Budgee Help Center

Advice and answers from the Budgee Team

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Quick Navigation

Getting started

Everything you need to know to get started with budgee

Overviews

Getting started

Finding your way around your organisation board

Creating a new organisation

Everything you need to know about making your first organisation in budgee

Navigating an organisation

All about the controls found on the budgee header

This covers all the details about tabs in budgee

All about footers

Everything you ever wanted to know about balance footers in budgee

End of period controls

How to tidy up the current period by hiding clutter and dealing with overdue items in bulk

Working with transactions

Transactions and repeating series

How to work with individual transactions and repeating series in Budgee

Find a group of transactions or repeating series and apply the same change to all of them at once

Forecasting and scenarios

Make a baseline forecast to look into the future, then add scenarios to see the effect of your decisions

Automatic forecasting

Everything you need to know about manual and automatic forecasting in budgee

Automatic forecast adjustments

How Budgee reduces forecasts when actuals arrive to avoid double counting

Everything you need to know about scenarios in budgee