We are now going to talk about navigating all the menus.

In the other videos after this, we actually dive into each one and explain in detail how to use them.

First, we have at the top here, import, which is where, if you are coming from another budgeting software, you can import it here.

Export is for exporting your budget; maybe you need a PDF, or you need to send it to the accountant to start prepping for production, all of that can be done here.

Versions: this is for creating different versions of the budget.

Compare: is just that, so you can compare versions.

History: is the user history, so you can see who changed what and when in the past.

And then at the very top here is the keyboard icon-this will show you all of the keyboard shortcuts.

Print icon, for printing the PDF.

And tools, this is where you can see all fringes, globals, currency, etc.

Budgets: This is your home base. Use this to access, open, and manage all your active project budgets in one place.

Fringes: This is where you set payroll taxes and benefits. You apply these to your labor rates, so the software automatically calculates the extra overhead costs for you.

Globals: Think of these as any repetitive numbers in your budget, as in your total shoot days or prep days. You set these here, so if you need to change the shoot days from 25 to 24, you change it here, and it updates all throughout the budget instead of you having to do this on every single line.

Units: This is where you define how you measure time and quantities. Such as Days, Weeks, Flat Rates, Allowances, or Hours.

Groups: Groups are your best friend for custom reporting. Use them to color-code and tag specific line items. So you can instantly run a report on everything related to a specific stunt, location, or actor.

Currency: Use this section to set up and manage multiple currencies and set their exchange rates.

Locations: Use this to set specific costs tied to your physical filming locations.

Set: Similar to locations, but this is to manage costs associated with specific physical sets being built or used.

Charges: Use this to apply flat fee or percentage-based production costs to your bottom line, such as production overhead, insurance, or contingency buffer.

Credits: This is where you calculate savings. Use this to factor in tax incentives, production rebates, and so on.

Budget Info: Finally, this is the core metadata of your film. Here, you input your project title, director, producers, shoot dates, and script details.

Again, in the upcoming videos, we break down all of these in much more detail.

And that’s your quick guide to the new navigation menu. Happy budgeting!