Home Budget

Topics: Credit card, Expense, Money Pages: 25 (7424 words) Published: May 8, 2013
HomeBudget
Expense Management Software For the Home Windows Version

User Guide Version 2.8.5

Table of Contents
Overview.......................................................................................................................................... 3 HomeBudget Terminology .............................................................................................................. 6 Getting Started ................................................................................................................................ 7 The Settings Screen ......................................................................................................................... 8 The Expenses Screen ..................................................................................................................... 10 Adding a New Expense Entry ......................................................................................................... 10 Updating/Deleting an Expense Entry ............................................................................................ 12 Pie/Bar Chart of Expenses ............................................................................................................. 12 Automatic generation of Recurring Expense Entries .................................................................... 13 Bill Tracking ................................................................................................................................... 14 Recurring Bills ................................................................................................................................ 16 The Income Screen ........................................................................................................................ 17 Automatic generation of Recurring Income Entries ...................................................................... 18 The Budget Screen......................................................................................................................... 19 Adding/Deleting/Editing Categories and Sub-Categories ............................................................. 20 Setting the Budget Amount ........................................................................................................... 21 The Accounts Screen ..................................................................................................................... 23 How to Reconcile an Account? ...................................................................................................... 25 Transfers and Recurring Transfers ................................................................................................ 25 Payees............................................................................................................................................ 27 The Reports Screen ....................................................................................................................... 29 The Export Screen.......................................................................................................................... 31 The Search Screen ......................................................................................................................... 32 Family Sync .................................................................................................................................... 32 Uploading Category Icons.............................................................................................................. 35 Backup and Restore ....................................................................................................................... 36 Best Practices for using HomeBudget ........................................................................................... 37

© 2013 Anishu, Inc.

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