SVT Software

Ace Budget 3 includes new features such as Touch ID logon, Dropbox backup/restore, new themes, etc.  To see the full list of new features for the Ace Budget 3 app, please click on this link.

To copy your data over to Ace Budget 3, please go to the Settings screen of the Ace Budget 2 app (latest version).  Then touch on the "Transfer Data to New App" on the bottom of the Settings screen.  All your data will then be transferred over to the new Ace Budget 3.  It's that easy!

You will need to reset your device's iCloud drive.  Please launch the iPhone or iPad's Settings app and select 'iCloud' from the list.  Next, select 'iCloud Drive'.  Then toggle the 'iCloud Drive' switch to OFF and then back to ON again. 

Launch the Ace Budget 3 app.  Go to the app's Settings screen, make sure that the 'iCloud Sync' option is set to 'Enabled' on ALL your devices.  Re-test to see if the app's sync feature is working again.

From the main view, tap on the Edit button.  To edit a budget, tap on the "i" button next to the budget name.  To reorder, drag the icon (with 3 horizontal lines) to the right of the budget name up or down.  Tap on "Done" when you are finish reordering.

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 budget category 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 Ace Budget 3 app.

The answer to this question will depend on whether you want to use Ace Budget 3 to track just expenses or both expenses and income. 

Tracking Just Expenses

If you plan to use the app as a simple expense tracker to let you see where you are spending your money, then use the example below.  First, create budget categories for your different spending types.  For example, if your goal is to spend only $200 a month on eating out, then you would create an 'Eating Out' budget category with a budget amount of $200.  Each time you spend, you would enter a transaction with the spending amount.  At any point in the month when the total spending amount on eating out exceeds $200, then the amount and graph will turn red, letting you know that you have exceeded your spending limit.  Your goal for this type of budgeting is to stay within the set spending limit for each budget category you created.

Tracking both Expenses & Income

To track both expenses and income, you will need to set Ace Budget 3 to the 'Advance Budget Mode' from the Settings view.  Next, create income categories to track income and the expense categories to track expenses. To create an income category, touch on the '+' button from the main screen and select 'Income' as the budget type from the New Budget screen.  Likewise, select 'Expense' as the budget type if you want to create an expense budget category to track expenses.

In order to create an income budget category, you will first need to enable the 'Advance Budget Mode' setting from the Settings view.  Next, go back to the main screen and click on the '+' button to create a new budget.  Make sure the budget type of 'Income' is selected.

At the end of a budget cycle (ex. daily, weekly, monthly, etc.), Ace Budget 2 will move the current transactions to the archived list.  You can still view the archived transactions by clicking on the 'History' button on the bottom of the Budget detail screen.  You can also view the archived items by drilling down on the reporting views.

From the main screen, click on the budget you want to view the history.  Then click on the 'History' button on the bottom of the transaction list screen to view historical transcations for that budget.

You can add/delete a transaction retroactively by clicking on the 'History' button.  Then click on the '+' button to add the transaction.  You can delete the transaction from History by swiping your finger across the transaction.

Yes, the Ace Budget 2 application supports export of transactions in CSV format 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

To add a recurring transaction, click on the 'Recurring' tab bar icon on the bottom of the main screen.  Next, click on the + button to the add a recurring transaction.  Fill in the information and click on the 'Save' button.

Yes, you can use the Settings Page to lock deletions of budget.  If you then try to delete a budget 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 budget, then you can set the delete lock back on to protect your data.

Option A: Email / Backup Restore

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"

Option B: iTunes Backup / Restore:

Please click on this link for instruction on how to easily backup and restore your Ace Budget 2 data via the iTunes File Sharing interface.

Go to the settings screen 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.

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

1. From the main screen, select a budget category to go to a transaction list screen.
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.

When the rollover setting is turned on for a budget, the remaining amount of the budget will be added to next cycle.  For example, if you budgeted $100 per month on Eating Out and you spend only $50.00 for the entire month, then the remaining $50 will be added to the next month's budget cycle, which will result in $150 dollar available for Eating Out for the upcoming month.

To transfer fund, you will first need to
select a budget category to transfer from.  Next, select the menu icon on the
bottom right of the screen and select "Transfer".  Finally, select the budget
category to transfer to and the amount.

You can post a transaction from Ace Budget to the Accounts app using the following instructions:

1. 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, touch on the share button and touch on
the yellow send icon to the right of the transaction amount.