Files Sharing

About Files Sharing

The file sharing interface offers a simple solution for backing up your iPhone app data. You can use this backup anytime to copy or restore your data to an existing or new iPhone or iPad.

What application do I need to use for files sharing?

For Macs, please use the native Finder app. On Windows PCs, please download the 'Apple Devices' application from the Microsoft Store.

FAQs

How do I backup and restore data using the Finder app on my Mac?

To backup app data:

1. Connect Your iPhone to Your Mac

   • Use a Lightning cable to connect your iPhone to your Mac.

   • Unlock your iPhone if prompted and trust the computer.

2. Open Finder

   • On your Mac, open the Finder app. Your iPhone should appear in the left-hand sidebar under "Locations."

3. Select Your iPhone

   • Click on your iPhone in the sidebar to view its details.

4. Backup Options

   • In the "General" tab, choose Back up all the data on your iPhone to this Mac.

   • Check the box for Encrypt local backup if you want to secure your backup with a password (this is necessary to back up sensitive app data like health data).

5. Start the Backup

   • Click Back Up Now to create a full backup of your iPhone, including app data.

6. Verify the Backup

7. Once the backup is complete, go to Finder > Preferences > Manage Backups to ensure your backup appears in the list.

To Restore App Data:

1. Connect Your iPhone to Your Mac

   • Use a Lightning or USB cable (depending on the model) to connect your iPhone and unlock it.

2. Open Finder

   • Select your iPhone from the "Locations" section in the Finder sidebar.

3. Choose the Backup

   • In the "General" tab, click 'Restore Backup'.

4. Select the Backup File

   • From the list, choose the backup that contains the app data you want to restore.

5. Enter Backup Password (if applicable)

   • If the backup was encrypted, enter the password to proceed.

6. Restore the Data

   • Click 'Restore' and wait for the process to complete. Your iPhone will restart once the restoration is done.

How do I backup and restore data using the App Devices app on my Windows PC?

Backing Up Data:

1. Connect Your Device to Your PC

   • Use a compatible USB cable to connect your iPhone or iPad to your Windows PC.

   • Unlock your device and, if prompted, tap 'Trust This Computer' on your device.

2. Launch the App Devices App

   • Open the 'App Devices' app on your Windows PC. If you don’t have it installed, download it from the Microsoft Store or the official website.

3. Select Your Device

   • In the app, locate and select your connected device. It should appear in the list of available devices.

4. Choose the Backup Option

   • Navigate to the 'Backup' tab or section.

   • Select 'Back up all data' to save the app data and settings from your device.

5. Start the Backup

   • Click the 'Start Backup' button and wait for the process to complete. Choose a location on your PC to save the backup file.

6. Verify the Backup

   • After the backup is complete, check the specified location to ensure the backup file is saved successfully.

Restoring Data:

1. Connect Your Device to Your PC

   • Use the same USB cable to connect your device to your PC.

   • Unlock your device and confirm the connection if prompted.

2. Open the App Devices App

   • Launch the app on your PC and ensure your device appears as connected.

3. Select the Restore Option

   • Go to the 'Restore' tab or section of the app.

   • Browse and select the backup file you created earlier.

4. Start the Restore Process

   • Click 'Restore' to begin transferring the data back to your device. Make sure your device remains connected throughout the process.

5. Complete the Restoration

   • Wait for the restoration process to finish. Your device may restart during this process. Once done, verify that the data has been successfully restored.

How do I reorder transactions that occurs on the same day to match my bank statement?

You can reorder transactions occurring on the same date by updating the transaction in the order that they occur in your statement. For this to work, remember to tap on the date field (but do not change the date) for each of the transactions before saving the transaction. Tapping on the date field will indicate that you want to change the time portion of the date for the purpose of reordering.

How do I split a transaction among different categories?

You can create a split transaction by selecting the category button from the transaction entry screen and then selecting the Split button on the bottom of the category selection screen. Finally, enter the split amounts for the various categories and touch on the 'Done' button.

How do I use the reconcile feature of the Accounts app?

Reconciling is done by checking or unchecking the gray square box next to the transaction to mark it as being cleared or outstanding. The Total Cleared balance and Total Outstanding balance will be updated instantly as you check/uncheck each transaction.

To reduce clutter by hiding transactions that are already reconciled, please go to Settings screen and toggle the 'Hide Reconciled Transactions' switch to the off position.

Does the Accounts application support transfer of fund between accounts?

Yes, you can make a transfer by clicking on the meu icon on the bottom right of the Accounts or Transactions screen.

Choose 'Transfer' and then select the 'from' account and 'to' account. Enter the amount to transfer and tap on Save.

How do I schedule a recurring transactions?

Touch on the 'Recurring' tab bar button on the bottom. Next, click on the + button to the add a recurring transaction. Fill in the information and click on the 'Save' button.

Does the Account app supports exporting of data in CSV, QIF, or HTML format?

Yes, the Accounts app supports export of transactions via email. To export, just touch the menu icon on the bottom right of the accounts or transactions screen and then select 'Export Transactions'. Then select the data format (CSV, QIF, or HTML) that you want to export with and tap on the 'Send' button.

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 an account?

Yes, you can use the Settings Page to lock deletions of accounts. If you then try to delete an account 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 account, 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 can I reorder the accounts 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 account name to reorder the account. Click Done when you are finish reordering.

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.

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..