Program Screenshots

Below you will find information and screenshots of the CoreBudget program.

Main Screen
When you start CoreBudget you will find CoreBudgets main screen very easy to navigate. The toolbar at the top of the screen allows you to easily navigate to each major area of the program: Catories, Budgets and My Bank Accounts. In addition, the Help Center is available in the toolbar at all times which provides access to CoreBudget's help manual as well as additional helpful information and links.

Categories
CoreBudget ships with a default set of categories which we feel will work for most individuals. However you may customize these categories in any manner you wish. Feel free to add, remove and rename categories as needed.

Importing Your Bank Transactions
Nearly every bank and credit union today has online banking. In order to import bank transactions into CoreBudget you will need to login to your online banking account and download your bank transactions to your computer. CoreBudget will then let you point to your downloaded transaction file and import all of your bank transactions.

Nearly all banks provide their transactions in the same universal file formats. CoreBudget currently supports two of the most widely utilized formats:

OFX file format - Open File Exchange format is probably the most widely used format by banks today. This format is also listed by some banks as Microsoft Money format.

QIF file format - Quicken Interchange Format is slighly older than OFX file format but still widely utilized by banks to export bank transactions.

If you Download your financial transactions in either format above you will be able to import your transaction into CoreBudget without issue.

If your bank offers both formats you should choose OFX file format. OFX is newer and contains unique transaction ids so that CoreBudget can ensure you never import a duplicate transaction.

Chronological Transaction View
When you import your bank transactions you can use the Chronological View to review a detailed chronological listing of all transactions going in and out of your bank account. When you first begin to use CoreBudget there will be a lot of transactions that have unknown categories and these transactions will be designated with an orange exclamation point. These are transactions for which CoreBudget does not know how to assign a category. Simply, select the appropriate category for the transaction using the category column and CoreBudget will remember how to categorize your transaction every time from this point forward.

Categorized Transaction View
Using the Categorized View will allow you to see the categorized breakdown of your spending so that you can see how much money you are spending on your mortgage, gas, shopping, utilities, eating out and more. Each category provides totals for you that are easy to read allowing you to see exactly how much you are spending and in what areas.

Budgets
In CoreBudget, you can create monthly budgets in minutes. You may wish to keep things very simple and use one budget or you may wish to have a different budget for every month. Regardless, CoreBudget will allow you to create as many budgets as you like.

Budget Comparisons
Running a Budget Comparison will allow you to compare your actual spending for any month against any of your budgets. Using this feature you can easily see if you are meeting or exceeding your monthly budgeting goals. The Budget Comparison View is color coded for quick analysis and easy identification of problem areas. All categories in green are categories in which you have met your budgeting goal. All categories in red are categories in which you have exceeded your budgeting goal and should either review your spending or adjust your budget amount in that area.