Budgee Help Center
Simple guides to help you set up, forecast, and understand your cash flow.
New to Budgee?
Build your first forecast
These guides take you from connecting your data to a forecast you can review and flesh out. More advanced guides are here, ready when you need them.
1Set up your first forecastConnect your data and build a forecast you can review.2Create or import your organisationConnect Xero or start from a template so Budgee has data to use.3Find your way around the boardSee where the main views, totals, and controls live.4Create your first forecastUse Budgee's forecast tools and check the numbers.5Check the dashboardReview the Cashflow overview, breakdown charts, and report tables.6Try a scenarioTest one possible change and see how it affects cash flow.7Learn the Budgee basicsClear up the key terms once you have seen the workflow.
Looking for something specific?
Find the guide you need
Set up your first forecast→Create or connect an organisation→Choose import options→Learn the Budgee basics→Generate or edit a forecast→Test a what-if scenario→Print a report→Save or compare a snapshot→Work with transactions→Clean up overdue items→Change footer totals→Use tabs and views→Manage bank accounts→
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Start here
A clear starting point if you are new to Budgee
Set up your first forecast
Connect your data, create a forecast, and check the result
Create or import an organisation
Set up your organisation and choose how to bring in your data
Import options and progress
Choose import scope and understand long-running import progress
Find your way around the board
A quick tour of the main board areas and controls
Automatic forecasting
Build a forecast from past activity, then review and adjust it
Dashboards
Review Cashflow overview, breakdown charts, and report tables
Scenarios
Test what could happen without changing your real data
Budgee basics
The key ideas you will use most often
Understand the board
Find the controls, views, totals, and reporting areas you use day to day
Dashboards
Review Cashflow overview, breakdown charts, and report tables
Printing financial reports
Print grouped financial views and dashboard reports
Snapshots
Save a point-in-time cash flow view and compare against it later
Board header and controls
Find the board controls you use most often
Tabs and views
Create useful views of the same organisation data
Footer totals
Choose which totals appear at the bottom of your board
Bank account settings
Control bank account types, totals, selectors, and visibility
Searchable pickers and hidden items
Search long picker lists and understand archived or hidden items
Forecasting and scenarios
Create a forecast, then test possible changes before you make decisions
Transactions and maintenance
Create, edit, tidy, and bulk-change transactions and repeating series