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Budget Book support

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Budget Book support
FAQ

Main Screen

    Screen Points:
  1. Add Transaction - Tap to add a new transaction to Budget Book. There are two types of New Transaction views, which can be set within the preferences. No fields are required.
    • Full Details View - The default view, this can be changed within preferences.
    • Quick Transaction View - a minimal view of fields. It allows you to quickly tap between each field. This view can be enabled within preferences.
  2. Transaction - Tap to display the associated transaction details, you can also add images to the transaction once listed. None of the fields are required.
    • The amount field is also a mini-calculator.
  3. Manager - Tap to view the manager bar.
      In order of appearance, from left to right
    • Tap to access the Budgets manager. This screen will allow you to allocate amounts to any defined category.
    • Tap to access the Category Manager. This screen allows you to easily add, delete, and rename categories. Tap a category name to view the Category Report.
    • Tap to access the Repeat Entry manager. This screen will allow you to setup scheduled transactions and view statistics about current scheduled transactions.
  4. Filter - Tap to view the filter popup box.

Main Screen Filter

    Screen Points:
  1. Account Balance - This allows you to always know the total balance, even when a filter is active. Displays the total account balance, ONLY when a filter is currently active.
  2. Cleared - Displays the current cleared state for the transactions.
    • In Edit Mode you can tap the icon to quickly change to cleared or uncleared, no need to go into each transaction, just tap and move down the list. It even works with active filters, so you can filter all cleared or uncleared transactions to speed up the process.
  3. Date Filter - Tap Today, Week, Month, or All to show the corresponding transactions for that date interval. Example: Tap Today to show all transactions for today.
  4. Filter List - Tap any category to only show transactions from that category. Tap it again to untoggle it. You can apply only one Reconcile Filter and one Category Filter at a time.
  5. Total Funds - Displays the active filter and the total funds for the current filtered view.

Category Reports

    Screen Points:
  1. Week Axis - Displays the total balance for the corresponding week. Note: This will display the balance for every week that the month spans, and some months span 5-6 weeks. This allows you to see the total spent for every week, not just for every 7 days. Weeks start on Sunday and end on Saturday.
  2. Transaction - Tap to display the associated transactions. The list allows you to edit or view the transactions for the current month.
  3. Month Filter - Tap to jump to a desired month.
    • Tap the left arrow to go back one month.
    • Tap the right arrow to go forward one month.

Accounts

    Screen Points:
  1. Add Account - Tap to add a new account to Budget Book. The name is the only required field. You can add an unlimited number of accounts.
  2. Transaction Count - The total number of transactions associated with this account.
  3. Account Details - Tap to view/edit/delete the account details. Deleting or clearing an account will remove all associated transactions.
  4. Account Information - Tap to jump to the account.
    • Shows basic account information, the name, then below, the total and cleared balance of the account.
    • Tap to set as the active account. Once active, it will jump to the Main Screen.
  5. Total/Cleared Balance - Displays the total balance (top) and the total cleared balance (bottom) for all accounts.
  6. Manager - Tap to view the Budget, Category and Repeat Entry
  7. Preferences - Tap to view Budget Book preferences. Here you can enable Quick (New) Transactions, change the date format, change/set your Budget Book passcode, enable GPS use (3G Only) for transaction locations, set startup view, enable scheduled transaction reminders, and many more.

Budgets

Any transactions under the specified account(s) and target category will add (deposits) or subtract (payments) from the budgeted amount. The transactions must be within the curent budget cycle.
    Screen Points:
  1. Budget Bar - Indicates the budget amount available for the current cycle. Green is 80% or more available. Yellow is 60% to 20% available. Red is 20% or less available.
      New Budget
    1. Set the amount allocated for the budget.
    2. Set the Start Date for the budget cycle.
    3. Set the budget Category.
  2. Name & Amount Spent - Displays the name of the budget (top). If the budget name is left blank it will use the name of the category. It also shows the total amount spent for the budget during the current cycle.
  3. Cycle & Amount Available - Displays the current cycle type (top). The cycle can be: Monthly, bi-weekly, or weekly. It also shows the budget amount available. It will calculate all transactions for the current cycle (payments and deposits).

Repeat Entry

    Screen Points:
  1. Name & Amount - Displays the name of the scheduled transaction (top). It also shows the amount of the scheduled transaction.
  2. Next Due Date & Frequency - Displays the next due date. This is the date that the transaction will be recorded. If No Due Date is displayed then the end date has been reached or the repeat count has been exceeded.
      To test the repeat entry:
    1. Set the Start Date to a date a month or two in the past.
    2. Pick an end date or a repeat count.
    3. Select a frequency (Weekly, Bi-weekly, or Monthly).
    4. Save and restart Budget Book.
    Scheduled transactions are processed during application startup.

 

    FAQs
  • Crashing Upon Start-Up - In most cases if you have jailbroken or pwnded your device, you will need to perform a DFU (Device Firmware Upgrade) restore to use Budget Book.
Any questions or suggestions:
Budget Book Email Support