Budgieboy Reconciliation Software
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Home Budget Planning, Accounting, And Reconciliation, Software Application Designed To Be An EZ Personal Budgeting And Accounting Tool For Home And Small Business Financial Management
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Budgieboy Reconciliation Software
- 1. © 2012 STELLAR REVOLUTIONS INC
- 2. BUDGIEBOY IS A COMPREHENSIVE ACCURATE EFFICIENT PROFESSIONAL Home Budget Planning, Accounting, And Reconciliation, Software Application Designed To Be An EZ Personal Budgeting And Accounting Tool For Home And Small Business Managing All Of Your Financial Accounts With A Complete Picture In A Single Location By Linking All Your Personal Accounts, Incomes, Savings And Expenditures By Data Entry You Put In As Well As Personalizing And Linking Your Accounts And Expenditures To Their Websites
- 3. BUDGIEBOY HAS: An Interface Comparable To A Cross Between A Microsoft Excel Spreadsheet And A Cash Register For Data Input Pay-cycles Established Based Upon Your Pay Date Frequency Items That Can Be Set To Be Automatically Entered By Month If They Of A Reoccurring Nature Each Transaction Entry Can Be Modified At Anytime By Editing The Spreadsheet Cell's Content Each Transaction Can Be Checked Off In-process And Once Reconciled
- 4. AUTOMATED FOR YOU: Access To Your Online Accounts Bank Accounts Credit Accounts Store Accounts Etc.. Customer Account Databases Comprehensive User control User Has Full Control Of Data Input Content For Both Temporary And Permanent Entries Historical Financial Outlook Searchable Transaction History
- 5. AUTOMATED FOR YOU Chart Various Perspectives Of Accounts And Activities Hyperlinks To Account Websites Entering The Website Address So You Can Have Easy Web Access To The Related Account Help Files Patches
- 6. Upon Install Budgie Will Request A Start-up Form This Form Enables To Set Up Your Personal/Home/Or Business Account Data You Can Have More Than One User/Account Data
- 9. If You Have A Web Address For The Account You Should Enter It Here. An Icon Will Appear To The Left Wherever You See The Bank Name. You Can Then Easily Access The Account By Clicking On It's Icon.
- 14. NAME YOUR ACCOUNT A PAY CYCLE TRANSACTION ENTRY WORKSPACE ACCOUNT DETAILS AND ACCOUNT ACTIVITY WORKSPACE BUDGET CALCULATOR
- 15. ALL NEW TRANSACTIONS AND OPERATIONS ARE ENTERED HERE Bank Account Item Description Transaction Date Amount Operation
- 16. Prints Out The Data From Your Workspace Grid Of Your Budget
- 17. Gives An Overview Of All Transactions By Various Accounts And Pay Cycles
- 18. Displays Or Hides The Transaction Entry Panel For Entering New Transactions
- 19. Each Budget File Must Have At Least One Bank Account Established To Enter A Transaction Against You May Choose To Have Multiple Bank Accounts, Savings And/Or Credit Card Accounts That You Want To Include For A Particular Budget
- 20. Transaction Descriptions Can Be Added As Needed During The Transaction Entry Or You Can Manually Add, Delete, Or Modify Them At Any Time By Clicking The Tool-bar “Expense” Tab
- 21. There Is A Set Of Pre-defined Expense Categories And Sub-categories Provided That Describes Distribution Of Debits And Credits These Categories Can Be Customized For Individual Budget Database One At A Time
- 22. BudgieBoy Can Be Customized To Coincide With Your Pay Cycles In Order To Define Or Modify The Pay Cycle Click On The Pay Cycle Tab Select The Frequency Of The Pay Cycle And Then Choose The Appropriate Option(s) As They Are Presented For That Frequency
- 23. FILE Option To Save And/Or Exit BudgieBoy Will Prompt You To Save Or Not Save EDIT Copy Transactions Search For Transactions Delete Transaction Delete Transaction Worksheet TOOLS Program Options Manage Budgets Backup Restore HELP Help File Updates System Information Test Error Form BudgieBoy Home About BudgieBoy
- 24. Each Column Header Contains A Description Upon Mouse Over
- 25. Entries Of Income Or Expenses By Bank Or Credit Account
- 26. The Chart Is A Breakdown And Distribution Of Cash Flow Showing A Picture Of Your Money Is Coming And Going
- 27. An Account Drop Down List Of Banking Or Credit Card Accounts
- 28. The Refresh Button Updates Data, (Information), The User Enters Into The Grid Sorting And Updating The Grid With The New Information
- 29. Your Starting, Current, Or Running Balance Reflecting Your Available Balance *be sure to check your bank balance or credit cards frequently to manually update your starting balance field to keep your account current and reconciled *
- 30. Check This Box In The Transaction Activity Workspace When An Item Has Cleared Your Bank Account Affecting Your Starting Balance
- 31. Check This Box In The Transaction Activity Workspace When An Item Is “In Process,” But Has Not Yet Cleared From Your Account Or Starting Balance
- 32. The Due-Date Or Pay Date You Enter For A Transaction To Pay A Bill Or Some Other Expense You Want To Make Note Of
- 33. Website Associated With Expense Item Description
- 34. Column “M” Displays Whether Or Not If You Have A Note Describing A Particular Transaction
- 35. Edit The Expense Account Item In That Row Opens The Expense Account Window Allows You To Refer To The Note For That Expense Account
- 36. The Expense Account Transaction Item Description Identifies Your Income or Expense Activity
- 37. The Starting Balance Or Remaining That The Income Or Expense Is Depositing To Or Withdrawn From
- 38. The Action Used For Adding Or Subtracting From The Starting Or Running Balance Per Item Transaction
- 39. The Transaction Amount Added Or Subtracted From Starting or Running Balance
- 41. We Hope You Found Our Application Easy-to-use And Helpful And Useful Software Support To check whether you have the most recent version of "Budgie Boy", please check the BudgieBoy home page at www.budgieboy.com Technical support is available at no charge as described below. The best way to report problems is with the support forms available from the “Support” link on the BudgieBoy home page www.budgieboy.com. You can also send e-mail to support@budgieboy.com or postal mail to following mailing address: Stellar Revolutions Inc.314 Baylor Rd. Watsontown, PA. 17777 When reporting problems, please include the following information: 1.Is the problem reproducible? If so, how? 2.What version of Windows are you running (Windows XP, Windows Vista, etc.)? 3.What version of ‘BudgieBoy’ are you running (to see what version ‘BudgieBoy’ you have, choose About BudgieBoy from the Help menu)? Please include the entire “version” line in your problem report. 4. If a dialog box with an error message was displayed, please include the full text of the dialog box, including the text in the title bar. Note: You can press F1 at any time while ‘BudgieBoy’ is active for context sensitive help.
Editor's Notes
- This is where you register all of your account identities and pertinent information. For example:Your household accountYour business accountIndividuals’ accountsYou will also choose a location on your PC to store you active and backup data; BudgieBoy recommends that you store it where you saved your BudgieBoy application.
- You can have multiple banking and credit accounts each having their own budget for the same Pay Cycle.To create or modify a banking account click on the “Accounts” button.Add oredit the name for the banking or credit account in the grid to the left .All other fields are optional and for your information only.
- Depending on how often you get paid, you will be presented with 4 different screens:Every week - Define the day of the week to begin each Pay Cycle.Monday, Tuesday, Wednesday, etc....Every other week – Define the day of the week to begin next Pay Cycle.Monday, Tuesday, Wednesday, etc.... And then define theLast Pay Date used to establish the correct start date of next Pay Cycle. Once per month – Pay Cycle begins on certain date or day and week once per month,establish what day of the month;1 – 31, establish the week; first, second, third, fourth, or last, and establish the day of the week; Monday, Tuesday, Wednesday, etc....Twice a month – Pay Cycle begins on a certain date or day and week twice per month. Establish which days of the month your Pay Cycle beginsand ends; first day of the month1 – 31, and then the second day of the month; 1 – 31. Establish which weeks of the monthyour pay cycle falls on; first and third week, or second and fourth week. Whichday of the weekMonday, Tuesday, Wednesday, etc....
- For expense items that are frequently used you should create an expense account item for them. This will allow you to select them from a drop down list the next time you need to add a new transaction item for it.To create or modify an Expense Accounts click on the “Expense” button.To edit the name of an existing Expense Account click on the item in the grid to the left.Or To add an Expense Account click on the last row in the grid to the left and enter a name for it .Select the Distribution Category.All other fields are optional and for your information only.If you have a web address for the expense account you should enter it here.An icon will appear to the left each time this item is used in the grid for your budget transaction items.You can then easily navigate to this web page to make a payment by clicking on it's icon. Click on “OK” to save your changes and close the window.This returns you to the “BudgieBoy” main window.
- There Is a set of pre-defined expense categories and sub-categories provided that describe the distribution of your debits and credits. These categories are unique to, and saved within each individual budget database. Altering one does not effect the other.Click on the Categories button to edit the list of defined Categories.You are then presented with the following screen. The Default Expense Category is used for items that you do not anticipate frequently using and do not want to add them to your list of Expense Categories. In that case the transaction items are distributed to the "Default Expense Category". You can change the "Default Expense Category" by selecting it in the Tree View below it and the clicking on the "Set Default Category" button.You can edit the name of a Category or Sub-Category by left clicking on them twice pausing briefly between clicks.You can add or delete Categories and Sub-Categories by right-clicking on them..
- The Expense Distribution Chart is useful to provide you with a visual overview of the distribution of your funds. The Chart defaults to the current select Pay Cycle or may be redrawn based upon a date range which you may specify. The Bars on the Chart are color coded with the Legend to the right. Each main Category will have it's own color. To egt a break down of the Category you may click on that Category in the Legend. By clicking on the Category in the Legend a new window will open providing you with of all the Transaction items and their Sub-Categories. If you see an item that is questionable or misallocated you can easily navigate to that item by double-clicking on it.
- If the new information affects the pay cycle or bank or credit card account the refresh button updates the grid which would be found on its own grid or new pay cycle
- A transaction memo/note can be created to describe, notate, or remind you what the transaction was for/about. If created, there will be an icon two columns to the right of the description field in the mainTransaction Grid If a Memo is present it will appear below the Main Grid in the text box with the Yellow background.
- Sample of How Your Account
- Sample of How Your Account