Budgeting and Formulas

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  • Updated 6 years ago
I am trying to create a mindmap template for a household budget. The problem is, there are many different frequencies that payments come in and go out. Also there are items that people want to save for (as in a sinking fund). I have created a 7 sheet spreadsheet that handles the complexity of a budget like this, but I am sure Mindmanager can do better. But I am having trouble formulating the formula structures in my head though. I am hoping for inspiration or addon's that people have created already.

The 2 min budgeting video didn't inspire me much. The Marketing Budget on MAPSFORTHAT gave me a few ideas, but it just isn't clicking yet.

Has anyone done something like a budget?

Background: The Formula abilities of Mindmanager are an amazing differentiating factor for the clients of our financial services firm. It gives us a way to quickly communicate what is happening with their, often-confusing estates. No other program can allow me to show them their entire financial picture on one page, while with a few clicks, show them where money went and how much was gained or lost in the process. Now they are wondering if I can help them visualize their budgets in the same way. 
Photo of lonemccord


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  • Hopefull

Posted 6 years ago

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Photo of aHa!Coaching

aHa!Coaching, Champion

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I'm not sure if anyone has done this in MindManager, but it might help if you could show how your spreadsheet was set-up and how your map is currently set up?
Photo of jchemis


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I am working on a household budget/forecaster, but it is too big and getting VERY slow! MindManager cant handle all the formulas.