Budget Planner MyMicroBalance Online Help

If you want to insert, edit or delete entries you are able to use the functions in the horizontal main menu in section Entry. Moreover you could use a context menu by clicking on the right button of the mouse on a specific entry, in order to be able to make specific and direct changes, as displayed in the following graphic.

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Budgets let you plan how much money should be available for specific categories each month. MyMicroBalance uses a flexible approach with a second account and the Reference Account for Posting feature.

This lets you use the envelope method: your actual money remains visible in your main account, while the budget account shows how much of the planned amounts is still...

A new balance creates a separate MyMicroBalance file for your budget. The file stores your income, expenditures, accounts, categories, and settings and uses the file extension .mmb.

A balance file can contain multiple accounts and data from more than one year. You can move the file to another computer and create your own backup copies, for example on an external...

The currency settings define the main currency used in your MyMicroBalance file and whether an additional secondary currency should be shown for conversion.

Open the currency settings

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

Select the desired entry from the balance sheet and click on button "Edit Entry" in order to be able to make changes. Double-clicking on an entry is also possible. Changes will be saved when clicking on "Save". Use "Close" to close the entry window without saving.

At any time you may convert a one-time entry into a periodical one or vice versa if you want. But you need to...

The export function saves income and expenditures from a MyMicroBalance balance file as a CSV file. You can then sort, filter, analyze, or archive the exported data in Microsoft Excel or another spreadsheet application. Exporting does not change any entries in MyMicroBalance.

Start the export

1. Open the MyMicroBalance balance file whose data you want to...

The Universal Import Wizard imports transactions from CSV and text files into your MyMicroBalance balance file. This is particularly useful when you want to import transactions from online banking, a spreadsheet, another budget planner, or an older export.

The import in MyMicroBalance 6.1.0 is designed to handle many different file structures. First select the source file, then define...