SVT Software LLC
Accounts 2 is an easy to use application to replace your paper checkbook. With the Accounts 2 application, you will have a quicker and more convenient way to track your daily finances. You can schedule transactions, create recurring payees list, transfer funds, reconcile, export data, view reports, graphs, sync data, and much more. All features of the Accounts application are designed to be quick, clean, intuitive, and easy to use.
Option A: iCloud Sync
To use this feature, please go to the Settings screen of the app and tap on the 'iCloud Sync' option. Follow the instructions displayed on the screen. If you need additional detail, please click on this link.
Option B: Email Transaction Sharing
First, make sure that the iCloud Sync feature is disabled from the Settings screen. Next, select any account to go to the transaction list screen and click on the 'Share' button on the bottom. Click on the settings button that shows up to the right and choose 'Set Peer Email' and enter your partner's email address. Click on the setting button again and choose 'Confirm Sharing on Save' to enable transaction sharing when a transaction is saved. Now every time you enter a new transaction, you will be asked if you want to send that transaction to your partner. If you choose yes, then a link containing the transaction will be sent to the partner's email address. Your partner can then click on the email link to post the transaction to his or her Accounts 2 app.
To transfer your data over to the new Accounts 2 app, please go to the Settings screen of the original Accounts app and touch on the "Transfer Data" option on the bottom. All your data will then be transferred over to the new Accounts 2 app. It's that easy!
To transfer the data, you will need to have both the lite and full version installed. Then go to the Settings view of the Lite version and touch on the
"Export to Full Version" button on the upper left hand corner of the screen.
To enter an opening balance, you will need to select an account and create a new transaction. Enter "Opening Balance" for the transaction name field. Then enter the amount and choose the the "+" on the "+/-" button bar to indicate that it is a deposit amount.
To prevent the opening balance from appearing in the report as an income or expens, select the '*Exclude from Reports' as the category for the transaction.
You can easily delete accounts and transactions by swiping your finger across the entry, then click on the red delete button to delete. To cancel the operation, just swipe your finger across the entry again.
You can create a split transaction by selecting the category button from the transaction entry screen and then selecting the Split button on the bottom of the category selection screen. Finally, enter the split amounts for the various categories and touch on the 'Done' button.
On the iPad version, reconciling is done by checking on/off the check box of the transaction to mark it as being cleared or outstanding.
To use the reconcile features on the iPhone, you must first turn on the reconcile mode. This can be done by simply touching on the check button from bottom of the transaction list screen. You can also turn on reconcile mode from the settings page. Then touch on each transaction to mark it as cleared with a check mark. The Total Cleared balance and Total Outstanding balance will be updated instantly as you check/uncheck each transaction.
Yes, you can make a transfer by clicking on the meu action icon on the bottom right of the main screen.
Figure 1: menu action icon
Then click on the right arrows to choose the 'from' account and 'to' account. Enter the amount to transfer and click on Save.
Yes, the Accounts 2 application supports export of account transactions via email. To export, just touch the menu action icon (see figure 1) on the bottom right of the main screen and select 'Export Account Data'. Then select the data format (CSV, QIF, or HTML) that you want to export with.
Figure 1: menu action icon
Yes, the Accounts 2 application supports the euro currency along with many other currencies. It supports English, French, German, Italian, Portuguese, and Spanish languages.
To enable the Accounts 2 application to use a different language or a currency, you must set the iPhone's settings to your preferred language and region format.
Than set your language and region format accordingly.
Go to the settings page and turn on the switch for Passcode Lock. Please take note and remember the passcode you set, as there is no way to recover except to reinstall the application should you forget your passcode. Reinstalling the application will cause you to loose all your data.
Yes, you can use the Settings Page to lock deletions of accounts. If you then try to delete an account with the lock on, you will get a reminder to first unlock the deletion from the settings screen. Once you are done deleting the desired account, then you can set the delete lock back on to protect your data.
To update an account, tap on the Edit button from the main view. Then tap on the circle 'i' button. Tap on Save when you are done.
From the account update screen you can edit properties such as account name, icon, next check #, or the 'include balance in total of all accounts' attribute.
From the main view, click on the Edit button. Then drag the icon (with 3 horizontal lines) to the right of the account name to reorder the account. Click Done when you are finish reordering.
1. From the Settings screen of the app, tap on the action icon on the upper left hand corner. The icon has an arrow pointing out of a box similar to the one below.
2. From the popup menu, choose the option "Backup / Restore via Email", "Backup / Restore via Dropbox", or "Backup / Restore via iTunes".
More info on iTunes backup / restore:
Please click on this link for instruction on how to backup and restore your Accounts 2 data via the iTunes File Sharing interface.
To change the email address for transaction sharing, please follow the steps below:
The Ace Budget and Accounts 2 app do not have auto sync between them. However, you can post a transaction from Ace Budget to the Accounts 2 app using the following instructions:
1. From the Ace Budget app, select a budget category from the main screen (any budget category will do).
2. Touch on the "Share" button on the bottom of the transaction list screen.
3. Touch on the button with the flywheel icon that is now displayed to the right
4. Select "Enable Post to Accounts" from the pop up menu.
5. To share a transaction with Accounts 2, touch on the share button and touch on the yellow send icon to the right of the transaction amount.
Still need more help? Please view other questions and answers or post your own question via our Facebook forum.
You can also send an email to firstname.lastname@example.org
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SVT Software LLC