The Budget Planner enables you to draw up an annual budget.


  • List main- and sub-expenses alphabetically
  • Consult Maintenance Menus
  • Include/exclude sub-expenses
  • Assign 'Fixed' or 'Variable' tag to expenses
  • Filter expenses: Fixed, Variable, All
  • Expand/collapse budget expenses
  • Spread payments across year (5 options)
  • Add comments | List of all comments
  • Hide empty budgets
  • Copy previous year's budget
  • Calculate end-of-month balances
  • Use Direct Debit/Credit Log to adds fixed/recurring payments [version 5 only]