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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License Key Activation

Subtitle: Activate a VIP License Key | Unlock MyMicroBalance

If you have purchased a MyMicroBalance VIP license key, activate it directly in the desktop version. The unlocked VIP features will then be available in MyMicroBalance.

Save the license key file

After your purchase, you will receive an email with the license key attached as a text file. Save this file in a place where you can easily find it again, such as your desktop or...

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New Entry

Subtitle: Add Data | New income or expenditure

Use New Receipts or New Expenditure to add a new entry to your MyMicroBalance balance file. Receipts are shown on the left side of the balance view, expenditures on the right side.

Create a new receipt or expenditure

  1. Open your MyMicroBalance file.
  2. Select the correct year and month.
  3. Click New Receipts for...
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Open File

Subtitle: Open a file | Load your budget data

Open an existing balance file if you have already created a MyMicroBalance file with the extension .mmb or restored one from a backup.

Open a balance file from the start window

  1. Start MyMicroBalance.
  2. Select the lower tile in the start window to open an existing balance file.
  3. Select your .mmb file in the Windows...
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Print Annual Report

Subtitle: Annual reports | Print settings

Print Annual Report creates a printout or print preview for the selected year. MyMicroBalance automatically uses the year selected in the Main Menu when it opens the print dialog.

Open Print Annual Report

  1. Open your MyMicroBalance file.
  2. Select...
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Printer Settings

Subtitle: Paper Size and Margins | Page Setup

In Printer Settings, you define how MyMicroBalance prints a report on paper. This includes paper size, paper source, portrait or landscape orientation, and page margins.

Open Page Setup

  1. Open a print dialog, for example via Print Annual Report.
  2. Click Page Setup at...
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Save Balance Data

Subtitle: Save a file | Save your budget data

MyMicroBalance stores your income, expenditures, accounts, categories, and settings in the currently open balance file.

Save the balance file manually

  1. Select File at the top of the main window.
  2. Select Save.

 ...

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Search Data

Subtitle: Search for entries | Find budget data

Search Data lets you find receipts, expenditures, and recurring entries in your MyMicroBalance file. You can combine text, amounts, categories, and any date range, and MyMicroBalance immediately calculates the total, number, and average of the results.

Open Search

Click the Search tab at the top of the MyMicroBalance main window. Define the search criteria on...

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