iOS User Guide

What's new

• iOS 2.7.x Update (September 2020)
• iOS 2.6.x Update (April 2020)
• iOS 2.5.x Update (October 2019)
• iOS 2.4.x Update (June 2019)
• iOS 2.3.x Update (December 2018)
• iOS 2.2.x Update (October 2018)

See all 9 articles

Getting started

• Home tab
• Stats tab
• How to add an income & expense
• How to record a transfer
• How to make a bookmark
• How to search

See all 10 articles

Accounts Management

• How to register/edit/delete/rearrange an account
• How to set up savings/investment/insurance/loan as an expense
• How to add loans & overdrafts
• How to set up account balance
• How to manage account group
• How to change account order

See all 7 articles

Category

• How to manage subcategory setting
• How to add a subcategory item under main category
• How to change subcategory to main category

Card Management

• How to add debit & credit cards accounts
• How to settle credit card payments
• How to change credit card payment date
• How to use debit cards
• How to display credit card usage amount
• How to track rebates and cashflows

PC Management

• How to use PC editing

Backup & Restore

• How to backup and restore data
• How to set automatic backup feature
• How to transfer data to the new phone
• How to import bulk data by excel file
• How to get authorized Pro to Next

Other features

• How to use filter feature for income & expenses
• How to insert receipts or photos
• How to set up autocomplete
• Passcode guide
• How to set up monthly and weekly period
• How to change period display

See all 17 articles