ATB Viewer (Mac)

ATB Viewer is a companion app that lets you view (but not edit!) your iOS backup files and data on the bigger screen of your Mac. It will automatically load your latest backup from iCloud. Alternatively you can manually select a backup file to open (e.g. from Dropbox).

Note that ATB Viewer has been superseded by Account Tracker for Mac.

Getting Started

If you are using iCloud to store your backup files, these should already be on your Mac (assuming you are signed in with the same iCloud account details). The app will choose the most recent backup file (based on the date encoded in the filename itself).

If no backup files are found on iCloud, the app will display a file open dialog. Simply navigate to where your backup files are stored (perhaps in your Dropbox folder?) and select the most recent .atb file. Note that due to Apple’s application sandboxing restrictions, it is not possible to automatically load the most recent backup from anywhere other than iCloud.

Alternatively you can simply double click on a backup file in Finder and ATB Viewer will launch and use it directly.

PIN protection

If your backup file is PIN protected, the app will not display your data until you enter your PIN. Selecting Cancel will go back to a file open dialog.

Main Screen

Your accounts are shown down the left hand pane of the main screen (in groups), together with three budget views, seven report views, and views for all transactions, reminder transactions and recurring transactions. Basically the same data as you see on iOS.

You can collapse the account groups, and also hide any main groups you do not want to see (not ACCOUNTS, but perhaps BUDGETS or RECURRING transactions). The app will remember your choices and try to restore them each time it is launched.

To change your account balance view (between Today, Available, Minimum and Reconciled), use the View menu.

To view an account’s settings, right (or Control) click on the selected account row.

Accounts

Select an account and its transactions will be shown in the right hand pane. Use the left arrow to scroll to the beginning of the list, Today to make the most recent transaction visible, and the right arrow to scroll to the end of the list, and then forwards a month at a time.

Show/Hide can be used to show or hide reconciled (ticked) transactions.

Search lets you filter the transactions shown.

Budgets

Select one of the three budget views (Spending, Income, Transfers) to see your budgets in the right hand pane.

Select the dates to change the period, and use the left and right arrows to step backwards and forwards through time (or set the custom dates).

Select the accounts or groups to further customise your budgets.

Double click on one of the budget rows to see your transactions, and select Done to return.

Reports

Select one of the seven report views (Balance, Cash Flow … etc) to see your reports in the right hand pane.

Select the dates to change the period, and use the left and right arrows to step backwards and forwards through time (or set the custom dates).

Select the accounts or groups to further customise your reports.

When viewing the pie charts, select List to show more than just the top 10. Double click on one of the rows to see your transactions, and select Done to return.

Transactions and Recurring Series

Select one of the transaction views and they will be shown in the right hand pane. Use the left arrow to scroll to the beginning of the list, Today to make the most recent transaction visible (if applicable), and the right arrow to scroll to the end of the list, and then forwards a month at a time.

Show/Hide can be used to show or hide reconciled (ticked) transactions.

Search lets you filter the transactions shown.

Use of 3rd party software – PXSourceList

PXSourceList is licensed under the New BSD License, as detailed below (adapted from OSI http://www.opensource.org/licenses/bsd-license.php):

Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met:

Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer.

Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution.

Neither the name of the author nor the names of its contributors may be used to endorse or promote products derived from this software without specific prior written permission.

THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS “AS IS” AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT HOLDER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

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Thank you for your ongoing support!