Backups

The backups feature is essentially a good way of backing up and exporting your data. Should the worst happen, it is very easy to import and restore this data.

To make a backup, select the + button and an entry will be added to the list of files displayed. Backups are shown most recent first, and the date and time they were made is included in their names …

YYYY-MM-DD HH-MM-SS.sdf

By selecting a backup you can restore or delete it.

SkyDrive

Periodically you should get your backups off your device and onto SkyDrive. If you have yet to authenticate the app, select “Connect to SkyDrive” and sign in using your Windows Live ID and password.

When selecting a backup, you will then have the option to upload to SkyDrive. Also if a file is on SkyDrive only, you will have the option to download it to your device.

The refresh button refreshes the list of files shown.



CSV Import

If you have a record of previous transactions you have made, perhaps in a spreadsheet or from another app, you can now import these as a CSV file. This needs to have one row per transaction with NO header row, and they should ideally be in date order (oldest first). There should be exactly eight columns as follows:

  • account name – this must match the exact name of an account you have already created in the app (e.g. Mastercard)
  • date – this needs to be in the format dd/mm/yyyy hh:mm:ss. You can leave out the :ss, or simply use dd/mm/yyyy if you like, as long as all rows in the CSV file are the same
  • details – the details field of the transaction (e.g. payee); can be left blank
  • category – the transaction category; can be left blank
  • notes – any notes to add to the transaction; can be left blank
  • cheque/check number; can be left blank
  • amount – the amount in the currency of the account; for spending this should be negative
  • reconciled – either Y or N, indicating whether or not the transaction has been reconciled

A sample row might read …

Mastercard,28/05/2010 09:00:00,Apple,Gadgets,iPad,,-429.00,Y

For transfer transactions, simply replace the details column with the other account name enclosed in [], e.g. [Visa]. A negative (or 0) amount is a transfer from column 1 to column 3, a positive amount from column 3 to column 1.

Note, if your region uses a comma as your currency separator, the amount needs to be included in quotes, e.g. “-429,00″.

Once you have a CSV file in the right format, use SkyDrive to get this onto your device. Then select the file then choose Import CSV File.