Ace Budget

About Ace Budget App

Ace Budget 3 is a powerful, fast, and easy to use financial application to help you track your daily expenses and income. You can create daily, weekly, monthly, semimonthly, and yearly budgets for an unlimited number of categories. You can also schedule transactions, create recurring transactions, view historical data, export data, and much more. Every feature of Ace Budget 3 is designed to be quick, clean, intuitive, and easy to use.

How do I transfer my data from Ace Budget 2 app to Ace Budget 3?

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.

If the steps above does not work, then you can use the Sharing Interface to save the Ace Budget 2 data to your computer, then copy that data to the Ace Budget 3 app. Please click on this link for instruction on how to use Files Sharing interface.

FAQs

How do I transfer my Ace Budget data from my old iPhone/iPad onto a new device?

You can use the app's backup/restore feature to backup your data from the old device. Then use the backup of the data to restore to your new device. Please use the instructions below.

Alternatively, you can also transfer your data by using the Finder application on Mac devices.

1. Connect your device via a USB cable to your Mac

2. Select your your device and then choose "Files" from the options at the top of the Finders window.

3. Expand the AceBudget3 entry and drag both the acebudget.sql database file to your Mac.

4. Drag the acebudget.sql database file from your Mac to the AceBudget3 entry in the Finders window.

I just purchase the full version of the Ace Budget app after trying out the lite version. How do I transfer my data over from the lite to full version?

To transfer the data, you will need to have both the lite and full version installed on your device. Then go to the Settings view of the Lite version and touch on the "Copy Data to Full Version" option.

How can I reorder the budgets from the main view?

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. Click Done when you are finish reordering.

How do I enable Face ID or Touch ID authentication?

Launch the Ace Budget app and go to the Settings screen. Toggle the Passcode Lock to ON, if it is currently OFF. Then set your passcode and make sure to turn the option for Face ID or Touch ID to ON. If the Passcode option is already ON from the Settings screen, then touch on the blue link text next to the "Required" text. The Lock Option screen will be presented for you to enable Face ID or Touch ID. Alternatively, you can also toggle the Passcode Option switch to OFF and then ON to reset the passcode as well as the Face ID/Touch ID option.

Any recommendations on how I should setup my budget categories?

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.

How do I create an Income budget category to track income with?

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.

How come I can't see any of the transactions I had in my budget?

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.

How do I view a budget's archived entries at the end of a budget cycle?

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.

How can I add or delete a transaction to a budget cycle that have already passed?

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.

Does the Ace Budget 2 application supports exporting of data for backup?Yes, the Ace Budget 2 application supports export of transactions in CSV format via email. To export, just touch the menu action icon 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.

How do I schedule a recurring transaction for a budget?

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.

How do I transfer fund from one budget category to another?

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.

Can I change the currency to € as I live in Europe?

Yes, the Accounts app supports the euro currency along with many other currencies. It also supports English, French, German, Italian, Portuguese, and Spanish languages.

To enable the Accounts app 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.

Is there a way for me to prevent accidental deletion of a budget category?

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.

How do I update an account name or other account properties?

To update an account, tap on the Edit button from the main view. Then tap on the circle 'i' button. Tap on Save when you are done.

From the account update screen you can edit properties such as account name, icon, next check #, or the 'include balance in total of all accounts' attribute.

How do I change the email address for transaction sharing with another iPhone?

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 flywheel button that shows up to the right of it.

3. Finally, click on 'Set Peer Email' to set the transaction sharing email address.

What is the budget rollover function used for?

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.

I forgot my Accounts app's passcode. How do I recover it?

Your passcode is stored locally in the database of the Accounts app on your device. In order to retrieve the passcode, you will have to download the database file on your computer by using the Finder's file sharing feature. Then you can use a database client such as an online one from https://sqliteviewer.app to view the content of the database. The passcode is stored in the Settings table under the column password. Please careful not to update any data directly from the database, as this can corrupt the database and break the application..