File Menu

FILE

The File menu allows you to save or close the main worksheet, and exit from 1-2-3.

Note: Do not rename the two main worksheets -EB1A.WK4 and CALC.WK4- those names are used internally by the application.

It is advisable to keep an empty copy of these two files in order to start with a "clean" database at the beginning of the year.


Register Menu

REGISTER

Income- Select this option to register your income. Include salaries, interest received from an investment...

Expense- Select this option to register any expenses incurred. Include taxes, travel, groceries..

Payments- Select this option when make a payment. Use this option if you pay your credit card balance, or any other type of loan. You will have to enter two accounts: the first is the one from where you are withdrawing the money and the second is the one receiving the payment


Maintenance Menu

MAINTENANCE

Add Category- Create your own expense categories. Consider the events you need to register (i.e. Travel, Groceries, Car Insurance) and add them to the list.

Some categories are already included in the application. Use them as a starting point.

NOTE: Do not add categories directly to the list, this will prevent the application from working properly.

Add Account- A few basic accounts are included. Add your own accounts to the list by selecting this option from the menu.

You will be asked to enter an account name. If you have more than one account of the same type, give the accounts meaningful names like the name of the bank or institution that holds the account.

The  account number is obviously an acceptable option, but unless you know all your accounts by their numbers it might become confusing in the future.

Initial Balance- To enter a balance in one of the accounts select this option from the menu.

You will be asked for an account name, balance, and the account type. If you are entering an initial balance into an account like a credit card account, the  account should be classified as a liability (you owe the credit card company) and the balance will be added as a negative amount.

NOTE: Do not enter negative amounts, the application automatically enters liabilities as negative numbers and assets as positive numbers.

Checking accounts and Savings accounts are examples of asset accounts.


Reports Menu

REPORTS

The reports menu allows you to run, display and print customized reports for your expenses, income and account balances. Just fill in the information asked for by the respective dialog boxes.


Charts Menu

CHARTS

The charts menu lets you view and print charts for your account balances and for your expenses by category.


Calculators Menu

CALCULATORS

There are two calculators available: a math calculator and a  financial calculator. The financial calculator implements a few useful 1-2-3 functions. The functions description is included with the calculators. The  math  calculator implements the most commonly used math functions.


About Express Budget

EXPRESS BUDGET 1.0a

If you find this application useful, please register. From the About menu select register and print the registration form. Although the application was intensively tested I don't provide any guarantees regarding the safety of your data or any other problem arising from the use of this software.

 Thanks for using Express Budget