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Find answers about multiple profiles, shared budgets, synchronization, expenses, income, backups and the main My Budget features.

Profiles and shared budgets

  • What are profiles for?

    Profiles let you manage several separate budgets in the same app, for example Personal, Family, Children, Work or other projects. Each profile keeps accounts, categories, transactions, budgets and notes separate.

  • How many profiles can I create?

    You have the main profile and can create up to 4 additional profiles.

  • Can I share a budget with another person?

    Yes. Additional profiles can be synchronized and shared through the cloud. Open the profile you want to share, enable synchronization if needed, generate a sharing code, and send it to the other person through WhatsApp, Gmail, Telegram or any other app.

  • What can people do in a shared profile?

    Shared access is read and write. Members can view, add, edit and delete the profile data.

  • How do I join a shared profile?

    Sign in to the app and enable synchronization, then open profile management, choose the option to use a code and enter the 10-character sharing code you received. A code can be used only once.

  • Can the main profile be shared?

    No. The main profile currently remains personal; sharing is available for additional profiles.

  • Are transaction images shared too?

    To synchronize transaction images in a shared profile, all members must connect the same Dropbox account. If different Dropbox accounts are used, profile data will still synchronize, but images will not be shared between members.

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 income

  • Add 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/Transfers

  • Widget

    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)

  • 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.

    👉 WATCH THE VIDEO ON YOUTUBE

    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.

    👉 LINK TO THE WEB VERSION

My Budget PREMIUM

  • How a subscription works

    You can purchase a subscription on the dedicated screen.

    Subscriptions are offered for a monthly or annual term and automatically renew upon expiration, unless manually canceled in the Google Play app.

  • How a lifetime license works

    You can purchase a lifetime license on the dedicated screen.

    The lifetime license lasts forever and is associated with the Gmail account you purchased with, so to use it you need to have that Gmail account enabled/active on the device

  • Restore purchases

    When purchasing a subscription or lifetime license, you'll be asked for an email address. This email address is associated with the purchase token. To restore it if you change your phone, break it, or otherwise break it, you'll need to enter that email address in the in-app purchase screen and click the Restore Purchase button.

  • Cancel a subscription

    To cancel a subscription, click the link below which will take you to the Google Play section.
    👉 GOOGLE PLAY
    If you cancel a subscription, you can continue to use all PREMIUM features until its expiration.

Direct support

Write directly to the developer

Describe the issue or suggestion. You will receive a reply at the email address provided.

20 to 5,000 characters. Do not send passwords, codes, or sensitive financial information.