FYI Mobileware, Inc.

iXpenseIt
User Guide
For iPhone and iPod Touch

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Contents

I.

General Information
How to contact iXpenseIt Support................................................................... 5 Which languages are available in iXpenseIt..................................................... 5 How to search records..................................................................................... 5 How is daily average computed....................................................................... 6 How to navigate through days......................................................................... 6 How to view monthly records........................................................................... 6 7

II.

Settings
How to turn password ON/OFF........................................................................ 8 How to change password................................................................................. 8 How to recover password................................................................................. 8 How to enable/disable Save Photo function..................................................... 9 How to setup default quick entry method....................................................... 9 How to setup mileage/km rate.......................................................................... 9 How to change display date descending/ascending....................................... 10 How to enable disable VAT/GST input............................................................ 10 How to change local currency........................................................................ 10 How to use the currency conversion function................................................. 11

III.

Creating Expense Records

How to add a new expense record..................................................................12 How to add a photo of your expense receipt.................................................. 12 How to add repeat expense records............................................................... 13

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IV.

Customizing Keywords
How to add keywords.................................................................................... 14 How to edit keywords.................................................................................... 15 How to customize the order of keywords...................................................... 15 How to delete keywords.................................................................................16

V.

Deleting & Editing Records

How to delete a single record.........................................................................17 How to mass delete records.......................................................................... 17 How to delete a single repeat expense record...............................................18 How to delete all repeat expense records......................................................18 How to edit an expense record...................................................................... 19 How to edit a repeat expense record............................................................. 19

VI.

Setting Budget
How to turn budget ON/OFF.......................................................................... 20 How to create budget..................................................................................... 20 What is simple budget?.................................................................................. 21 What is detail budget?................................................................................... 21 What is custom budget?................................................................................ 22 How to setup custom budget........................................................................ 22 How to add a custom budget........................................................................ 23 Example 1: How to setup a one-time vacation budget....................... 24 Example 2: How to setup a budget for your income cycle..................24 How to select a primary custom budget..................................................... 25 How to delete a custom budget..................................................................... 25 How to edit a custom budget......................................................................... 25 How to view the history and records of a custom budget............................. 26 Setting up multiple budget accounts............................................................. 27

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VII. Generating Reports

How to customize the expense summary....................................................... 28 How to generate reports by keywords.............................................................28 How to generate daily/weekly/monthly/yearly reports.................................... 29 How to view the bar/pie graph of the expense summary................................ 29

VIII. Exporting & Importing Data

How to export data in .CSV or HTML format via Email.................................. 30 How to export data in .CSV or HTML format via Wi-Fi................................... 31 How to export a single record with photo attachment................................... 32 About Import from .CSV.............................................................................. 33 How to Import .CSV Exported from iXpenseIt................................................ 34 How to Import .CSV Exported from a Spreadsheet program......................... 35 How to post data from FYI Mileage................................................................ 37 How to backup & restore data.........................................................................38

IX.

FAQ & Solving Issues

Going from iXpenseIt Lite to full-version iXpenseIt......................................... 39 App stability issues......................................................................................... 39 Data export issues.......................................................................................... 40 ! Email Export Issues, Wi-Fi Export Issues, .CSV & Excel Issues Expenses are not deducting from Budget.......................................................41 Budget amount is full, even with expense records......................................... 42

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General Information

How to contact iXpenseIt Support

1) Touch the Settings icon on the bottom of the main screen 2) Touch About located at the top of the Default Settings screen 3) Click on the link for Feedback or Support to contact iXpenseIts support team ! Emails: ! Feedback: feedback@ixpenseit.com ! Support: support@ixpenseit.com

Which languages are available in iXpenseIt

iXpenseIt currently supports the following language interface: English; Spanish; French; Dutch; German; Japanese; Russian; Italian; Danish; Finnish; Korean; Chinese (Simplied & Traditional) You can change to the interface language by changing the Language setting on the devices Settings -> General -> International -> Language
If you would like to help us with the translation of an additional language, please email us at support@ixpenseit.com. If you notice anywhere in the app that the translation if not correct, please email us so we can x it.

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General Information

How to search records

1) Touch the Search icon on the bottom of the main screen 2) Enter a keyword (i.e. category/subcategory name, vendor name, expense amount, etc.) using the keypad, and touch Search.

How is daily average computed

The daily average is computed by: Total expense of the current month divided by the number of days between the rst expense record and the last expense record of the month.

How to navigate through days

There are two ways that you can navigate through the days in iXpenseIt. The rst is by using the standard arrow navigation alongside the date on the main screen, which will scroll through each day. The second way is by touching the calendar icon next to the date. This will display a calendar view, where you can choose the date you want to display. (Dates with records will be indicated with a dot under the date.) To jump back to the current date (Today), tap the middle of the date navigation eld. p.6

General Information
How to view monthly records

1) Touch the Monthly icon on the bottom of the main screen. 2) In the monthly view, you can see all the expense records for the month arranged by Categories. -The Expense Total for that month is displayed in blue below the month -The numbers in the parenthesis are the total number of expense records per category -The expense amount for each category is displayed in each category eld -The blue arrow icons will display all the expense records under a category -The date descending/ascending for the record listing can be chosen in the Settings. 3) You can also scroll through previous and future months using the arrows next to the month displayed. p.7

Settings
How to turn passcode ON/OFF
1) Touch the Settings icon on the bottom of the main screen. 2) Touch the Passcode eld. 3) Slide your nger above the ON/OFF switch for the Passcode Lock to enable/disable passcode. 4) If enabling passcode, enter the a 4-digit passcode, conrm the passcode, and assign a valid email address to which the passcode can be sent to in case it is lost or forgotten, then touch Done.

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How to change passcode

1) Touch the Settings icon on the bottom of the main screen 2) Touch the Passcode eld to display the Passcode Lock screen 3) Simply enter a new 4-digit passcode, and conrm it in the designated eld, then touch Done.

How to recover passcode

1) Launch iXpenseIt. 2) If the passcode is enabled in the Settings, the passcode input screen will appear. 3) You will get an option to send a passcode recovery email to the address you assigned when setting up the passcode after 3 failed log-in attempts.

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Settings
How to enable/disable Save Photo function
The Save Photo option in the Default Settings screen allows you to save a duplicate photo of the receipt image taken on iXpenseIt to the devices camera roll library. The new default is turned OFF, so you can easily turn it ON in the Settings.

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How to setup quick default entry method

1) Touch the Settings icon on the bottom of the main screen. 2) On the Default Settings screen, touch the Default Entry eld to select which eld you would like to enter rst when creating a new expense record.

How to setup mileage/km rate

1) Touch the Settings icon on the bottom of the main screen 2) On the Default Settings screen, touch the Mileage/Km Rate eld and input the applicable rate in the window provided.

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Settings

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How to enable/disable VAT/GST input

Value Added Tax (VAT) / Goods and Services Tax (GST) is a form of indirect tax applied to a product or service. Some countries allow VAT/GST refunds. You can keep track of this by entering it in the VAT/GST amount eld on the New Record screen. 1) Touch the Settings icon on the bottom of the main screen. 2) On the Default Settings screen, touch the VAT/GST eld to display the VAT/GST screen. Turn the switch ON to enable VAT/GST amount entry, and OFF to disable. For countries that do not use VAT/GST, this should be OFF (default).

How to change display date descending/ascending

1) Touch the Settings icon on the bottom of the main screen. 2) On the Default Settings screen, touch the Default Entry eld to display the elds you can select to enter rst by default when creating a new expense record. (Default Entry selections are: None, Amount, Category, Currency, Date, Note, Payment, Vendor)

How to change local currency

1) Touch the Settings icon on the bottom of the main screen. 2) On the Default Settings screen, touch the Currency eld to display the list of supported currencies, and select the applicable currency from the list. (The currencies are in ISO-4217 standard code.) 3) Please note that you can also set different currencies when entering expense amount for a new record, or you can convert it to the local currency if the Currency Conversion function is enabled. This is very useful for international travelers!

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Settings
How to use the currency conversion function
When creating a new expense record, the Currency Conversion function will convert foreign currency to the base currency (as set in Default Settings) using updated currency exchange rate from Google Finance. 1) First touch the Settings icon on the bottom of the main screen, and from the Default Settings screen, touch the Currency Conversion eld, and turn the switch ON to enable the function. 2) To use the Currency Conversion function, touch the New icon, or touch an empty expense record eld on the main screen to go to the New Record screen. 3) On the New Record screen, touch the Amount eld to display the number pad. Touch the currency button on the bottom center of the number pad to display the list of currencies, and select the foreign currency where you incurred the expense.

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4) Go back to the number pad screen, and enter the expense amount in foreign currency. A currency conversion screen will appear,displaying the amount in foreign currency, the exchange rate, and amount in base currency (as set in Default Settings). Touch Done to return to the New Record screen. 5) The amount in foreign currency, and the exchange rate will automatically be added into the Notes eld on the new record.

Note: You can manually set the currency exchange rate by tapping on the rate eld and inputing a rate. This is useful if the desired currency exchange rate is not available, or if your device is not connected to internet.

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Creating Expense Records

How to add a new expense record
1) Touch the New icon on the bottom of the main screen. 2) On the New Record screen, enter the expense Amount, and specify the Type, Category, Subcategory, Date, Payment method, and Vendor. 3) Tap Save on the top right corner to save the entry.

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4) You can also go to the New Record screen by touching a blank expense record eld on the main screen.

How to add a photo of your expense receipt

1) Touch the Camera icon box on the upper left corner of the expense record screen. You may add receipt photos when creating a new record, or when editing an existing record. 2) You may take a new photo of the receipt with the camera if you have an iPhone, or select from an existing photo from your devices Photo Album. Note: If you want to save duplicate photos of the receipts in your Camera Roll library, go to Settings and turn Save Photo ON.

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Creating Expense Records

How to add repeat expense records
The Repeat Expense function allows you to create automaticrecurring expenses for expenses that are repeated, such as your utility bills or rent. 1) Touch the New icon, or touch an empty expense record eld on the main screen to display the New Record screen. 2) On the New Record screen, enter the expense Amount, and specify the Type, Category, Subcategory, Payment, and Vendor. 3) Touch the Date eld. By default, the Repeat frequency is set to Never. First, set the Start Date of the repeat expense.

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4) Touch the Repeat eld, and you will get an option to choose the frequency of the repeat expense. 5) Select the frequency, then go back to the previous screen. Now, se the End Date of the repeat expense by touching the End Repeat eld. Note: If you choose Custom Repeat, you will get a prompt to enter how many days you want a repeat cycle to be.

6) Return to the New Record screen. A repeat icon will appear next to the Date eld, indicating a Repeat Expense. (This same icon will appear next to the expense record when displayed on the main screen.)

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Customizing Keywords
How to add keywords
1) Touch the Settings icon on the bottom of the main screen to display the Default Settings screen. (You can also add keywords while creating a new record.) 2) You can add new Types, Categories, Subcategories, Payment methods and Vendors to customize the keyword list to your expense tracking needs. 3) For example, to add a new Category, tap the Category eld on the Settings screen. 4) Tap Edit on the top right corner of the Category screen.

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5) Tap the + icon on the top left corner to add a new Category. The other keywords (Type, Subcategory, Payment, Vendor) are added the same way.

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Customizing Keywords

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How to edit keywords

1) Touch the Settings icon on the bottom of the main screen to display the Default Settings screen. 2) You can Edit existing Types, Categories, Subcategories, Payment methods and Vendors. (For Category & Subcategory, you can edit their name and/or icon.) 3) For example, to edit an existing Vendor name, tap on the Vendor eld on the Settings screen. 4) Tap Edit on the top right corner, then tap on the Vendor you wish to edit. 5) When nished editing, tap Save on the top right corner.

How to customize the order of keywords

1) Touch the Settings icon on the bottom of the main screen to display the Default Settings screen. 2) You can customize the order of the rows for Types, Categories, Subcategories, Payment, and Vendors. 3) For example, if you want to rearrange the rows for Category, tap the Category eld on the Settings screen to display the list of existing Categories. 4) Tap Edit on the top right corner. 5) Hold the along the right side of the row you want to move, and drag it to the desired position. 6) When nished, tap Done to save.

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Customizing Keywords
How to delete keywords
1) Touch the Settings icon on the bottom of the main screen to display the Default Settings screen. (You can also delete keywords while creating a new record.) 2) You can delete existing Types, Categories, Subcategories, Payment methods and Vendors in two different ways: A) Tap Edit on the top right corner of the screen, then tap the red stop sign icon along the left to delete.

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B) Slide your nger across the row you want to delete, then tap the red Delete button that appears on its right.

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Deleting & Editing Records

How to delete a single record
There are two ways you can delete a single expense record: 1) From the main screen, you can slide your nger across the expense record that you want to delete. A red Delete icon will appear next to the record, and you can touch it to conrm delete.

2) You can also delete from the Record display, by touching the trash icon on the bottom right corner. A message prompt to conrm the delete or cancel will appear.

How to mass delete records

1) Touch the Report icon on the bottom of the main screen. 2) Select the date range of the data you want to mass delete with the From:/To: options 3) Specify the Type, Category, Subcategory, Vendor, Payment, & Currency if you only want to lter the data you want to delete in the date range selected; otherwise, select ALL 4) Touch the trash icon on the bottom right corner. A message prompt to conrm the delete or cancel will appear.

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Deleting & Editing Records

How to delete a single repeat expense record
1) Display the Repeat Expense record that you want to delete on the screen. Touch the trash icon on the bottom right corner.

2) The option to delete This Entry Only or delete All Future Entries will appear. Select This Entry Only. This will only delete this record that you are currently displaying on the screen.

How to delete all repeat expense records

1) Display the Repeat Expense record you want to delete on the screen. Touch the trash icon on the bottom right corner. 2) An option to delete This Entry Only or delete All Future Entries will appear. Select All Future Entries. Please note that deleting all future entries applies only to future records, and records prior to the current record displayed will not be deleted.

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Deleting & Editing Records

How to edit an expense record

1) Find and display the expense record that you want to edit. 2) Touch the Edit icon on the top right corner. 3) When nished editing, touch the Save icon on the top right corner.

How to edit a repeat expense record

1) Find and display the Repeat Expense entry that you want to edit. 2) Touch the Edit icon on the top right corner. 3) After editing, touch the Save icon on the top right corner. 4) A message prompt will ask if you want to apply the changes to This Entry Only or All Future Entries. If you choose This Entry Only, the changes will only be applied to the single entry that is currently displayed. If you choose All Future Entries, the change will be applied to all future repeat entries; the past entries dated before the one edited will not be affected.

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Setting Budget

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How to turn budget ON/OFF

1) Touch the Settings icon on the bottom of the main screen. 2) On the Default Settings screen, touch the Budget eld. 3) Select OFF to disable the budget feature. If the budget is off, the Summary Panel on the main page will display gures for: total # of Expenses, total Expense amount, Daily average, and Top expense of the month. 4) To turn the budget ON, select any of the following budget modules: Simple Budget, Detail Budget, Custom Budget to t your needs.

How to create your budget

To create your budget, touch anywhere in the metallic box displayed at the top of the main screen. If you have the Budget turned ON, the box will show your Daily Average Expense, Total Budget, Total Expense, and Balance for that month. If you have the Budget turned OFF, the box will show the Total number of Expenses, Total Expense Amount, Average Expense per day, and the Top Expense of that month. You will be presented with choices between Simple Budget or Detail Budget.

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Setting Budget

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What is simple budget?

Simple budget is for users who just want to enter an estimated monthly spending amount, as a visual indication of the remaining balance for the current month. This amount, once set, will be used for all future months until changed. Note: The currency of the budget amount is based on your default currency in the Settings.

What is detail budget?

Detail budget enables the user to set a different budget for each existing expense category. You can set different budget amounts for each month, and also for enter budget amounts for future months. Under each categorys budget, the balance left for each category is displayed in green. The blue arrow icon will display the individual expense records within that category for that month. Note: The currency of the budget amount is based on your default currency in the Settings.

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Setting Budget
What is custom budget?

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The "Custom Budget" provides users with more exibility in setting up their budget. With Custom Budget, you can create multiple budget accounts with balancing and rollover, set exible budget periods, and expense ltering. You can set up an one-time vacation budget, a weekly food budget, a budget account to t your payday cycle...and many more, to t your budgeting needs.

How to setup custom budget

To set up your Custom Budget, rst go to "Settings," and touch the "Budget" eld to display the choices of Budget modules you want to use. Check the Custom Budget, and go back to the main screen. NOTE: The budget setting is now consolidated in the Settings tab.

On the main screen, touch the "battery" icon. If this is your rst time setting up a Custom Budget, you will see a sample custom budget account, which you can edit/delete once you create your own account.

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Setting Budget
How to add a custom budget
1) To create a Custom Budget account, touch the "Edit" button on the top right corner of the Custom Budget screen.

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2) Touch the "+" icon on the top left corner of the screen, to display the screen to create your custom budget.

3) Enter your desired Budget Name, Amount (per budget cycle), Cycle (repeat frequency of your budget), Start date, Rollover ON or OFF (if turned ON, balance leftover from previous budget cycle will carry over into the next cycle). You can also lter the expense types, category, subcategory, vendor, and payment methods that you want to include in the particular budget account. 4) When nished entering all the information, touch the "Save" button on the top right corner. p.23

Setting Budget
Example 1: How to set up a one-time vacation budget
1) Touch the Edit button on the top right corner of the Custom Budget screen. 2) Touch the + icon on the top left corner of the screen, to display the screen to create your custom budget. 3) For example, we will set up a one-time budget account for your one week vacation to Miami, from April 25th to May 2nd. 4) Enter the Budget Name. (Tip: A descriptive budget name will make it easier for you to look through your budget accounts later on.) Then, enter the Budget Amount for the vacation, set the Cycle to Once, and set the Start date to Apr 25, 2009, and End date to May 2, 2009. 5) Next, set up the expense lter, by specifying which type/ category/subcategory/payment/vendor will be included in the vacation budget during the period specied. You can also specify more than one for each eld if needed. For example, you can set the Type: Personal, Category: Vacation so all expense records that have both Type: Personal & Category: Vacation within the Start/End dates specied will be included in the vacation budget calculation.

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Example 2: How to set up a budget for your income cycle (Paid monthly on the 25th)
1) Touch the Edit button on the top right corner of the Custom Budget screen. 2) Touch the + icon on the top left corner of the screen, to display the screen to create your custom budget. 3) To set up a recurring budget for your income paid on the 25th every month, you can enter the budget Amount as the income you receive per month, Start date to, for example, Apr 25, 2009, and set the Cycle to Monthly. You can also set the Rollover ON, which will allow balance left from previous cycle to carry over into the next cycle. 4) You can also set up the expense lter at the bottom, to narrow down which expense records will be included in the budget calculation for this account.

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Setting Budget
How to select a primary custom budget
You can create as many Custom Budget accounts as you want. You can choose one account to make your "primary" custom budget to show the daily average, total expense, budget, balance on the main screen summary panel, by touching "Edit" on the Custom Budget screen, then dragging the one you want to make "primary" to the top with the "" along the right.

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How to delete a custom budget

1) To delete a custom budget, touch the "Edit" button on the top right corner of the Custom Budget screen. 2) Touch the red "delete" icon that appear along the left of the custom budget accounts to delete.

How to edit a custom budget

1) To edit a custom budget, touch the Edit button on the top right corner of the Custom Budget screen. 2) Touch anywhere within the custom budget panel that you want to edit, to display the Editing screen. 3) When nished editing, touch the Done button on the top right corner to save the changes.

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Setting Budget
How to view the history and records for a custom budget
1) To view the history of the previous budget cycles from the specied Start date to the current cycle, touch the "battery" icon on the main screen to display the Custom Budget accounts. 2) Touch anywhere within the eld of a custom budget account, and it will display the "History" screen for that budget account. The History screen will display: -Budget Name -Number of expenses within the budget cycle (in parenthesis) -Budget cycle period (start/end date) -Rollover amount (if Rollover is ON) -Remaining balance for each budget cycle

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3) You can also display all the expense records in each custom budget cycle, by touching anywhere within the eld of a budget cycle on the History screen.

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Setting Budget
Setting up multiple budget accounts

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When setting up multiple budget accounts, it is important to assign specic keywords to each budget so only specic expenses will deduct from each account. For example, if you want to create accounts for your Business expenses and Personal expenses, you can assign Type: Personal to your Personal budget, and Type: Business to your Business budget when setting up your Custom Budget. By doing this, only expenses with Type: Personal will deduct from the Personal Budget, and only expenses with Type: Business will deduct from the Business budget. If you want to narrow down your budget breakdown even more, you can choose more keywords per budget, so the expenses deducted would be more specic. For example, you can choose Type: Personal AND Category: Household to track expenses with both these keywords.

You can also choose Type: Personal AND Category: Utilities, Home (multiple categories) so expenses with either Type: Personal/Category: Utilities and Type: Personal/Category: Home will deduct from the budget. p.27

Generating Reports

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iXpenseIt allows users to generate fully customized Expense Summary Reports and Graphs. You can choose the time frame of your report, and also lter expense records if you only want to include specic data in the summary.

How to customize the expense summary

1) Touch the Report icon on the bottom of the main screen. 2) Select the Date Range of the data you want to include with the From/To options. 3) You can also specify the Type, Category, Subcategory, Payment, Vendor, and Currency, if you only want to include specic data in the report summary. If you just want to see the summary of all expenses in the indicated time frame, select ALL for the keynotes. 4) From the Display by option, choose how you want the report to be arranged and displayed. (By Categories, Subcategories, Types, Vendors, Payments, Yearly, Monthly, Weekly, Daily.) 5) Touch the Summary icon on the bottom left corner to display the Report Summary. 6) Individual records can be viewed by touching the blue arrow icon along the right.

How to generate reports by keywords

1) Touch the Report icon on the bottom of the main screen. 2) Select the Date Range of the data you want to include with the From/To options. 3) You can also specify the Type, Category, Subcategory, Payment, Vendor, and Currency, if you only want to include specic data in the Report. If you just want to see the Report for all expenses in the indicated time frame, select ALL. 4) From the Display by option, you can choose the following keynotes to arrange your report by: Categories, Subcategories, Types, Vendors, Payments. 5) Touch the Summary icon on the bottom left corner to display the Report Summary. The number of records (in parenthesis) and total amount per eld will be displayed, as well as the total expense amount for the time period at the bottom right corner. 6) Individual records can be viewed by touching the blue arrow icons along the right. p.28

Generating Reports
How to generate daily/weekly/monthly/yearly reports
1) Touch the Report icon on the bottom of the main screen. 2) Select the Date Range of the data you want to include with the From/To options. 3) You can also specify the Type, Category, Subcategory, Payment, Vendor, and Currency, if you only want to include specic data in the Report. If you just want to see the Report for all expenses in the indicated time frame, select ALL. 4) From the Display by option, choose Daily, Weekly, Monthly, or Yearly. 5) Touch the Summary icon on the bottom left corner to display the Report Summary. The number of records (in parenthesis) and total amount per eld will be displayed, as well as the total expense amount for the time period at the bottom right corner. 6) Individual records can be viewed by touching the blue arrow icons along the right.

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How to view bar/pie graph of the expense summary report

1) Touch the Report icon on the bottom of the main screen. 2) Select the Date Range of the data you want to include with the From/To options. 3) You can also specify the Type, Category, Subcategory, Payment, Vendor and Currency, if you want to include specic data in the Report. Otherwise, select ALL. 4) From the Display by option, choose the way you want your graph to be arranged. (By Categories, Subcategories, Types, Vendors, Payments, Yearly, Monthly, Weekly, Daily.) 5) Touch the Bar or Pie icon to generate the graph for the indicated date range. The total expense amount is shown at the bottom right corner of the graph. 6) You can also touch the section of the graph in which you want to see a break down. For example, a Category graph will break down to Subcategory graph, and Daily graph into Category graph per day.

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Exporting & Importing Data

How to export report in .CSV/HTML format via Email
1) Touch the Report icon on the bottom of the main screen. 2) Select the date range of the data you want to export with the From/To options. 3) Specify the Type, Category, Subcategory, Vendor, and Payment if you want to export only specic data in the date range selected; otherwise select ALL. 4) Touch the Export icon on the bottom of the screen. 5) You will get a choice of export method: Email or Wi-Fi. Choose Email to export your data via Email. 6) On the Export screen, touch either Send .CSV or Send HTML. (If exporting in HTML format, you can also choose a template.)

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.CSV reports will have an attached le which can be opened on your computers spreadsheet program, such as Numbers, OpenOfce, and Excel. HTML reports will export a .zip le of receipt images (if any) and the report table as an attachment. (The email body will also have a report table, but with no Receipt column The attached .zip le has the table with receipt image thumbnails.

7) Please make sure to enter a valid email address in the To: and From: elds, and also the CC:/BCC: and Subject: elds if applicable. (The From: eld defaults to your devices main Email account, but you can switch to another email account set up on your device if you prefer.) 8) When all elds are entered, tap Send. p.30

Exporting & Importing Data

How to export report in .CSV/HTML format via Wi-Fi
1) Touch the Report icon on the bottom of the main screen. 2) Select the date range of the data you want to export with the From/To options. 3) Specify the Type, Category, Subcategory, Vendor, and Payment if you want to export only specic data in the date range selected; otherwise, select ALL. 4) Touch the Export icon on the bottom of the screen. 5) You will get a choice of export method: Email or Wi-Fi. Choose Wi-Fi to export your data via Wi-Fi.

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6) On the Wi-Fi Export screen, follow the instructions displayed. Launch your computers web browser, then enter the address shown. DO NOT exit the screen while downloading the exported les. 7) From your web browser, click on the xxxxx.CSV link to view/save your data in .CSV format; click on xxxxx.HTML link to view your data in HTML format. Note: To save the HTML with photo receipt images, please use either Mozilla Firefox or MIcrosoft Internet Explorer. Click File -> Save As (Save as type: Webpage, Complete) Apple Safari does not save linked pages (Images) automatically.

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Exporting & Importing Data

How to export a single record with photo attachment
1) Display the record you want to export on the screen by selecting an existing record, or Save a new record entry. 2) Touch the Export icon on the bottom left corner of the Record screen.

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3) The Export Record screen will display. Enter the recipients email address in the To: eld, and the CC:/BCC: and Subject: if applicable. The From: eld will have the address of your devices primary email account, but this can be changed to another account by tapping on the From: eld. 4) Tap Send on the top right corner to export.

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Exporting & Importing Data

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About Import from .CSV

The Import from .CSV feature allows users to import expense data from a .CSV le exported from iXpenseIt. Potential use of this feature includes: - Users can export .CSV reports as backups for expense records and easily import data back in case of data loss. - Users can combine expenses by importing the other users .CSV le to add their expense data to their iXpenseIt. - Users can open exported .CSV les in their computers spreadsheet program to modify/add data. The modied .CSV can be imported back to iXpenseIt to add new expense entries. Limitations of .CSV Import iXpenseIt will import NEW expense data by importing from .CSV. These new records will, however, not include images and repeat expense settings if any. Also, if a new Type, Category, Subcategory, Payment method, and/or Vendor were added when modifying the .CSV on a spreadsheet program on you computer, the records will be imported but those new keywords will not be added to the existing list of keywords that you have in iXpenseIt.

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Exporting & Importing Data

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How to Import .CSV exported from iXpenseIt

1) Tap on the Settings icon on the bottom right corner of the main screen 2) Scroll down and tap the Import from .CSV eld 3) Open your computers web browser, and enter the http address displayed. Please do NOT exit the screen with the http address on your device screen until upload of the le is complete. 4) On your computers web browser, Choose the .CSV le that you want to import, then click Upload.

5) On your device, a message will prompt showing the number of new records that will be imported from the CSV. if correct, tap OK to conrm the import. You can also tap No if you want to cancel the import. 6) Tap OK again, to complete the .CSV import. NOTE: If the interface language of your iXpenseit is not in English, please open the .CSV le before import in a text editor program on your computer (i.e. TextEdit, Notepad) and see if the Header row is in English. If not, please replace the header row with English as shown below: Date,Type,Category,Subcategory,Vendor,Payment, Currency,Amount,Note p.34

Exporting & Importing Data

How to Import .CSV exported from a spreadsheet program

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When importing .CSV that has been modied on a spreadsheet program (i.e. Numbers, Excel, OpenOfce, etc.) on your computer, please make sure to conform to the following guidelines for successful import back to iXpenseIt: 1) Check to see that the Header row (with the Date, Category, Subcategory, etc.) is in the FIRST row of the spreadsheet table. (Delete all the rows above the header row.)

(...to get a table like this.)

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Exporting & Importing Data

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2) Export or Save As the spreadsheet as a .CSV le. The .CSV le needs to be in the following format for import. You can open the .CSV generated from your spreadsheet in a Text Editor program on your computer (i.e. TextEdit, Notepad, etc.) to check the format.

TIPS: - Please make sure the header row is in English: Date,Type,Category,Subcategory,Vendor,Payment,Currency,Amount,Note - Please make sure the DATE eld is in the format above, for example October 1, 2009 with quotes around it. - Please make sure that any eld with a comma in it has quotes around it as well. (For example in the Notes, Bread, butter, and eggs needs to have quotes around it.)

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Exporting & Importing Data

How to post data from FYI Mileage
1) Launch FYI Mileage. 2) Display the trip entry you want to export to iXpenseIt on the screen. 3) Touch the Export tab, and touch iXpenseIt. 4) iXpenseIt will launch, and will display a New Record for your FYI Mileage trip record. 5) The Category will be Auto, and Subcategory will be Mileage (or a equivalent subcategory for foreign language interfaces).

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6) The details of the trip (Trip Name; Destination; Starting Odometer; Ending Odometer; Trip Distance; Rate; Car; Driver) will be automatically entered into the Notes. Note: The FYI Mileage trip record will automatically get saved when posted into iXpenseIt.

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Exporting & Importing Data

How to backup & restore data (Wi-Fi required)
To ensure that you do not lose your expense data, we recommend our users to save a backup le of their iXpenseIt data to their computer, especially before updating the app or the software. iXpenseIts backup/restore feature allows users to save a le of all their expense data and settings to their computer, and restore it back to their device when needed. 1) Touch the Settings icon on the bottom of the main screen. 2) Touch the Backup/Restore eld to display the backup/ restore WiFi screen. 3) Follow the directions on the screen. Launch your computer web browser, then enter the address shown. DO NOT exit the screen while downloading/uploading les.

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4) Click on the link provided on your browser to download the backup le to your computer.

5) To upload the backup le to restore data into iXpenseIt, go to Settings and touch the Backup/Restore eld to display the backup/restore WiFi screen. 6) Follow the directions on the screen. Launch your computer web browser, then enter the address shown. DO NOT exit the screen while downloading/uploading les. 7) Click on the Choose File button on the browser to select the backup le that you want to upload and restore. (You can save multiple backup les on your computer, and choose which one to restore.) 8) After choosing the le, click the Upload button on the browser, and you will get a message prompt on your device: Do you want to restore your uploaded database? Current database will be replaced and you need to restart iXpenseIt. Conrm, and touch Yes to complete the data restore. IMPORTANT: Please note that restore will replace iXpenseIt data with the copy restoring.

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FAQ & Solving Issues

Going from iXpenseIt Lite to full-version iXpenseIt
We know that choosing a good nance tracking app is hard. That is why there is the trial version of iXpenseIt, iXpenseIt Lite available for download for free on iTunes App Store. iXpenseIt Lite has all the features included in the full-version iXpenseIt, except for the limitation of maximum 200 expense entry input with Ad. With the Lite version, you can test out the ease of navigation and data entry, customizable settings to adapt to the expense tracking needs of everyone, detailed and customizable reporting feature, selection of export features and more... Upon the purchase of the full-version, you can transfer the data created in the Lite version by tapping on the Post to iXpenseIt eld on the Settings screen of your Lite version.

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App stability issues

Application stability is a common issue regarding third party apps especially for iPhones (especially models prior to 3GS), which has only a limited RAM of 128MB (3GS has twice as much RAM, which makes it more stable). Of that, approximately 70% is reserved to run its core apps (i.e. Phone, SMS, Clock, etc.), and the remaining fraction is used to run downloaded third party apps like iXpenseIt. In most cases, especially after initial download or updating, re-booting the device will improve stability in the app by clearing up the stuck memory that was lingering before the re-boot. Also, we do always recommend our users to keep the rmware of their device up to date, which could be done through iTunes. (Especially rmware versions prior to 2.1 had many issues regarding app updating, stability, emailing, etc.) Jailbroken iPhones, for example, is likely to have a background third party app constantly running, which slows down the device, and prompts more chance of application instability and crashes due to the minimal RAM that is left for it to run on.

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FAQ & Solving Issues

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Data export issues

Email Export Issues: If you Email Export an expense record or report, and you get the message Completed: Record/Report has been exported, please check your mail, but you cannot locate the email, please check to see if the email has been sent into the Spam folder. Depending on the recipients mail server, sometimes export emails from iXpenseIt get sent into the Spam. If you assign the mails as Not Spam, it will be sent into your Inbox from next time. And, please double check to ensure that the email address entered in the To: eld on the Email Export screen is correct. Also, if your devices rmware is not updated, it may be one of the reasons for the problem. Especially rmware versions prior to 2.1 has many problems, one of them being unstable emailing issues. Wi-Fi Export Issues: FIrst, it is important to make sure that both your computer and iPhone/iTouch is using the same Wi-Fi connection. After entering the address displayed on your computers web browser, make sure you DO NOT exit the Wi-Fi export screen on your device while downloading the exported les onto the computer.

.CSV File & Excel Issues: If you are exporting reports via .CSV format, you can open it in spreadsheet programs on your computer, such as Excel, Numbers, and OpenOfce. However, due to issues that Excel has with les with Unicode, sometimes les with foreign language characters (i.e. Chinese, Japanese) cannot be detected in Excel. We are, in the meantime, working for a solution for this issue, but we recommend users view their .CSV les in Numbers or OpenOfce if they experience Excel unicode issues. Another workaround would be: 1) Email export an HTML report. 2) Download the .zip le attached to the emailed HTML report to your computer. 3) Open Excel > go to File > Open. Open the le you just downloaded, and choose the .html le. (i.e. 2009-12-01 to 2009-12-31-2009.html) p.40

FAQ & Solving Issues

Expenses are not deducting from Budget

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There may beseveral possible reasons why you may not see the balance/total expense calculate on the main screen Budget panel: If you are using Custom Budget mode: 1) Please note that if you have multiple custom budgets, only the "primary" budget (which is the rst budget on the Custom Budget list) will be displayed on the main screen's Summary Panel. To change the budget that is displayed on the main screen, you can tap the battery icon on main screen > Tap "Edit" on Custom Budget screen > hold down on the right side of the budget you want to set as "primary" and drag it to the top of the budget list > tap "Done." 2) Please make sure the custom budget you have created is not "ltering out" the expenses that you want applied to the budget. You can tap on the battery icon on main screen > tap "Edit" > tap the budget > check the budget cycle, start date, end date (if cycle is Once), and the expense lter below. The expense lter (by Type, Category, Subcategory, Vendor, Payment, Currency) are set to ALL by default, but if for example Category: Food is chosen for a budget, ONLY expenses with Category: Food will deduct from it to calculate the balance accordingly. If you have multiple custom budget set up, it is important to rst make sure each budget's "lter" is set up correctly, so only specic expenses will deduct from each budget. (By default, the lter is on ALL.) The "lter" is the bottom half of the custom budget setup screen, where the user can assign specic Type, Category, Subcategory, Vendor, Payment, and/or Currency to the budget--for example, if Category: Food is selected for this budget, ONLY expenses with Category: Food will deduct from this budget.Once the expense lter for all custom budget accounts are set up, expenses will deduct from each budget accordingly.

If you are using Simple/Detail Budget mode: Please make sure all the expense Types you want applied to the budget for balance calculation are selected in Settings > Budget screen. (i.e. Personal, Business, etc.) Also, for these two budget modes, please note that the balance calculation on the main screen will be for expenses in the default currency, as assigned in the Default Settings screen.

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FAQ & Solving Issues

Budget amount is full, even with expense records
If you experience a situation where you have expense records entered, but it is not applying to the Balance amount for the Budget, please go to Settings and make sure that the Default Currency is set to the currency that you are using to enter amounts for the expense records.

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Note: The Budget is reecting the default currency, and the expense records are in another currency. The Budget will only apply to expense amounts in the default currency.

Change default currency to same currency used in existing expense records.

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