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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Budget Charts

Subtitle: Bar, line, and pie charts | Analyze receipts and expenditures

Charts make receipts, expenditures, carryovers, and individual categories visible at a glance. In the current version, open the Chart tab. Depending on your license and selected view, MyMicroBalance provides bar, line, and pie charts as well as additional VIP analyses.

Open the chart view

  1. Open the required MyMicroBalance file.
  2. Select the year and month that you want to analyze.
  3. Click Chart at the top of the main window.
  4. In the lower control bar, select the monthly receipts/expenditures view or a category view.

Select the chart type and data

Select the required chart type in the first control. Depending on the view, you can create bar, line, or pie charts. Use the second control to choose the values to display, such as receipts, expenditures, or carryover. The chart-type selector provides access to the available analyses.

mymicrobalance-en-chart-controls-20260807.png

Compare receipts and expenditures

The monthly receipts/expenditures view shows the selected month's values over time. Bar charts are useful for individual daily values; line charts make the development throughout the month easier to follow. If you change the year, month, or displayed side of the Balance Sheet, MyMicroBalance rebuilds the chart accordingly.

mymicrobalance-en-chart-month-january-2026-20260807.png

Depending on the chart type, the following options are available:

  • Show grid: shows or hides the grid in the chart background.
  • Background color: uses a background that matches the selected MyMicroBalance color style. You can disable it for the on-screen view and printout.
  • Show Negative Values: expenditures can be shown below the zero line so that receipts and expenditures are visually separated. This presentation does not change the stored booking values.

Analyze categories graphically

In a category view, you can see which receipt or expenditure categories account for the largest shares. Select individual categories on the left or choose all categories to display the complete distribution. Pie charts are especially useful for shares; bar charts make absolute values easier to compare.

mymicrobalance-en-chart-categories-expenditures-january-2026-20260807.png

  • Values in %: displays values around a pie chart as percentages instead of absolute amounts.
  • Background color: shows or hides the colored chart background.

Save or print a chart

Click Save chart as... to save the current chart as an image file for later use. Click Print chart to print the current analysis. Creating, saving, or printing a chart does not change any entries in your MyMicroBalance file.

Additional chart types and more detailed analyses are explained under VIP Charts.