2021-03-03 Released v2.2.6

Simple Budget V2.2.6 has been released.  This update has a few nice upgrades plus a lot of smaller adjustments and fixes.

Fund Details Report with bar graphs showing the percent of the monthly budget spent.

The first upgrade to show is visible in the “View Fund Details” report.  As seen in the screenshot above, I’ve added a small bar graph for each fund.  The bar graph measures the percent amount of the monthly budget spent or deposited in the current month.   For expenses, the bar graphs are color coded.  If the amount spent is below 75% of the monthly budget, the graph is green.  From 75% to 100% the graph is yellow, and if the amount spent is greater that the monthly budget, the  color is red.  Overspending a monthly budget is not necessarily bad, for example, if you have been saving for several months for a purchase, then make the purchase, the amount spent will be above the monthly budgeted amount.  That is ok.   The color codes will help you look at a quick glance at those expenses and help you decide if they are ok or not.  All deposit (Income Funds) graphs are green.

Funds Detail Report sorted by the percent of the monthly budget spent, greater to least.

I’ve also added a “Sort Exp %” button which will sort the funds by the greater percent to lower as seen in the screenshot above.  This way, you can see, from greater to less, at a glance, which fund spending you might have to keep an eye on during the month.

Fund Details printed report with the addition of the “% of Bgt” column.

The printed report includes and additional column next to the -Debits (Expense) column that shows the percent spent of the monthly budget.  The report does not show the percent amount for Income funds.  The report will print in the sort order selected.

The “View Fund YTD Detail Report” now included additional information in the last two columns.

The next major addition to V2.2.6 of Simple Budget is in the “View Funds YTD Details” report.  I’ve added information in last two columns as shown in the screenshot above.  These two columns can be used at the end of the year to see if any Fund’s monthly budget amounts might need to be adjusted for the next year.  It can also be used all during the year to see how actual spending compares with budgeted.

In the “Total Exp/Inc” column, I’ve added two lines indicating the percent that this fund has spent (or deposited) of the total of all the Income Funds.  This will help if you want or need to keep a particular fund below a certain percent of total income.

In the Avg Mo Exp/Inc column, I’ve added two lines indicating the percent of the Average Monthly Expense of a fund compared to the current budgeted amount for the fund.  If the budget has been laid out properly, the percent of the “Average Expense” should be less than 100%.  If you find that, on average, your expenses for a particular fund are greater than 100% of the budgeted amount, you may have to look at your spending habits, or make adjustments to your budgeted amounts.  If a certain fund consistently has a low percentage, you may be able to lower the Budget Amount for that fund and place the excess amount in a more needed fund.  As with any other report, this is only a guide.  There may be situations that you know an average percent will be low or high, such as saving long term for a purchase, or a periodic purchase that has had be made knowing there won’t be another one for some time.   These are just tools available to help  you along.  They help me, so I put the in Simple Budget.

You can see more detail about all of the changes and bug fixes in this version on the Change Log page.

2021-01-06 Released v2.2.5

This is a minor release with several bug fixes and a few new features.

Here are a couple of the new features:

Under “View/Reports” –> “View Funds YTD Details” report, I’ve added an additional column at the end that shows the monthly average Expense/Income of each fund.  After using Simple Budget for over a year now, I can see what I actually spent in each fund, and then I can compare the monthly average of the fund with the monthly Budget Amount.  That way, I can make educated decisions as to whether I need to adjust the budget amount for the next year, or if I need to be more careful spending in a particular category.

In several areas where Transactions are listed, I changed the default order to “As Entered” and changed the button from “Original” to “As Entered”.  I my personal use, I find that that having the Transactions ordered as I entered them helps me reconcile them with the bank.

I added an “Open Working Folder” option under the Help menu.  This will get you to your data, sample, and other files rapidly.

One last minor change, was the number of backup files that Simple Budget creates and keeps.  I changed the number from 10 to 20.  Every time Simple Budget closes and saves a file, it creates a backup file.  If you do a lot of report viewing and are in and out of Simple Budget a lot without making any changes, it will still save the file each time and create a backup file.  That means the backup files are identical.  Changing the number of backups to 20 increases the chance of saving differing backups.

You can see more detail about changes and bug fixes in this version on the Change Log page.

2020-07-27 Released v2.2.4

This is a minor release with quite a few minor fixes here and there.  One major bug was fixed.  When there were no “Unreconciled Transactions” and “View All Unreconciled Trans.” report was selected, a program error occurred.

You can see more detail about changes in this version on the Change Log page.

2020-02-05 Released v2.2.2

Transaction lists and reports now have color.

Besides various bug fixes, this release features improved report colors on screen and when printed.  In Transactions type of reports, “Debit” and the debit “Amount” are displayed in red.  “Transfers” are in blue.  “Credits” remain black.

In Fund type of reports, “Expense” funds are red, and “Income” funds remain black.

Funds lists and reports now have color.

I accidentally missed the printed report for “View Funds Details” so that will be included in the next release.

You can see more detail about changes in this version on the Change Log page.

2020-01-27 Released v2.2.1

A user reported the following: “When I click on Transactions/Transfers. It says “Cannot focus a disabled or invisible window. Press OK to ignore and risk data corruption. Press abort to kill the program.” The program would crash when trying to open “Transactions/Transfers” with an account name as “Cash”. I was able to reproduce this on my Ubuntu snap. Not sure if it has to do with the actual name “Cash” but I was able to do it with that name.  Thank you Tammy for reporting this bug.  I believe Release v2.2.1 fixed it, but anyone, please let me know if it didn’t.