SVT Software

To enter an opening balance, just enter the transaction and label it as "Opening Balance".  Then enter the amount.

When creating or editing an opening balance transaction, click on the Category selection button and select the '*Exclude from Reports' entry on the bottom of the list.

Yes, the Accounts application provides a way to share transactions to another iPhone.  To enable this feature, select any account to go to the transaction list screen and click on the 'Share' button on the bottom.  Next, 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 app.

To change the email address for transaction sharing, please follow the steps below:

1. From the main screen, select an account to go to a transaction register.
2. Click on the 'Share' button at the bottom of the register screen and click on the setting button that shows up to the right of it.
3. Finally, click on 'Set Peer Email' to set the transaction sharing email address.

Please refer to this link for information on installing the SyncDocs client and for instructions on performing the backup and restore operation.

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.

To transfer from the lite version to the the full version, you will need to do the following:

1. Launch the SyncDocs client application on your Mac or PC.
2. Next, launch the Accounts Lite version on your iPhone and go to the Settings view.
3. Backup the Accounts Lite version by clicking on the 'Backup Data' button.
4. Finally, launch the Accounts (full) version and using the 'Restore Data' button on the Settings view to restore the file that was backup in step 1.

Please use this link for instructions on how to do the backup and restore functions.

To use the reconcile features of the account application, 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 system action icon on the bottom right of the main screen.

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 application supports export of account transactions in CSV format via email.  To export, just touch the system action icon on the bottom right of the main screen and select 'Export Account Data'.  

Yes, the Accounts application supports the euro currency along with many other currencies.  It supports English, French, German, Italian, Portuguese, and Spanish languages.

To enable the Accounts application to use a different language or a currency, you must set the iPhone's settings to your preferred language and region format.

Settings->General->International

Than set your language and region format accordingly.

You can enable auto-correction by turning on this feature from the Settings screen.

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. 

Yes, the account's name can be edited by clicking on the blue disclosure button (>) to the right side of the account.

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.

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.