Support (Account Tracker)

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This is the support page for both Account Tracker and Account Tracker Pro (for iOS).

Known Issues

The most recent version (7.3.2) was released on 15th April 2025.

If you come across any issues, or if you can’t find an answer to your question (below), please send me an email and I will respond as quickly as I can.

Frequently Asked Questions and Answers

Account Tracker for Mac – a companion Mac app is now available.

Android – I have no plans to support Android.

Apple Pay – please see this post.

Apple Watch – there is limited support in Account Tracker Pro.

ATB Viewer for Mac – this is no longer available, it has been superceded by Account Tracker for Mac.

Automatic backups – this is explained in this post.

Changing a series amount – recurring amounts often change each year. When this happens, select the first transaction (occurrence) you want to change it from then edit the series amount towards the bottom. Don’t change any dates or occurrence amounts. Note that if the transaction account or series date change, you need to stop the old series and set up a new one since they are fundamentally different.

Font sizes – if you are experiencing issues with font sizes, this is all down to your global settings in iOS, specifically Accessibility then Display & Text Size then Larger Text. To reset this to the default, turn the Larger Accessibility Sizes switch OFF and drag the slider to the middle. You should then fully close my app and relaunch it.

Forgotten PIN – if you use Face or Touch ID, you can recover this yourself by unlocking the app, going straight to the settings screen and disabling security (if you do this within a few seconds you won’t need your old PIN). You can then re-enable it with a PIN of your choice. If you don’t use Face or Touch ID, please contact support (below).

Deleting an account – this is safe to do as transfers are converted to income/spending to maintain your balances. I recommend making a backup before proceeding so you can easily restore your data.

Deleting/purging old data – you can remove all the transactions from your oldest year by tapping Reset at the bottom of the Advanced Settings screen (you might have to disable syncing first). Note there is no way to archive your old data but keep it in the app.

Dropbox syncing issues – make sure you are running the same app on all devices (not a mix of Account Tracker and Account Tracker Pro), then link each app to the same (shared) Dropbox account. The only other possible issue is that Dropbox now charge you to use more than 3 devices (called Dropbox Plus). If you exceed this limit it can cause problems with devices not being able to see each other. You can manage the devices that can use your Dropbox account from the Dropbox app (or log in to Dropbox from a web browser). This is especially important after upgrading a device as the old one might need removing.

How many transactions do I have? – it tells you on the accounts tab, in the Transactions section.

iCloud syncing issues – please see this post.

Importing transfers and splits – as an alternative to the standard way of doing this, you can now use multiple separate rows of a CSV file, one per account/category. Please see this post for full details.

Opening backup files on a computer or from Dropbox – backup files are not designed to be opened by anything other than the apps themselves. You can export your data in CSV format from most screens in the app (top right).

Problems importing CSV files – these need to be in exactly the right format, as documented here. If you are unfamiliar with spreadsheets, please read my CSV file tutorial.

Stocks and shares – I stopped supporting this feature many years ago as the service I was using was withdrawn and automatic price updates no longer work. In v6.7.3, you can manually set the current stock price by swiping right to left across your account. The account balance will be updated and (if enabled) synced to other devices.

Subscription and billing issues – these can often be solved by restoring purchases from the settings screen. If this doesn’t work, it is possible there is an issue with your payment card. When you sign up, your card is not charged until the end of a 1 month free trial. If there are problems (e.g. an expired card), Apple will contact you so you can update your card details. To handle this situation, the app will continue to work for a further 16 days after the free trial, after which it will assume you don’t have a subscription. For all such payment issues, please contact Apple for help (developers have no access to iTunes accounts and payment data).

Syncing issues – see either the Dropbox or iCloud syncing links above, depending on which service you are using. Note that legacy iCloud is not supported, use iCloud Drive (in the app settings) instead.

Transfer amounts are all zero – prior to version 3.8, I simply added up all the transfers by category to produce totals. This meant that moving funds from A to B and then from B to A would result in them being double counted. In version 3.8 and beyond, I take the direction of the transfer into account so that you can see, for a given account or group of accounts, the net flow of funds in or out. However this does have a side effect that if you are looking at budgets or reports across all accounts, there are no net flow of funds as all you are doing is moving between accounts in the same budget or report. The two workarounds are 1) look at the group or account budgets or reports to get a true picture of what is happening, or 2) you can exclude individual accounts from the budgets, reports and totals from the account settings screen.

What version am I running? – it tells you on the settings tab, just above the user guide (and also in the user guide itself).

Windows – I have no plans to support Windows.