【First of all】

When you start using the app, first make the following two preparations.

１．Account settings

Set the name and order of the account to be used (food expenses, bank account, etc.).

Use "Accounts" in the settings menu.

Tap the account name to rename it.

Set "Not use" for accounts that you don't use.

Drag the "-" mark at the right end to change the order.

You can change the settings at any time, so it's okay to start with roughly.

You can use it in various ways by setting it to your liking as shown below.

Ex. 1) Do not use liability accounts

Credit card payments are "accounts payable" and must be "debited" the following month.

This is a bit annoying, so set it not to use the liability accounts.

(1) Set all liability accounts to "Not use".

(2) Change the name of the asset account to "Bank Z card" etc.

Cash

Bank X account

Bank Y account

Bank Z card

(3) Record credit card payments in this account.

For example

Paid (Food) with (Bank Z card)

Since it will be a withdrawal at the time of input, it will be difficult to match the balance of the account, but you can grasp the balance with simple input.

Ex. 2）Use as a cash book

(1) Set only "Cash" to "Use" for the asset account.

(2) Set all liability accounts to "Not use".

③ Change the profit account to "Pocket money", "Chores", "Special Allowance", etc., and set only these items to "Use".

(4) Set the cost account simply to "shopping" and "others".

If you have many accounts, it will be difficult, so it is recommended that you use few accounts and keep it simple.

２．Balance adjustment

Please set the balance now or at the end of the previous month.

Use "Adjust" in the settings menu.

Tap the amount to set your cash or bank account balance.

For example, if you start in May, set your balance for the date April 30th.

Please use this feature to adjust even if it does not match the actual balance after you start using it.

It's stressful that the balance doesn't match.

But the priority is not perfect input, but to keep.

If your balance doesn't match, don't worry, just adjust your balance.

The adjustment difference is automatically registered as "Unknown Expenditure or Income".

【Top screen】

・Date button

When you launch the app, today's date will be displayed.

To change the date, use the "<" and ">" buttons.

Tap "<" to move to the previous day, and tap ">" to move to the next day.

Tap a date to move to today.

Long-tap "<" to move to the previous month, long-tap ">" to move to the next month.

Long-tap a date to show the date picker calendar.

・Add button

Enter a new record.

・Sum button

Display the annual balance table.

・Share button

Share data between each other's devices.

・Set button

Open the settings menu.

・Record list area

List the records of the day.

・Balance list area

For each category of "Assets", "Liabilities", "Incomes", and "Expenses", the total for the day is displayed, and the difference "Budget" between "Incomes" and "Expenses" is displayed at the end.

【Enter a record】

Tap the "Add" button on the top screen.

The input screen opens with the date on the top screen set.

You can also change the date on the input screen.

Follow the steps below to enter a record.

(1) Select one of "Expenses", "Income" and "Transfer".

(2) Tap the numeric keypad and enter the amount.

(3) Select the account for the amount.

Expenses: "Food", "Daily Use", etc.

Income: "Salary" etc.

(4) Select the payment method or receipt method of the amount.

Ex. 1) When you pay for food in cash

"Expenses"

Food　(Target)

Cash　(With)

Ex. 2) When you pay for food with a □□□ Card

"Expenses"

Food　(Target)

□□□ Card　(With)

Ex. 3) □□□ Card payment is deducted from your Bank X account

"Expenses"

□□□ Card　(Target)

Bank X account　(With)

Ex. 4) When salary is deposited in Bank X account

"Income"

Salary　(Target)

Bank X account　(In)

Ex. 5) When withdrawing cash from a Bank X account.

"Transfer"

Bank X account　(From)

Cash　(To)

Ex. 6) When transferring money from Bank X account to Bank Y account.

"Transfer"

Bank X account　(From)

Bank Y account　(To)

(5) Fill in "Note" if necessary.

(6) Tap the "Register" button.

(7) Tap "Back" to finish the input.

If you want to continue, start from (1).

【Modify the record】

From the record list on the top screen, tap the target record to open the screen for editing.

You can modify "Amount", "Account", and "Note".

【Delete the record】

From the record list on the top screen, swipe the target record to the left or right.

A confirmation message will be displayed, so tap the "OK" button.

【Refer to the history of records】

In the "Balance list area" at the bottom of the top screen, the aggregate of the specified date is displayed for each category of "Asset", "Liabilities", "Income", and "Expenses", and the difference "Budget" between "Incomes" and "Expenses" is displayed at the end.

Tap each account to display the history of the current month's records.

Tap the history list to jump to the date you entered the record.

【Annual balance table & Graph】

From the month displayed on the top screen, the annual table for the past 1 year + the same month of the previous year for 13 months is displayed.

Tap an account to display the annual trend in a graph.

You can also display "Assets", "Liabilities", "Income", "Expenses", and "Budget" in a graph.

【Share】

Preparation 1.

Pair the Bluetooth of each other's devices in advance.

The following procedure may differ depending on the model.

Once set, it will not be needed from the next time.

(1) Tap "Settings" from the home screen or application list.

(2) Tap "Bluetooth".

(3) Switch Bluetooth to ON.

(4) Select the device to be paired from the list of connectable devices.

The display name varies depending on the model.

If the target device is not displayed, tap "Scan" to search again.

If the target device is not displayed, publish Bluetooth on the target device.

(5) Authenticate the device according to the screen, and when the target device is displayed in "Paired device", it is complete.

Preparation 2.

Next, set only one of each other's devices as the master device.

Other than the master device, it is a secondary device.

The initial value is OFF (secondary device).

In the setting menu, "Various" and "Share", turn on "Use as a master device when sharing".

Once set, it will not be needed next time.

When sharing data, the newly entered data on the secondary device is sent to the master device.

The secondary device will then be synchronized with the data.

In other words, the differences between the master device and the secondary device are as follows.

Master device:

Receive only diff records from the secondary device.

Secondary device:

All data is synchronized from the master device

At this time, all accounts are also synchronized from the master device.

If anything, set the main device as the master device.

Sharing

Follow the steps below to share data.

(1) Tap the "Share" button on each other's devices.

(2) Tap the "Start Sharing" button on the master device, and then tap the "Start Sharing" button on the secondary device.

(3) When sharing is completed, "Data sharing is complete" will be displayed on each other's screen.

【Change language and currency】

To change the language in the app, select the target language from "Various" "Language" in the setting menu.

Even if you change the language, the account name will not change.

If you also want to change the language of the account name, execute "Recover" from the setting menu "Account".

Please note that the account name and sort order will be returned to the default settings.

To change the currency, select the target currency from the setting menu "Various" "Currency".

【Erase data】

To erase all the data in the app, execute "Erase data" from the setting menu.

Please note that if you erase, you will not be able to restore.

Account settings are not erased.

【Export data】

You can output all the data in the app and send it to any destination by e-mail etc.

Execute "Export" from the setting menu.

The text file is output as "Date", "Debit", "Credit", "Amount", "Note", and "Type" items separated by commas.

"Debit" and "credit" are forms of double-entry bookkeeping.

For example, it is written as follows.

Ex.1） Paid (Food) with (Cash)

Food　/　Cash

Ex.2）Received (Salary) in (Bank X account)

Bank X account　/　Salary

Ex.3） Withdrawn (Cash) from (Bank X account)

Cash　/　Bank X account

You can paste this text file into Excel to create a table with a PivotTable or create your own graph.

Records with the type "Void" represent deleted data.