Help Center

Set up your account, create your first budget, and import data.

• Creating your account and workspace
• Setting up your chart of accounts
• Importing data from Excel or CSV
• Building your first budget model
• Inviting team members

Formula reference, tips, and dimension-aware syntax guide.

• Formula syntax overview
• SUM, SUMIF, and aggregation functions
• IF, SWITCH, and conditional logic
• VLOOKUP and INDEX/MATCH
• Dimension-aware references

Guides for scenarios, reports, workforce planning, and integrations.

• Creating and comparing scenarios
• Building reports and dashboards
• Setting up workforce plans
• Connecting accounting integrations
• Real-time collaboration guide

Manage plans, invoices, team members, and workspace settings.

• Upgrading or changing your plan
• Managing invoices and payments
• Adding and removing team members
• Workspace settings and permissions
• Data export and account deletion