SVT Software

The answer to this question will depend on whether you want to use Ace Budget 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 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.

You can add a new budget by clicking on the add button(+) on the main screen.  Then enter the information for the budget and touch the Save button to save.

To edit a budget or budget entry, simply click on the blue button to the right of the amount field.

You can easily delete a budget or a budget entry by swiping your finger across the item, then click on the red delete button to delete.  To cancel the operation, just swipe your finger across the entry again.

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 budget detail 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 application supports export of transactions in CSV format via email.  From the main screen, select the budget you want to export data from.  Then from the budget detail screen, click on the 'Export' button to export data via email.

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.

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

From the main view, click on the Edit button.  Then drag the icon (with 3 horizontal lines) to the right of the budget name to reorder the budget.  Click Done when you are finish reordering.

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

If the SyncDocs application will not launched on your PC after you have installed it, 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 enable/disable auto-correction by turning on/off this feature from the Settings screen.

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 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 Ace Budget Lite version on your iPhone and go to the Settings view.
3. Backup the Ace Budget Lite version by clicking on the 'Backup Data' button.
4. Finally, launch the Ace Budget (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.

Yes, the Ace Budget application provides a way to share transactions to another iPhone.  To enable this feature, 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 Ace Budget app.

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.