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Budgeting Basics
Module 1 - Welcome to Budgeting Basics
Introduction to Budgeting (1:14)
Course Outline
Earn CPD or CPE points for this course
Module 2 - Budgeting
Getting Started with Budgets (0:29)
Navigating to Budgets (0:28)
The Budgeting Dashboard (2:11)
Adding a Budget (7:06)
Uploading a Budget into Syft (7:39)
Using a Budget (4:09)
Module Summary (0:13)
Quiz
Module 3 - Making Adjustments to Budgets
Getting Started with Adjustments (0:26)
Adjustment Basics (6:24)
Connections in a Budget (2:54)
What's Adjustable? (1:56)
Adding accounts to a Budget (1:23)
Module Summary (0:13)
Quiz
Module 4 - Reporting on budgets
Getting Started with Reporting on Budgets (0:19)
Using budgets in financials and visualizations (3:51)
Consolidating budgets (2:58)
Reporting on budgets (4:17)
Module Summary (0:15)
Quiz
Conclusion to Budgeting Basics
Course Summary (0:39)
Try Cash Manager
Resources
Let us know what you think! (0:20)
Getting Started with Budgets
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