How to add an account
Click on the upper-left icon (3 horizontal white lines) to open the “Drawer”, then click on Settings, then Accounts. You should see there your default account. Click on the upper-right icon (+) to add an account. You should see fields to enter the name and starting balance. To save the changes click on the disk on the upper-right.
How to add starting balance
Click on the upper-left icon (3 horizontal white lines) to open the “Drawer”, then click on Settings, then Accounts. You should see there your default account. Click on the account and you should see field to enter the starting balance. To save the changes click on the disk on the upper-right.
How to add a transaction
Click on the blue circle with a plus (+) sign on the bottom-right corner to open the transaction page. By default there is a red ‘switch’ to the left of the field for the amount, which is a payment. To enter a deposit, click on the red ‘switch’ and it should turn green, which is a deposit. To save the changes click on the disk icon on the upper-right.
What are the Premium features
Security PIN protection.
Export transaction into CSV format.
Automatic backups to internal storage and Dropbox.
Periodic (recurring) transactions.
The app has a 14-day trial for all the premium features.
How to export the data
Click on the upper-left icon (3 horizontal white lines) to open the ‘Drawer’, then click Settings, then CSV Export. The Export feature will create a CSV file for each account that you select. Files of CSV format can be opened in a PC , smart phone, or any device with Excel, Google Sheets or any other spread sheet application. The information exported is the same you see in app but organize in columns. You can export all transactions or select a date range, all accounts or select some accounts.
How to add Periodic (recurring) transactions
Click on the upper-left icon (3 horizontal white lines) to open the ‘Drawer’, then Settings, then Periodic. To add a periodic transaction click on the upper-right icon (+).
How to reconcile with the bank’s account
To reconcile, you can set each transaction as Verified or Unverified. The idea is to set transactions as unverified until your bank has processed them, then mark it as verified. Then, the Verified balance at the top should match your bank’s balance.
How to set transactions as “Unverified” by default
Click on the upper-right icon (3 vertical dots) to open the menu, then click on “Unverified by default”. Note that the menu is per account, not global, so you have to set that for each account that you have.
How to access and use the Statements section
Click on the upper-left icon (3 white horizontal lines) to open the “Drawer”, then click Statements. You should see there a summary report. If you click on Deposits or Payments, it will expand to show the list of categories with the amount and percentage for each category. Additionally if you click any category, it will show the transactions for that category. You can change the date range on the top, either using the arrows to move by month or click on the dates to select a custom range.
How to transfer data to another device
The app has backup and restore features. You need to create a backup on one device and restore on the other device. Update both devices to the latest version of the app before the process. To create a backup, click on the upper-left icon (3 white horizontal lines) to open the “Drawer”, then click Backup and Restore. Click Backup and select a cloud option, Dropbox or Google Drive. To restore on the other device, go to Backup and Restore, click Restore, select the same cloud option and look for the file that was created by the Backup.