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Community Knowledge Base

Budgyt Basics

Budgyt Basics

Get a jump start on learning how to use Budgyt with these short videos covering our main features.

Creating Budgets and Scenarios

01-01 Creating a Budget

01-02 What do your team see?

01-03 Cloning a Scenario

01-04 Creating a Forecast

Adding numbers to your budget

02-01 Where do you enter data?

02-02 How to enter data manually

02-03 Pasting Data from Excel

02-04 Copying Data

02-05 Importing budget numbers

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Working with Payroll

03-01 Adding Employees

03-02 Adding Payroll

03-03 Payroll Taxes and Benefits

03-04 Entering Pay Periods

03-05 Payroll split to accounts and grants

03-06 Making large scale payroll changes

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The Audit Log

04-01 Change Tracking

Importing Data

05-01 Importing Monthly Actual Data without an API link

Exporting Data

06-01 Formal Reports

06-02 Dashboard Reports

06-03 Simple Data Exports

Users

07-01 Adding Non-admin Users

07-02 Adding Sub Admin Users

Creating Formulas

08-01 Simple Revenue Formulas

08-02 Simple COGS Formula

08-03 Allocation Formulas

08-04 Running Total Formulas