How do I create my first transaction?

To create a new transaction, you must first create at least one account from the Accounts screen and then select an account to go to the transaction list for that account. Tap the '+' icon at the top right to create a new account. After saving the account, tap to select an account from the list to go to the main transaction screen, and then tap the '+' icon at the top right to create a transaction.

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How do I edit my account details?

On the Accounts screen, tap the info ('i') icon to the right of the account balance, or swipe left and tap the pencil icon. 

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Can I connect this app to my bank account?

No. This app does not have the ability to integrate directly with your bank account. It is designed as a standalone transaction register that stores the transactions you enter, and then you can reconcile those transactions against your bank account manually.

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How do I reconcile my transactions against my bank account?

You can mark each transaction as reconciled by tapping the circle next to the transaction name. You can tap the “Hide” icon at the bottom to hide the reconciled transactions and see what has not cleared your bank account yet. Then tap the “Show” icon to show the reconciled transactions again.

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Can I sync my transactions to my other devices?

Yes! In the Settings for The Checkbook app, you can turn on iCloud Drive to store your data in your iCloud Drive instead of your local device. All of your devices using the same iCloud account that have this setting enabled will show the same transactions.

When you turn on the iCloud Drive setting, you will also have the option to transfer your data from your local device to iCloud Drive. And when you turn off the iCloud setting, you will have the option to transfer data from your iCloud Drive to your local device. Be careful not to overwrite your transactions unintentionally. The number of transactions on both your local device and your iCloud Drive will be displayed to guide you with transferring the data.

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Can I sync my transactions to the device of another user with a different iCloud account?

Yes! You can sync transactions with a joint account holder or other user by using the "Email Sharing" option in the Settings of the app. First, ensure that you both have The Checkbook app installed on your individual devices. Then, in the app, go to the "More" screen using the icon at the bottom of the main transaction list screen, and select "Settings." Under "Email Sharing" you will be able to put in each other's email addresses and tap "Save." Now, every time you save a new transaction, you will be able to send an email with a link that will import that transaction into the app on the other device.

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Why are my recurring transactions not appearing in the main transaction list?

The recurring transactions will appear in the main transaction list after the date and time that is selected for the recurring transaction, unless you have selected one of the options to post the transaction early. If you are not seeing the transaction in the main list yet, please check the date and time for the recurring transaction, and the option for when to post the transaction to the account, to see when it will appear. There are options to post the transaction: on the date of the transaction, 1 day early, 1 week early, 2 weeks early, or 1 month early.

After the recurring transaction is posted to the account, the recurring transaction will automatically adjust to the next date, based on the frequency that was selected.

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How do I delete a transaction?

When you are viewing your list of transactions, you can swipe left on a transaction to get the delete button.

You can also swipe left to delete categories, recurring transactions, and accounts. Deleting an account will also delete ALL of the transactions in that account, so use caution when doing that.

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How do I back up my data?

 If you have iCloud Backup enabled for your device, your data in this app will be backed up there.

If you turn on iCloud Drive data storage in the settings for The Checkbook app, your data will be stored in your personal iCloud account.

And you can use the Export feature to back up your transactions by uploading the export file that is generated wherever you like.

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How do I transfer all of my transactions to a new phone?

Make sure that you have iCloud Backup enabled in your device settings for your old phone. When you restore your new phone from iCloud Backup, it should include the data from The Checkbook app, including your settings.

If you have turned on iCloud Drive data storage in The Checkbook app on your old phone, even if you do not restore a new phone from iCloud Backup, you will see all of your transactions if you turn on iCloud Drive data storage in The Checkbook app on your new phone.