IdeaBuddy

IdeaBuddy lifetime deal

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Frequently Asked Questions

Starting a free trial and completing email verification

Do I have to download or install your application?

Understanding the Free Trial

Are my ideas and personal data safe?

Signing Up  

Quickly learn what you can get from IdeaBuddy

Basic Walkthrough video

What do I do after signing up?

Getting Started

Choosing the right price plan for your needs

Utilizing a coupon code for discounts

Which payment types are supported?

How to access your current plan details and payment history

How to upgrade or change the plan?

What are the benefits of selecting an annual plan?

Pricing and Payment

Adjusting the starting month of your financial projections

Modifying your planning period

How do I use Idea Settings?

Idea Settings

Canceling your subscription

Updating your email address and password

Updating your profile name and picture

How to change your language preferences in IdeaBuddy

Account Settings

What is Idea Collection

What if I have more than one idea?

How can I switch from one idea to the other?

Idea Collection

How to make a business plan?

Exporting and sharing your business plan in PDF/Word Format

Modifying the cover page of your business plan

Managing content inclusions and view preferences in business plan

Modifying page titles and descriptions in your business plan

Rearranging page order in your business plan

Can I add additional pages to the business plan?

What is Business Plan

Business Plan

Understanding the functionality of Canvas

Learn how to make a one-page business plan

Canvas

How does Guide work?

Adjusting the sequence of items (cards)

Using the Notes and Tips section

Guide

Understanding how Financial Plan works

Financial Plan

How Idea Score works

Idea Score

Validity of AI requests and current status of AI credit

Is AI assistance available with any plan?

How can AI assistance enhance my business planning process?

How to refill the credit for AI Assistance?

Get AI tips, smart suggestions and help with writing

AI Assistance

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.