SVT Software

Yes, the Accounts application provides a way to share transactions to another iPhone.  To enable this feature, go to the register 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.

To install the SyncDocs client for Windows, first create a folder to hold your SyncDocs backups.  For example "MySyncDocsBackup".  Next, copy the content of the zip files (11 files) to the backup folder you created.  Finally, just click on the executable jar file SyncDocs-0.6.3 to launch the SyncDocs client.

If the SyncDocs application will not launched on your PC, then you may not have the Java JVM already installed on your computer.  You can download the Java JVM at the following link.

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 next to the balance amount of the account and select 'Export Account Data'.  Then open the open the email containing the exported data and copy the body of the email to a text editor application such as TextEdit or NotePad.  Next, save the file and then change the file extension to .CSV.  After the file is saved, then open it up with a spreadsheet application such as Numbers or Excel.

There is a bug the prevents transactions after the one with the '&' character in the memo or description field to not be exported.  Look at your export file to see what is the last transaction that got chopped off.  Then please replace the '&' character with 'and' in the description or memo of that transaction and try to export again.  We will have a fix for this and it will be available in the next release.

Please do the following steps to import into Quicken:

1. Copy the body of the export file into a text editor application.
2. Save the file and rename the extension to .QIF
3. From the File menu of Quicken, choose Import->From QIF... and select the QIF file to import

Please Note: you may receive an error when importing to the Mac version of Quicken that prevents the first entry from being imported.  One way to avoid this problem for future imports is to export the existing transaction, then delete all the transactions from the Quicken account you are trying to import into.  Next, follow the steps above to import back your existing transactions and the new transactions from Accounts.  Future imports into Quicken will work fine from then on.  Please note this issue not specific to the Account application's QIF export file.  It can happen to export files from other applications as well.

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.

You must have version 2.3 of the Accounts application (released on Jan 22, 2009) or higher in order to view chart and reports.

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.

If you do not see the '*Exclude from Reports' entry from the category list, then please upgrade to the latest version of the Accounts application and try again.  This feature was added recently.