CloudBudget for Financial Management  

CloudBudget for Financial Management

CloudBudget assists SMB and non-profit organizations move past outdated spreadsheet budgeting with a cloud-based management tool built on the Salesforce platform. CloudBudget, located in Chapel Hill, NC, has been an AppExchange partner for over 5 years. The current version of the CloudBudget is a fully Lightning, LWC application.

Step 1 of 6

How to Create Budget Lines in CloudBudget

 

This video demonstrates the various ways which users can create budget lines in CloudBudget.

Step 2 of 6

How to Use the Convenience Feature in CloudBudget's Budget Manager

Explore a shortcut in CloudBudget's Budget Manager platform for creating budget lines with the same set of analytics.

Step 3 of 6

How To Use Budget Manager Filters

This video demo explores how to use filtering optins within CloudBudget's Budget Manager effectively.

Step 4 of 6

How to Download, Adopt, and Upload Excel Lists in Budget Manager

 

This video explores how to manage budget updating lines in Excel.

Step 5 of 6

How to Use CB Reports in CloudBudget

This demo shows to how use CB reports in CloudBudget to customize and navigate your financial data.

Step 6 of 6

How to Customize Your Dashboard Overview in CloudBudget

This demo shows users how to navigate the CloudBudget platform and customize your dashboard.