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For more information on how to open your account, we have the following article from our Knowledge Base that can help you: How to create an account
To change the start date of start of operation of a company, follow these steps:
1- Start by opening the HISTORICAL MENU, then select "Historical Dashboard".
2- Once in the Historical Dashboard, scroll down until you see the sub-section Company settings. You can choose a month and year for the start of your operations in the field “First month of your historical data".
NOTE: With Budgeto, choosing the first month of your historical data IS THE SAME as selecting the start of your company's operations.
3- If you want, you can change the date range to use from your Historical Data in your Budget. Scroll to the top of your Historical Dashboard and modify the date range in the field "Used Months".
4- Remember to SAVE your choices.
Need help? These resources are for you!
1- There is a search bar at the top right of the screen, use it often! 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: firstname.lastname@example.org
Happy Budgeting and know that we are here for you if you need help!
The Budgeto Team
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Related Articles (Please refer to the links below)
- How to change the first fiscal year of the budget of a company?
- How to change the year-end (fiscal year) of a company?
- I'm new to Budgeto, where to start?
- How to import HISTORICAL DATA into Budgeto