Enter values
With this function you can enter all daily values divided into 3 major groups.
Income
Expenses
Transactions
The basic setup gives a good structure with the most important entries. The structure and details of these groups can be modified as you want it to be in the configuration part. The more detailed the structure is the better the statistics can be.
With clicking on the date displayed, a date selector pops up. There a specific date can be entered or chosen with the mouse
The button "Today" returns to the current system date. The Buttons "<--" and "-->" moves the date forward and backwards.Even if the structure is defined into deep detail you can also enter the values with less details.
Example:
You can enter all your fix costs for your household on one position called "Household" or you can go into detail and split up the household costs into "Gas", "Heating", ... The advantage of entering more details is that you can look at the statistics for "Gas" and not only for "Household".Transactions are movements between your accounts.
Example:
You moved 100$ from your account to your savings book.
Statistics
This entry will give you the complete functionality to trace all entries for the major 3 groups, Income, Expenses and Transactions. "Days / Week", "Weeks / Month" and "Months / Year" statistics can be displayed by simply changing the tab pages.
With clicking on a column header the detailed periods are shown.
Example:
When displaying Yearly and clicking on header "December" the display switches to Monthly and show the weeks for December.With double clicking an entry in the list those position details are shown.
Example:
When double clicking the entry "Telephone" in the list the display will switch to its details in the tree showing the entries "Voice" and "Internet".When pressing the key "Backspace" the display will go back one level and show "Telephone" again.
Capital
This entry will give you a monthly overview of the development of your accounts. Through selecting or deselecting any accounts in the list shown you can change the values displayed.
Reports
There are 3 reports to display the selected values and also to print them or copy them to the clipboard for further use:
1) Plus / Minus - Balance
This report will calculate and display opposed the income and expenses for a selected range of months. As a summary the balance is displayed for each month. In a second section the same balance will be shown with more details. The detail level can be adjusted to your personal liking.
2) Income / Expense - Details
This report can be set for a range of days. The result is like a credit card summary with all entered positions for the set range and the balance at the end.
3) Budget Plan
With this report you can check your defined budget plan for all expense positions you entered a maximum budget. It will tell you where you are under and over the plan. Your budget plan for all expenses shown in the first line is your income.
Configuration
Will allow you to change your accounts.
Will allow you to change the tree structure with income and expense positions. You can also define your budget plan for some expense positions. A maximum monthly value can be defined for every month and if some months differ you can also enter exceptions for those months. In a report function you can then retrieve how far you are under or over the plan.
General
For all lists displayed in the program a context menu can be shown with the right mouse button and following helpful functions are available.
Backup of the data
To make a backup of the data you entered you have to backup the file "Budget.mdb" in the folder "DB" of the installation directory.
Example: Copy following file to a disk or CD "c:\program files\budget 2005\DB\Budget.mdb".
If you want to restore the data just copy this file back to the installation.
