First steps on Fygr | Fygr Help Center

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First steps on Fygr

First steps on Fygr

General questions

How do I archive transactions on Fygr?

How do I manage my inter-account transfers?

How do I export my dashboard data in Excel format?

How do I manage my deferred debit cards on Fygr?

How can the two axes of the graph be interpreted?

Bank synchronisation

How do I connect a bank to Fygr?

How do I import bank details manually into Fygr?

I can't import my transaction file

How do I customise my category and sub-category tree structure?

How does transaction categorisation work?

How does forecasting work?

How do you build your central forecast?

How can I change the level at which I edit my forecast?

How do forecast scenarios work?

How do I manage my VAT forecast on Fygr (monthly VAT)?

How does Fygr update my forecast based on the latest bank movements?

How can I compare my Fygr forecast with my actual?

How do I manage my VAT forecast on Fygr (quarterly or annual VAT)?

I've used several methods for projecting the forecast on the same line: how do they interact with each other?

Committed invoices

How do I enter an invoice (customer or supplier) manually in Fygr?

How do I import invoices from an Excel / CSV file into Fygr?

How can I reconcile my invoices with my bank transactions?

Accounting documents

How do I attach receipts to my banking transactions on Fygr?

How can I get all my receipts from Fygr and send them to the accounts department?