BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Budgets

Build budgets and compare against actuals. Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Budgets → New.
  2. Enter amounts by account/period.
  3. Review Budget vs Actual.
Try it now
Recording script (for video producers) 
TITLE: Budgets  (target 2 min, Basic)
HOOK (0-5s): "Build budgets and compare against actuals."
ON SCREEN: open /budgets/
STEP 1 — say: "Budgets → New."  (show the matching click)
STEP 2 — say: "Enter amounts by account/period."  (show the matching click)
STEP 3 — say: "Review Budget vs Actual."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."