Settings

thumb_IMG_0534_1024 The Help button lets you view sections of the User Guide, and it links to my support page where known issues and workarounds will be documented, and feedback can be given. You can also leave a review on the App Store. The Advanced button takes you to the Advanced Settings screen (see below).

The rest of the settings screen is split into five sections: “Accounts and Transactions”, “Backups and Syncing”, “Budgets and Reports”, Manage and Security.

You can set the advance notification period for accounts and reminder transactions. Transactions can be displayed in ascending or descending date order. The default look ahead period can be set to off (i.e. don’t look forward in time at all) or from 1 to 24 months. Reconciling can be by date or by transaction.


thumb_IMG_0535_1024 The Backups screen is described here. In the PRO version you can automatically back up to your selected schedule, REMOVING your oldest backup (if you have at least 3). Otherwise you can set the reminder period for backups (the number of days since the last backup is shown as a red button on the Settings tab). If you have a Dropbox account, this can be used to export/import backups. This makes it very easy to move your settings and data between devices, e.g. your iPhone and iPad. You can also use iCloud to share backup files between devices. If both Dropbox and iCloud are enabled together, iCloud will be used in preference.

For monthly budgets and reports, you can select the month start date (1st through the 28th). For weekly or biweekly/fortnightly budgets and reports, you can also select the week start date (Monday through Sunday). For biweekly/fortnightly budgets and reports, if the pair of weeks the app is using is wrong, you can choose to use the other pair.


thumb_IMG_0536_1024 You can manage account groups, categories and payee/payer details. Groups lets you edit the names of the three account groups, as well as add, remove or re-order groups. Categories lets you quickly edit category names across all transactions, either by spending, income or transfers. Details lets you quickly edit payee/payer details across all transactions, either by spending or income (transfers don’t have a details field).

Setting a default email address lets you export backups and statement data by email more quickly. For security you can set a PIN to prevent unauthorised access and if enabled, set a lock period (0-60 minutes), during which you won’t need to re-enter your PIN. For devices that support Touch ID, this can be enabled.


thumb_IMG_0537_1024 The advanced settings screen is split into three sections: Appearance, Behaviour and International.

Transactions can be grouped by day or by month. On devices other than the iPad you can choose the relative size of the running balance field, either bigger or smaller than the transaction amount.

Debits (or negative numbers) can be displayed in red or in (). Account names for transfers can be enclosed in [] to make them easier to recognise.

In the PRO version, you can configure other themes (currently classic, blue and slate, more to follow).


thumb_IMG_0538_1024 Transactions that fall on the same day can be processed in many different orders, e.g. recurring first, or income before spending … etc. The icon badge can be used to show unreconciled transaction counts (updated automatically). You can set the default date for new transactions. You can switch between showing and hiding reconciled transactions by touching and holding the tick button (i.e. a long press on). When reconciling you can choose how to handle each side of a transfer.


thumb_IMG_0539_1024 You can override the default currency used across your accounts, and for currencies with decimal places, choose whether these should be hidden.

You can set the default week start day when entering dates. For the PDF feature, set the required paper size. Also the default timezone to use within the app.

The Reset button lets you start again with the app, by deleting selected transactions or restoring the default settings.