Knowledge Base - Business

Choose your onboarding path, connect your business bank accounts, and invite other members.

Sync and review transactions, add manual entries, import CSV history, match bank statements, and export data.

Customize your business categories, split transactions, and exclude transactions from P&L reports.

Create category rules, set priority order, and apply rules to historical data.

Choose monthly vs annual budgeting, set budget targets, and understand actual vs. budget results.

Customize the Dashboard, read the Business P&L and Balance Sheet, compare periods, and export reports.

Connect to your payment and/or ecommerce accounts and customize payout categories.

Short how-to videos for BudgetBadger Business setup and core workflows.