Budget Onboarding

New to Warchest and need help getting your budget into the app quickly? Warchest’s onboarding service will pair you with a Warchest expert who will:

• Schedule a one-on-one call with you to go over your current process and get access to your existing budget and other relevant information or documents.
• Onboard your existing budget into Warchest:
  • Create a Warchest budget with custom departments and line items 
  • Add projections and actuals
  • Determine whether you should have the Finance Plan feature turned on or off
• Schedule a follow up call to walk you through the onboarded Warchest budget and answer any questions you may have related to:
  • Maintaining the budget
  • Adding projections and uploading actuals
  • Reconciling
• Price: one time fee of $500