User guide

Add transaction

  1. Press the + button in the upper right corner (in the Overview, Transactions or Recurring view) to add a new transaction.
  2. Select the account you want the transaction to affect. If it is a transfer between accounts, tap on the icon to the right and a new field will appear. Then select “from”-account and “to”-account.
  3. Select a category and a subcategory.
  4. Write a description to the transaction.
  5. Go to the amount field and write an amount.
  6. The date is set to current date.  If you want to register a transaction on a different date, tap on the date field and change the date.
  7. Press save and the transaction will be seen in the Transactions view.

Add a recurring transaction

  1. Press the + button in the upper right corner (in the Overview, Transactions or Recurring view) to add a new transaction.
  2. Choose what account you want the transaction to affect. If it is a transfer between accounts, tap on the icon to the right and a new field will appear. Then choose from account and to account.
  3. Select a category and a subcategory.
  4. Write a description to the transaction.
  5. Go to the amount field and write an amount.
  6. The date is set to current date.  If you want to register a transaction on a different date, tap on the date field and change the date.
  7. To set a recurring transaction, tap on the repeat field and choose a recurring pattern.
  8. You can choose to set an end date for the recurring transaction. For example, you want to register your rent from January to December 2011. Change the date (step 5) to 1st of January and set the end date to the 31st of December. If you want the transaction to continue without any end date, don’t change anything.
  9. Press save and the transaction will be seen in the Transactions and Recurring view.

Add a category

  1. Go to the Categories view.
  2. Press the + button in the upper right corner.
  3. Write the name of the category.
  4. Choose if the category is an expense or an income.
  5. Press save and the new category will be seen in the list of categories

Add a subcategory

  1. Go to the Categories view.
  2. Choose the category that you want a subcategory for.
  3. Press the Edit button in the upper right corner.
  4. Go to “Add new subcategory” field (at the bottom of the screen).
  5. Write the name of the subcategory in the empty field.
  6. Choose if the subcategory is an expense or an income.
  7. Press “save”.
  8. Press “done” and go back to the list of categories to see the new subcategory

Add an account

  1. Go to the Settings view.
  2. Tap on Accounts.
  3. Press the Change button in the upper right corner.
  4. Go to “Add new account” field (at the bottom of the screen).
  5. Write the name of the account.
  6. Set the account balance.
  7. Press save and the new account will be seen in the list of accounts.

Activate rollover balance

If you want your balance transferred from one month to the next, you need to active the feature.

  1. Go to the Settings view.
  2. Activate “Rollover balance”.

Activate “generate forward” for recurring transactions

If you want your recurring transactions to be seen and calculated forward (after todays date), you need to active the feature.

  1. Go to the Settings view.
  2. Activate “Generate forward”.

Activate password protection

  1. Go to the Settings view.
  2. Press the Settings button in the upper left corner.
  3. Activate password by pressing “on”.
  4. Enter a four digit password.
  5. Enter the same four digit password to ensure correct entry.
  6. Write your email to get your password emailed if you forget it.
  7. Press “set”.

Export transactions

  1. Go to the Settings view.
  2. Tap on the Export field.
  3. Select a start date for your report.
  4. Select an end date for your report.
  5. Choose what format you want the report to be in.
  6. Write the email to send the report.
  7. Press “send”.

Backup the database

  1. Go to the Settings view.
  2. Tap on the Backup field.
  3. Tap on Connect to Dropbox. If you have a Dropbox account, login and go to step 7. If you don’t have a Dropbox account, go to step 4.
  4. Press “Create an account”
  5. Enter your first name, last name, email and password.
  6. Press “create”.
  7. To create a backup, press “Create backup”. The backup is named after todays date and the current time.
  8. Go to “Restore backup” to see if your backup is saved.

Restore the database

  1. Go to the Settings view.
  2. Tap on the Backup field.
  3. Tap on Connect to Dropbox.
  4. Login to Dropbox.
  5. Press “Restore backup”.
  6. Select backup for restoring.
  7. Press ok if you are sure that you want to restore to the chosen backup.

Currency

  1. Go to the Settings view.
  2. Tap on the Currency field.
  3. Choose currency.
  4. Press “Settings” to go back.

The month starts on

Everyone doesn’t want the balance of a month to include incomings and expenses from the 1st in a month to the end of the month. Your month maybe starts the 25th every month because you get your salary that day. To change when your month starts:

  1. Go to the Settings view.
  2. Tap on the “Month starts on” field.
  3. Choose day in a month. For example the 25th every month because you get your salary that day.
  4. Press “ok” to save.

New transaction on start

If you always want the app to start with the “new transaction” view, you can set it in the settings by activating “New transaction on start”. This feature is for users that want to speed up the entry of a new transaction.

Category on new transaction

If you want a new transaction to start with the category selector, you can set it in the settings by activating “Category on new transaction”. This feature is for users that want to speed up the entry of a new transaction.

Delete all transactions

If you want to delete all transactions, you can easily do that by pressing “Delete all transactions” in the settings. You get a confirmation question before deleting all transactions.

To use the Overview

  1. Go to Overview.
  2. You can choose to see how much you spent on a weekly, monthly and yearly basis by choosing week, month or year in the green period selector at the top. You can also browse back and forward to the week, month or year you want to have a look at.
  3. You can see your expenses, incomes and balance for the chosen period. If you have chosen rollover balance in the settings, the balance from one month will be transferred to the next. If your financial month starts on another day than the 1st every month, you can change that in the settings. This change means that you can see your balance for your financial month instead of the balance for a calendar month.
  4. The green and red bars show how much you have earned and spent in different categories. To get more specific information, click on the bar and you will see how much you spent in the different categories. To get even more precise, you can swipe on a category or subcategory bar and see exactly what transactions are included.
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