Archive for January, 2017

How to set Income category

1. On Home screen, tap on "Settings" 2. On Settings screen, tap on "Totals/Record Settings" 3. On Totals/Record Settings screen, turn ON "Income Category" toggle button 4. Tap on "Back" button 5. Back to Home screen, swipe down screen or touch screen ...

How to set the total budget

1. On Home screen, tap on "Settings" 2. On Settings screen, tap on "Totals/Record Settings" 3. On Totals/Record Settings screen, tap on "Balance and Budget" 4. Turn ON "Total Budget" toggle button 5. Tap on "Total Budget Setting" 6. On Total Budget screen, tap ...

How to set the budget for each category

1. On Home screen, tap on "Settings" 2. On Settings screen, tap on "Totals/Record Settings" 3. On Totals/Record Settings screen, tap on "Balance and Budget" 4. Tap on "Category Budget Setting" 5. On Category Budget screen, tap on "Add New Category Budget" 6. ...

How to set the monthly Cutoff date

1. On the home screen, tap on ‘Settings’ 2. On the settings screen, tap on ‘Totals/Record Settings’ 3. On the Totals/Record Settings screen, tap on ‘Monthly Cutoff date’ 4. On the ‘Month End Setting’, select one value 5. Then tap on ‘Back’

What is Daily Budget notification?

If this feature is turned ON, it will let you know how much you can spend on that day. The notification will be pushed at 8:00am every day. Example: After set Total Budget and Turn ON "Daily budget notification at 8:00 ...

How to change the remaining balance period

1. On Home screen, tap on "Settings" 2. On Settings screen, tap on "Totals/Record Settings" 3. On Totals/Record Settings screen, tap on "Balance and Budget" 4. Turn ON "Remaining Balance" toggle button 5. After turned on "Remaining Balance" toggle button, "Setting completed" ...

How to change Tax Rounding

1. On the home screen, tap on ‘Settings’ 2. On the Settings screen, tap on ‘General Settings’ 3. On the General settings, tap on ‘Tax Rounding’ with the default value ‘No Rounding’ 4. On the Tax Rounding value , select on value ...

How to show the monthly balance on the list screen

1. On Home screen, tap on "Settings" 2. On Settings screen, tap on "Totals/Record Settings" 3. On Totals/Record Settings screen, tap on "Balance and Budget" 4. Turn ON "Monthly Balance" toggle button 5. After turned on "Monthly Balance" toggle button, "Setting completed" ...

How to change List order

1. On Home screen, tap on "Settings" 2. On Settings screen, tap on "General Settings" 3. On General Settings screen, scroll to see "List Order and then tap on "List Order" 4. Select 1 option that you want to change 5. Tap ...

How to change Tax Rate

1. On Home screen, tap on "Settings" 2. On Settings screen, tap on "General Settings" 3. On General Settings screen, tap on "Tax Rate" 4. Scroll to choose the tax rate 5. Tap on "OK" to save the new tax rate 6. ...