MyBudget Help

MyBudget is a desktop application for tracking personal finances. It supports multiple accounts, recurring budget plans, CSV import, and a full change history with the ability to browse and revert to any previous state.

Contents

• Overview
  • The four building blocks
  • A worked example
  • Getting started
  • Getting help
• Accounts
  • Frozen vs Liquid
  • Transaction accounts
  • Planning accounts
  • Transfers between accounts
  • Debit vs Credit (the sign)
  • The Accounts tab
• Transactions
  • EQUITY
  • The Transactions tab
  • Importing from a CSV file
  • Balancing
  • Manual transactions
• Plans
  • Normal vs Transfer plans
  • Frequency: Once, Weekly, Monthly
  • Amount type: Fixed vs Per Annum
  • The Plans tab
  • Editing a plan
  • Splitting a plan
• Forecasts
  • Minimum Cash-on-Hand
  • Forecast Chart
  • Comparing against a baseline
• History
  • How history is recorded
  • History mode
  • The baseline (Compare to)
  • Other context-menu actions