Budgeto

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 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

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

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

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

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