QuickBank for iPhone User Guide
Getting Started
QuickBank is meant to be exactly that: Quick. The application has two self explanatory tabs labeled Accounts & Transactions and Setup. The first step when using QuickBank is to set up the accounts you would like to keep track of. You may then set up categories to assign to your various expenses, although categories are not required. Accounts and Categories can be edited at any time, so don't worry if you need to add/edit/delete any of this information later. Once you have an account set up, you can start entering your transactions.
Creating/Editing/Deleting Accounts
Creating accounts is simple. Click on the Setup tab and then click on Accounts. To add a new account click in the box labeled New Account Name. Type the name of your new account and then push the
button. You can immediately add more accounts by entering the account name and pushing the
Now that your accounts have been added you can click on an account name to take you to the Account Detail screen. On the account detail screen you can edit the name of the account and assign a "Type" to the account. Account types are as follows: Bank Account, Cash Account, Credit Card Account, Investment Account, Asset Account and Liability Account. The account type is used when exporting your account data to a finance program such as Quicken or Microsoft Money. Press Save at the top right to save any changes you have made.
To delete an account, return to the Setup -> Accounts screen. Press the "Edit" button. Red delete icons will appear next to each account. Press the icon, then press the delete button to delete the account. When finished press the Edit button to resume back to normal. Note:All transactions associated with an account are deleted when you delete an account.
Creating Categories
Categories are a great way to organize and track your expenses. Adding categories with QuickBank is a very easy one-step process. Click on the Setup tab and then click on Categories. To add a new category click in the box labeled New Category Name. Type the name of your new category and then push the
To delete a category, return to the Setup -> Categories screen. Press the "Edit" button. Red delete icons will appear next to each category. Press the icon, then press the delete button to delete the category. When finished press the Edit button to resume back to normal.
QuickBank Preferences
There are a number of preferences you may want to customize in QuickBank. To get to preferences, click the Setup tab and then press Preferences. Remember to press save to save any changes you make on the preferences screen.
To change the currency type used in QuickBank, click on the currency text box and select the currency from the picker that appears on the screen.
If you export your account data to a finance application such as Quicken or Microsoft Money, you may need to change the date format to match your region's date format. To do this, click on the date format text box and select the format from the picker that appears on the screen
QuickBank allows you to set a password to protect your account information from anyone who may have access to your phone. To enable password protection enter your password in the password text boxes and slide the "Lock" to the ON position. IMPORTANT NOTE: Do not forget your password, there is no way to recover a lost password. If you are the forgetful type, be sure to write your password down and store it somewhere safe.
Creating and Deleting Transactions
Entering a new transaction with QuickBank is meant to be as fast and simple as possible. Click on the Accounts & Transactions tab and then select the account you would like to add a transaction to. This will bring you to the transactions screen. There are two text boxes at the top. One for the Payee or description and one for the Amount. To add a new transaction simply touch the Payee box and enter the description, touch the Amount box and enter the amount. At the top of the keyboard you will find buttons for "Debit" and "Credit". Press the button for the transaction type, and you are done!
To delete a transaction press the "Edit" button. Red delete icons will appear next to each transaction. Press the icon, then press the delete button to delete the transaction. When finished press the Edit button to resume back to normal.
Editing Transaction Details
Once you have entered a transaction you can go back and edit the transaction and add more details. Click on the transaction to open the transaction detail screen. Here you can edit the Payee Name, Amount, Date, Category, Memo, Check Number and Repeating Status for the transaction. To edit the Payee, Amount, Memo or Check Number, simply touch the text box for the item you want to edit. To edit the Date or Category touch the text box for Date or Cat and the appropriate picker will appear at the bottom of the screen. You can also take a photo with the iPhone camera and add it to the transaction. To do this press the "Add Image" button and take a photo. You can press the blue arrow button for a full screen view of the photo with full panning and zooming capabilities.
If you would like this transaction to automatically repeat (great for recurring bills), you can click in the Repeat field and select how often you would like the transaction to repeat. Once a day when you run QuickBank it will update itself and add any recurring transactions that are due.
Remember to press the save button at the top right to save any changes you have made.
Viewing Reports
QuickBank can give you insight into where your money is going by displaying reports and graphs based on your transaction data.
To view a report, select the reports tab and then select the type of report you would like to see. As of QuickBank 1.2 there are two report types: Spending by Category and Debt to Income. Spending by Category summarizes the totals of your transactions for each category and displays this information in a helpful pie graph. Debt vs. Income summarizes your debits vs. credits to show you the balance between your spending vs. income.
Exporting an Account
With QuickBank you can export your accounts and share your transactions with desktop finance applications such as Quicken and Microsoft Money. QuickBank converts your transactions to the QIF format which can be imported by nearly all major finance applications. You can either export all of your accounts at once and export them to a PC on your network directly via WiFi, or you can select an account to export via email. You can also choose to purge transactions when you export.
To Purge or Not To Purge: When you choose to export and purge, each transaction you export will be marked as purged. When a transaction is marked purged it will not be exported again in the future, helping to prevent duplicate transactions from appearing on your desktop finance application. If you find that you have marked items purged but still need to export them, you can turn on "Export Purged" using the preferences screen.
To export an account, go to Accounts and Transactions. Without selecting an account you can click on the action button at the bottom of the screen and choose WiFi Export or WiFi Export and Purge. If you highlight an account then click the action menu, you will have the option to perform an email export of the account.
WiFi Export
WiFi export is the preferred method of exporting data from QuickBank for a couple of reasons. First of all, with the WiFi export your data never leaves your network. (Note: Be sure that you are on your own network or a network you trust.) Secondly, exporting via WiFi will export each and every account all at once including any photos you have attached to transactions.
When you choose the WiFi export option QuickBank will present you with a web address on the screen. You can connect to this address using a web browser (Safari, Internet Explorer, Firefox, etc..) on a PC or Mac on your network. Here you will see a list of files for each account in QuickBank. Download the files to your PC or Mac by right clicking and choosing "Save As". Don't worry if you don't want to download all of your receipt images, they will remain in QuickBank even after the export.
Email Export
If you choose to export via Email you will be presented with a warning. Exporting via Email requires your export file to be uploaded to the QuickBank server. Before doing this you can choose to Cancel or Continue. After clicking continue, QuickBank will send your information to the QuickBank server and QuickBank will create an email reminder for you. You can send this email to yourself, or to anyone you wish to share this account information with.
Fetching your QuickBank File
Clicking the link in the email will take you to the QuickBank website to fetch your account file. Here you can download the file to your PC or Mac.
Importing your Account to Quicken or Microsoft Money
Once you have downloaded the file to your computer you can import the transactions into your desktop finance program. This is generally done by clicking File and selecting Import from the menu bar in your finance program. Select the file you downloaded and your finance program will import all of the transactions!
Quicken
Microsoft Money
