> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started.md).

# getting started

- [Take a tour of Budgets & Forecasts](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/take-a-tour-of-budgets-and-forecasts.md): Learn about the Budgets & Forecasts homepage and how to open a workbook.
- [Explore the budget workbook](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/take-a-tour-of-budgets-and-forecasts/explore-the-budget-workbook.md): Learn about the key elements of a budget workbook.
- [Explore the forecast workbook](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/take-a-tour-of-budgets-and-forecasts/explore-the-forecast-workbook.md): Learn about the key elements of a forecast workbook.
- [Explore the Balance Sheet and Cash Flow budgets and forecasts](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/take-a-tour-of-budgets-and-forecasts/explore-the-balance-sheet-and-cash-flow-budgets.md): Learn about the key elements of the Balance Sheet and Cash Flow tabs in financial budget and forecast workbooks.
- [Overview of key terms and concepts](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts.md): Start here to understand how everything fits together and get the most out of Budgets & Forecasts.
- [Budgets versus forecasts](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/overview-of-budgets-versus-forecasts.md): Learn about what budgets and forecasts are, and how they are different.
- [Users and data access](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/overview-of-users-and-data-access.md): Learn about the users, data access and security in the Budgets & Forecasts module.
- [Dimensions](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/dimensions.md): Learn how dimensions define where you enter budget values and how those values roll up for reporting.
- [Relationship with the Financial Statements module](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/relationship-with-the-financial-statements-module.md): Learn about the link between the Financial Statements and Budgets & Forecasts modules.
- [3-statement budgeting](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/overview-of-3-statement-budgeting.md): Learn about how Budgets & Forecasts supports an integrated financial model known as 3-statement budgeting.
- [Filtering methods](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/filtering-methods.md): Get a summary of the filtering methods, including when to use them, and who can use them.
- [Demand planning](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/demand-planning.md): Ensure you've always got the right stock amount on hand and alleviate concerns about order delays, dissatisfied customers, high holding costs, or wasted stock.
- [Loan repayments](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/loan-repayments.md): Manage your loan data in a Manual Entry tab and calculate repayment and interest amounts per period.


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