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.

First Steps

Analysis

Main User Interface

VIP Features MyMicroBalance VIP license key

Options
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Annual Overview

Subtitle: Annual Statistics | Annual budget analysis

The Annual Overview summarizes receipts, expenditures, and balances for a complete budget year. It provides a quick view of monthly figures, categories, Top Ten entries, and graphical trends.

Open the Annual Overview

On the Start ribbon tab, the Annual Overview group contains Annual Report Chart, Annual Statistics, and Print Annual Report.

Annual Statistics icon in MyMicroBalance Annual Statistics opens the table-based analyses for the selected year.

Read Annual Statistics

Annual Statistics provides detailed information for the complete year of your Balance Sheet.

  • Receipts/Expenditures: shows accumulated entries for each month, together with the balance, number of entries, and average receipts and expenditures.
  • Category Overview: totals all entries in each category across the complete year and distinguishes between receipts, expenditures, and balances.
  • Top Ten: shows either the ten highest or the ten lowest receipts and expenditures of the year.

Annual Statistics in MyMicroBalance with 2026 receipts and expenditures

Filter Category Overview and Category History

In Category Overview and Category History, select which types of categories should be displayed. Use the checkboxes for receipts, expenditures, and balances.

  • Hide Receipts when you want to focus only on costs and expenditures.
  • Hide Expenditures when you want to analyze only receipt categories.
  • Enable or disable Balances to show the difference for each category or simplify the view.
  • Enable Hide categories without entries to keep the table compact when a category has no bookings in the selected year.

The selection is carried over automatically between Category Overview and Category History and is saved with your MyMicroBalance file. These filters change only the displayed analysis, not your entries.

Category filters in MyMicroBalance Annual Statistics

Use the Annual Report Chart

The Annual Report Chart displays the accumulated monthly receipts and expenditures graphically. This makes it easy to recognize the months in which your household budget changed most strongly.

Annual Report Chart in MyMicroBalance for 2026

Use the < and > arrow buttons to move between years.

Print the annual report

Click Print Annual Report to create a printable annual analysis. Before printing, make sure that the correct year is selected and that the figures in Annual Statistics are plausible.

Use additional charts

Chart icon in MyMicroBalance Additional charts and analyses are available depending on your license and enabled VIP features. Open VIP Chart or the corresponding chart functions in MyMicroBalance.