The first time you open BudgetInMind, you are redirected to the file manager, that allows you to create, open and manage your documents. At every launch, BudgetInMind will try to open the last file you operated on.

Click on any file to open the document.

BudgetInMind for iPad contains 5 tabs: Book, Account, Budget, Trading and Structure.

Each view adapts to your current device orientation, to maximize and optimize the view function of the available viewport. Please note that some parameters are activated only after purchasing a given module, such as the multiple user, multiple currency or trading modules. In this video, we activated all the optional modules.

The Book tab, is the place to enter all your transactions. You will enter revenue, expenses and any other accounting operation in this view.

All tabs are designed following the same UI principles, with a toolbar at the top to quickly alter the current view or execute a given action.

For instance, you can:

• Hide or Show the left column in the Book and Account tabs.
• Manage specific view-related tasks through the action button
• Quickly filter your view using the quick select buttons

The action button, is the command center for most of your actions. It contains 3 categories:

• The View category changes for each tab. It controls the view rendering and gather specific actions.
• The Profile category managed users, years, currencies and bank institutions. You can also close the currently opened document from this section.
• The Search category contains monthly and textual filters to reduce what you see

The Account tab, will present each account in details, including the various balances. You can view any account, being a bank or another type of account. You can view your data in graphics, see the balance summary and switch from an account to another in one touch.

The Budget tab is very important, since it contains your forecast, your budget, and is the place where you can analyze your spending. A graphic section helps to see trends visually.

The Trading tab, activated upon purchase of the inApp feature, gathers all the analytics of your financial investments, such as stocks, RSU, 401K, etc.

Finally, the Structure tab is the place to manage your account structure as well as your trading structure. It’s in this tab that you can add, delete or modify your accounts.

We will present in separate videos each tab in greater details, so do not hesitate to view them.

The Book tab, is the place to enter all your transactions. You will enter revenue, expenses and any other accounting operation in this view.

This view is made of 2 sections. On the left, the book entry pane, and on the right the list of all existing book transactions. You can show or hide the entry pane if you wish.

In the action menu, you can choose to see the Book or the Scheduler that gathers all recurring entries and shortcuts. We will present the scheduler in another video.

You can select between 3 different type of entries (if you purchased the corresponding module), the standard entry, the currency transfer or the buy/sell shares entry modes.

You can also select one of your shortcuts to quickly prefill the entry pane. Finally, you can also change the date format and activate or not the modification warning box.

Each book entry can contain one or several lines if you split a receipt. As BudgetInMind is a double-entry accounting software, each line must contain 2 accounts as least, a resource account (where the money comes from) and an employ account (how you spent this money). Each account must be defined in your accounting structure and be visible for the active user, currency and year.

• To create a book entry from scratch, proceed as follows:

1. Click on the “Clear” button to reset the entry pane
2. Select the year, payment type and reconciliation level
3. Choose the entry type
   • Simple for a single line entry
   • Linked when you want to split a receipt
   • Grouped for complex multiple lines where each line can have a different set of employ, resource and tier accounts.
4. Then, enter the amount and the various accounts
   • Employ: What you do with the money
   • Resource: Where the money comes from
   • Tier: From whom did you make the purchase (supplier or customer)
5. You may add a custom comment if you wish
6. Finally, to quickly see multiple lines book entries, we recommend that you select a different text color (or a background color for scheduler entries)

• To modify a book entry, click its row, then make your changes in the entry pane
• To clone a book entry, deselect the book entry, make your changes, and hit ‘Insert’.
• To delete a book entry, simply swipe the line from the right to the left and the erase button will appear.

The Account tab, will present each account in details, including the various balances. You can view any account, being a bank or another type of account. You can view your data in graphics, see the balance summary and switch from an account to another in one touch.

This view is made of 2 sections. On the left, the account selection pane, and on the right the details , balances and graphs for the selected account. You can show or hide the selection pane if you wish.

To select an account, simply tap on its name on the left pane if it’s a bank account, or open the account selector popup to choose any other account. You can also quickly jump from one account to another from each line.

In the action menu, you can choose to display the balance summary header, view transactions data and/or in graphics. You can also select which visible balance you want to display in the selection pane and in the detail pane when the 3 balances cannot be shown all at once.

You can also change the verification level for each line directly from this interface. Balance are automatically adjusted.

The Budget tab contains your forecast, your budget, and is the place where you can analyze your spending. A graphic section helps to see trends visually.

This view is made of 2 sections. On the left, a hierarchical view of your account structure, and on the right a customizable view presenting detailed information for each line, with a monthly or yearly granularity.

You can expand or collapse the hierarchy by clicking on the slider button on the top left, or press the button next to each line to show or hide the children of that line.

A simple press on any name changes the graph view, where you select a bar graph or pie chart view.

Click on an area of the graph to display a popup summarizing the transaction for that entry. You can also click on the actual value in the table able to get the same popup.

The graph can be resized, collapsed or expanded.

In the action menu, you can select between 3 global views: The Budget, the Income Statement and the Balance sheet. You can select which column you wish to display (forecast, actuals, delta or mini graph). You can perform consolidation against users and/or currencies if you purchased the respective modules, and aggregate by year.

Finally, you can change default settings, such as whether to show or hide the balance sheet in the budget, hide clusters in the Budget to remove one hierarchical level, or view empty lines. If the currency module is activated, you can also change the currency fusion mode.

To edit forecast, select the Budget view, then add the forecast column. Click on any account actual value to change the forecast for this month, or click on its name to change the forecast for the entire year. Several options helps you quickly create a sound forecast, for instance by copying actuals from the previous year.

Finally, the mini-graph column is very neat to give you an instant perception of where you stand against your forecast. This mini graph will become more details if it has more room.

The Trading tab, activated upon purchase of the inApp feature, gathers all the analytics of your financial investments, such as stocks, RSU, 401K, etc.

This view is made of 3 sections. On the left, a hierarchical view of your portfolio structure, and on the right a customizable view presenting detailed information for each line. At the bottom, a customizable graphical view to immediately visualize specific data of your investments.

Similarly to the Budget tab, the graph view can be resized as you wish. Press any portfolio name to update the graphic zone, where you can select various graphs.

You can also collapse or expand the hierarchical view to only focus on what you want to see. Click on the slider or on the collapse buttons to change what’s visible.

In the action menu, select which columns you wish to see. You can also change the default settings, including how assets revalorisations are treated in your book. Finally, you can update your stock market value either manually, or automatically if your stock is listed on finance.yahoo.com.

Press the “Day” button to switch to the daily view (instead of the monthly view) and see your portfolio data for any given day of the month.