Use + button from Navigation Bar in Reports screen. Tap on Income, add a Description and Sum, then tap on Save.

You can also:

• Set the date for your Income. Default is set to the current date.
• Add recurrence (e.g. incomes from the employer / periodically received )
• Filter by category (e.g. salary)
• Add location (e.g. company name, address)
• Add notes

Use + button from Navigation Bar in Reports screen. Tap on Expense, add a Description and Sum, then tap on Save.

You can also:

• Set the date for your Expense. Default is set to the current date.
• Add recurrence (e.g. monthly bills )
• Filter by category (e.g. salary)
• Add location (e.g. company name, address)
• Add notes

The recurrences can be set using Repeat option (when adding/editing an income or an expense), as being:

• Daily: add value to specify after how many days the expense/income is automatically added (e.g. Every 3 days, I buy bread and milk – select value “3”)
  
  
• Weekly: add value to specify after how many weeks the expense/income is automatically added. (e.g. Every Friday I go out with my friends – select value “1”, day “Fri”)
  
  • Note: Multiple days can be set within the same week.
  
  
• Monthly: add value to specify after how many months the expense/income is automatically added. (e.g. Every month in the 15th I get my paycheck – select value “1”, date 15th)
  
  • Note: Multiple days can be set within the same month.
  
  
• Yearly: add value to specify after how many years the expense/income is automatically added.(e.g. Every 2 years in January, I must pay my car insurance - select value “2”, month “Feb”)
  
  • Note: Multiple months can be set within the same year.
  
  

There are 2 ways to create a category, as follows:

• When adding a new income/expense - In the Category list view use “+” button to create a new category.
• When adding a new item in the Shopping List - In the Category list view use “+” button to create a new category.

Note: The newly created categories are filtered as being “User Defined Categories”.

Please follow the steps below:

1. Select an income/expense within the category that will be removed.
2. Choose to edit item.
3. Tap on Category – all categories will be listed.
4. Tap Edit button for desired Category (right blue arrow).
5. Edit existing fields, then tap on Save.
6. Or tap on Delete Category to remove it. Note that all items in this category will be automatically moved to “None”.

Note: User can remove or edit only the Categories defined by himself.

R: Income/Expenses can be viewed from List or Reports screen.

On List screen Select “All” filter in order to list all your items within the current month. Tap on desired item if you want to modify existing values, then save or tap Delete income/expense button to remove item.

On Reports screen tap on Top Incomes or Expenses to view a list of incomes/expenses. Tap on the desired item and edit it, do not forget to save your changes. Besides editing an item you can also delete it.

Note: If an income/expense is set to be repeated, when deleting/editing, the users have the possibility to change all future incomes/expenses, all(past and future), or just that one particularly (within current month).

There are 2 ways to switch from current month to other months, as follows:

• In “Reports” screen, tap on the current month label, select desired month using the picker wheel, then tap Done
• In “History” screen, select desired month. You will be redirected to “Reports” screen and selected month characteristics are displayed.

Note: To go back to current month, from “Reports” screen, tap on the month label from Navigation Bar and choose option Current Month.

Shopping List feature is intended to help users remember items which they want to buy at a certain moment. The items can be moved easily moved to Expenses list (current month) if desired.

1. In Reports screen tap on the Shopping List button located in the top Navigation bar.
2. Tap Add now button in order to add a new item to the shopping list.
3. For each of the items in the list, add Name and Sum details before tapping Save.

In order to edit a Shopping List item you have to:

1. In “Reports” or “List” screen tap on the Shopping List button located in the top Navigation bar.
2. Tap on the Shopping List item you want to edit
3. In the “Edit Shopping List item” screen edit the “Name”, “Sum”, “Category” fields
4. Tap on “Save” button to save the changes

You can move or delete multiple items from the shopping list at once; but can only edit one item at a time. In order to move or delete multiple items from the shopping list you have to:

1. Tap on Shopping List button located in the top Navigation bar from “Reports” or “List” screen
2. Tap on the circle beside each item you want to move or delete thus selecting it.
3. After all items are selected tap on one of the options: “Move selected to the Expenses List” or “Delete selected from List”

Go to “Settings” screen (from bottom tab bar), tap on Currency and select your choice. Tap Save.

Make sure the 'Show Currency' option is selected if you want to see the currency.

Note: When currency is changed, the numbers will NOT be automatically converted following current exchange rates.

Charts can be viewed in 2 ways, as follows:

• By a day, by week and by category.
  • Go to “List” screen (from bottom tab bar), select time frame (e.g Daily), then tap on Chart button.
• By year.
  • Go to “History” tab screen (from bottom tab bar). An average of your incomes and expenses are represented for each month.

Users have the ability possibility to preview their incomes/expenses within different time frames or ordered by categories.

Go to tab bar “List” screen and select one of the filters available, as follows:

• “7 Days” – incomes/expenses are displayed within the current week.
• “Daily” – incomes/expenses are displayed within each day of the current month.
• “Category” –incomes/expenses are displayed as ordered by categories.
• “All” – incomes/expenses are displayed within the current month.

R: This functionality was added to prevent other users that might want to see your private data (incomes, expenses). Every time you enter the app, you need to insert a 4 character PIN.

To activate this feature, go to Settings screen ->PIN. Note that a security Question &Answer must be provided also, in case the PIN is forgot.

In order to sort the incomes/ expenses lists you have to change the 'Sorting options'. This will affect the order in which the data from lists screen (7 days/ Daily/ Category/ All) is displayed. If you want to only display lists of incomes or expenses you have to change the display settings (see Q17 bellow).

Please follow the step bellow to change the Sorting options

1. Go to 'Settings' (from bottom tab bar)
2. Tap on 'Sorting options'
3. Chose a sorting criterion (Price/ Description/ Date)
4. Choose an order (ascending/descending)
5. Tap on 'Save' button

Please note that tapping on 'Back' button redirects you to Settings screen, options will not be saved unless you tap on 'Save'.

Changing the Display options will affect data from 'list', 'history' and 'Statistics' (category from 'reports' screen). You can opt to only displaying Incomes, Expenses or both of them.

Please follow the step bellow to change the Display options

1. Go to 'Settings' (from bottom tab bar)
2. Tap on 'Display options'
3. Choose one of the options (Display only Expenses/ Incomes/ both Expenses & Incomes)
4. Tap on 'Save' button

Please note that tapping on 'Back' button redirects you to Settings screen, options will not be saved unless you tap on 'Save'.

The Backup is intended for users who might want to change their devices or reset them to default settings. It helps the user not to lose data.

The backup file will safely be stored only if the user chooses to use encrypt option, which is automatically prompted when a backup is to be created.

Please follow the steps below to create your backup using iTunes:

• Go to tab bar “ Backup ” screen
• Choose Backup Now option / Tap on “Backup now” button
• Choose to encrypt backup (by tapping Yes button). Note: The password cannot be retrieved if it’s lost.
• Complete backup and connect your device with iTunes
• Sync your device
• In iTunes go to Apps tab - > File Sharing section
• Select uSpend app -> uSpend Documents – all your backups will be listed
• Save your backup file to a safe location (use “Save to” button on Mac or “drag & drop” files option on Windows).

Please follow the steps below to restore your backup using iTunes:

Prerequisites (important when using iTunes on Windows): Please make sure that the file previously backed up (see Q18) has a similar name to the following example: Backup_2011-02-17 13/26/12 (like the files available to save).

• Connect your device with iTunes
• Go to Apps tab - > File Sharing section
• Select uSpend app -> uSpend Documents
• Import your backup file using Add button
• Sync your device
• Open uSpend app from your iPhone
• Go to “Backup” screen and select Restore backup option
• Then choose your backup file and restore

Yes, if all the incomes/expenses are backed up (See Q13: “How does the backup work?” section)

R: Go to tab bar “Backup” screen and select Export Database option. The users have the possibility to choose among 3 different types of file formats (CSV, PDF, HTML), include: time frame, fields (ex:description, notes etc), categories, attach photos (for PDF and HTML file formats) and send the report via email.

uSpend requires iOS 3.x or later.

Yes, but uSpend is an iPhone native application which means, the resolution available on iPad will be: 1X, 2X.