Before getting started...
We recommend watching this quick training video (3 min), which gives a brief and strong understanding on how to enter sales in Budgeto. Learn how to use the two planning methods, and how to enter your sales ($) manually for any month within your financial forecasts!
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
Manually create a new department
You can create a new department in Budgeto 2 ways:
1- Click on the "+" Icon next to the department field in your Sales, Expenses, or Employees menu.
2- Click on the "Confirm" button when finished.
1- Navigate to the "Expenses" menu.
2- Click on the Departments, categories and expenses management button;
3- On this menu, you can add, manage, or delete Departments created in Budgeto
4- Remember to click save when finished.
Can we create a budget by department?
Unfortunately, no. This Feature is not available.
Budgeto supports the concept of department for each section (i.e. sales, expenses, or employees). However, you cannot display a P&L, or other financial forecast per department.
What can you do? You could create and use different budgets/scenarios for each department. Ex: one Master budget (locked), a master budget (unlocked), and budgets based on departments (HR, Accounting, Marketing). This way, employees can work only in their departmental budget. Make sure you have the multiple scenarios option included in your Budgeto subscription.
For more information, consult the following articles from our Knowledge Base:
- How to upgrade my subscription
- How to use the Budget Lock/Unlock feature
- How to duplicate/copy an existing budget
Join the Conversation!
Follow us on our social media channels for Budgeto tips, how-to guides, company updates, and more!
Need help? These resources are for you!
1- There is a search bar at the top right of the screen, use it often!
PRO-TIP: 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
Related Articles (Please refer to the links below)
- How to add a new department, categories, and expense management
- What to do if I have a question/Customer support