Monthly personal and family budget

• Choice of automatic budget adjustment (according to actual expenditure) or manual (according to objective)
• New: taking into account the extraordinary movements planned in the calculation of the budget which will be paid monthly and reduced with each entry (quotation, future expenses or reimbursements, provision)
• New : indication of the adjustment made (+/-) on each item since the last opening of the file
• Comparison of monthly and annual totals with the budget
• Indication of average monthly expenses
• Movement history and recording of the last modification date
• Dynamic calculation of the tax budget based on income

• Monthly evolution of income and expenses
• Annual savings (actual and budgeted)
• Distribution of expenses by category
• Current budget balances by category
• New: monthly totals for each section
• New: dynamic graph of the selected section

• Indication of the personal budget of the entire family (1-6 members)
• Distribution of each section according to definition (fixed variant)
• Possibility of charging expenses to each member or according to default definition (dynamic variant)

• Entering cash expenditures on Excel Mobile in a suitable file
• Indication of the remaining monthly budget for each position with coloured representation of the balance
• Validation and registration when opening the personal budget
• Single or multi-user (entries on several mobile budgets)

• Explanations
• Customizations (headings, accounts, taxes) based on a copy of the tax return
• Adaptation of list of operations to import according to the statement

Activation is free for current tax return customers!

We also offer the advantages of the application in the form of financial mandate monthly at 50% of the price if you do not wish to operate it yourself.