Documentation

TG360 User Guide

Step-by-step guidance for every part of TG360 — from your first login to your first lender-ready package.

Guide sections

  1. 1

    Getting Started

    Create your account, set up your operation profile (fields, crops, entities), and connect your first year of data. Most operations are set up in under 30 minutes.

  2. 2

    Crop Budget Analysis

    Build field-level budgets for corn, soybeans, and wheat. Set inputs, yields, and pricing, and compare scenarios to see the break-even and margin on every acre.

  3. 3

    Importing Your Schedule F

    Upload a Schedule F PDF or export from your tax software. TG360 maps every line to the right account, previews the result, and lets you confirm before posting.

  4. 4

    Importing Form 4562

    Bring in your depreciation schedule so equipment, improvements, and accumulated depreciation land on the balance sheet automatically.

  5. 5

    Uploading Invoices & Bank Statements

    Drag and drop invoices, receipts, and bank statement PDFs or CSVs. TG360 codes each entry to the right account and flags anything that needs review.

  6. 6

    Running the 4-Step Reports

    Follow the guided workflow — import, upload, review, generate — to produce a lender-ready P&L, Balance Sheet, and Cash Flow.

  7. 7

    Downloading PDF & Excel

    Every report can be exported as a polished PDF or a working Excel workbook — ready to hand to your lender or your CPA.

  8. 8

    Managing Your Account

    Update billing, add users, manage entities, and configure notifications from the settings menu.