Budget Planner Upgrade Version 1.7 ( Released December
Credit Card List is added to the transaction screen.
Feature: Display total monthly Credit Card expenses.
"Find by Category".
Move an category's item to the different group.
See transaction details on Monthly and Yearly reports.
Move a transaction to a different category.
can now setup your Income Schedule. My Budget Planner will automatically
update icome actual amount.
Click on the icon
and select from the pop-up menu "Income Schedule" or
click on the menu "Income/Payments" and select Income
Schedule" to open this form:
note! You can setup a schedule for weekly, every two week, monthly,
Monthly select frequency "monthly" and recurrence "1".
every 2 Month select frequency is "monthly", recurrence
Weekly select frequency is "weekly", recurrence "1"
every 2 weeks select frequency is "weekly", recurrence
Card List is added to the Transaction screens
New , Update, Add Multiple Transactions.
add a credit card to the list or remove it click on the menu File
- Options to open this form:
from the list: uncheck "Active", click "OK".
Credit Card to the list: simply type name in the new row, check
"Active" on and click "OK".
Day is a day of the month when a credit card's bill is cut off.
example, if a bank generates a credit card's statement on the 15th
then you should select 15 for the "Statement Closing Day".
left blank it defaults to the 1st day of the month.
Total Monthly Credit Card Spending.
new field "Monthly Credit Card Spending" is added next
to the "Monthly Available". Now you can track each card
note! You don't have to go back and update all your transactions.
You should use this feature going forward.
click on that field on click on the button "..." to see
the details for each card:
note! You can't enter an outstanding balance or payment amount.
This is just to track your credit cards expenses.
can now setup a password to open the software if you'd like.
on the menu "File" - "Options".
a password and click OK.
when you open My Budget Planner software you will have to enter
on the menu "Tools" - Find" or click on the icon
now have a choice to search by category.
Select a category from the drop down menu, enter Date From, Date
To and click on the
transactions from the Excel to the "Add Multiple Transactions"
can now copy multiple expenses from the Excel to the Add Multiple
can use this feature only If your bank has on-line feature to upload
your banking transactions to the file.
upload data to the file from the banking on-line. Choose "text
file" as a format.
the upload file in Excel. You will have to add or delete columns
in excel as following"
Column#2 - date
Column#3 - empty
Column#4 - amount
Column#5 - empty
Column#6 - empty
these columns and rows and select "Paste" or press Ctrl+C
My Budget Planner. Click on "Add Multiple Transactins".
on the "Paste From Excel" button.
you need to do now is select Category, Name (if budget is for 2
people), Credit Card (if available) for each row and click on the
category's item to a different group.
on the first column and select "Move To A Different Category
Group" from the pop-up menu:
a category from the drop down box and click on the "OK"
transaction details on Monthly and Yearly reports.
Monthly or Yearly Summary Report from the "Report" menu.
Double click on any amount cell
and get a list of all transactions for that category.
note, if a total from the details screen does not match the cell's
amount it means you have not enter all transactions.
a transaction to a different category.
say you have added 20.99 to the Grocery category by mistake. It
was Car fuel expense. You now can move that transaction from "Grocery"
category to the "Car Fuel" category. Click in that transaction
and select "Move To a Different Category" from the pop-up
a new category from this screen and click "OK":
transaction will be moved to the Car - Fuel:
data from the backup.
on the menu "File" - "Restore Database".
Select a location of your backup BUDGET.mdb file and click in
the "Restore Now" button:
To" display only category groups from your budget.
In Payment Calendar drop down box, some years are missing.
In the "Add Multiple Transactions" screen, once a date
is entered, keep that date for the next transaction.
In the "Add Multiple Transactions" screen the expense
list drop down box extended down farther to minimize scrolling
Click here to download mbpupgrade1-7.exe.
2. Click on the "Save" button.
"My Documents" folder on your computer to download
"My Documents" folder and double click on mbpupgrade1-7.exe
to begin installation.
will see this screen. Click OK.
Upgrade will start and you will briefly see this screen:
6. Now start My Budget Planner software. Please note that
the version should be 1.7.
you have any questions please e-mail firstname.lastname@example.org