To access the Historical Data Dashboard, click on the Historical Data option on the left side of your screen. Once you are in this sub-menu, click on the title/hyperlink: "Historical Dashboard".
In the Historical Dashboard, you will find many additional settings relating to your historical data. The "Questions" column will provide you with an informative pop-up that briefly describes the information in the row. The "Learn More" column will direct you to an article from our Knowledge Base that can provide you with additional information that will be more detailed.
At the top of the Historical Dashboard, you will find information relating to your "Company Settings". This is the same information/settings found in the normal company settings menu. Note that you will see a helpful tip below explaining exactly what your fiscal year is set to.
To access more information relating to your company settings, take a look at this related article from our Knowledge Base:
- Company Settings Articles/Information
Below your company settings, you will find your Accounting Software settings. If you have imported historical data with a supported accounting software, confirmation can be found here.
You can import HISTORICAL DATA into Budgeto three ways;
1- Syncing with QuickBooks Online (QBO),
2- (Upcoming) Syncing with Xero,
3- Manually entering your company's historical information yourself.
To access more information relating to importing/syncing your historical data with Budgeto, take a look at the related articles from our Knowledge Base:
- How to import HISTORICAL DATA into Budgeto?
Finally, near the bottom of the Historical Dashboard, you will find all information relating to the validation of your historical data. If there is an error with your historical data (wrong validation, balance sheet not balancing, etc.) you will see the red error message here.
For more information/understanding how to fill out your Historical Profit and Loss, as well as your Historical Balance Sheet, take a look at these articles from our Knowledge Base:
- How to enter your HISTORICAL DATA Manually?
- Possible Errors in the Historical Data Menu
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Related Articles (Please refer to the links below)
- About the HISTORICAL DATA menu
- How to import HISTORICAL DATA into Budgeto?
- How to fill the 4 forms in the Historical Balance Sheet?
- How to use the Manual Variations menu