You can quickly access your list of companies by clicking on the ARROW next to your company name (near top-left).
Once the drop down menu is open, you can then click on the button with three lines (3) to access your complete list of companies.

  • Companies that you own will show up as "You own this company" under the company name.
  • Companies shared with you will show up as "Shared by email address" and have a shared icon (three people) next to the company name in the drop-down menu. 

Once in the SELECT A BUSINESS menu, you have 3 options:  

  • Use the search bar to type the company you are looking for (1).
  • Scroll down and select the company you want to open (2).
  • Open the Company List. (Found in the RED square, seen in the picture above) (3).

The Company List menu has two sections:

  1. My companies: this is the list of your companies, i.e. companies that have been created from your user account (1).
  2. Companies shared with me: this is the list of companies that have been shared with you by other users (2).


To work in the budget of a company, simply click on the name of the company and choose the budget in which you want to work.


Note that by default, all users have a DEMO company shared in their account. DEMO gives you access to a model read-only company to visualize how to use the different sections of the budget tool.

Still 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: [email protected]


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 share a company?

- How to change sharing permission?

- How to ADD A NEW COMPANY in my account?

- Budgeto Multimedia Gallery