iXpenseIt FAQ
Content
General
Customizing Keywords (Account Type, Category, Subcategory, Paid By, Vendor)
Adding New Transactions
Deleting & Editing Transactions
Main Screen View
- How to view the monthly expense summary & bar chart
- How to view the monthly cash flow summary & bar chart
- How to view the simple/detail/custom budget summary
- Daily average, income, expense, cash flow & balance calculation method
- How to search records
- Dashboard
- How to turn off Ads in full version
Settings
- How to turn budget ON/OFF
- How to turn cash flow ON/OFF
- How to select Accrual Basis ON/OFF for your main screen calculation
- Number pad sound & decimal setting
- How to default to expense/income for new transaction
- How to setup “default entry” method
- How to setup mileage/km rate
- How to turn currency conversion ON/OFF
- How to set default currency
- How to turn passcode ON/OFF
- How to recover passcode
- How to save images to your photo library
- How to turn VAT / GST ON/OFF
Budgeting
- Main screen: Budget Summary Panel
- What is Simple Budget?
- What is Detail Budget?
- What is Custom Budget?
- How to add a custom budget
- How to delete a custom budget
- How to edit & reorder custom budgets
- How to view the history and records of a custom budget
- Custom Budget Example 1: One-time vacation budget
- Custom Budget Example 2: Budget for your income cycle
- Setting up multiple custom budget accounts
- How to set up a running balance
- How to enter transfer between accounts
- How to set up Budget(s) including Income
- How to set up Budget(s) excluding Income
Generating Reports
Exporting & Importing Data
Backup & Restore
Solving Issues & Troubleshooting