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Knowledge base
BASIC INFORMATION
Getting started with Budgeto
5
How to create an account?
I'm new to Budgeto, where to start?
Budgeto Multimedia Gallery
How to manage start-up costs in Budgeto
Budgeto Roadmap: Upcoming & Released Product Features
Plans and prices
2
Budgeto Plans and Prices
Budgeto 14-day Free Trial
Support
5
What to do if I have a question/Customer support
Connection/Login issues or others Error(s) with my Budgeto account
I forgot my password/How to reset your password
Minimum requirements to use Budgeto properly
How to access the "DEMO" company
General questions
6
Budgeto Limitations (What Budgeto is NOT a good fit for)
Can we do accounting (bookkeeping) with Budgeto?
Can I work offline on Budgeto?
Budgeto's Privacy Policy
Certain cells are not available/are blocked in my grid
View all 6
Newsletters
0
Server maintenance
0
ACCOUNT & SETTINGS
Account management
5
How to change user language (French/Français)?
How to change my user email address?
How to display or remove the customer support “chat” box
How to change my password?
How to log out from Budgeto/Delete your Budgeto account
Company settings
12
How to access my list of companies and the companies shared with me?
How to RENAME a company?
How to change my company's country/province/state?
How to change the currency of a company?
How to change the year-end (fiscal year) of a company?
View all 12
Plans & subscriptions
7
How to consult my subscription?
How to request an activation?
How to upgrade my subscription?
Budgeto Refund Policy
Understanding the billing mode
View all 7
USE OF HISTORICAL DATA
About historical data
5
About the HISTORICAL DATA menu
How to use the HISTORICAL DASHBOARD
How to import HISTORICAL DATA into Budgeto?
How to use the Manual Variations menu
How to use the "Months reported in budget" in the reports
QuickBooks Online (QBO) Integration
3
How to LINK QuickBooks Online (QBO) to Budgeto?
How to edit your MAPPING with QuickBooks Online (QBO)?
How to manage your QuickBooks Online integration (QBO)
Manually enter historical data
3
How to enter your HISTORICAL DATA manually
How to fill the 4 forms in the Historical Balance Sheet?
How to enter a debt in the past
Xero Integration
3
How to LINK Xero to Budgeto?
How to edit your MAPPING with Xero?
How to manage your Xero integration
Possible errors in historical data
1
Possible Errors in the HISTORICAL DATA Menu
USE OF THE LEFT SIDE MENU
Sales
3
How to enter sales
How does inventory work in Budgeto?
How to manage departments (Sales, Expenses, Employees)
Expenses
2
How to enter expenses
How to add a new department, categories, and expense management
Employees
3
How to enter employees
How to manage commissions of multiple sales representatives
How to manage Self-Employment in Budgeto
Assets
2
How to enter assets (Capital Assets and Investments)
How to modify the depreciation (amortization) rates
Funding
5
How to enter lines of credit
How to enter debts
How to enter share capital (equity)
How to enter grants
How to enter tax credits
Reports
4
Calculations and Ratios used in Budgeto
How to use the Reports menu
How to use the Cost and Funding module
Adding assumptions, legends, and table of contents in my reports
Analysis
1
How to use the Analysis Module
Export
4
How to EXPORT/PRINT a budget (PDF/EXCEL)
Where are the hypotheses/comments in the exports (PDF/Excel)
Exporting a Budget to Excel
How to export/print the Dashboard graphs
USE OF THE TOP MENU
Select
2
How to SELECT a different budget
How to delete a budget or a scenario
Add
1
How to ADD a new Budget/Scenario
Rename
1
How to RENAME a budget
Duplicate
1
How to duplicate/copy an existing budget?
Share
4
How to SHARE a company/budget?
How to change the sharing permission?
How to remove/revoke access of a company | Sharing
How to remove (unlink) a company shared with me?
Budget Lock/Unlock
1
How to use the Budget Lock/Unlock feature
EXTRA INFORMATION
Technical support
1
How to ScreenShot (SS) Budgeto's Dashboard-Graphs-Analysis Reports
Extra information
0
Partnership section
3
How to process an inquiry for a Budgeto sponsored license
The Budgeto logo
How to enter a promo code