Here are a few quick pointers to help you get started testing your custom trial of Budgyt.
1.
Please use Chrome as your browser. Budgyt is optimized for Chrome.
2.
Links -Everything on the dashboard is a
hyperlink, as is any
account name in blue. Each will drill down to the Data Sheet where you'll see the detail behind the element you clicked on.
3.
Edit - The
pencil icon is our edit tool. For formulas, settings, scenarios, and payroll details you'll find this on the right hand side of your screen.
4.
Data - The data sheet (where you can edit data) can be found by clicking any element on the dashboard, or under
Data/Formulas > Data Sheet
5.
Formulas - If you add formulas, be aware that they calculate in order from top to bottom of the screen. Also, all C2C type formulas will be calculated before any FOA formulas, then finally the Rules will be calculated. There is a reorder button (the up and down arrows) at the right of each formula row which allows you to drag an drop your formulas into a different order.
6.
Search - All menus are searchable, there is also a magnifying glass at the top right of the screen that allows you to search the whole app.
7.
Scenarios - All your scenarios are stored under
Scenarios > Manage. You can create as many as you like. The
clone button (the second tool) on the right of each scenario allows you to create backups, or new versions, what if scenarios etc.
8.
Users - You may add more users using the
Users > Add User option.
9.
Videos - The Play symbol at the top right of the screen contains video tutorials on every major feature, including a couple of getting started videos, this is a good place to learn how to work Budgyt.
10.
Knowledge Base - More
HELP!! is available at the "i" symbol at the top right of the screen, or just email your sales or support contact. There will be seemingly simple things that you might initially struggle to figure out, so feel free to ask.
For an intro to the main features, and to help you get started building your first budget, check out our Budgyt Basics video collection.