Getting Started
Get your team up and running with wep4budget in under 5 minutes. This guide walks you through account creation, your first budget, and team invitations.
1 Join the Waitlist
wep4budget launches soon. Join the waitlist and we will set up your account for early access — we onboard new teams in batches. No credit card required.
2 Create Your First Budget
Once logged in, click "New Budget" to create your first budget. Give it a name, set the time period, and define your categories. You can also import data from a CSV or Excel file.
- Choose a budget name (e.g., "Q2 2026 Marketing")
- Set the start and end dates
- Add categories and subcategories
- Set spending limits per category
3 Invite Your Team
Go to Settings and invite team members by email. Assign roles to control who can view, edit, or approve budgets.
Roles: Owner, Admin, Editor, Viewer
Next Steps
- Explore all features — Learn about AI Assistant, Data Import, and Reports.
- View pricing — Find the right plan for your team size.
- Enterprise options — Dedicated infrastructure and custom SLAs.