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Have you ever used the follow-up tab to monitor your credit use in Budget Express? It is a simple way to see the evolution of the balance and find that your reimbursement efforts are paying off!

If your financial situation requires you to follow your budget very closely, the credit follow-up function could be very useful. To take full advantage of it, you must have a credit account, for example a credit card. Each time you purchase something using the card, you enter an expense in Budget Express and specify the method of payment. As it is a credit purchase, the effect is not immediately visible in the calendar view and the amount is indicated in gray. Read more

You’re back home from a superstore and you find out that your bill contains both clothing and groceries. Did you know it is possible to allocate the amount of the bill between several budget items in Budget Express?

First of all, you can do it manually. You add up the amounts for each expenditure item, such as “Clothing” and “Grocery,” and you enter them in your calendar according to the planned operations.

If you use the bank reconciliation, here’s how to achieve it. Read more

After a few years keeping data for your budget, Budget Express may start to be slow. Indeed, the software must every day perform more and more calculations. Therefore, the calendar view may take several seconds to refresh when you adjust an operation.

To avoid unnecessary loading time, it is recommended to create a new budget each year. Of course, you will not lose any of your planned items nor amounts! Your budget will only be eased up of past data.

Here’s how to create a new budget without losing anything. Refer to the illustrations for more information. Read more

You can check your transactions in Budget Express by comparing them with those of your bank statement and make appropriate corrections manually. However, there is a much faster way to achieve this: the bank reconciliation.

This Budget Express option allows you to import a transaction file provided by your bank (usually generated from the online bank services). Thanks to this file, you will be able to associate your actual operations to those that were planned in a few clicks. Read more