iXpenseIt FAQ
Content
General
- What’s new in version 5.0.7
- What’s new in version 5.0.5-5.0.6
- What’s new in version 5.0.2
- What’s new in version 5.0.1
- What’s new in version 5.0
- What’s new in version 4.9.6
- What’s new in version 4.9.5
- What’s new in version 4.9
- New features in the works for future version update
- iXpenseIt Quick Overview
- About iXpenseIt Lite and how to transfer data to full version
- How to change accounts
- How to contact iXpenseIt Support
- About iXpenseIt’s interface Language
Getting Started…Customizing Keywords
Adding New Transactions
- How to add a New Transaction: Income/Expense (credit/debit)
- How to add receipt photo for a transaction
- How to delete receipt image
- How to create Repeat/Recurring transaction records
- How to use Currency Conversion function
- How to input Mileage/KM
- How to create Duplicate transactions
- How to add Account Transfers
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 Budget Summary panel(s)
- Daily Average, income, expense, cash flow & balance calculation method
- How to Search existing records
- How to jump back to “Today”
- How to use the Calendar to navigate to another date
- How to turn off Ads in (full version)
Dashboard
- About the Dashboard view
- How to view the Dashboard by Accounts
- How to view the Dashboard by Category/Vendor/Paid By
- How to view the Dashboard in ITD/YTD/Monthly/Weekly segments
- Dashboard & Account Type to track financial accounts
- How to see Reconciled/Un-reconciled cashflow from Dashboard
General Settings
- How to default to Expense or Income for new transaction
- How to set default currency
- How to set the Record display as Date Descending/Ascending
- How to setup Mileage/KM rate
- How to exit app upon suspend
- How to turn the VAT / GST field ON/OFF
- How to save Receipt images to your Photo Library
- List of useful Shake Actions
- How to turn iAD ON/OFF
- How to turn Passcode ON/OFF
- How to recover Passcode
- How to turn Currency Conversion ON/OFF
- How to turn the Number Pad sound ON/OFF
- How to turn the Number Pad decimal sign ON/OFF
- How to turn turn on the Cashflow Summary Panel
- How to select Accrual Basis ON/OFF for your main screen calculation
- How to turn Quick Fill ON/OFF
- How to turn the Reconcile feature ON/OFF
- How to set up a Daily Reminder to enter today’s transactions
Budgeting
- Main screen: Budget Summary Panel
- How to select a Budget mode
- What is Simple Budget?
- What is Detail Budget?
- What is Custom Budget?
- How to add/delete/edit/reorder Custom Budgets
- How to view the history and records of a custom budget
- Setting up multiple custom budget accounts
- How to set up a running balance
- Custom Budget Example 1: One-time vacation budget
- Custom Budget Example 2: Budget for your income/salary cycle
- Custom Budget Example 3: Budgets to represent your account balances
- How to set up Budget(s) including Income
- How to set up Budget(s) excluding Income
Generating Reports
Exporting & Importing Data
- How to export .CSV or HTML report via Email
- How to export .CSV or HTML report via Wi-Fi
- How to export single record with photo attachment
- How to export graph (bar/pie) reports
- How to Import iXpenseIt formatted .CSV
- .CSV Data Format Guidelines for Importing
- How to export data from iPhone to iPad (transfer data between devices)
PDF Report
- How to view on-screen PDF from main screen (Expense, Cashflow, Budget Report)
- How to view on-screen PDF from Report screen (Cashflow, Expense, VAT/GST Report)
- How to purchase AirPrint and Email ready iXpenseIt PDF Templates
- How to customize your PDF (Detail, Receipts, Paper Size, Name, Annotation, Logo)
- How to Email your PDF Report
- How to AirPrint your PDF Report
- How to open your PDF report in supported apps (i.e. Adobe Reader, iBooks, Dropbox, Evernote)
- How to use Adobe Reader & iTunes File Sharing to export PDF reports
- Suggestions on exporting a PDF with a large number of pages
- PDF Usage Questions
- In-App PDF Purchase on the Lite version
- Re-installing PDF templates
Reminders
Backup & Restore
- How to Email Backup
- How to Backup using supported apps (i.e. Dropbox, Evernote)
- How to Email Restore
- How to Wi-Fi Restore
- How to Restore from supported apps (i.e. Dropbox, Evernote)
- How to Backup using iTunes File Sharing (v5.0.1~)
- How to Wi-Fi Backup (pre-version 4.9.6)
- About backup & restore on iTunes
- How to backup & restore via iOS iCloud Backup
- What’s the safest way to update?
Solving Issues & Troubleshooting
- Known Issues
- How to locate your crash reports
- Issues with a “stuck” screen
- Issues with .CSV report display in Excel
- Workaround to importing for .csv editing in MS Office spreadsheet
- Expenses are not deducting from Budget
- I’ve just purchased iXpenseIt but the application failed to start
- What to do when the app crashes while taking photo receipt
- How to transfer data from one device to another