You can create a split transaction by selecting the category button from the transaction entry screen and then selecting the Split button on the bottom of the category selection screen. Tapping on the date field will indicate that you want to change the time portion of the date for the purpose of reordering. How do I split a transaction among different categories? For this to work, remember to tap on the date field (but do not change the date) for each of the transactions before saving the transaction. You can reorder transactions occurring on the same date by updating the transaction in the order that they occur in your statement. How do I reorder transactions that occurs on the same day to match my bank statement? Your partner can then click on the email link to post the transaction to his or her Accounts app. If you choose yes, then a link containing the transaction will be sent to the partner's email address. Now every time you enter a new transaction, you will be asked if you want to send that transaction to your partner. Click on the setting button again and choose 'Confirm Sharing on Save' to enable transaction sharing when a transaction is saved. Click on the settings button that shows up to the right and choose 'Set Peer Email' and enter your partner's email address. Next, select any account to go to the transaction list screen and click on the 'Share' button on the bottom. If you need additional detail, please click on this link.įirst, make sure that the iCloud Sync feature is disabled from the Settings screen. Follow the instructions displayed on the screen. To use this feature, please go to the Settings screen of the app and tap on the 'iCloud Sync' option. How do I keep data in sync on multiple devices? To prevent the opening balance from appearing in the report as an income or expens, select the '*Exclude from Reports' as the category for the transaction. Then enter the amount and choose the the "+" on the "+/-" button bar to indicate that it is a deposit amount. Enter "Opening Balance" for the transaction name field. To enter an opening balance, you will need to select an account and create a new transaction. How do I enter an opening balance for an account? Alternatively, you can also toggle the Passcode Option switch to OFF and then ON to reset the passcode as well as the Face ID/Touch ID option. The Lock Option screen will be presented for you to enable Face ID or Touch ID. If the Passcode option is already ON from the Settings screen, then touch on the blue link text next to the "Required" text. Then set your passcode and make sure to turn the option for Face ID or Touch ID to ON. Toggle the Passcode Lock to ON, if it is currently OFF. Launch the Accounts app and go to the Settings screen. How do I enable Face ID or Touch ID authentication? Then go to the Settings view of the Lite version and touch on the "Copy Data to Full Version" option. To transfer the data, you will need to have both the lite and full version installed on your device. How do I transfer my data over from the lite to full version? I just purchase the full version of the Accounts app after trying out the lite version. Please click on this link for instruction on how to backup and restore your Accounts data via the iTunes or Mac File Sharing interface. Depending on the option you selected in step 2, you will be able to follow the instructions provided to restore data to your new device.Īlternatively, you can also use the iTunes or Mac File Sharing: From the popup menu, choose one of the option to backup your data: "Backup / Restore via iCloud", "Backup / Restore via Dropbox", or "Backup / Restore via Email".ģ. From the Settings screen of the Accounts app, tap on the database icon on the upper right hand corner.Ģ. Then use the backup of the data to restore to your new device. You can use the app's backup/restore feature to backup your data from the old device. How do I transfer my Accounts data from my old iPhone/iPad onto a new device? Drag the accounts.sql database file and the folder Receipts from your Mac to the Accounts3 entry in the Finders window.Expand the Accounts2 entry and drag both the accounts.sql database file and the folder Receipts to your Mac.Select your your device and then choose "Files" from the options at the top of the Finders window.Connect your device via a USB cable to your Mac.If they are on different devices, then please choose 'Email Data Transfer' and follow the instructions displayed.Īlternatively, you can also transfer your Accounts data by using the Finder application on Mac devices. From the pop up menu, choose 'Local Data Transfer' if both the Accounts 2 & 3 apps are on the same device. To transfer your data from the Accounts 2 app to the Accounts 3 app, please go to the Settings view of the Acconts 2 app and select the 'NEW Accounts 3 App' option. How do I transfer my data from the Accounts 2 app to the Accounts 3 app?
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