Monthly Processing Tutorials

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

Budget Compass Monthly Download (9:41)

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

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

Budget Compass Monthly Download Checklist

Add a New Account (15:02)

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


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