Support
Find answers about multiple profiles, shared budgets, synchronization, expenses, income, backups and the main My Budget features.
Overview
What is the Overview?
This screen provides a general summary of your financial situation, displaying your BALANCE SHEET, BUDGETS, ACCOUNTS, and CREDIT/DEBIT CARDS.
Using the Edit Overview button, you can position/display all the views as desired.Alerts Button
By clicking the Alerts icon, you can set up notifications that appear when the app starts, reminding you if you have any Budgets and Credits and Debts expired.
Synchronization Button
By clicking the Sync icon, if synchronization is active, the app will download/upload data to the Cloud and it will be shared across your devices and with the Web version.
+ Button
Press the circular + button at the bottom right to enter a new Expense, Incomes, or Transfer money between your accounts.
Transactions
Add transaction (Income · Expense · Transfer)
Press the circular + button at the bottom right of the Overview, Transactions, or Calendar pages.
Add expense
Enter:
- Date
- Account
- Category/Subcategory
For each expense, you can insert multiple categories and subcategories, thus grouping an expense and saving time in entering it. - Amount
- Paid
(if enabled it is accounted for immediately) - Consider in budgets
(if enabled it is accounted for in the budget (if it exists)) - - Optional data -
Repeat Transaction: Choose how many times you want to repeat the same expense by selecting a time period.
Note: Add a note to the expense.
Beneficiary: Add a beneficiary to the expense.
Attach Image: Attach an image to the expense.
Add income
Enter:
- Date
- Account
- Category/Subcategory
For each income, you can insert multiple categories and subcategories, thus grouping an income and saving time in entering it. - Amount
- Cashed
(if enabled it is accounted for immediately) - - Optional data -
Repeat Transaction: Choose how many times you want to repeat the same expense by selecting a time period.
Note: Add a note to the expense.
Beneficiary: Add a beneficiary to the expense.
Attach Image: Attach an image to the expense.
Money transfer
Use Money transfer by choosing source account and destination account.
Does not change the grand total: it only updates the balances of the accounts involved because it is not an expense or incomeAdd refund
A refund is an expense that has been returned to you (fully or partially).
It is not considered new income, but it reduces your total expenses.
Recurring transactions
How does it work?
Press the circular + button at the bottom right of the Overview, Transactions, or Calendar pages.
When entering your transaction, you can choose to repeat it, for example, once a month. The app will automatically create the same transaction based on the number of times you choose.
Photos in transactions
How does it work?
You can attach a photo to your transactions.
Photos are not included in manual backup, but are included in automatic backup and sync.
Speed up transaction creation
Transaction templates
Create a transaction template for your frequent transactions.
By clicking Add from template you can create/edit/delete and select templates for your Expenses/Income/TransfersWidget
In the Android version you can enter Expenses/Income/Transfers via 4 available widgets
Debts and credits
What is a debt?
Using the Debits and Credits screen, you can record debts you've accrued with someone. The debt has a due date and a repayment date. On the repayment date, the debt will automatically be recorded as an expense, will be visible in transactions, and delete from Debts screen.
What is a credit?
Using the Debits and Credits screen, you can record credits you have with someone. The credit has a storage date and a repayment date. On the repayment date, the credit will automatically be recorded as income, will be visible in transactions, and delete from credits screen.
Calendar
What is it for?
From this screen you have a view of all the months of the year, for each day you can view all the transactions belonging to it.
Budgets
How do you create a budget?
Click the circular + button in the bottom right to create a new budget and track your expenses.
When creating it, you'll need to choose:
The duration: 1 week, 2 weeks, 3 weeks, 1 month, 2 months, 3 months, 1 year, or a custom duration.Why can the number of remaining budget days be one more than the calendar difference?
The remaining days include today and the budget end date, because both are days on which the budget can still be used. For example, on October 3, a budget ending on October 31 has 29 usable days remaining (October 3 through October 31 inclusive), even though the difference between the two calendar dates is 28 days. This same count is also used to calculate how much you can spend per day.
Savings plan
What is it?
By creating a savings plan, you can set a goal for your assets.
For example, I have 10,000 in my accounts and want to reach 20,000 within two months. The savings plan will calculate how much you need to save each day to reach this goal.
Charts
Types of charts
Pie and bar charts are available.
For each chart, you can view Expenses and Earnings, broken down by category and subcategory.
For each chart, all transactions in the selected time period are displayed.
Print Reports
Report PDF
Create PDF reports with transactions for easy sharing and printing.
Choose the time period: All data, Expenses only, Incomes only, or Transfers only.
You can also group data by category.
You can also password-protect your PDF for added security.Report CSV/XLS
Create CSV/XLS reports with transactions for easy sharing/printing.
Choose the time period: All data, Expenses only, Incomes only, or Transfers only.
You can also group data by category.Report HTML
Create HTML reports with transactions for easy sharing/printing.
Choose the time period: All data, Expenses only, Incomes only, or Transfers only.
You can also group data by category.
Data management (Backup)
Automatic backup (RECOMMENDED)
To always have backup copies of your database, which will be automatically restored by Google when you reinstall My Budget, leave the automatic backup feature enabled.
The automatic backup includes images attached to transactions.Follow the guide at THIS link and make sure you have enabled it.
Manual Backup
A manual backup is a file named My_Budget.db that contains your data.
It can only be used within the app and is used to keep your data safe and to move data between devices.Manual backup does not include images attached to transactions.
Synchronization between devices
Configuring synchronization
Enable synchronization from the app settings:
Settings > Data management and synchronization > Data synchronization
Sign in or create an account with a USERNAME and PASSWORD to synchronize your data.
On the next screen, you can also enable synchronization of attached images with Dropbox.
Sign in again with the same USERNAME and PASSWORD on every device where you want to manage and view your data.Where are synchronized data stored, and who can access them?
When you enable synchronization, your financial data are stored in Google Firebase cloud services, not on My Budget servers. The data are associated with your personal account and can be accessed through My Budget only after signing in with your own username and password. Other My Budget users cannot view your private data. If you explicitly share an additional profile, access to that shared profile is also granted to the people you authorize through the sharing feature. Images attached to transactions may be synchronized separately through Dropbox, if you enable that option.
When is the entered data synchronized?
Data is sent to and received from the Cloud and synchronized when the app starts, or by clicking the button in the top bar of the Overview screen.
All data will be available immediately.Synchronization video example
Watch a simple example of data synchronization between devices.
If subtitles are not visible, enable them using the CC button in the YouTube player.
My Budget (Web application)
How does it work?
Access your data from a computer through the web application. To use it, you must be a PREMIUM user (subscription or lifetime license) and, in the Android version, enable data synchronization in the app settings. Sign in with the same USERNAME and PASSWORD used for synchronization in the Android version.
The web version of My Budget lets you enter, edit and delete supported data from a computer or another device. It is continuously updated alongside the Android app.
Write directly to the developer
Describe the issue or suggestion. You will receive a reply at the email address provided.