icons8-trekkingpng


Add an Account:

To add an account go to "Settings" and tap on "Accounts Manager" and right after tap on the '+' button in the lower right corner of the page.Now you are in the "Set account" page where you can add the account whether it is a credit to debt using the '+  -' button on the left of the amount field.

Edit an Account:

To modify an account go to "Settings"  tap on "Accounts Manager" and right after tap on the account you want to modify.Now you are in the 'Set account' page.Tap directly on the fields you want to edit.\n\nRemember to save the change.

 Delete an Account:

To delete an account go to "Settings" tap on "Accounts Manager".Now you are in the 'Accounts list' page.Swipe from right to left on the account you want to delete and press '❌'Follow subsequent instructions.

Add a Category:

To add a category go to "Settings" tap on "Categories" and right after you tap on the '+' button in the lower right corner of the page.You are in the "Categories" where you can add desired category.

        

Edit a Category:

To modify a category go to "Settings" tap on "Categories" and right after you tap on the category in the list.Now you are in the "Categories" page, tap directly on the fields you want to edit.Remember to save the change.

  

Deleting a Category:

To delete a category go to "Settings" tap on "Account Management".Now you are in the "Categories" page with the list of categories.Swipe from right to left on the category you want to delete and press '❌'.Follow subsequent instructions.

 

Add a Reminder:

To add a reminder go to "Settings" tap on "Reminders" now you are in the "Set reminder" page and then move the switch from left to right to activate the reminder.You will be required to receive notifications, if you use the daily reminder, you must agree to receive notifications.Now choose the preferred time and save.

        

Edit a Reminder:

To edit a reminder go to "Settings" tap on "Reminders" now you are in the "Set reminder" page and right after tap ‘Edit'.Remember to save the change.

        

Deleting a Reminder:

To delete a reminder go to "Settings" tap on "Reminder".Now you are in the "Set reminder" page.Turn switch off and have deleted the reminder.

 Add a Transaction:

To add a transaction,tap on the 'IN' or 'OUT' button at the lower side of the "Balance" view.You will be directed to the 'IN summary' page or 'OUT summary', then tap on the '+' button at the lower right corner and you will be directed to the the form to enter the transaction.Follow the instructions and remember to save the data.

Future transactions:

Whether for IN, OUT, or Transfers, by combining a future date with the transaction, the option 'Remind me the transaction above' will be made available.This will activate a reminder for the date established for the transaction

Editing a Transaction:

To edit a transaction, tap on the row of transaction.Yuo will be directed to the detail page where you can edit the transaction as you like.Remember to save the data.        

        

Deleting a Transaction:

To delete a transaction swipe right to left on the transaction. Tap on  ‘❌'  and follow the instructions below.

  

Filter the data report:

From the page 'Short Report' you can filter the data by 'IN' or 'OUT' for periods on fixed number of days, such as the 'Last 30’,these are about the transactions of the last 30 days.If this is not enough,by tapping in the lower right corner on the '+' button, you will access the page that is used to customize reports by specific as -from date to a  specific date- and filtering if necessary by account and category.


 Filter out graphical statistics:

From the page 'Statistics' you can filter the data by 'IN' or 'OUT' for periods on fixed number of days, such as the 'Last 30’,these are about the transactions of the last 30 days.If this is not enough,by tapping in the top right corner on the search button, you will access the page that is used to customize reports by specific as 'from date to a  specific date' and filtering if necessary by account.

       

 Access code:

From the page 'Settings'  turn on the switch next to 'Add an access code'.From the page 'Code Manager' create the code and save.

        

 TouchID or FaceID:

To activate - TouchID or FaceID -  you must first create the access code.If your device support  - TouchID or FaceID - make sure to enable - TouchID or FaceID - in the device settings and after that  - TouchID or FaceID -  switch button will be available, now simply turn the switch on.But if your device does not support the   -TouchID or FaceID  -  or  - TuochID or FaceID  - is not enabled, the switch button it will be not available.So please, pay attention first, about your device cababilities and your about device settings.

        

 Add transfer:

To add a transfer from 'Balance' view  tap on 'Transfers' and right after tap on the '+' button in the top right corner of the page.Now you are in the 'Transfers' page where you can add the transfer.

        

Edit or delete transfers:

To edit transfers just tap on the transfer.To delete transfers swipe from right to left on the row of the  transfer and press '❌'.Follow subsequent instructions "

      

MORE:        

To check and have an overview about the summary of a category, go to 'Settings' and tap on the row 'Categories summary'

To check and have an overview about the summary of an account, from 'Balance' tap on the row of the account you want to check the summary.