Support (Account Tracker)


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

Known Issues

The most recent version (6.6) was released on 12th May 2021.

If you are having problems syncing over iCloud (primary not visible, sync files ignored … etc), please read this post. Note that you can’t use iCloud to share/sync between different users, you need to use a shared Dropbox account instead.

If you come across any (other) issues, please let me know.

Frequently Asked Questions and Answers

Account Tracker for Mac – my helper Mac app is now available.

Android – I have no plans to support Android.

Apple Pay – it is (currently) not possible to access your Apple Pay data to automatically add transactions to the app. Clearly that would be a huge security issue.

Apple Watch – supported in Account Tracker Pro.

ATB Viewer for Mac – this has been superceded by Account Tracker for Mac, and is no longer available.

Automatic backups – this is explained in this post.

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. 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).

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

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 as follows: from the account screen, tap on the CSV button; from the budgets screen, select a budget row and tap on CSV; from the reports screens, go to the pie charts, select the List button, select a category row and tap on CSV.

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.

Support for Stocks and Shares – please see this post.

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 (tap the blue button next to its name).

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, sorry.

All Other Questions

If you can’t find an answer to your question, please send me an email and I will respond as quickly as I can (usually in an hour or two).