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To change the first fiscal year of the budget of a company, follow the steps below:
1- Start by opening the CONFIGURATION MENU by pressing on the configuration button in the top right. Then select "Account and settings" to open your company configurations.
2- Once in the edit menu, you can choose the first year of your budget in the field “First fiscal year of your budgets” (near the bottom of the screen).
3- Remember to SAVE your changes.
4- This choice determines the first fiscal year of your budgets. For example, if you choose December as the last month of your fiscal year, and 2021 as the first year of your budget, your first fiscal year of your budget will be January to December 2021 in the application.
You will see a reminder at the bottom of the screen showing you when your first fiscal year of your budget ends (see example below).
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 year-end (fiscal year) of a company?
- I'm new to Budgeto, where to start?
- How to import HISTORICAL DATA into Budgeto