Account Tracker (Mac)

atmac64


Account Tracker for Mac is under development and will be released soon. Meanwhile …

ATB Viewer is a companion app that lets you view your iOS backup files and data on the bigger screen of your Mac.

It can automatically load your latest backup from iCloud. Alternatively you can manually select a backup file to open (e.g. from Dropbox).

After entering your PIN (if enabled in the backup file), you then have full access to your accounts, budgets, reports and transactions. The only things you cannot do is add or edit transactions, or change (some of) your settings.

Loading your backup file(s)

If you are using iCloud to store your backup files, these should already be on your Mac (assuming you are signed in with the same iCloud account details). The app will always choose the most recent backup file (based on the date encoded in the filename itself).

If no backup files are found on iCloud, the app will display a file open dialog. Simply navigate to where your backup files are stored (perhaps in your Dropbox folder?) and select the most recent .atb file. Subsequent runs will use the same data, unless you select another using the File menu (either Open or Open Recent). Note that due to Apple’s application sandboxing restrictions, it is not possible to automatically load the most recent backup from anywhere other than iCloud.

PIN protection

If your backup file is PIN protected, the app will not display your data until you enter your PIN. Selecting Cancel will close the app.

Main Screen

Your accounts are shown down the left hand pane of the main screen (in groups), together with three budget views, seven report views, and views for all transactions, reminder transactions and recurring transactions. Basically the same data as you see in iOS.

You can collapse the account groups, and also hide any main groups you do not want to see (perhaps BUDGETS or RECURRING transactions). The app will remember your choices and try to restore them when loading a new backup file.

To change your account balance view (between Today, Available, Minimum and Reconciled), use the View menu.

Account view

Select an account and its transactions will be shown in the right hand pane. Use the left arrow to scroll to the beginning of the list, Today to make the most recent transaction visible, and the right arrow to scroll to the end of the list, and then forwards a month at a time.

Show/Hide can be used to show or hide reconciled (ticked) transactions.

Search lets you filter the transactions shown.

Budgets view

Select one of the three budget views (Spending, Income, Transfers) to see your budgets in the right hand pane.

Select the dates to change the period, and use the left and right arrows to step backwards and forwards through time (or set the custom dates).

Select the accounts or groups to further customise your budgets.

Double click on one of the budget rows to see your transactions, and select Done to return.

Reports view

Select one of the seven report views (Balance, Cash Flow … etc) to see your reports in the right hand pane.

Select the dates to change the period, and use the left and right arrows to step backwards and forwards through time (or set the custom dates).

Select the accounts or groups to further customise your reports.

When viewing the pie charts, select List to show more than just the top 10. Double click on one of the rows to see your transactions, and select Done to return.

Transactions view

Select one of the transaction views and they will be shown in the right hand pane. Use the left arrow to scroll to the beginning of the list, Today to make the most recent transaction visible (if applicable), and the right arrow to scroll to the end of the list, and then forwards a month at a time.

Show/Hide can be used to show or hide reconciled (ticked) transactions.

Search lets you filter the transactions shown.

Support

If you have any comments, questions or feature requests, visit my support page.

Use of 3rd party software – PXSourceList

PXSourceList is licensed under the New BSD License, as detailed below (adapted from OSI http://www.opensource.org/licenses/bsd-license.php):

Copyright © 2009-14, Alex Rozanski and other contributors. All rights reserved.

Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met:

Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer.
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Neither the name of the author nor the names of its contributors may be used to endorse or promote products derived from this software without specific prior written permission.

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