Support (Account Tracker)

help

Thank you for visiting my support page for Account Tracker and Account Tracker PRO.

Before asking a question, PLEASE check the Known Issues and Frequently Asked Questions sections below. Also read/refer to the built in User Guide (at the bottom of the Settings screen). Chances are your question is answered already! 🙂

Known Issues

The most recent version (5.4.3) was released on 15th October 2017.

If you are using the touch and hold feature (advanced settings), you might find tapping the tick button a bit hit and miss. It does work but you need to tap the tick itself, rather than just in the general vicinity. I will try to make it more forgiving in my next update.

If you are having problems syncing over iCloud (primary not visible, sync files ignored … etc), please read this post.

If you are experiencing issues with font sizes, this is all down to your global settings in iOS, specifically General then Accessibility 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.

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

Frequently Asked Questions and Answers

Account Tracker FREE – I no longer support the FREE version of Account Tracker (the one with the black icon with WHITE bars, not shown at the top of this screen). If you have upgraded (thanks!) and want to migrate your data to one of the paid versions, just tap the Export button at the bottom of the settings screen (in the FREE version). If you can’t find the Export button, you are not running my FREE version!

Account Tracker PRO – adds support for database syncing, automatic backups, enhanced transaction searching, split screen (multitasking), 3D Touch, Apple Watch, and more! It is a separate app on the App Store. To migrate your data between apps, see this link. If you get stuck, please get in touch.

Account Tracker for Mac – my companion Mac app is now available! There is also a more basic Mac alternative (ATB Viewer), that lets you view (but not edit!) your iOS backup files and data on the bigger screen of your Mac.

Android – I have no plans to support Android. PLEASE don’t ask for Android app recommendations as I am the least qualified person to help!

Apple Watch – now supported in Account Tracker PRO.

Automatic backups in Account Tracker PRO – this is explained in this post.

iCloud vs iCloud Drive – from iOS 9 onwards it looks like Apple have deprecated support for the old iCloud in favour of iCloud Drive (just like they did in Yosemite on the Mac). If you get an error message about not being able to access iCloud, you probably need to upgrade to iCloud Drive.

Opening backup files on a computer or from Dropbox – there is a backup viewer for the Mac, however 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.

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

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).

Warning. No mail configuration? – this means you are trying to export data by email, but you haven’t set up your device to send email (i.e. there is no mail configuration to use). You do this in the main Settings app under “Mail, Contacts, Calendars”. This is nothing to do with my app.

All Other Questions

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