Budget Tool

Budget Tool

Rating
3
Reviews
2
Main Screen - Calendar View
Income Screen - Budgeted and Actual data displayed
Expense Screen - Budgeted and Actual data displayed
Income Summary Screen - Summarized by Category
Income Summary Screen - Summarized by Category and Description
Expense Summary Screen - Summarized by Category
Expense Summary Screen - Summarized by Category and Description

App details

Release date

2019-01-17

Last update

2022-11-15

Product ID

9NF2S839QHTP

Categories

Personal finance

About Budget Tool

This app will not run on Windows 10 S.

The Budget Tool allows you manage your budgeted and actual income versus your budgeted and actual expenditures. The purpose of this tool is to allow the user to track expected income and expenses (Budget) against what actually happens (Actuals). It offers a unique interface which allows you to see your cash status summarized on a monthly calendar with the variance show for each day. The budgeted and actual income and expenses are evaluated and the difference between the two is dispayed in a weekly summary. A running total for the month allows you to manage you future expenditures based on your forecasted income and expenses, taking into account what differences have impacted your forecast.

Detailed income and expenses are input on separate pages. Use predefined categories to standardize how income and expenses should be tracked. The budget for income and expenses can be input in as much detail on a daily basis as you desire. If you decide you want to further define the input listed by category you may enter a descrption for each item for more detail.

Summaries are generated from the income and expense budget details. The details are summarized by Category, Description and Date. The summaries allow you to see by category Budget versus Actual to see what difference exist at that level. The user can expand the Category grouping to display summary by Category and Description. If desired, the Description grouping can be expanded to display the data summarized by day.

The goal of this tool is allow you to manage your cash over time using what actually occurs versus your plan. If you put your planned detail in place and then measure your spending habits against that plan you will be able to determine how you can change your habits and save money.

Key features

  • Budget at detail level that you feel is required
  • Foecast Income
  • Track Expenses
  • Analyze differences between Budgeted and Actual income and expenses
  • Make decisions based on status of things month to date
  • Change spending and saving habits based on real life events
  • Easy to use simple straight forward interface
  • Color coding to highlights good versus unfavorable status by day, week and month