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Getting Started

Evaluating Castaway, setting up a project, adding users, setting up your brand

Building your Forecast

Building your Chart of Accounts, tailoring elements, adding forecast data

Budgets & Actuals

Work with Actuals, Budgets and Rolling Forecasts, including variance analysis

Integrations

Increase productivity using integrations with Xero, Quickbooks, MYOB and Excel

Reporting

Making the most of Castaway's reports, reconciliations, dashboards and storyboards

Transition from desktop

Best practice and policies for transitioning from desktop to Castaway Cloud

Security

Setting up passwords and 2FA

Troubleshooting

Tips and techniques to troubleshoot problems

What's new in Cloud, accounts and admin

The latest in product releases, admin policies and account management