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 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

  1. Open your MyMicroBalance file.
  2. Select the required year and month in the Main Menu.
  3. Click the Statistics tab at the top of the main window.
  4. Select Category Overview or Top Ten, depending on the information you need.

Monthly Statistics with Category Overview and Top Ten in MyMicroBalance

Analyze Category Overview

Category Overview groups the receipts, expenditures, and resulting balances of the selected month by category. You can immediately see which areas produced high costs or sufficient income.

  • Total: total amount for the category in the selected month.
  • Increase/decrease from the previous month: percentage change compared with the preceding month.
  • Number of entries: number of bookings included in the total.
  • Average: average amount per booking in that category.

Use the checkboxes above the table to show or hide receipts, expenditures, and balances. You can also hide categories without entries.

Understand colors, arrows, and percentages

Colors provide a quick interpretation. Green figures or arrows indicate a positive effect or trend, such as higher receipts or lower expenditures. Red figures indicate a negative effect or trend, such as lower receipts or higher expenditures.

The percentages compare each category with the previous month. This helps you see where the household budget improved and where there may be potential savings.

Display the monthly Top Ten

The Top Ten tab shows the ten highest or ten lowest receipts and expenditures in the selected month. It helps you find large bookings, unusual costs, and possible savings quickly.

Print Statistics

Click Print Preview to check the currently displayed analysis before printing. Click Print to print the selected monthly statistics.