money soft

Moneysoft Ltd.
12 Glasshouse Studios
Fryern Court Rd.
Fordingbridge SP6 1QX

08456 444 555
01425 655 777
info@moneysoft.co.uk

money manager  personal edition
 
Introduction Data Entry PC Banking Reports Graphics Budgets

Budgets are created using existing data as a starting point, which you then modify in a spreadsheet style (see screenshot below). You can have as many different budgets as you like, and each one can be for all accounts (i.e. your whole business or set of accounts), or you can produce budgets for a sub-section of your accounts (e.g. just one particular account, or one particular part of your business).

Click to enlarge: Editing a Budget
Click to enlarge

Once you have created budgets (you can edit them at any time) you can then produce reports comparing the budget with the actual figures. The comparison report can be done for a selected period, and you can compare all or just some categories of income and expenditure. Each category will show:
the budgeted amount
the actual amount
the amount that you are over or under budget
the percentage of your budget used

Click to enlarge: Actual vs. Budget Comparison
Click to enlarge

You can also use budget amounts in graphics, for example you can produce a bar chart of actual overheads and budget overheads.
 
Introduction Data Entry PC Banking Reports Graphics Budgets