To get detailed help please click on one of the following topics. You can also scroll though the list to find new features and learn more about the budget planning tool MyMicroBalance.
First Steps
Analysis
Main User Interface
This feature enables you to import data from different software products, e.g. an e-banking application, into the budget planner MyMicroBalance. Most e-banking applications provide a function to export entries into the CSV format. Thereby the receipts and expenditures of your account will be saved in this file on your computer. With the help of the displayed function below, you are able to transfer the file into MyMicroBalacne with just one process. The advantage is on the one hand time-saving because you do not have to type in all the entries separately and on the other hand you are able to avoid mistakes when transferring receipts and expenditures. Moreover your balance file will be quit similar to your bank account and the designations.
Below you will find an explanation how to import different formats in three steps.
Step 1:
In step 1 select the file you would like to import. For this action use the small button with the folder symbol in order to search for a file on your computer. Following select a matching separator. This figure indicates how the values of the file, which should be imported, are separated. If you export a file from another software program, you are often presented with the separator which is used on the creation. If not, try all the provided characters until you will find the matching character. With just one mouse click on the button "Load File" you are able to reload the file until all columns are displayed correctly in step 3.
If you realize that the file, which should be imported, has own column titles than check this setting. Otherwise ignore the feature with the settings.
Step 2:
In step 2 you have to allocate the columns used in MyMicroBalance, to the columns, used in your file. Thereby you instruct MyMicroBalance in which column, e.g. the amounts or the date, can be found. After you allocated every column with a pendant of your file, the chosen data will be highlighted in green.
Step 3:
Use step 3 to validate all entries. If some of the data, which should be imported, already exists in MyMicroBalance it is possible to deselect these entries.
The button Allocate Receipts/Expenditures adjusts any entry automatically as a receipt or expenditure, depending on if the amount which was allocated in step 2 was assigned to the column "amount" is positive or negative.
The button Allocate Categories automatically chooses automatically a suitable category for your entry. But please note that you have to recheck for a valid allocation because this function can only work accurately if the values inserted in MyMicroBalance are similar to the entries e.g. of your bank account.
Import Data
Import Data Click on button "Import Data..." to assume all selected receipts and expenditures into your balance file. If certain data could not be imported (e.g. the date value is not matching with the current year) the problem areas will be highlighted in yellow.
ATTENTION: The aim of MyMicroBalance is to track your finances at any time. If you use the import data function to import data only once in a month you risk loosing track of your finances!