Learning the basics 5

• Your first steps in Brixx - start here
• Getting Started Videos
• Organize your business plan (important!)
• Guide to the interface
• How to update your plan logo

Setting up an existing business 3

• 1. How to make a plan for an existing business
• 2. Filling out the Opening Balance
• 3. Adding opening values from components and taxes

Getting Started with Xero 0

Getting started with Brixx + Crunch 0

Brixx + Crunch FAQs documentation 0

Getting started with Brixx + Xero 8

• What is the Brixx + Xero integration for?
• How to Connect to your Xero Company
• First steps after connecting your Xero Company
• What’s the difference between a component and a Xero account?
• How to compare your Xero actuals with your Brixx forecast

View all 8

Brixx + Xero FAQs and documentation 2

• Brixx + Xero FAQ
• Technical information: Brixx + Xero API requests

Creating forecasts using component building blocks 3

• An introduction to Brixx components
• Changing dates using the Timeline
• Tips for entering numbers into components

Asset projections 2

• Asset component
• Investment Component

Income projections 4

• Income Component
• Cost of Sales Component
• Inventory Component
• Subscription Component

Funding projections 3

• Loan component
• Equity component
• Capital Component

Cost projections 2

• Operational Cost
• Employee Component

Sharing & tracking 4

• Sharing & collaboration
• Version History & Restore
• Adding Organisation members & using Organisations
• How to use and create Organisations

Actuals vs forecast 5

• Actuals vs forecast video guide
• How do actuals work in Brixx?
• How to enter actual (historical) data
• Comparing actuals vs forecast in the variance reports
• Actuals to Date Beta Reports

Plan Settings 9

• Payment and collection terms
• General Settings
• Change plan timeline length
• Change financial year end
• Change plan start date

View all 9

How to... 8

• When should you start your plan?
• How to forecast your sales
• How to forecast your costs
• Build your plan in 3 steps
• Move, copy, delete and reorder

View all 8

Scenarios 2

• Turning off parts of the plan
• Scenarios in Brixx

Dashboard 1

• Breakeven Chart

General FAQ 6

• What is Brixx?
• What is a Brixx plan and what can I do with one?
• Get in contact
• Payment and Subscriptions
• Compatibility

View all 6

Troubleshooting 2

• Why can’t I move/change the dates of this component?
• My components are not loading

My plans 0

Billing & Upgrading 4

• How to purchase a subscription & upgrade your account
• How to cancel your subscription
• Brixx licence management - how to buy, assign and remove licences
• How to download invoices for your subscription

Subscriptions & Features 1

• Free Trial and Basic Tier