There is also top 5 expenses to view and you can focus on a particular expense category and see the actual vs budget data for This Year, Last Year, and Last 12 months. Accounts Summary lists your account balances and you can also set balance goals to reach in your financial accounts.Easy reports include Monthly Budget vs Actual reports and Yearly Budget vs Actual Report to see all the categories you are spending in and if under budget or over budget.Checkbook registers can split transactions into different categories allowing you to better reflect your actual spending habits.With the personal budget program for Mac, bank account transactions can be filtered to help search and find groups of financial transactions in the checkbook registers and credit card registers.The personal budget template for Mac makes bank account reconciliation and credit card account reconciliation easier to complete since you can mark cleared transactions with a green checkmark and easily see totals for your register balance, cleared transactions and outstanding transactions based of what you mark with the green checkmark.The transactions you add to the checkbook registers represent your actual spending and income and these will be used to compare to the budgets that you set to see if you are over spending and need to cut expenses and also if you are making enough income to support your spending. For example, you might have two Bank of America checking accounts, two Chase Bank savings accounts, three American Express credit cards, two Citibank credit cards and one Discover credit card for a total of 10 financial accounts. You can track up to 10 financial accounts in any combination in the registers. ![]() You can also track your savings accounts. ![]()
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