The Header
Header controls overview
Logo: The budgee header is where all the important controls for the board are found. Clicking on the budgee logo takes you back to the board selection page.
Organisation Name: Click on the organisation name to edit it if you want to name it something else.
Tabs: Clicking on the tabs will take you to different views of your transactions. These tabs can be dragged to reorder them. New ones can be added and existing ones can be edited to change the view they show. More about Tabs can be found here.
Share: Clicking share lets you invite others to see the board. Where you can share the board with others for editing or viewing. More about sharing can be found here.
Notifications: Where you receive budgee notifications.
Help: Handy help information and links can be found here.
User profile: Links to account settings budgee referrals and signing out.
Scenario creator: This opens up the scenario drawer, where you create and group new scenarios, toggle off and on existing scenarios, or remove old scenarios you no longer need. More about scenarios can be found here.
Last update: Clicking this will initiate an update with your accounting software.
Go To: This moves you to a specific time period that you might be interested in without having to scroll to it.
Filters: This filters transactions shown on the board. It is a handy tool for quickly finding just the transactions you are interested in.
Options: There are a range of options here, including board settings, different ways to view the board, showing or hiding GST, or editing categories, bank accounts etc. Read more about the options here.
Tabs
Tabs in the budgee header are used to show different views of your transactions. You can add custom tabs and edit your existing ones.
The default tabs that are created with each board are:
Tab name | What it shows | What it is useful for |
Cash summary | Your incoming and outgoings (and transfers) further grouped by categories. | Seeing where you cash is coming from and where it is being spent. |
Dashboard | Multiple visualisations, simplified financial reports, useful table summaries. | Seeing overviews, trends, and quickly understanding what is going on with your business. |
All transactions | All your transactions by month | Seeing everything without hiding them in groups. This is a great view to find specific transactions. Filters are very useful here. |
Other preset tabs include the following:
You can also create custom tabs where you can call it what you like, have saved filters, show specific footers and plenty more. All this is covered in more detail here.
Sharing
Scenarios
Options
