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 by tapping “+”. Then start working with the chalkboard navigating between the chalk icons at the top of it. The first icon is meant for regular transactions. The second one is meant for recurring transactions. And the other two are meant for pie charts and bar charts. Extra features: export to HTML and CSV (Excel), iCloud sync, import your OFX files, and set up a PIN code to protect your entries!
Add all your accounts to the shelves on the left. Tap the word “+”, and you will see a form for adding a new account. 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 upper part of the screen and navigate between the chalk icons at the top of the chalkboard. The second icon stands for recurring transactions; choose and fill it out. This way you will plan them.
Choose the first icon 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 corresponding item in the system menu. OFX is an international format for exchanging financial data, and the majority of banks support it. When your transaction is cleared, you need to approve it. Tap on the check mark to approve a transaction.
Please note that if you need to correct the balance on 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. Select Account to show a running balance column.
Go to the third and forth icons, which stand for charts, to analyze your current situation after you have added and cleared your transactions. If you want to analyze your overall situation, select “Total” on the upper left shelf before choosing a chart. If you want to check one of your accounts, select the account you need before choosing a chart.
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