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Frequently
How do I create my first transaction?
To create a new transaction, you must first create at least one account from the Accounts screen and then select an account to go to the transaction list for that account. Tap the '+' icon at the top right to create a new account. After saving the account, tap to select an account from the list to go to the main transaction screen, and then tap the '+' icon at the top right to create a transaction.
How do I edit my account details?
On the Accounts screen, tap the info ('i') icon to the right of the account balance, or swipe left and tap the pencil icon.
Can I connect this app to my bank account?
No. This app does not have the ability to integrate directly with your bank account. It is designed as a standalone transaction register that stores the transactions you enter, and then you can reconcile those transactions against your bank account manually.
How do I reconcile my transactions against my bank account?
You can mark each transaction as reconciled by tapping the circle next to the transaction name. You can tap the “Hide” icon at the bottom to hide the reconciled transactions and see what has not cleared your bank account yet. Then tap the “Show” icon to show the reconciled transactions again.
How do I delete a transaction?
When you are viewing your list of transactions, you can swipe left on a transaction to get the delete button.
You can also swipe left to delete categories, recurring transactions, and accounts. Deleting an account will also delete ALL of the transactions in that account, so use caution when doing that.
Can I sync my transactions to my other devices?
Yes! In the Settings for The Checkbook app, you can select "My iCloud Drive" or "Shared Storage" (subscription required) for data storage instead of storing the data on your local device. See Data Storage for more details.
Can I sync my transactions to the device of another user with a different iCloud account?
Yes! You can sync transactions with a joint account holder or other user by using "Email Sharing" or by selecting "Shared Storage" as your data storage option (subscription required) in the Settings of the app. See Data Storage for more details.
If I change my data storage option, how do I keep the transactions I have already created?
When you change your data storage setting, you will also have the option to transfer your data from the current location. Be careful not to overwrite your transactions unintentionally. The number of transactions in each location will be displayed to guide you with transferring the data.
Why is a subscription required for "Shared Storage" after paying to download the app?
The subscription fee covers the ongoing cost of hosting and securing your data in a shared cloud location. There are no additional costs for storing your data on your local device or your iCloud Drive, so no subscription is required for those options. See Terms of Use for more details.
Why is a subscription required for every user that I invite to use "Shared Storage?"
All Shared Storage users must have an active subscription, but Family Sharing can be used to share both the previous purchase of the app download and the previous purchase of a Shared Storage subscription by a member of the family group. Family Sharing can be set up in the settings of your Apple device.
Why do I have to Sign in with Apple to use "Shared Storage?"
Using your Apple Account to sign in will create a user account that is used to securely access your data in the shared location.
Why is the “Post to Checkbook App” or “Accept Invite” email link not working?
To import transactions via email or to accept a Shared Storage invitation, make sure you have set up the standard Apple email app on your device. The emails will not trigger, and the links in the emails will not work if you are only using another email app like Gmail or Outlook. You can continue to use those other email apps, but you must also set up the Apple Mail app to use these features in The Checkbook app.
Why are my recurring transactions not appearing in the main transaction list?
The recurring transactions will appear in the main transaction list after the date and time that is selected for the recurring transaction, unless you have selected one of the options to post the transaction early. If you are not seeing the transaction in the main list yet, please check the date and time for the recurring transaction, and the option for when to post the transaction to the account, to see when it will appear. There are options to post the transaction: on the date of the transaction, 1 day early, 1 week early, 2 weeks early, or 1 month early.
After the recurring transaction is posted to the account, the recurring transaction will automatically adjust to the next date, based on the frequency that was selected.
How do I back up my data?
If you have iCloud Backup enabled for your device, your data in this app will be backed up there.
If you select "My iCloud Drive" as your data storage option in the settings for The Checkbook app, your data will be stored in your personal iCloud account.
And you can use the Export feature to back up your transactions by uploading the export file that is generated wherever you like.
How do I transfer all of my transactions to a new phone?
Make sure that you have iCloud Backup enabled in your device settings for your old phone. When you restore your new phone from iCloud Backup, it should include the data from The Checkbook app, including your settings.
If you have selected "My iCloud Drive" or "Shared Storage" (subscription required) as your data storage option in The Checkbook app on your old phone, even if you do not restore a new phone from iCloud Backup, you will see all of your transactions if you select that data storage option again in The Checkbook app on your new phone.
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