Expense Manager

User Guide
Version 2.5.x
 Content
Overview
Add and edit account
Summary
Activity
Budget
Add new expense and income
Recurring
Calendar
Chart
Transfer
Settings
Backup and Sync with Dropbox
Tools and Notes
More Features
Frequently asked questions
Tap this area or from menu to Tap menu to see more functions:
open account list page where you
do:
App Overview Add and Edit Account
Tools such regular calculators,
View Account overview currency converter, tip calculator,
Set the default account discount calculator
Add new account Settings such as password setup,
Edit the existing account data backup, display options such
white or black background, sync
Tap Summary button to view with Dropbox, date format,
summary data based on category, currency
income, payee/payer, payment Take notes such as your account
method in weekly, monthly and number, etc.
yearly period, etc.
Tap this button to see account
Tap this button to view budget activities where you do:
and set up a budget monthly, View Account activities with
weekly, yearly and daily. selected criteria
View spent budget and Search transaction and Report in
remaining budget HTML, Excel or PDF format
Set up budget by categories, Email Account report for print
account and budget alert Export/Import account data in CSV
file format
Sort transactions
Tap this button to view recurring Monthly and Weekly activities
income or expense. Or set up the Category activities
recurring transactions. Update and delete transactions

Tap these two button to add new

Tap this area to view transaction expense or income transaction:
by day, week, month or year. User Select category/subcategory,
can view the transactions by payer/payee, payment method,
categories too. status
Built-in calculator does quick
Tap this button to view expense calculation
and income for the day in the Enter transaction information and
calendar view. User clicks the take picture of the receipt
date to add or view transaction. Auto fill transactions
Add New Account and Edit Account
From the home page menu, select Account. This page displays:

Drag and drop this icon to change

the account order

From menu: Check this box if you want this

Add a new account: The screen looks account to track your auto expense
like the picture display on the right. and mileage. Mileage related feature
Set Default: Allow you to see the will be activated for this account.
account first when you open the app. Add New Income button and
Edit: change the account order and Recurring button will invisible for
update the account information. this option.
For archive account, you can check
the account as Hidden. You can Click here to delete account. It
unhide the account if needed. deletes all transactions under this
account.
If there is only one account in the
app, this button is hidden. You
cannot delete it.
 Account Activities
From home page, click the button Activity

Specify the search criteria and click search

Export data in CSV format so user can open it User views the running activities in this page. button to search the transactions.
in Excel or other spreadsheet software. User Please go to the menu to select the criteria Specify the search criteria and click the E-
can edit the data and import CSV file. Import per your needs. Search/Report is very useful mail button to send a report in print format
CSV will add data to the existing database. It feature. Long press the each row to see more to your email address for read or print it
may cause duplicates if the transaction is options for each record. If you see *, it means from desktop.
already there. In this case please delete the the record has receipt picture. Click Date Click Report to email data in PDF or Excel
previous data and then import it. button to select the row for delete or update. format.
Account Activities Search/Report
From home page, click the button Activity and then menu Search/Report

Click Excel button to send the data in Excel

Specify the search criteria and click search format via Email based on the search
button to search the transactions. criteria
Specify the search criteria and click the E- Click PDF button to send the data in PDF
mail button to send a report in print format format with receipt via Email based on the
to your email address for read or print it search criteria
from desktop. Email data in HTML format.
Click Report to email data in PDF or Excel
format.
 Add New Expense/Income From home page click Add New Expense or Income button
Click menu to see more options such as
Transfer money between accounts,
Convert a foreign currency to this
account currency; Convert mileages to
dollar amount if you know the
conversion rate.

Open built-in calculator to do simple

Long press the item calculation. User can use calculator
to Edit or Delete keypad to enter numbers too.

Open the page to select Category and

Subcategory. On the category page and
open menu to Add, Edit, and Delete
Category and Subcategory. Click
underlined Category to switch between
Expense and Income. Click
Food:Groceries to select the recent
category pairs.

Click this camera image to take a picture

of the receipt or attach an existing
receipt picture.
Note: Camera permission used for
taking picture of receipts.

OK&NEW button allows use to save the

record and stay on the same page to
enter a new record.

More option includes the Tax and Tag

field.
Add New Expense/Income Set Default and Split Transaction

Click the Split row to go into Split page.

Please click check icon at the top to save
your inputs. Click Add button at the
lower right corner to add more split
item.
If you dont need enter any field, go to
menu Set Default. Switch off the fields
you dont need. Date, Amount, Category
fields are required.
Recurring Transactions
From home page, click Recurring button

Click button to add

Tap the item to edit

If you pay rent monthly for a year
Long press No of payment :12 (month)
Frequency: monthly

Checkbox: Report Future Transactions

If you want to see all recurring items
including the ones occurring in the
future, please check it.
If you want to see the recurring items
that occur until now in the transaction
activities page, leave it unchecked.

Long press the repeating item to see

more options:
Repeating Transactions: list all
transactions related to this repeating
items
Delete: select delete option will ask
you confirm your intent. Click Delete
button will delete this repeating items
and all related recurring transactions. User can select Reminder before the
Click Stop button will delete the repeating transaction date approaches
repeating item but the recurring from this selection. Please scroll the page
transaction occurred so far will be up to see this option.
retained.
Budget From home page, click Budget button
User can set up budget on daily,
weekly, monthly and yearly basis.
Tab the left or right arrow to move to
the previous and the next period
depending on which tab you select.

Tap header
to Add
Edit

Long press

View Transactions: open a page

including all transactions under this
budget
Edit: open the budget entry page to
edit
Delete: delete this budget items.
Transactions related to the budget
arent deleted.
User can set up budget alert when
expense approaches the budget limit.
Total budget summary
Calendar From home page, click Calendar button

Click each cell:

1. Add Expense for the day
2. Add Income for the day
3. View transaction for the day
4. Adjust Balance
5. Account Transfer

Inside each cell: Click Category to see view summary based on:
1. Income of the day in Green 1. Weekly
2. Expense of the day in red 2. Monthly
3. Balance until the day Green (positive) or red (negative) 3. Yearly
 Settings From home page, open menu and select menu Settings

Select your local date format

Week starts Sunday in US and Monday
in Europe, please pick yours
Before you can enter password, check Users has flexibility to customize
Select first date of the month based on
checkbox Enable password security. almost everything to suit their needs
you pay cycle
Security question is optional. Backup data, Google Drive or Sync
Select the fiscal starting month if its
with Dropbox are very import feature.
not from January
It will be demonstrated in the
 Display Settings From home page, open menu->Settings->Display

If this box is checked , you will prompt to

confirm the exit when you use back
button to exit the app.

Black background and green button.

Please back up your data in your personal cloud such as Dropbox or Google Drive. To
protect your privacy, this app doesnt save any data on developers server. Please take
care of your data.

Dropbox Backups and Sync

If you choose to use the Dropbox service, then your data is uploaded into your
personal account on the Dropbox servers. At this point the data will be covered
by Dropbox's privacy policy. When you connect to Dropbox, you will prompt with
Dropbox native login page. Your enter user name and password on Dropbox site.
This app cannot access your user name and password.

Google Drive Backups and Sync

If you choose to use the Google Drive service, then your data is uploaded into
your personal account on the Google Drive servers. At this point the data will be
covered by Google Drive's privacy policy.
 Settings -> Backup Settings -> Sync with Dropbox
From app home page, menu Settings->Backup From app home page, menu Settings-> Sync
with Dropbox
Save a copy of current database
manually to sdcard or external
memroy under
sdcard/expensemanager/backup

Restore Data from sdcard. Data backs

up automatically whenever user
enters new transaction.

Upload database, csv data or

receipt to Dropbox manually.
When you enable the connection
to Dropbox, the app will upload
the data to Dropbox
automatically.
User can download the data from
Dropbox manually by clicking the
download buttons.
Export to CSV: export transaction data
from all accounts to If you want to sync data between
sdcard/expensemanager directory in CSV multiple devices, please check this
format box. Otherwise dont check the box.
Email CSV: email transactions data from Make sure all devices have the latest
all accounts. data before you enable the sync.
Import from CSV: you can import data Note: if you have intermittent
from CSV file. Please use the same data internet connection, dont use this
structure as the export data format . option.
Note: On View Account Activities page,
export to CSV button exports data from
individual account. Here the function exports
data from all accounts into one CSV file.
Settings -> Google Drive From app home page, menu Settings-> Google Drive

Upload database, csv data or

receipt to Google Drive manually.
When you enable the connection
to Google Drive, the app will
upload the data to Google Drive
automatically whenever there is a
change. There is one backup file
each day.
User can download the data from
Google Drive manually by clicking
the download buttons.
If user changes password or
download or upload data doesnt
work. Click the Email address
button at the top. Click Cancel.
Click Connect again to select the
Google account.
Chart From home page, click Chart button
Tools Note
From app home page and menu Tools From app home page and menu Note

Sort the order of the notes based on the

importance of the note.

Tap to edit or delete the note

Add notes such your bank account

number or memo etc.

Tools provide you a convenient way to do

calculation based on your needs. After
calculation, click OK button to transfer
the result to amount field in Add Expense
Page
Parse SMS From home page, click menu More Feature->Parse SMS

Click Parse SMS to go to set up SMS

template. Click + icon at the top bar to set
up a new SMS template per SMS Sender. Select the template
Each SMS sender may have up to three
templatesAfter setup, it will display the
templates in the list view. Click the
template you see three options: Edit, SMS
Message and View Transaction. Click SMS
Message, the page list all SMS message
related to this SMS Sender. The message is Please click Help button for instruction.
parsed will be highlighted. After setup the template, please click
If you check Automatically process SMS TEST button to check your template
message, the app will parse the SMS setup. It will retrieve Amount and
message when you open the app. Payer/Payee information from the SMS
message.
 Test Template SMS Message Transactions from SMS

After setup the template, please click

TEST button to check your template Click SMS Message, the page list all Click View Transaction: page displays
setup. It will retrieve Amount and SMS message related to this SMS all transactions that are parsed from
Payer/Payee information from the SMS Sender. The message is parsed will be SMS message. The SMS message is
message. Some message may not have highlighted. saved in the description of the
Payer/Payee information. If the message Click the icon at the top bar, you can transaction.
has no Amount information. Then the run the parse all SMS messages.
SMS message will be ignored.
Frequently Asked Questions Frequently Asked Questions

1. How to go to Account list page? 9. Why cannot I enter password? Please check the Enable app unlock
Click the account name above the View Account Activities and below the security to enable the password feature.
account sliding bar (if you have the sliding bar). In version 1.5.0, there is
account sliding bar above the Account name if you have more than one 10. I forget the password and security answer. How can I reset the
accounts. password? Please send email to [email protected] for help.

2. How to do account transfer? 11. How to search transactions?

Click the account name above the View Account Activities and you will see Click View Account Activities button and then More menu and select
the Account list page. Or go to Schedule/Repeating Transaction page and Search Transaction.
menu Account Transfer.
12. How to delete transactions?
3. How to export expense data to SD Card?Click menu button on home Go to View Account Activities page and then search transactions first.
page and then Settings menu. Select Backup. You can export data to SD Then go to Delete menu to delete the records on the page. You can delete
Card in the CSV format. Or go to View Account Activities and menu all transactions, expense transactions and income transactions. Be careful
Export/Import. You can export selected data SD Card in CSV format. when doing so.

4. How to backup data to SD Card? 13. How to add mileage as expense?

Click menu button on home page and then Settings menu. You can back Click Add New Expense button and then open menu Mileage Conversion.
up database to SD Card.
14. How to get to the pie chart screen?
5. How to set up the payment alert? Click This Week Expense or This Month Expense or Year to Day Expense to
A user can set up the payment alert once or alerts for recurring payment. go to expense page. Click Date View or Category View and then click Chart
Go to Schedule/Repeating Transaction to set up the either expense or button.
income payments with alerts.
15. What does stands for?
6. How to set up multiple account? means that this transaction has receipt attached.
Tap the Expense Account icon to set up a new account and a default
account. 16. How to change background and button color?
On app home page, click menu and select Settings and then Display.
7. How to add a new expense category?
Go to New Transaction screen and then Expense Categories menu. If you 17. How to backup and sync in Cloud?
cannot find the category you want, then go New Category menu to add a On app home page, click menu and select Sync with Dropbox. You need
new category. set up Dropbox account first. It's free to set up a Dropbox account at
http://www.dropbox.com. If you sync with multiple device, please make
8. How to import expenses from a file? sure each device has latest data before turning on the sync option.
Please do an export first and follow the export file format to set up the
import file. Name the file as expenses.csv and store it on SD under 18. Should I update to Pro Edition?
/sdcard/expensemanager/expenses.csv. Please make sure the date format If you want to manage business and personal accounts separately or you
is yyyy-mm-dd. don't like the Ads, please upgrade to Pro Edition. You save money to stay
with free version. Free and Pro versions have same features.
Frequently Asked Questions

19. How to delete or edit Auto Fill item?

Long press the Auto Fill item to delete or Edit.

20. How to set up an account for Auto and Mileage?

Go to Account list page and click Add button. Check the box Auto and
Mileage. Then go to home page and slide to the Auto and Mileage account
and you can add the Auto related expense and mileage. You can click
Mileage button to view the Mileage activities. On the Mileage Activities
page and menu, you can view the mileages by week or month or you can
search a trip.

21. How to add a note?

Go to App home page and menu More and then Note, you can add notes
such account number, a reminder, or a transaction note etc. On Account
Activities page, you can long press a transaction and add the transaction
to note.

22. How to set up default Account Activities page?

Go to View Account Activities page and menu More and Set Default. On
this page you can narrow down the transaction as default activities page.
You can also highlight the transaction with a specified status such as
Unclear so that you can pay attention to those items.

23. How to print a report?

Go to Account Activities page and menu Search/Report. Specified criteria

and click Email button. Send yourself a report to print it from a PC.

24. How to export data to Excel?

Go to Account Activities page and menu Export/Import. Click Email CSV

button and send it to yourself. The file in CSV format is used for any
Spreadsheet software such as Excel.

25. How to transfer data from one device to another?

On app home page, click menu and select Settings and then Sync with
Dropbox. You need set up Dropbox account first. It's free to set up a
Dropbox account at http://www.dropbox.com. Click Upload Database on
one device and then click Download Database on the another device. You
can use Google Drive as cloud storage too. The process is the same.