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.

&nbps;

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.

mymicrobalance-en-ai-assistant-tab-20260802.png

Open the AI Assistant

  1. Open your MyMicroBalance file.
  2. Click AI Assistant in the main window.
  3. Select the appropriate assistant or question.

Available assistants

MyMicroBalance Support

The Support Assistant answers questions about the desktop version, for example about installation, setup, CSV import, backups, synchronization, categories, charts, or common technical issues. It works on the basis of the official MyMicroBalance help documentation.

mymicrobalance-en-ai-support-clean-20260804.png

Financial Analysis Assistant

The Financial Analysis Assistant creates text-based analyses of your receipts and expenditures. It provides information about patterns, unusual values, potential savings, and possible next steps.

mymicrobalance-en-ai-finance-analysis-clean-20260804.png

Household Budget Expert

The Household Budget Expert answers general questions about keeping a household budget, methods such as the 50/30/20 rule, savings goals, and how to structure your finances more effectively.

mymicrobalance-en-ai-budget-expert-clean-20260804.png

Use in the free and VIP versions

In the free version, you can submit a limited number of requests to the Support Assistant. A VIP license key for the PC provides access to additional requests and analysis features.

Select the data basis

When an assistant creates a financial analysis, make sure you select the appropriate period, the correct account, and the desired focus. The more precise your selection, the more useful the answer will be.

Note

AI answers can help you understand your data. Nevertheless, review important decisions yourself and use the analyses as guidance rather than binding financial advice.