The application is fairly easy to use, and you only need to understand its basics to work with it successfully. Start with adding your accounts one by one and giving them their current balance. Do it in the left part of the screen (where you can see shelves) by tapping “Edit”. Then start working with the chalkboard navigating between the sticky notes. Green sticky note is meant for regular transactions. Blue sticky note is meant for recurring transactions. And the other two are meant for pie charts and bar charts. In the iPhone version you have two more sticky notes: purple is meant for the list of your accounts, and white one is meant for extra features. Extra features: export to HTML and CSV (Excel), sync with other iPads, import your OFX files, and set up a PIN code to protect your entries!
Navigate to the purple sticky note, and add all your accounts to the shelves. Tap the “Edit”, and you will see a new pending account, which you can add. Your accounts can be all your monetary accounts, such as banking accounts, cash, etc. When adding an account, you need to specify its name, icon, description and current balance, and tap “save”.
Go to the bottom part of the screen and navigate between sticky notes attached to the chalkboard. Blue note stands for recurring transactions; choose and fill it out. This way you will plan them.
Choose the green note now and add your one-time transactions. You can add your income, expenses and money transfers manually. Alternatively, you may import an OFX file by tapping the white sticky note. OFX is an international format for exchanging financial data, and the majority of banks support it. Please note that there are several types of OFX files, and the application supports only internationally recognized format. When your transaction is cleared, you need to approve it. Tap on the check mark to approve a transaction.
You can monitor your Balance change history. Tap any account on the shelf and you’ll see a list of transactions. The column “Balance” will display your account balance changes after every entered transaction. Please note that if you need to correct the balance of one of your accounts manually, you will have a new transaction “balance adjustment”. You also have a transaction “opening balance” in the very beginning. Those transactions help you to be aware of changes you have made to the application, and you cannot delete them.
Go to the yellow and red sticky notes, which stand for charts, to analyze your current situation after you have added and cleared your transactions. Use “Filter” button to build the charts for various data options.
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