Use + button from Navigation Bar in Reports screen. Tap on Income, add a Description and Sum, then tap on Save.
You can also:
Use + button from Navigation Bar in Reports screen. Tap on Expense, add a Description and Sum, then tap on Save.
The recurrences can be set using Repeat option (when adding/editing an income or an expense), as being:
There are 2 ways to create a category, as follows:
Note: The newly created categories are filtered as being “User Defined Categories”.
Please follow the steps below:
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:
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.
In order to edit a Shopping List item you have to:
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:
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:
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:
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
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
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:
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).
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.
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