Before getting started...

We recommend watching this quick training video
(2 min). With Budgeto, you can work on your business budget with your shareholders, employees, accountants, and more! Learn how to quickly share your company, modify permission levels, and revoke access.

Become a Budgeto expert by watching the other videos available! These training videos can be found in our Multimedia Gallery (Be sure to check back often, as more videos are in the works!).
Click here to access the Budgeto Multimedia Gallery

IMPORTANT:

It is not possible to share a budget without sharing a company.

If you share a company with a user, they will have access to all the budget scenarios of the company.

For example, you can not share a budget with another user, but deny them access to the SALES section.

To remove/revoke access to a company you shared with another email, follow the steps below:

1- Access the sharing options of a company by clicking the "Share" button at the top right.

Click here to access the Share menu directly within the Budgeto app.

2- To revoke the access to an email address (user):

Click on the recycle bin next to the account you wish to remove their access (1).
Press save (2).

Want to change the sharing permissions of a company?

If you shared your company with another email/user and now wish to change their sharing permission (read, write, manage), then consult the following article from our Knowledge Base:
- How to change the sharing permission?

Want to share your budget?

Start sharing your budget with your co-workers, investors, accountants, etc. and start collaborating today! Get started by reading this article from our Knowledge Base:
- How to SHARE a budget?