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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Budget Charts

Subtitle: Bar, line, and pie charts | Analyze receipts and expenditures

Charts make receipts, expenditures, carryovers, and individual categories visible at a glance. In the current version, open the Chart tab. Depending on your license and selected view, MyMicroBalance provides bar, line, and pie charts as well as additional VIP analyses.

Open the chart view

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Budget Planner Colors

Subtitle: Styles | Individualization

Styles changes the colors of the MyMicroBalance interface. This helps you distinguish several balance files visually or adapt your household budget to your preferred appearance.

Select a style

  1. Open your MyMicroBalance file.
  2. ...
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Budget Planner Main Menu

Subtitle: Main Menu | User interface

This page explains the most important areas of the MyMicroBalance user interface. It helps you add receipts and expenditures, edit entries, and quickly find the functions you use in everyday budget planning.

Main Menu on the left

The Main Menu contains the functions that you will use most often while working with your Balance Sheet.

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Budget Planner Main Window

Subtitle: Balance Sheet | Receipts and expenditures

Print Preview and Print Month buttons in MyMicroBalanceThe Balance Sheet is the central monthly view in MyMicroBalance. It shows the receipts and expenditures for the selected month, the...

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Budget Planner Statistics

Subtitle: Categories per month | Top Ten overview

The Statistics tab analyzes entries for the month currently selected in the Main Menu. You can switch between Category Overview and Top Ten without configuring a separate report.

The analysis always uses the year and month selected on the left.

Open Statistics

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Change Password

Subtitle: Data Protection | Protect your budget data

Change Password lets you protect an unsecured MyMicroBalance file, replace an existing password, or remove password protection.

Open the password dialog

  1. Open the affected balance file.
  2. Click Settings at the...
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Column Property Management

Subtitle: Define own columns | Extend the budget planner

Column Property Management adds custom fields to your MyMicroBalance file. You can use these fields to store comments, quantities, foreign currencies, or calculated values together with your receipts and expenditures.

Open Column Property Management

  1. Open your MyMicroBalance...
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