Monthly Processing Tutorials

The tutorials in this section review Compass ways to load historical financial data in the program.

Budget Compass Monthly Download (11:00)

Learn how to perform the Monthly Download in a single Budget Compass plan.

https://plansmith.com/pub/tutorials/Budget_Compass_Monthly_Download/Budget_Compass_Monthly_Download.html

Click on the links below to view and download Compass training materials.

Budget Compass Monthly Download Checklist

Add a New Account (17:40)

Learn how to add a new account to your Compass Chart of Accounts

https://plansmith.com/pub/tutorials/Adding_A_New_Account_To_Compass/Adding_A_New_Account_To_Compass.html

 

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