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Quick Start

Get up and running with Money In & Out in just a few minutes.

Adding Your First Transaction

  1. Open the app - Launch Money In & Out
  2. Tap the + button - Usually at the top or bottom of the screen
  3. Enter the amount - Type how much money
  4. Select type - Choose Income or Expense
  5. Pick a category - Select from the list
  6. Add a note (optional) - Describe the transaction
  7. Tap Save - Your transaction is recorded!

Example Transaction

  • Amount: $45.50
  • Type: Expense
  • Category: Food & Dining
  • Note: "Lunch at cafe"

Viewing Your Transactions

Your transactions appear in a list showing:

  • Amount (green for income, red for expense)
  • Category with color indicator
  • Date
  • Note (if added)

Scroll through the list to see all your transactions.

Changing Time Periods

To view different time periods:

  1. Look for the period selector (Day/Week/Month/Year)
  2. Tap to switch between periods
  3. Use arrows to navigate forward/backward
  4. View summary for that period

Viewing Analysis

To see spending breakdown:

  1. Navigate to the Analysis tab
  2. View charts showing spending by category
  3. See total income and expenses
  4. Check your net balance

Creating a Category

To add a custom category:

  1. Go to Categories section
  2. Tap "Add Category" or + button
  3. Enter category name
  4. Choose a color
  5. Select an icon (if available)
  6. Tap Save

Editing a Transaction

To modify an existing transaction:

  1. Find the transaction in your list
  2. Tap on it to open details
  3. Make your changes
  4. Tap Save

Deleting a Transaction

To remove a transaction:

  1. Find the transaction
  2. Swipe left on it
  3. Tap Delete
  4. Confirm deletion

Or:

  1. Tap the transaction to open
  2. Look for Delete button
  3. Confirm deletion

Setting Up iCloud Sync

To sync across devices:

  1. Ensure iCloud Drive is enabled in Settings
  2. Open Money In & Out on each device
  3. Sign in with the same Apple ID
  4. Data syncs automatically

Sync Status

Look for a sync indicator to see when data is syncing. Changes appear on other devices within seconds.

Tips for Success

Be Consistent

  • Add transactions as they happen
  • Don't wait until end of day/week
  • Quick entries are better than perfect entries

Use Categories Wisely

  • Start with default categories
  • Add custom ones as needed
  • Don't create too many categories

Check Regularly

  • Review your spending weekly
  • Look for patterns
  • Adjust habits as needed

Keep Notes Brief

  • Short descriptions work best
  • Include key details only
  • Use consistent naming

Common Tasks

Search for a Transaction

  1. Look for search icon/field
  2. Type amount, note, or category
  3. Results filter as you type

Filter by Category

  1. Find filter option
  2. Select category
  3. View only those transactions

Export Your Data

  1. Go to Settings or More
  2. Look for Export option
  3. Choose CSV format
  4. Save or share file

Next Steps

Now that you know the basics:

Need Help?

  • Check the FAQ
  • Visit Support
  • Review other user guides