# Fathom Help Centre

> View our collection of helpful articles

## Get Started

- [Get Started with Fathom](https://support.fathomhq.com/en/articles/999179-get-started-with-fathom.md): How to best connect and set up your companies
- [Fathom's Learning Resources](https://support.fathomhq.com/en/articles/15449855-fathom-s-learning-resources.md): How to resources & get help using Fathom
- [Fathom Video Training](https://support.fathomhq.com/en/articles/7884733-fathom-video-training.md): All our overview videos in one place
- [Import Financials](https://support.fathomhq.com/en/articles/2504654-import-financials.md): Fathom integrates with Xero, QuickBooks, Sage, MYOB, FreeAgent, Google Sheets and Excel
- [Import financials from Xero](https://support.fathomhq.com/en/articles/1278113-import-financials-from-xero.md): Connect and update your Xero company in Fathom
- [Import financials from QuickBooks Online](https://support.fathomhq.com/en/articles/999168-import-financials-from-quickbooks-online.md): Connect and update your QuickBooks Online data in Fathom
- [Import financials from QuickBooks Desktop](https://support.fathomhq.com/en/articles/999146-import-financials-from-quickbooks-desktop.md): Upload & update your financial data from QuickBooks Desktop
- [Import financials from MYOB Business](https://support.fathomhq.com/en/articles/999171-import-financials-from-myob-business.md): Upload & update your financial data from MYOB Business
- [Import financials from MYOB Desktop](https://support.fathomhq.com/en/articles/1278136-import-financials-from-myob-desktop.md): Uploading & updating your financial data from MYOB Desktop
- [Import financials from Sage Business Cloud Accounting](https://support.fathomhq.com/en/articles/8467102-import-financials-from-sage-business-cloud-accounting.md): Connect and update your Sage Business Cloud Accounting company in Fathom
- [Import financials from Sage 50 Accounts](https://support.fathomhq.com/en/articles/9830675-import-financials-from-sage-50-accounts.md): Upload & update your financial data from Sage 50 Accounts \(UK & Ireland\)
- [Import financials from Excel](https://support.fathomhq.com/en/articles/1387149-import-financials-from-excel.md): Upload & update financial data from other accounting systems via Excel
- [Use the Fathom Desktop Connector](https://support.fathomhq.com/en/articles/999160-use-the-fathom-desktop-connector.md): Import data from QuickBooks Desktop or MYOB Desktop
- [Import financials from FreeAgent](https://support.fathomhq.com/en/articles/12893652-import-financials-from-freeagent.md): Connect and update your FreeAgent company in Fathom
- [Import financials from Google Sheets](https://support.fathomhq.com/en/articles/15938043-import-financials-from-google-sheets.md): Upload & update financial data from other accounting systems via Google Sheets
- [Troubleshoot the Desktop Connector](https://support.fathomhq.com/en/articles/2277989-troubleshoot-the-desktop-connector.md): How to fix problems and errors with the Fathom Desktop Connector
- [Troubleshoot QuickBooks Desktop](https://support.fathomhq.com/en/articles/2662654-troubleshoot-quickbooks-desktop.md): Issues when importing or updating from QuickBooks Desktop to Fathom
- [Use the Fathom Desktop Connector in a Server Environment](https://support.fathomhq.com/en/articles/2277988-use-the-fathom-desktop-connector-in-a-server-environment.md): How to import data via Fathom's Desktop Connector in a hosted server environment.
- [Troubleshoot MYOB Desktop Import Issues and FAQs](https://support.fathomhq.com/en/articles/5533464-troubleshoot-myob-desktop-import-issues-and-faqs.md): Issues or errors when importing from MYOB Desktop to Fathom via the Desktop Connector
- [How do I download the support logs?](https://support.fathomhq.com/en/articles/2328101-how-do-i-download-the-support-logs.md): Download the support log and qbsdklog for Fathom and QuickBooks Desktop troubleshooting
- [Can I bulk import companies into Fathom?](https://support.fathomhq.com/en/articles/10561011-can-i-bulk-import-companies-into-fathom.md): Upload multiple companies or clients into your Fathom organisation
- [View your Financial Statements](https://support.fathomhq.com/en/articles/2945008-view-your-financial-statements.md): An overview of where you can find your Profit and Loss, Balance Sheet, and Cash Flow Statement within Fathom

## Company Settings

- [Import a Budget from Xero](https://support.fathomhq.com/en/articles/2329203-import-a-budget-from-xero.md): Upload & update your budget data into Fathom from Xero
- [Import a Budget from QuickBooks Online](https://support.fathomhq.com/en/articles/2948238-import-a-budget-from-quickbooks-online.md): Upload & update your budget data in Fathom from QuickBooks Online
- [Import a Budget from MYOB Business](https://support.fathomhq.com/en/articles/5533322-import-a-budget-from-myob-business.md): Upload & update your budget data into Fathom from MYOB Business \(Cloud\)
- [Import your Budget from Excel](https://support.fathomhq.com/en/articles/2329267-import-your-budget-from-excel.md): Upload & update your budget data in Fathom via Excel
- [Import & Use Budgets in Fathom](https://support.fathomhq.com/en/articles/2309519-import-use-budgets-in-fathom.md): Import your external budget from Xero, QuickBooks, MYOB or Excel
- [Build a Budget in Fathom](https://support.fathomhq.com/en/articles/15545682-build-a-budget-in-fathom.md): How to quickly create a simple Profit & Loss budget for analysis & reports
- [Import AR and AP Data](https://support.fathomhq.com/en/articles/9319931-import-ar-and-ap-data.md): Update Accounts Receivable & Accounts Payable data in Fathom
- [Company Profile](https://support.fathomhq.com/en/articles/1278160-company-profile.md): Change a company name, set default rates, and add a company logo
- [Review and edit your Chart of Accounts](https://support.fathomhq.com/en/articles/1278186-review-and-edit-your-chart-of-accounts.md): Classify accounts, add headings, and other CoA customisations
- [Account Classifications](https://support.fathomhq.com/en/articles/2359258-account-classifications.md): The standard account mapping or classifications used in Fathom
- [Set up KPIs](https://support.fathomhq.com/en/articles/999176-set-up-kpis.md): Track Key Performance Indicators, create custom KPIs, and analyse data outside of your financials
- [Non financial KPIs](https://support.fathomhq.com/en/articles/2950902-non-financial-kpis.md): Import non-financial, operational, CRM, or other data into Fathom for analysis and reporting
- [KPI Library](https://support.fathomhq.com/en/articles/2367045-kpi-library.md): KPI Library allows you to share KPIs between companies on your account and organise your KPIs
- [Google Sheets FAQs](https://support.fathomhq.com/en/articles/6131243-google-sheets-faqs.md): Common questions asked about Fathom’s integration with Google Sheets
- [Create a Master Google Sheet](https://support.fathomhq.com/en/articles/6143255-create-a-master-google-sheet.md): Transfer KPI results input manually or imported from Excel to Google Sheets or consolidate KPIs from multiple Google Sheets into one
- [How can I tell which non financial KPIs come from where?](https://support.fathomhq.com/en/articles/6131232-how-can-i-tell-which-non-financial-kpis-come-from-where.md): Identify which KPIs are imported from Excel or Google Sheets
- [Troubleshoot a Google Sheets Non-financial Data Connection](https://support.fathomhq.com/en/articles/6134569-troubleshoot-a-google-sheets-non-financial-data-connection.md): Unable to connect to Google Sheets to Fathom or having trouble updating non-financial data?
- [Update Non Financial KPI Results](https://support.fathomhq.com/en/articles/6143229-update-non-financial-kpi-results.md): How to update non-financial data in Fathom and turn on or off automatic updates
- [Targets](https://support.fathomhq.com/en/articles/1278190-targets.md): Set targets to compare your metrics and KPIs against
- [Alerts](https://support.fathomhq.com/en/articles/999147-alerts.md): Stay on top of downward trends in the business by setting alert thresholds for your KPIs
- [Adjustments in Fathom](https://support.fathomhq.com/en/articles/4410048-adjustments-in-fathom.md): Adjust your source system figures for their most accurate representation.
- [Update your financial data in Fathom](https://support.fathomhq.com/en/articles/999161-update-your-financial-data-in-fathom.md): Manage and update your company’s financial data
- [Manage date ranges and your financial year](https://support.fathomhq.com/en/articles/1858928-manage-date-ranges-and-your-financial-year.md): Update your company's date range and financial year in Fathom

## Reports

- [Get Started with Reporting](https://support.fathomhq.com/en/articles/1282061-get-started-with-reporting.md): How to create and manage your reports in Fathom
- [Reporting Overview Video](https://support.fathomhq.com/en/articles/7065824-reporting-overview-video.md): Video training for Fathom's Reports area
- [Top Tip for Pro Reports](https://support.fathomhq.com/en/articles/11128143-top-tip-for-pro-reports.md): Reporting on rolling 12-months and financial years
- [Create a custom Pro Report in Fathom](https://support.fathomhq.com/en/articles/1300611-create-a-custom-pro-report-in-fathom.md): Create a Fathom Pro Report from scratch or from a template
- [Excel Reports](https://support.fathomhq.com/en/articles/1300749-excel-reports.md): Select from a wide range of predefined Excel reports to download from Fathom
- [Summary Reports](https://support.fathomhq.com/en/articles/10443833-summary-reports.md): Share your observations from the Insights Dashboard
- [Use the Report Editor](https://support.fathomhq.com/en/articles/1406050-use-the-report-editor.md): Customise your reports and templates reports in Fathom
- [Financial Statements & Tables in Reports](https://support.fathomhq.com/en/articles/1425587-financial-statements-tables-in-reports.md): Customise your Profit & Loss, Balance Sheet, and Cash Flow Statement in Fathom reports and report on your KPIs with tables
- [Create a Custom Financial Statement](https://support.fathomhq.com/en/articles/6023084-create-a-custom-financial-statement.md): Customise a Profit & Loss or Income Statement, Balance Sheet, or Cash Flow Statement
- [Aged AR & AP Reports](https://support.fathomhq.com/en/articles/9320432-aged-ar-ap-reports.md): Report on aged debtors and creditors in Fathom
- [Add Charts to a Report](https://support.fathomhq.com/en/articles/1409178-add-charts-to-a-report.md): Use line, bar, area, pie, breakdown, scatterplot, and key numbers charts to customise your Fathom report
- [Text in Reports](https://support.fathomhq.com/en/articles/1425863-text-in-reports.md): Include your own custom text and commentary in reports
- [Outline & organise a Fathom report](https://support.fathomhq.com/en/articles/5585023-outline-organise-a-fathom-report.md): Create, organise, and navigate components and sections in a custom Fathom report
- [Use Layouts](https://support.fathomhq.com/en/articles/1600531-use-layouts.md): Save time creating your reports by quickly adding pre-built layouts of charts, graphs, and analysis tools into your reports.
- [Brand or white label your report](https://support.fathomhq.com/en/articles/1282174-brand-or-white-label-your-report.md): Add a custom background image and a company or organization logo to your report
- [Add images & files to your report](https://support.fathomhq.com/en/articles/11819533-add-images-files-to-your-report.md): Add external images and PDF files to your custom Fathom reports
- [Templates](https://support.fathomhq.com/en/articles/1300674-templates.md): Managing custom and predefined templates in the Report Centre
- [Schedule Reports](https://support.fathomhq.com/en/articles/1300733-schedule-reports.md): Automatically create reports from your custom templates every month using a report schedule
- [Share reports](https://support.fathomhq.com/en/articles/5584921-share-reports.md): How to share your Fathom reports, including with other users or companies
- [Copy custom KPI tables between companies or groups](https://support.fathomhq.com/en/articles/6515924-copy-custom-kpi-tables-between-companies-or-groups.md): Line items in custom KPI tables shared across companies or groups will be matched according to specific criteria
- [How do I add a logo to my report?](https://support.fathomhq.com/en/articles/1282458-how-do-i-add-a-logo-to-my-report.md): Add your own organisations logo or clients logo to a report
- [Why do the numbers in my PDF report not match the online version?](https://support.fathomhq.com/en/articles/6004791-why-do-the-numbers-in-my-pdf-report-not-match-the-online-version.md): Some values may be rounded due to space limitations in a PDF report
- [Can I export a table to Excel?](https://support.fathomhq.com/en/articles/1744390-can-i-export-a-table-to-excel.md): Export your table or financial statement in a report from Fathom to Excel
- [FAQ: How can I change the ending month for a YTD report?](https://support.fathomhq.com/en/articles/1300658-faq-how-can-i-change-the-ending-month-for-a-ytd-report.md): Find out how to select the month-end period for viewing quarter to date \(QTD\) and year to date \(YTD\) results.
- [PDF Settings for Reports](https://support.fathomhq.com/en/articles/2432898-pdf-settings-for-reports.md): How to customise the PDF version of your Fathom reports.
- [Add or remove a Disclaimer Statement](https://support.fathomhq.com/en/articles/3523060-add-or-remove-a-disclaimer-statement.md): Learn how to include or remove a disclaimer statement \(Basis of Preparation page\) for your PDF reports
- [Undo / Redo Button](https://support.fathomhq.com/en/articles/9011273-undo-redo-button.md): You can quickly undo or redo changes you've made in a Fathom report

## Forecast

- [Get Started with Forecasting](https://support.fathomhq.com/en/articles/4616642-get-started-with-forecasting.md): How to forecast in Fathom & our recommended workflow
- [Forecasting Overview Video](https://support.fathomhq.com/en/articles/6809928-forecasting-overview-video.md): Video training for Fathom's Forecasting tool
- [Top Tip for Forecasting](https://support.fathomhq.com/en/articles/11128286-top-tip-for-forecasting.md): See how your forecast decisions are impacting cash flow
- [Forecast the Baseline](https://support.fathomhq.com/en/articles/12356299-forecast-the-baseline.md): Start forecasting your company's financial projections
- [Configure the Forecast Settings](https://support.fathomhq.com/en/articles/4606302-configure-the-forecast-settings.md): Review your default forecast settings and tax methodology
- [Forecast the Profit & Loss](https://support.fathomhq.com/en/articles/12369190-forecast-the-profit-loss.md): How Income Statement accounts are forecast in Fathom
- [Forecast Revenue, Cost of Sales & Expenses](https://support.fathomhq.com/en/articles/4596567-forecast-revenue-cost-of-sales-expenses.md): Use value rules to forecast the Profit & Loss or Income Statement
- [Create & Import Forecast Drivers](https://support.fathomhq.com/en/articles/4613327-create-import-forecast-drivers.md): Bring in non-financial metrics and other data for driver-based forecasting
- [Forecast the Balance Sheet](https://support.fathomhq.com/en/articles/12360247-forecast-the-balance-sheet.md): How Balance Sheet accounts are forecast in Fathom
- [Forecast AR, AP, Unearned Revenue, Prepayments & Cash](https://support.fathomhq.com/en/articles/4606583-forecast-ar-ap-unearned-revenue-prepayments-cash.md): Use timing profiles to forecast working capital accounts
- [Journals & Schedules in Forecasting](https://support.fathomhq.com/en/articles/4606897-journals-schedules-in-forecasting.md): Forecast loans, depreciation, amortization, dividend payments and other Balance Sheet movements
- [Forecast Inventory in Fathom](https://support.fathomhq.com/en/articles/5485362-forecast-inventory-in-fathom.md): Model making stock purchases and using inventory in your forecast
- [Forecast What-ifs](https://support.fathomhq.com/en/articles/9487016-forecast-what-ifs.md): Plan and strategise with scenarios, microforecasts & your business roadmap
- [Create microforecasts](https://support.fathomhq.com/en/articles/4606747-create-microforecasts.md): Forecast events, projects, and business decisions on top of your baseline
- [Map out projects & events in your forecast](https://support.fathomhq.com/en/articles/4606827-map-out-projects-events-in-your-forecast.md): View a timeline of your microforecasts on the Business Roadmap
- [Create scenarios](https://support.fathomhq.com/en/articles/4606820-create-scenarios.md): Manage multiple versions of your forecast and adjust your baseline assumptions
- [Future Accounts](https://support.fathomhq.com/en/articles/4606971-future-accounts.md): Fathom allows you to forecast for accounts that do not yet exist
- [Report on your Forecast](https://support.fathomhq.com/en/articles/4606855-report-on-your-forecast.md): Create a custom report to share your forecast
- [Download your forecast to Excel](https://support.fathomhq.com/en/articles/4606832-download-your-forecast-to-excel.md): Download a copy of your forecast from Fathom to Excel
- [Save a snapshot of your forecast](https://support.fathomhq.com/en/articles/12533238-save-a-snapshot-of-your-forecast.md): Save a copy of your forecast for comparing to actuals or reforecasting
- [Audit your Forecast](https://support.fathomhq.com/en/articles/4616520-audit-your-forecast.md): Check or find out where your forecast numbers come from in Fathom
- [Document your forecast assumptions](https://support.fathomhq.com/en/articles/4606972-document-your-forecast-assumptions.md): Note or explain decisions made while forecasting
- [AR / AP Drawdown](https://support.fathomhq.com/en/articles/4972422-ar-ap-drawdown.md): Calculating & changing the Accounts Receivable and Accounts Payable residual drawdown in your forecast
- [Forecast Consumption or Sales Tax](https://support.fathomhq.com/en/articles/5152947-forecast-consumption-or-sales-tax.md): How to set up GST, VAT, HST, or sales tax and how the tax is calculated
- [Forecast Withholdings Tax](https://support.fathomhq.com/en/articles/5153028-forecast-withholdings-tax.md): How to set up a withholdings tax and how the tax is calculated
- [Forecast Tax Expense Accounts](https://support.fathomhq.com/en/articles/5153392-forecast-tax-expense-accounts.md): How to set up a tax expense and how the tax is calculated
- [Auto Adjustments for Income Tax](https://support.fathomhq.com/en/articles/4616301-auto-adjustments-for-income-tax.md): System created adjustments for a tax expense
- [Change the start date of a forecast](https://support.fathomhq.com/en/articles/4616519-change-the-start-date-of-a-forecast.md): Update the first month of your forecast
- [Forecast Onboarding Options](https://support.fathomhq.com/en/articles/4616298-forecast-onboarding-options.md): The different forecast starting methods in Fathom
- [Can you change the appearance of the main forecasting grid?](https://support.fathomhq.com/en/articles/4602989-can-you-change-the-appearance-of-the-main-forecasting-grid.md): Hide rows, add subtotals or account codes & view quarterly or yearly totals in your forecast
- [Can you start your forecast using last year's numbers?](https://support.fathomhq.com/en/articles/4606278-can-you-start-your-forecast-using-last-year-s-numbers.md): Base your forecast on the actual financial results from previous periods
- [Can you create multiple versions of a forecast?](https://support.fathomhq.com/en/articles/4613320-can-you-create-multiple-versions-of-a-forecast.md): Create multiple forecasts for a company or consolidation
- [What do you need to forecast in Fathom?](https://support.fathomhq.com/en/articles/4677097-what-do-you-need-to-forecast-in-fathom.md): Can I forecast for quarterly or yearly companies? Can I forecast without actuals data? Why can't I access the forecasting tool?
- [Can I save my forecast as a budget?](https://support.fathomhq.com/en/articles/4613288-can-i-save-my-forecast-as-a-budget.md): Use your forecast or scenarios to build your budget in Fathom
- [Can you forecast more than 3 years?](https://support.fathomhq.com/en/articles/8651940-can-you-forecast-more-than-3-years.md): Extend your forecast up to 5 years beyond your current financial year
- [Can you delete or reset your forecast?](https://support.fathomhq.com/en/articles/12315768-can-you-delete-or-reset-your-forecast.md): Want to start over with your forecast?

## Analysis tools

- [Get Started with the Analysis Tools](https://support.fathomhq.com/en/articles/2632875-get-started-with-the-analysis-tools.md): How to use and share Fathom's online Analysis tools
- [Analysis Tools Overview Video](https://support.fathomhq.com/en/articles/6699725-analysis-tools-overview-video.md): Video training for Fathom's Analysis tools
- [KPI Summary](https://support.fathomhq.com/en/articles/999159-kpi-summary.md): Compare KPI results against target or prior periods and drill down into any KPI for more detail
- [KPI Explorer](https://support.fathomhq.com/en/articles/999198-kpi-explorer.md): A visual overview of the performance of your financial and non-financial KPIs
- [Profitability Analysis](https://support.fathomhq.com/en/articles/999157-profitability-analysis.md): Analyse the company's ability to generate profit and visualise the breakeven point
- [Breakdown Analysis](https://support.fathomhq.com/en/articles/1282014-breakdown-analysis.md): Compare performance across different areas of your business
- [Cash Flow Analysis](https://support.fathomhq.com/en/articles/999152-cash-flow-analysis.md): Visualise your company's cash inflows and outflows with our Cash Flow waterfall chart
- [Growth Analysis](https://support.fathomhq.com/en/articles/999149-growth-analysis.md): Visualise the growth path of the business over time by comparing different growth metrics against each other
- [Trend Analysis](https://support.fathomhq.com/en/articles/999162-trend-analysis.md): Trend historical data to view business performance over time
- [Goalseek Analysis](https://support.fathomhq.com/en/articles/2157438-goalseek-analysis.md): Use the Goalseek tool for goal setting and scenario analysis in Fathom
- [Financials Analysis](https://support.fathomhq.com/en/articles/999169-financials-analysis.md): Profit & Loss or Income Statement, Balance Sheet, and Cash Flow financial statements in the Analysis tools
- [Cash Flow Analysis Error](https://support.fathomhq.com/en/articles/2642438-cash-flow-analysis-error.md): Cash flow analysis requires an opening balance sheet
- [Why doesn't the Cash Flow tool match my Statement of Cash Flows?](https://support.fathomhq.com/en/articles/2277306-why-doesn-t-the-cash-flow-tool-match-my-statement-of-cash-flows.md): The difference between a statement of cash flows and the Fathom Cash Flow tool

## Insights Dashboard

- [Use the Insights Dashboard](https://support.fathomhq.com/en/articles/10487513-use-the-insights-dashboard.md): Track performance across all companies
- [Thresholds](https://support.fathomhq.com/en/articles/10561359-thresholds.md): Set default thresholds and create custom threshold collections for the Insights Dashboard
- [Tags](https://support.fathomhq.com/en/articles/10361951-tags.md): Create tags and categories to filter, organise, and manage your companies in Fathom
- [Bulk Update Financials](https://support.fathomhq.com/en/articles/9954088-bulk-update-financials.md): Update multiple cloud-sourced companies in Fathom
- [Can I download the Insights Dashboard?](https://support.fathomhq.com/en/articles/11506212-can-i-download-the-insights-dashboard.md): Export the Insights Dashboard results to Excel
- [Can I compare the Insights Dashboard results to the same period last year?](https://support.fathomhq.com/en/articles/11506263-can-i-compare-the-insights-dashboard-results-to-the-same-period-last-year.md): See how results trend according to the same period of the prior year
- [Can I save my Insights Dashboard settings or selections?](https://support.fathomhq.com/en/articles/11647737-can-i-save-my-insights-dashboard-settings-or-selections.md): Save your dashboard view or customisations, including metrics & filters

## Classes & Tracking Categories

- [Get Started with Divisions](https://support.fathomhq.com/en/articles/2963356-get-started-with-divisions.md): How to import & use classes, locations, tracking categories, jobs, and cost centres in Fathom
- [Import Tracking Category Data from Xero](https://support.fathomhq.com/en/articles/999178-import-tracking-category-data-from-xero.md): Upload & update your tracking categories from Xero
- [Import Class and Location Data from QuickBooks Online](https://support.fathomhq.com/en/articles/999175-import-class-and-location-data-from-quickbooks-online.md): Upload & update your class, location, and department data from QuickBooks Online
- [Import Class Data from QuickBooks Desktop](https://support.fathomhq.com/en/articles/5533372-import-class-data-from-quickbooks-desktop.md): Upload & update your class data from QuickBooks Desktop
- [Import Job & Cost Centre Data from MYOB Business](https://support.fathomhq.com/en/articles/999177-import-job-cost-centre-data-from-myob-business.md): Upload & update your jobs & cost centres from MYOB Business
- [Use Divisions in KPIs](https://support.fathomhq.com/en/articles/2963813-use-divisions-in-kpis.md): Create custom KPIs to track the performance of your tracking categories, classes, locations, jobs, or cost centres
- [Use Divisions in the Analysis Tools](https://support.fathomhq.com/en/articles/2963563-use-divisions-in-the-analysis-tools.md): Analyse the performance of your tracking categories, classes, locations, jobs, and cost centres in the Analysis tools
- [Use Divisions in Reports](https://support.fathomhq.com/en/articles/2963799-use-divisions-in-reports.md): Filter charts, graphs, and tables in reports by tracking category, class, location, job, and cost centre
- [Import a division as a standalone entity](https://support.fathomhq.com/en/articles/999165-import-a-division-as-a-standalone-entity.md): Analyse, forecast, and compare classes, locations, & tracking categories
- [Add Budgets for Divisions](https://support.fathomhq.com/en/articles/2963848-add-budgets-for-divisions.md): Import budgets for classes, locations, tracking categories, or jobs & cost centres
- [Divisions in a Consolidated Group](https://support.fathomhq.com/en/articles/2963842-divisions-in-a-consolidated-group.md): Combine divisions with Consolidated Groups and create custom groupings
- [Benchmark Divisions](https://support.fathomhq.com/en/articles/2963847-benchmark-divisions.md): Compare divisions in a company using a Benchmark Group
- [Unclassified Data](https://support.fathomhq.com/en/articles/4174321-unclassified-data.md): Unclassified or Other data in Fathom's Analysis and Reports

## Consolidate & Benchmark

- [Get Started with Consolidated & Benchmarking Groups](https://support.fathomhq.com/en/articles/5552856-get-started-with-consolidated-benchmarking-groups.md): How to set up the underlying companies before consolidating or benchmarking them
- [Create a Consolidated Group](https://support.fathomhq.com/en/articles/999174-create-a-consolidated-group.md): How to combine companies into a consolidation in Fathom
- [Create a Multi Currency Consolidation](https://support.fathomhq.com/en/articles/2322359-create-a-multi-currency-consolidation.md): Combine entities of different currencies into a single presentational currency for a consolidated group
- [Create a Benchmark Group](https://support.fathomhq.com/en/articles/999164-create-a-benchmark-group.md): Group companies to generate your own benchmark data
- [Consolidated Group Profile](https://support.fathomhq.com/en/articles/5549632-consolidated-group-profile.md): Change a group's name, add a group logo, update the group’s terminology, and customise exchange rates
- [Customise a Consolidated Group's Chart of Accounts](https://support.fathomhq.com/en/articles/999166-customise-a-consolidated-group-s-chart-of-accounts.md): View and arrange a Consolidated Group’s Chart of Accounts
- [Eliminations in a Consolidated Group](https://support.fathomhq.com/en/articles/2361975-eliminations-in-a-consolidated-group.md): Eliminate intercompany transactions and loans within Fathom and perform currency or cumulative translation adjustments
- [Consolidate KPIs](https://support.fathomhq.com/en/articles/999155-consolidate-kpis.md): Roll up custom KPIs from underlying companies to use within a consolidated group
- [Set Targets in a Consolidated Group](https://support.fathomhq.com/en/articles/2339036-set-targets-in-a-consolidated-group.md): Set targets to measure the performance of your consolidated financial and non-financial KPIs
- [Set Alerts in a Consolidated Group](https://support.fathomhq.com/en/articles/5549634-set-alerts-in-a-consolidated-group.md): Create threshold alerts for key KPIs within a consolidated group
- [Update a Consolidated Group](https://support.fathomhq.com/en/articles/2322339-update-a-consolidated-group.md): How to update data and manage a consolidated group’s data
- [Multi Currency Consolidation Adjustments](https://support.fathomhq.com/en/articles/10318284-multi-currency-consolidation-adjustments.md): Make Current Earnings, Retained Earnings, and other multi-currency adjustments in consolidated groups
- [Consolidated group budgets](https://support.fathomhq.com/en/articles/13869678-consolidated-group-budgets.md): Track a budget in a consolidated group
- [Benchmark Group Segmentation](https://support.fathomhq.com/en/articles/999158-benchmark-group-segmentation.md): Define segmentation variables for your benchmark group
- [KPIs in a Benchmark Group](https://support.fathomhq.com/en/articles/999154-kpis-in-a-benchmark-group.md): Selecting and setting up key metrics in your benchmark group
- [Permissions in a Benchmark Group](https://support.fathomhq.com/en/articles/1405909-permissions-in-a-benchmark-group.md): Setting user permissions in a benchmark group
- [Privacy in a Benchmark Group](https://support.fathomhq.com/en/articles/1405912-privacy-in-a-benchmark-group.md): Privacy and anonymity in a benchmark group
- [Report for a Consolidated Group](https://support.fathomhq.com/en/articles/1405614-report-for-a-consolidated-group.md): Report on consolidations, including financial statements split by underlying company
- [Analysis in a Consolidated Group](https://support.fathomhq.com/en/articles/1600610-analysis-in-a-consolidated-group.md): Analyse consolidated group performance with some unique analysis tools for consolidations
- [Forecast for a consolidated group](https://support.fathomhq.com/en/articles/4613023-forecast-for-a-consolidated-group.md): How Fathom forecasts and consolidated groups interact with one another
- [Compare tool](https://support.fathomhq.com/en/articles/1405940-compare-tool.md): Use the Compare tool to create refined comparisons and insightful scatterplots of your benchmark group data
- [Rank tool](https://support.fathomhq.com/en/articles/1405930-rank-tool.md): Rank benchmarked companies across all metrics
- [Reference Benchmark Group data in Reports](https://support.fathomhq.com/en/articles/5551857-reference-benchmark-group-data-in-reports.md): Bring data from the benchmark group in underlying company reports
- [Alerts Dashboard](https://support.fathomhq.com/en/articles/999153-alerts-dashboard.md): Stay on top of downward trends in the business by viewing your alerts dashboard for a benchmark group.
- [Why is my consolidated group's balance sheet not in balance?](https://support.fathomhq.com/en/articles/5008726-why-is-my-consolidated-group-s-balance-sheet-not-in-balance.md): Reasons your consolidation's balance sheet may not be balancing
- [Multi currency Consolidation Methodology](https://support.fathomhq.com/en/articles/5017415-multi-currency-consolidation-methodology.md): How Fathom calculates exchange rates and translates financials in multi-currency consolidated groups and on the Insights Dashboard
- [Use Exchange Rates in Fathom](https://support.fathomhq.com/en/articles/1405813-use-exchange-rates-in-fathom.md): Fathom's default foreign exchange rates and how to customise exchange rates for multi currency consolidated groups

## Industry Tips

- [Fathom Tips: Franchises](https://support.fathomhq.com/en/articles/9096592-fathom-tips-franchises.md): Best practices for franchise and franchise location KPI management, analysis & reporting
- [Fathom Tips: Healthcare, Medical & Dental Services](https://support.fathomhq.com/en/articles/8946390-fathom-tips-healthcare-medical-dental-services.md): Best practices for analysis, reporting & forecasting in Fathom
- [Fathom Tips: Investment Management](https://support.fathomhq.com/en/articles/14718460-fathom-tips-investment-management.md): Best practices for businesses in the Financial Services sector providing investment services, ranging from wealth and fund management to venture capital and private equity firms
- [Fathom Tips: Media & Marketing Companies](https://support.fathomhq.com/en/articles/8945660-fathom-tips-media-marketing-companies.md): Best practices for analysis, reporting & forecasting for media or marketing companies and creative agencies
- [Fathom Tips: Nonprofits and Not-for-Profits](https://support.fathomhq.com/en/articles/8615274-fathom-tips-nonprofits-and-not-for-profits.md): Best practices for nonprofit reporting, analysis, and forecasting
- [Fathom Tips: Property Management](https://support.fathomhq.com/en/articles/12498090-fathom-tips-property-management.md): Performance analysis, reporting, and forecasting best practices for Property, Rental, and Real Estate Management Companies
- [Fathom Tips: SaaS Companies](https://support.fathomhq.com/en/articles/8945104-fathom-tips-saas-companies.md): Best practices for SaaS business analysis, forecasting & reporting
- [Fathom Tips: Start-Ups](https://support.fathomhq.com/en/articles/8972475-fathom-tips-start-ups.md): Best practices for start up company analysis, forecasting, and reporting
- [Accountant Tips: How to choose your Fathom plan\(s\)](https://support.fathomhq.com/en/articles/10708270-accountant-tips-how-to-choose-your-fathom-plan-s.md): Decide which subscription plan combination best fits your goals – for accountants in practice
- [Accountant Tips: Monitor performance across all clients](https://support.fathomhq.com/en/articles/10708172-accountant-tips-monitor-performance-across-all-clients.md): Tips for accountants in practice to identify clients who need outreach
- [Accountant Tips: Set your clients up efficiently](https://support.fathomhq.com/en/articles/10775071-accountant-tips-set-your-clients-up-efficiently.md): Practical tips to aid accountants in practice with client scalability
- [Accountant Tips: Tiered reports](https://support.fathomhq.com/en/articles/10770136-accountant-tips-tiered-reports.md): Create templates to match reports with client service-level offering
- [Fathom One-Pagers](https://support.fathomhq.com/en/articles/10778876-fathom-one-pagers.md): Resources to help accountants in practice discuss the benefits of KPIs & Reporting and Forecasting
- [Don't see an article for your industry?](https://support.fathomhq.com/en/articles/9095719-don-t-see-an-article-for-your-industry.md): Help us decide which industries to create articles for next

## AI

- [Use the Commentary Writer](https://support.fathomhq.com/en/articles/13654481-use-the-commentary-writer.md): Craft impactful, verifiable commentary for your financial reports with the assistance of AI
- [Enable the Commentary Writer](https://support.fathomhq.com/en/articles/13667672-enable-the-commentary-writer.md): Turn on the Commentary Writer for your Fathom organisation
- [Commentary Writer FAQs](https://support.fathomhq.com/en/articles/13656464-commentary-writer-faqs.md): Best practices, limitations, and common questions about Fathom’s Commentary Writer
- [Verify the Commentary Writer's accuracy](https://support.fathomhq.com/en/articles/13656947-verify-the-commentary-writer-s-accuracy.md): Identify the source of results in generated commentary
- [Commentary Writer report components](https://support.fathomhq.com/en/articles/13667741-commentary-writer-report-components.md): Which charts, graphs, and tables can be used with the Commentary Writer?
- [Prompt Library](https://support.fathomhq.com/en/articles/13909853-prompt-library.md): Share or store custom prompts for the Commentary Writer

## User Management & Security

- [Custom Terminology](https://support.fathomhq.com/en/articles/8487105-custom-terminology.md): Change the terms in Fathom's financial statements to meet industry and nonprofit reporting standards
- [Upload your logo to Fathom](https://support.fathomhq.com/en/articles/999191-upload-your-logo-to-fathom.md): Import your firm or company logo into Fathom
- [Beta Features](https://support.fathomhq.com/en/articles/9321926-beta-features.md): Get early access to some of Fathom's upcoming product enhancements
- [Invite a new user](https://support.fathomhq.com/en/articles/999197-invite-a-new-user.md): Invite others and share access to Fathom with your team members or clients
- [User roles and permissions](https://support.fathomhq.com/en/articles/1278066-user-roles-and-permissions.md): Manage the level of access for each user invited to your account
- [Advanced User Permissions](https://support.fathomhq.com/en/articles/1278088-advanced-user-permissions.md): Specify the company settings steps, analysis tools and reports a user can access
- [Manage User Access](https://support.fathomhq.com/en/articles/1315851-manage-user-access.md): Managing access to companies or groups for your Fathom organisation
- [Update user details](https://support.fathomhq.com/en/articles/2405236-update-user-details.md): Update your name, account password, and profile picture in Fathom
- [How do I change my email address in Fathom?](https://support.fathomhq.com/en/articles/1282514-how-do-i-change-my-email-address-in-fathom.md): Switch to using a different email address in Fathom
- [Change your account owner](https://support.fathomhq.com/en/articles/1858964-change-your-account-owner.md): Transfer ownership of your Fathom organisation to another user
- [Keep your Fathom account safe](https://support.fathomhq.com/en/articles/4483571-keep-your-fathom-account-safe.md): General security and privacy guidance
- [Single Sign On for Xero & QuickBooks](https://support.fathomhq.com/en/articles/6369364-single-sign-on-for-xero-quickbooks.md): Fathom allows users to enable SSO with Xero or Intuit QuickBooks
- [What is two-factor authentication?](https://support.fathomhq.com/en/articles/4483785-what-is-two-factor-authentication.md): How 2FA works, why it matters, and when it's mandatory
- [Set up two-factor authentication](https://support.fathomhq.com/en/articles/4483786-set-up-two-factor-authentication.md): Configure 2FA for extra security
- [Make 2FA Mandatory](https://support.fathomhq.com/en/articles/4656990-make-2fa-mandatory.md): Enforce two factor authentication for your Fathom account
- [Manage two-factor authentication](https://support.fathomhq.com/en/articles/4483791-manage-two-factor-authentication.md): Recover your account and manage authentication device
- [Use two-factor authentication with a new device](https://support.fathomhq.com/en/articles/4584968-use-two-factor-authentication-with-a-new-device.md): Advice on switching devices when using 2FA

## Account & Billing

- [Start a Fathom subscription](https://support.fathomhq.com/en/articles/1278098-start-a-fathom-subscription.md): Choose the plan that's best for you
- [Fathom Pro vs Portfolio](https://support.fathomhq.com/en/articles/10424247-fathom-pro-vs-portfolio.md): Differences between the plan types and features
- [Change your subscription plan](https://support.fathomhq.com/en/articles/6020887-change-your-subscription-plan.md): Upgrade or downgrade your Fathom subscription level
- [What is a 'company' in Fathom for billing purposes?](https://support.fathomhq.com/en/articles/2282585-what-is-a-company-in-fathom-for-billing-purposes.md): How companies, divisions, and groups are billed for in Fathom
- [Upgrade to Fathom Pro or move to Portfolio](https://support.fathomhq.com/en/articles/10450903-upgrade-to-fathom-pro-or-move-to-portfolio.md): Switch companies to Fathom Pro or downgrade to Portfolio
- [Update Payment Details](https://support.fathomhq.com/en/articles/3431439-update-payment-details.md): Change your billing or debit/credit card details in Fathom
- [Access your invoices](https://support.fathomhq.com/en/articles/1278109-access-your-invoices.md): View, download, or automatically email your invoices
- [Add an invoice note](https://support.fathomhq.com/en/articles/2323897-add-an-invoice-note.md): Segment clients in your invoice for billing purposes
- [Fathom Account/Billing: Sales Tax Collection \(USA\)](https://support.fathomhq.com/en/articles/5446003-fathom-account-billing-sales-tax-collection-usa.md): Up to date list of states for which Fathom collects sales tax
- [VAT Collection \(United Kingdom\)](https://support.fathomhq.com/en/articles/8695659-vat-collection-united-kingdom.md): How Fathom collects VAT for organisations in the UK
- [Cancel my account](https://support.fathomhq.com/en/articles/2427686-cancel-my-account.md): How to end your Fathom subscription
- [How do I access a previous Fathom account?](https://support.fathomhq.com/en/articles/2996840-how-do-i-access-a-previous-fathom-account.md): How to access Fathom if you had a previous trial or subscription
- [Can I transfer data to a new Fathom account?](https://support.fathomhq.com/en/articles/1858976-can-i-transfer-data-to-a-new-fathom-account.md): Learn more about what to do if you wish to transfer any company files, reports, or settings across different Fathom accounts.
- [Undo Account Cancellation](https://support.fathomhq.com/en/articles/9650266-undo-account-cancellation.md): How to uncancel or reinstate your Fathom account

## FAQs

- [System requirements](https://support.fathomhq.com/en/articles/2324231-system-requirements.md): Not sure whether your browser or device is supported by Fathom? View our technical requirements to log in and use Fathom successfully.
- [Fathom Limits](https://support.fathomhq.com/en/articles/2688563-fathom-limits.md): Hitting the maximums in Fathom? Here are the functionality limits we support
- [Supported currencies](https://support.fathomhq.com/en/articles/1405684-supported-currencies.md): Check if your organisation's currency can be used within Fathom from our complete list of supported currencies
- [Fathom Advisor Certification](https://support.fathomhq.com/en/articles/5082813-fathom-advisor-certification.md): A list of the most frequently asked questions pertaining to certification with Fathom
- [NASBA National Registry Statement](https://support.fathomhq.com/en/articles/6029885-nasba-national-registry-statement.md): Fathom HQ
- [Why do the numbers in Fathom not match my source accounting system?](https://support.fathomhq.com/en/articles/2680204-why-do-the-numbers-in-fathom-not-match-my-source-accounting-system.md): Troubleshooting differences in results between Fathom and Xero, QuickBooks, Sage, FreeAgent, MYOB, Excel, or Google Sheets
- [Why is my company's balance sheet not in balance?](https://support.fathomhq.com/en/articles/5017231-why-is-my-company-s-balance-sheet-not-in-balance.md): Reasons your company's balance sheet may not be balancing
- [How is Cash Tax Paid calculated?](https://support.fathomhq.com/en/articles/2330966-how-is-cash-tax-paid-calculated.md): What ‘Cash Tax Paid’ is and Fathom's method of calculation.
- [How is Operating Working Capital calculated?](https://support.fathomhq.com/en/articles/2330938-how-is-operating-working-capital-calculated.md): Operating Working Capital is a key measure of liquidity within a business, see how Fathom calculates OWC.
- [How is Total Invested Capital calculated?](https://support.fathomhq.com/en/articles/2328072-how-is-total-invested-capital-calculated.md): Total Invested Capital is key in measuring the efficiency & profitability of investments
- [How do you hide rows with nil or zero values?](https://support.fathomhq.com/en/articles/4951171-how-do-you-hide-rows-with-nil-or-zero-values.md): You can format your forecast or financial statement to only show accounts with values
- [Change Data Source](https://support.fathomhq.com/en/articles/2332332-change-data-source.md): Can you change the accounting system of a company in Fathom?
- [Automatic updates](https://support.fathomhq.com/en/articles/2387323-automatic-updates.md): Why is my company not automatically updating?
- [Can I change between Cash and Accrual basis?](https://support.fathomhq.com/en/articles/1282034-can-i-change-between-cash-and-accrual-basis.md): Check the exact requirements needed to be able to swap from cash to accrual basis accounting in Fathom
- [Change a company's start date to earlier](https://support.fathomhq.com/en/articles/2418602-change-a-company-s-start-date-to-earlier.md): How do I upload prior periods for my company?
- [How can I see a log of deleted companies and groups?](https://support.fathomhq.com/en/articles/6162257-how-can-i-see-a-log-of-deleted-companies-and-groups.md): View a list of companies and groups that have been deleted from your account and who deleted them
- [Can I view a demo company?](https://support.fathomhq.com/en/articles/2328067-can-i-view-a-demo-company.md): Want to test out or demonstrate Fathom using demo data?
- [How do I delete a company?](https://support.fathomhq.com/en/articles/1282039-how-do-i-delete-a-company.md): Remove a company, consolidation, or benchmark group from your Fathom organisation
- [How do I remove periods?](https://support.fathomhq.com/en/articles/2328095-how-do-i-remove-periods.md): Remove prior, incomplete, or future periods from a company
- [Can I copy settings between companies and groups?](https://support.fathomhq.com/en/articles/1315836-can-i-copy-settings-between-companies-and-groups.md): Easily copy KPIs, targets, alerts and the chart of accounts layout between companies and consolidated groups
- [Can I merge two companies in Fathom?](https://support.fathomhq.com/en/articles/1282504-can-i-merge-two-companies-in-fathom.md): Combine historical and current data using a consolidated group
- [How can I track only non financial KPIs in Fathom?](https://support.fathomhq.com/en/articles/1854761-how-can-i-track-only-non-financial-kpis-in-fathom.md): Want to use Fathom but don't have any financial data?
- [List of Default Financial KPIs & Metrics](https://support.fathomhq.com/en/articles/2330939-list-of-default-financial-kpis-metrics.md): A complete list of default financial ratios and metrics \(KPIs\) in Fathom
- [How is the variance calculated?](https://support.fathomhq.com/en/articles/2284524-how-is-the-variance-calculated.md): How Fathom compares values and chooses the colors used to indicate a positive or negative variance
- [What is an aggregation type?](https://support.fathomhq.com/en/articles/2328116-what-is-an-aggregation-type.md): The differences between the aggregation types for custom KPIs
- [How does Fathom annualise KPI results?](https://support.fathomhq.com/en/articles/2330871-how-does-fathom-annualise-kpi-results.md): How Fathom calculates year-to-date KPI results
- [Why is my KPI calculating a null result?](https://support.fathomhq.com/en/articles/3394995-why-is-my-kpi-calculating-a-null-result.md): When default or custom KPIs do not calculate or show a ' - ' or dash symbol
- [KPI Glossary](https://support.fathomhq.com/en/articles/3034904-kpi-glossary.md): View our complete guide to all default financial KPIs and their formulas within Fathom.
- [Balance Sheet Explained](https://support.fathomhq.com/en/articles/2941236-balance-sheet-explained.md): A complete overview of the methodology, location, and layouts of the Balance Sheet within Fathom
- [Profit and Loss Explained](https://support.fathomhq.com/en/articles/2941243-profit-and-loss-explained.md): A complete overview of the methodology, location, and layouts, of the Income Statement within Fathom
- [Statement of Cash Flows Explained](https://support.fathomhq.com/en/articles/2907104-statement-of-cash-flows-explained.md): The Cash Flow Statement helps show how changes in the Profit & Loss statement and Balance Sheet affect movements in cash.