Table of Contents
Getting Started
This is just a sample page for my documentation to support my application on iOS. Disregard this page for now, it is still under construction.
Dashboard
This view contains 3 tabviews, account balance and recent transactions. You would need to connect to you bank and import transactions to see this page. A subscription is also required for connecting to your bank, please see Connect Bank.
- Tabview contains:
- A Bar Chart for expenses vs income for each month, side by side for better visualization.
- Pie Chart, for income ratio percentage visualization and can change by month by pressing the arrows, left for previous and right for next. It’s best to stay at the 75% income ratio or above but never good be under 50%.
- Pie Chart, for categories, this should help see where you spending most of your money.
- Account Balance, once the bank is connected you can get balance from Menu -> Connect -> Get Balance. Once balance is retrieved for the first time, this will automatically calculate for any future transaction adjustment. If it doesn’t look accurate, you can manually refresh it with the same step above.
- Recent Transactions, this will show the latest transaction for preview only. If you need to see more Navigate to Transaction Tab.
Transaction
In this view, you can filter by banks if you have multiple banks connected and latest date or oldest by tapping the Up Down Arrow icon located on the top right corner. Next to that, you’ll see calendar with a clock icon, this will filter the last 30 days, 60 days, 90 days or it will show all.
Once you have transactions imported, you can select any transaction if you want to added to your recurring, or if you want to edit it.
After select a transaction, a transaction edit page will appear. You can change the name if you want here so you can recognize it better. Don’t panic if you selected an income and it’s showing negative number. This is how most bank show the income, transfer, and refund that are coming in to your account. All expenses will be positive number, and you can change the category to the appropriate one.
To make a mass change to similar item, you can expand the Category Rule then input the name that you want to partially match then press the Make Change button. For a full name match just toggle the “Change all the similar name” and this will just do all transactions with the exact name matching when you press Save. If you don’t want to make change, just click on the back button on the top left corner.
Recurring
This is the documentation for the dashboard and all it’s current feature with more to come.
Calendar
This is the documentation for the dashboard and all it’s current feature with more to come.
Budget
This is the documentation for the dashboard and all it’s current feature with more to come.
Connect Bank
To connect to your bank, you’ll need to subscribe, this will use Plaid to connect to your bank. It’s the same connection bridge that most app use now a day.
Instruction:
- Click on Menu button on the top left corner, to bring out the side menu.
- Select the Connect option
- Click on Subscribe to start you free trial, you can cancel at anytime
- Click on Link Bank
- Click on Connect with Plaid
- Follow instructions from Plaid
After success connection, you’ll be back at the Connect page. You should be able to go back and see your transactions. It may take sometime to load depending on your connection and your bank.
Some bank gives you whole year of transactions and some just a month, depending on your bank but if no transactions show up, manually request for transaction by going to Menu -> Connect -> Get Transaction.