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Create your first budget or report
There are three different ways to create budgets and reports.
Suitable if you want to build your own model from scratch.
This allows you to build your own unique model and is suitable if you wish to recreate a model from Excel/Google Sheets.
You must account match this model to your accounting tool inside Francis.
Suitable if you want to start forecasting quickly based on best practices.
You must account match this model to your accounting tool inside Francis.
Suitable if you want to auto-generate a model based on the chart of accounts from your accounting tool.
You must connect to your accounting tool for this template to appear.
This model is by default 1:1 account matched to your accounting tool.
Templates are always a starting point; you can modify them however you see fit.
Last modified 3d ago