In order to add a new budget, you need to OWN the company (or have the proper manage rights), not "share" the company.
Review that you are indeed the OWNER of the company first before adding a blank budget.
Q: "How many budgets do I need?"
A: In a nutshell: I would suggest to focus on a first scenario (aka, budget), let's call this the: "Base Scenario" and when you are almost done and satisfied with this scenario you could "duplicate" that scenario and rename it to "Optimistic Scenario". In this second scenario you would, for instance, forecast for more sales revenue and lower expenses... And just continue with this methodology and create your optimistic, pessimistic, realistic, etc. scenarios!
In order to add a new budget, make sure you do the following steps:
1- Check to see if your Budgeto subscription includes the "Unlimited Scenarios" option.
Click here to consult your subscription plan directly within the Budgeto app
Or, Start by opening the "CONFIGURATION MENU" by pressing on the configuration button in the top right, then select the "Subscription plan" button to consult your current subscription.
On the Subscription Plan page you will see all the details of you present subscription, including unlimited scenarios options. Make sure that you are subscribed to this option.
If not: Then you will have to upgrade your subscription to include this option before continuing. Consult the following articles from our Knowledge Base that explains how to do this with screenshots and easy to follow instructions:
- How to upgrade my subscription?
- Budgeto's Plans and Prices
2- You can quickly add a blank budget to an existing company by pressing the Add button in the top menu.
3- Enter the name of the new blank budget and press Submit.
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 SELECT a different budget
- How to duplicate/copy an existing budget
- How to RENAME a budget
- How to use the Budget Lock/Unlock feature
- How to delete a budget or a scenario