To start a new organisation click on an empty organisation slot, as shown below.
It should open the new organisation dialog.
Click the template you want to start with and then click Make board. Templates have preset categories that make a great starting point for your cashflow.
If you want to start a board that is linked to your accounting software click the accounting software package you use. Then click the 'Continue with...' button down the bottom of the dialog.
You will then need to authorise the connection to your accounting software, or choose an organisation you have already authorised for budgee.
It will then ask how much history you would like to import (we recommend around 1 year) then click import. For larger organisations this can take awhile as the accounting software limits the speed larger organisations download at. If the load bar stops moving this does not mean it has failed, try waiting 5 minutes.
Once the import is finished, click 'Create Organisation'. This will take you to your new organisation board.
Here is how what is imported from Xero maps to what is in budgee
Once on the board you are asked some setup questions. These have the defaults pulled through from your accounting software.
For larger organisations, it may take a minute or so for all the transactions to be created.
Welcome to your new board!
If you wish to update the board with the latest transactions from your accounting software click the Last update button, on the left side of the header.
Then click Update Board.
It will then add, remove and update the relevant transactions, as well as subtracting invoices and payments from this relevant forecasts.