Expense Manager

User Guide
Version 1.7.1

Content

Overview
Add new account and edit account
View Account Activities
Add new expense and income
Schedule/Recurring transaction
Budget
Customize the settings
Backup and Sync with Dropbox
Chart, Tools, and Notes
Frequently asked questions

Tap this area to open account list

page where you do:
View Account overview
Set the default account
Add new account
Edit the existing account
Tap these two button to add new
expense or income transaction:
Select category/subcategory,
payer/payee, payment method,
status
Built-in calculator does quick
calculation
Enter transaction information
and take picture of the receipt
Auto fill common-used
transactions

Tap this area to view transaction

by day, week, month or year. User
can view the transactions by
categories too.

Tap this button to view

scheduled/recurring income or
expense. Or set up the scheduled
and recurring transactions.

App Overview

Tap this button to see account

activities where you do:
View Account activities with
selected criteria
Search transaction
Email Account report for print
Export/Import account data in
CSV file format
Sort transactions
Monthly and Weekly activities
Category activities
Update and delete transactions
Tap this button to view budget
and set up a budget monthly,
weekly, yearly and daily.
View spent budget and
remaining budget
Set up budget by categories,
account and over budget alert
Tap menu to see more functions:
Tools such regular calculators,
currency converter, tip
calculator, discount calculator
Bar chart and pie chart by date
or categories
Settings such as password
setup, data backup, display
options such white or black
background, sync with
Dropbox, date format, currency
Take notes such as your
account number, etc.

Add New Account and Edit Account

From the home page, click the Account row. This page displays:

Drag and drop this icon to change

the account order

Add a new account: The screen

looks like the picture display on the
right.
Set Default: Allow you to see the
account first when you open the
app.
Edit: change the account order and
update the account information.

Check this box if you want this

account to track your auto expense
and mileage. Mileage related feature
will be activated for this account.
Click here to delete account. It
deletes all transactions under this
account. Be careful.
If there is only one account in the
app, this button is hidden. You
cannot delete it.

View Account Activities

From home page, click the button View Account Activities

Click More
from menu to
see more
menu options.

Specify the search criteria and click

search button to search the
transactions.
Specify the search criteria and click the
E-mail button to send a report in print
format to your email address for read
or print it from desktop.

Delete the records on this page. You can

search transaction first and then select
this button to delete the searched
records.
User can go to this page this set the
criteria to display activities by default.
You can narrow down the records to your
interest.

Add New Expense/Income From home page click Add New Expense or Income button

Open built-in calculator to do simple

calculation. User can use calculator
keypad to enter numbers too.

Long press the item

to Edit or Delete

Open the page to select Category and

Subcategory. On the category page and
open menu to Add, Edit, and Delete
Category and Subcategory.

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.

Transfer money between accounts

Convert a foreign currency to this

account currency

Convert mileages to
dollar amount if you
know the conversion

Schedule/Recurring Transactions
From home page, click Schedule/Recurring button
Click button to add

Tap the item to edit

Long press

If you pay rent monthly for a year

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.
Click Stop button will delete the
repeating item but the recurring
transaction occurred so far will be
retained.

User can select Reminder before the

repeating transaction date approaches
from this selection

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
Long press
Edit

Total budget summary

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.

Add a new budget item. Entry

page shown on the left.
Delete all budget items
and start over.

User can set up budget alert when

expense approaches the budget limit.

Settings

From home page, open menu and select menu Settings

Before you can enter password, check

checkbox Enable password security.
Security question is optional.

Users has flexibility to customize

almost everything to suit their needs
Backup data or sync with Dropbox are
very import feature. It will be
demonstrated in the following pages.

Select your local date format

Week starts Sunday in US and Monday
in Europe, please pick yours
Select first date of the month based on
you pay cycle
Select the fiscal starting month if its
not from January

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.

Settings -> Sync with Dropbox

Settings -> Backup

From app home page, menu Settings->Backup
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.

Export to CSV: export transaction

data from all accounts to
sdcard/expensemanager directory
in CSV format
Email CSV: email transactions data
from all accounts.
Import from CSV: you can import
data from CSV file. Please use the
same data structure as the export
data format .
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.

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.
If you want to sync data between
multiple devices, please check this
box. Otherwise dont check the box.
Make sure all devices have the latest
data before you enable the sync.
Note: if you have intermittent
internet connection, dont use this
option.

From app home page, menu Settings-> Sync

with Dropbox

Chart

From app home page, click menu and click Chart option

Tools

Note

From app home page and menu Tools

From app home page and menu Note

Add notes such your bank account

number, lend money to someone or
borrow money from someone, etc.

Sort the order of the notes based on the

importance of the note.

Tap to edit or delete the note

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

Frequently Asked Questions

Frequently Asked Questions

1. How to go to Account list page?

Click the account name above the View Account Activities and below the
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
accounts.

9. Why cannot I enter password?Please check the Enable app unlock

security to enable the password feature.

2. How to do account transfer?

Click the account name above the View Account Activities and you will see
the Account list page. Or go to Schedule/Repeating Transaction page and
menu Account Transfer.

11. How to search transactions?

Click View Account Activities button and then More menu and select
Search Transaction.

3. How to export expense data to SD Card?Click menu button on home

page and then Settings menu. Select Backup. You can export data to SD
Card in the CSV format. Or go to View Account Activities and menu
Export/Import. You can export selected data SD Card in CSV format.
4. How to backup data to SD Card?
Click menu button on home page and then Settings menu. You can back
up database to SD Card.
5. How to set up the payment alert?
A user can set up the payment alert once or alerts for recurring payment.
Go to Schedule/Repeating Transaction to set up the either expense or
income payments with alerts.
6. How to set up multiple account?
Tap the Expense Account icon to set up a new account and a default
account.
7. How to add a new expense category?
Go to New Transaction screen and then Expense Categories menu. If you
cannot find the category you want, then go New Category menu to add a
new category.
8. How to import expenses from a file?
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
/sdcard/expensemanager/expenses.csv. Please make sure the date format
is yyyy-mm-dd.

10. I forget the password and security answer. How can I reset the
password?Please send email to qzhou8@gmail.com for help.

12. How to delete transactions?

Go to View Account Activities page and then search transactions first.
Then go to Delete menu to delete the records on the page. You can delete
all transactions, expense transactions and income transactions. Be careful
when doing so.
13. How to add mileage as expense?
Click Add New Expense button and then open menu Mileage Conversion.
14. How to get to the pie chart screen?
Click This Week Expense or This Month Expense or Year to Day Expense to
go to expense page. Click Date View or Category View and then click Chart
button.
15. What does stands for?
means that this transaction has receipt attached.
16. How to change background and button color?
On app home page, click menu and select Settings and then Display.
17. How to backup and sync in Cloud?
On app home page, click menu and select Sync with Dropbox. You need
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
sure each device has latest data before turning on the sync option.
18. Should I update to Pro Edition?
If you want to manage business and personal accounts separately or you
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.