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Browse guides for every part of FOATT — chart of accounts, planning, integrations, and more. Can't find what you're looking for? Email support@foatt.com.
Getting Started
Create your account, bring in your chart of accounts and ledger, and get your team set up.
Start here: your first week in FOATT
The order to do things in, from sign-up to your first plan-vs-actual report.
Create your account
What the six-step sign-up wizard asks, what it creates, and how to resume if you leave partway.
Set up your chart of accounts
Start from the built-in chart, import a CSV, add accounts by hand, and understand account types and parent accounts.
Import your general ledger
Upload GL transactions from a CSV, map the columns, handle missing accounts, and turn the ledger into monthly actuals.
Import from QuickBooks Desktop
Export the General Ledger report from QuickBooks Desktop and upload it to build your chart of accounts and ledger in one step.
Connect QuickBooks Online
Authorize FOATT to read your QuickBooks Online company, review the first sync, and keep actuals up to date.
Connect NetSuite
Connect with OAuth or token-based authentication, pick a subsidiary, and control what syncs.
Set up dimensions
Add departments, locations, cost centers, and projects so you can plan and report below the account level.
Invite your team
Add people to a company, choose their role, restrict them to specific dimensions, and suspend access.
Billing and your trial
How the 14-day trial works, what happens when it ends, and how to choose or change a plan.
Companies, settings, and fiscal years
Profile and notification settings, company time zone and fiscal year, and adding or switching companies.
Planning
Build budgets and forecasts on the plan grid — formulas, drivers, groupings, actuals, history, and scenarios.
Create your first plan
Set up a plan with a date window, pick how it displays, and understand the plan list.
Get around the plan grid
Select, edit, paste, fill, and clear cells; keyboard shortcuts; the right-click menu; changing the view window.
Write formulas
Reference accounts, drivers, groupings, and periods; use relative offsets and functions; get help from the autocomplete and the builder.
Use drivers for assumptions
Create driver rows such as headcount or price, choose their format and aggregation, and reference them from formulas.
Add subtotals with groupings
Understand the default subtotal rows and create your own calculated rows such as gross margin or occupancy.
Hide rows with saved views
Show only the accounts, drivers, and groupings you care about, save the layout, and share it with your team.
History, undo, and restore
See who changed what, undo a single action, roll a row or the whole plan back to a point in time, and fork from history.
Blend actuals into a plan
Show posted actuals in place of plan values up to a cutoff month, where actuals come from, and how to compare plan and actual side by side.
Plan by dimension
Enter values per department, location, or other dimension, roll them up to the account, and use slices for multi-dimension rows.
Run what-if scenarios
Pin inputs and outputs, drag sliders to test assumptions without touching the plan, compare scenarios, and promote one to a new plan.
Share a plan and discuss it
Control who can see a plan, and talk about cells or ranges in a discussion thread with mentions.
Export and import with Excel
Download a plan as a workbook, edit values in Excel, and upload them back.
Reports
Turn plans and actuals into plan-vs-actual reports you can format, share, export, and schedule.
Build your first report
Create a report, drag fields and plans into the builder, and read the live preview.
Series and variance
Add plan, actual, and variance columns; compare against prior year with a period offset; understand how variance is calculated.
Date ranges and formatting
Fixed or rolling date ranges, month, quarter, and year columns, and number display options.
Rows, columns, and filters
Pivot by account, account type, dimension, company, or period; add subtotals; weave groupings in; filter without showing a field.
Consolidate across companies
Roll several companies up onto the organization's chart of accounts with a consolidated report.
Share, export, and schedule reports
Control who can see a report, download it as CSV or Excel, and email it to your team on a cadence.