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 inf...

The Historical Data menu is in the Company Settings menu at the top right of the application.

1. To consider the existing assets and liabilities in your budget When creating a budget for an existing company, you need to import a historical balanc...

Link your QuickBooks Online account (QBO). Your historical financial information can be imported automatically from your QuickBooks Online account. To d...

To link QuickBooks Online to Budgeto, follow these four easy steps: 1- Click the Link a Bookkeeping Software menu. 2- Click the Connect to Q...

Once you’re done synchronizing QuickBooks Online (QBO) with Budgeto, you must map your QuickBooks’s chart of accounts with Budgeto. Follow theses easy steps...

To change the mapping of your chart of accounts, follow these three easy steps: 1- Click the Edit Current Mapping menu; 2- From there you ca...

Choose what months to report in your financial projection To use the data from your HISTORICAL DATA into your FINANCIAL PROJECTION, simply select a cut-...

There are three essential rules to be able to use your HISTORICAL DATA in your FINANCIAL PROJECTION. If one of these rules is not respected, you won’t be ab...

Version 2.0, October 26th 2018 Budgeto is a tool that allows you to build financial forecasts (future). If you are an existing company, your business ha...