical information as you want. To ensure that you import reliable and truthful information, it is strongly recommended that you obtain this information from a trial balance coming from an accounting software.

You can import your financial information automatically by synchronizing your Budgeto account with your QuickBooks Online (QBO) account (access the menu HOW TO LINK QUICKBOOKS ONLINE TO BUDGETO to learn how to synchronise these two applications). If you don’t have a QuickBooks Online account, you can enter your historical financial information manually.