Business Builder – Personal Family Budget:

 

INTRODUCTION:

 

The Business Builder – Personal Family Budget module is designed to allow you to enter all household expense and income items to track your monthly budget.  Each expense and income item is placed into categories and summarized on the front screen.  Expenses are broken-out into what is owed, what is paid and what is saved.  Categorized expense items are displayed on the left and income items are on the right.     The toolbar located at the top of the screen allows you to select other budget projects, months, years or output page size.

 

 

When you open the Personal Family Budget module the first time, it will look like the screen above.  To begin using this module, you must first enter the categories into the system for the first month.  Other months will automatically display the default categories.  Use the instructions below to enter your default categories.

 


How to Enter Several Income Categories at One Time:

 

  1. Right-Click the mouse on the Section 2 - Income Table (the area with lines).
  2. Select Category Menu...  .
  3. Click on the [Add] button or use Alt+A.

 

 

  1. Type the Income Category Name (example:  ‘Paychecks’, Rents’, ‘Dividends’, etc…).
  2. Place a checkmark in Default Item to display this category each month.
  3. Press the [OK] button to accept the Income Category Settings.
  4. Repeat Steps 3 – 6 for each Income Category Item.

 

 


Adding Several Income Categories to the Selected Month:

After all Income items have been entered, you must select the categories that you want added to the selected month. 

 

 

 

  1. Place a checkmark on each Income Category Item you want added to the current month/year by using the mouse to click inside the box. Or click on [Select ALL].
  2. Press the [OK] button when you are finished selecting the category items to add them to the current month/year.


How to Enter Several Expense Categories at One Time:

 

  1. Right-Click the mouse on the Expense Table (the area with lines).
  2. Select Category Menu... .
  3. Click on the [Add] button or use Alt+A.

 

 

  1. Type the Expense Category Name (example:  ‘House’, Auto’, ’Electric’, ’Gas’, etc..).
  2. Place a checkmark in Default Item to display this category each month. 
  3. Press the [OK] button to accept the Expense Category Settings.
  4. Repeat Steps 3 – 6 for each Expense Category Item.

 

 

 

 

 

 

 

 


Adding Several Expense Categories to the Selected Month:

After all expense items have been entered, you must select the categories that you want added to the selected month. 

 

 

 

  1. Place a checkmark on each category item you want added to the current month/year by using the mouse to click inside the box. Or click on [Select ALL].
  2. Press the [OK] button when you are finished selecting the category items to add them to the current month/year.

 

Adding Income/Expense Entries:

Adding Income/Expense entries can be done two ways:  Individual Entry or Group Entry.

 

Individual Entry:

  1. Highlight a category (‘*Paychecks’).
  2. Click on the ‘Income:’ button at the top of the Income Section or use Alt+I or  
    Click on the ‘Expenses:’ button at the top of the Expense Section or use Alt+E.

 

 

 

  1. Enter the Day of the month in the Day field.
  2. Enter the reference Number in the Number field (DEP, EFT or Check Number).
  3. Enter the Description of the entry into the Description field.  If you leave the Description field blank the Category Name will be used as the description.
  4. Enter the Amount of the entry into the Amount field for income items.  Expense Items have Amount Paid, Amount Owed, Amount Saved.  Press the ‘=’ sign in the Owed field to make it equal to the Amount Paid.  Press the ‘=’ sign in the Saved field to calculate additional savings based on paying more than what is owed.
  5. Enter any memos into the Memo field (Optional).
  6. Select the Category (It defaults to the selected category on the main screen).  Use [Add] to add additional categories during the entry process. 
  7. Press [OK] to save the entry.

 

Group Entry:

  1. Double-Click a category on the main screen to view all entries in that category (‘Paychecks’).
  2. Click on the [Add] button to add a new entry or [Edit] to edit an existing entry.  Use the same steps as those for Individual Entry (Above).

 

Adding Budget Projects:

The default Personal Family Budget project is named ‘Primary Budget’.  This project name can be changed or additional projects can be added as needed by clicking on the [] button to the right of the project name.

 

 

 

 




 

 

 

 

 

 

 


Changing Months and Years:

 

Each time you open the Personal Budget module, it will display the default project for the current date.

 

 

 

 

 

 

 

 

Changing Output Page Sizes:

 

The Personal Budget module can print in two sizes: 8½ x 11 or 8½ x 14. 

 

 


Printing a Budget Report:

 

Press the [Print] button to print a Personal Budget Report for the currently selected project month/year.

 

 

  1. Verify the Export Media (Change the Printer as needed with the [Change…] button).
  2. Verify the Direct to… Preview is the Default.
  3. Enter the number of copies then press the [Start] button.

 



 


  1. Click on the [Cancel] button if needed.

 

 

Previewing a Personal Budget Report:

 

When you select Preview as the Direct To… Export Media, a preview window will show as below:

 

 

 

 

 

NOTE: Right-click on the printer buttons to change the selected printer.

 

 

 

 

 


The Printed Result: