A Budget Space in Income Companion is like a three-ring binder that contains all of the information for one managed checking account.
One default budget space is created when you first start the program. You can rename your default budget space but you cannot delete it.
There is no limit to the number of additional budget spaces that you can create. Each budget space is stored in a separate file folder on any available disc drive.
The Budget Space page is where you maintain your entire collection of budget spaces.
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Each budget space stores holidays, outgo categories, and auto-fill lists used in a budget space.
It is on the Budget Space page that you can delete old information from a budget space. To avoid data congestion, it is recommended that all but the last twelve months of data be deleted each January. Deleted information can be kept in historical backup files.
On the Budget Space page, you can also create a compressed ZIP file that contains a complete copy of a backup of the open budget space. Zipped backups can be used for sharing with other Income Companion users such as deployed family members and financial planning clients.