Budget Planner MyMicroBalance Online Help

Column Property Management adds custom fields to your MyMicroBalance file. You can use these fields to store comments, quantities, foreign currencies, or calculated values together with your receipts and expenditures.

Open Column Property Management

1. Open your MyMicroBalance file.
2. Open the Settings ribbon tab.
3. Click Column Property Management.

Important basic rules

• Custom columns apply to the complete MyMicroBalance file.
• They are therefore available in every account in that file.
• The standard columns Date, Name, Amount, Category, and Interval are required and cannot be deleted.
• The Date column always remains in the first position.

Change the column order

Select a column and move it with Up or Down. This determines the order in which custom fields appear in the Balance Sheet and entry dialogs.

Create a new column

1. Click Add Column.
2. Select the required column type.
3. Enter the name and settings for the column.
4. Check the preview or calculated result.
5. Save the new column.

Simple columns

Simple columns store additional text, numbers, or dates. Examples include a comment, receipt number, or quantity. An optional default value can populate older entries and speed up new entries.

Currency columns

Currency columns record or convert additional amounts. For a foreign currency, specify the currency symbol, source column, and exchange rate.

Mathematical columns

Mathematical columns calculate values automatically. Depending on the subtype, you can create simple calculations, percentage calculations, or calculations using two other columns. A percentage calculation with a source column and default tax rate is useful for taxes.

Edit or delete columns

The type of an existing column cannot be changed later. Usually only settings such as its name can be edited. Deleting a custom column permanently removes all data stored in that column from the complete file. Create a backup before deleting a column when required.