Budget Planner MyMicroBalance Online Help

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.

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Account Management

Subtitle: Manage accounts | Total balance

Account Management lets you organize multiple accounts inside one MyMicroBalance file. For example, you can maintain a standard account, a cash account, and a separate savings account and view receipts, expenditures, and balances for each account.

Open Account Management

  1. Open your...
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Administration of Categories

Subtitle: Manage categories | Assign receipts and expenditures

Administration of Categories lets you organize the categories in your household budget. Categories help you structure receipts and expenditures and find them later in Search, Statistics, Annual Overview, and charts.

Open Administration of Categories

  1. Open your MyMicroBalance...
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AI Assistant for MyMicroBalance on PC

Subtitle: Use AI Features | Support and Financial Analysis

The AI Assistant in MyMicroBalance helps you with questions about using the software, analyzing your receipts and expenditures, and managing a household budget.

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Annual Overview

Subtitle: Annual Statistics | Annual budget analysis

The Annual Overview summarizes receipts, expenditures, and balances for a complete budget year. It provides a quick view of monthly figures, categories, Top Ten entries, and graphical trends.

Open the Annual Overview

On the Start ribbon tab, the Annual Overview group contains Annual Report Chart, Annual...

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Auto Open File

Subtitle: Open a file automatically | Speed up your work

Auto Open File lets MyMicroBalance load a specific balance file directly when the program starts. You therefore do not have to select that file manually in the start window every time.

Configure automatic opening

  1. Open the balance file that should be loaded...
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Backups

Subtitle: Automatic backups | Restore balance files

MyMicroBalance can automatically create backup copies of your balance file. If the current file can no longer be opened correctly after a power failure, file damage, or an accidental change, you can restore an earlier version.

Enable automatic backups

  1. Open the MyMicroBalance file for...
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Balance Settings

Subtitle: Balances Behaviour | Reset Settings

Balance Settings control how MyMicroBalance displays the Balance Sheet when you open a file and work with entries. The options mainly affect the initially displayed month, warnings for backdated entries, and category colors.

Open Balance Settings

  1. Open your MyMicroBalance file.
  2. ...
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