![]() ![]() You can see the correlation between income and expenses, a projection of your balance based on your planned income and expenses, your net worth, a list of all transaction one by one, etc. The “REPORTS” tab allows you to analyze your financial situation at any given period. Also, it shows how close your actual gain/loss was to the gain/loss you planned. The bar chart in the upper part of the screen helps compare your gain/loss during a few time periods. The yellow color represents actual expenses, blue stands for actual income, gray displays the planned amount. You can look at the totals or pick up a single category/subcategory. The menu at the top of the screen will help you see your budget by day, week, month, etc. Budget and all the reports are displayed in the default currency.Īfter you’ve set up your budget, use the tab to view your income and expenses for a selected period. The default currency for BUDGETING and REPORTS can be chosen in “More” (for Mac go to Menu > Money Pro > Preferences > Currency for Windows go to Menu > File > Preferences > Currency). You can set a budget using existing categories or add new ones by tapping/clicking “+” at the end of the list of available categories. To add a budget categories, tap/click “Edit” in the upper right corner, select the desired category and enter the budget amount. Think out the structure of your budget too. If you know what your budget should be, do it right away, if not, wait for a while and analyze your actual expenditures. Here you can set up a budget for each expense/income separately. You can input transactions manually or import. Moreover, every time you turn on your device, on the app’s icon you’ll find the number of planned transactions that are overdue. Specify when you want to be notified (1 day before, on the due date, etc.).You will receive a notification on the specified day.
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