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
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
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
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
Importing Form 4562
Bring in your depreciation schedule so equipment, improvements, and accumulated depreciation land on the balance sheet automatically.
- 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
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
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
Managing Your Account
Update billing, add users, manage entities, and configure notifications from the settings menu.
What each step looks like
Screens from TG360, in the order you'll use them.
