back to table of contents

Basics

Settings

In the settings you can add additional accounts or groups for your transactions, define a PIN code, configure views and much more. Here is a brief overview:

  • Advanced settings: Here you can specify further details such as the language, the design, the font size or the file location. Views and calculation methods can also be configured.
  • PIN code / Touch ID: Activate or deactivate the lock to the app. Each time you open the app, you must then authorize yourself to be able to view your data.
  • Change PIN code: If your Face ID or Touch ID doesn’t work, you must alternatively set a PIN code. You can change this PIN code here.
  • Account settings: Edit, delete or add additional accounts for your transactions.
  • Group settings: Edit, delete or add further groups for your income and expenses. You can also assign further hashtags (subgroups) to each created group.
  • Import and export: When importing data, you have the option of importing existing data from a CSV or text file into MoneyStats. If you want to make the data available to other programs, you can also export it.
  • Backup: With the help of backups, you can create complete data backups to protect yourself against data loss or restore your data on other devices.
  • Synchronization: If you want to synchronize your data in MoneyStats with other devices, you can add all your devices here. All devices entered there will have access to your private iCloud.
  • In-App Purchases: There are various purchases that you can make in the app in order to activate additional MoneyStats features or to use data synchronization.
  • Help: Here you can ask questions to my chatbot. I tried to answer all of the frequently asked questions, but you can also ask me personally!
  • Manual: A link to this manual! πŸ™‚
  • Tutorials (Videos): I made a series of explanatory videos on YouTube to introduce you to various topics in MoneyStats.
  • Send me feedback: I look forward to all feedback, suggestions for improvement and questions. My goal is to make the app as intuitive as possible and to avoid any bugs. I will answer all questions as soon as possible and with every update I try to make MoneyStats even better!
  • Follow me on Instagram: If you like MoneyStats, I would be happy if you subscribed to Instagram to stay informed about new features and changes.
  • Rate the app: Support my app and help me to increase my popularity in the Apple App Store by leaving me 5 stars! I would be very very happy! πŸ™‚
  • Imprint: Here you will find all legal information about me and the app.

Under More / Settings / Advanced Settings you can specify further details. Views and calculation methods can also be configured. Here is an overview of the various options:

  • Language: Choose between Chinese, German, English, French, Italian, Japanese, Dutch, Norwegian, Portuguese, Russian and Spanish.
  • Main currency: Determine the primary currency that you want to use as the basis for your evaluations. If you use other foreign currencies in MoneyStats, the exchange rate for the main currency is always calculated and saved. The main currency cannot be changed afterwards.
  • Daily financial statistics: If the daily financial statistics are activated, you will occasionally get informative statistics of your finances.
  • File location: You can optionally save your files (reports, document photos, backups, group pictures, etc.) in your private iCloud or locally on your device.
  • File quality: Here you can choose the quality in which the files (e.g. document photos or invoices) should be saved. Depending on the file storage location, these are then stored in smaller (mode: small) or full resolution (mode: very high).
  • Design: Here you can change the color of the app.
  • Dark mode: From iOS 13 and macOS 10.14 there is the dark mode available. Here you can decide whether you always want to have it activated or not. In automatic mode, however, the app uses the selected mode of the device.
  • Font size: In addition to the normal font size, you can also increase the font by 3 levels.
  • Contrast: With increased contrast, the light and dark tones are more clearly distinguished by some colors and fonts.
  • Keyboard mode: In the extended keyboard mode, there is another field on the right-hand side for closing the keyboard and a field for saving the transaction on the lower right.
  • Keypad: Choose between a top-down view in which the number keys run from top to bottom from 1 to 9. Or a bottom-up view, where the number keys run from bottom to top from 1 to 9.
  • Hardware keyboard: With the iPad, you can optionally use your hardware keyboard as a number keyboard.
  • Display totals: Deactivate this mode to hide the totals below the transactions.
  • Display trend line: Activate this mode to add a linear trend line to the diagrams.
  • Extended transfers: Activate this mode to display another button in the transaction view menu, which enables you to transfer transactions directly to another account.
  • Examples when entering text: If you create a new transaction and enter a text there (title, recipient, usage or comment), you will be shown examples of auto-completion if you have already added transactions with the same text before.
  • Account balance: Here you can change the calculation mode of the account balance as it should be used in the overview. Choose between end of month, beginning of month, end of day and now.
  • Account balance mode: The account balance mode can either be set to simple or extended. In the extended account balance mode, the individual income and expenses are displayed as a small bar chart below the transactions in the transaction view (on the iPad on the left).
  • Beginning of the financial month: By default, the respective month always starts on the 1st day of the month. Alternatively, you can delay the start of the financial month by a few days. For example, if you select the 10th day, the month of April would no longer be from April 1st to April 30th, but from April 10th to May 9th
  • Forecast calculation: Here you can choose between an averaged and exact forecast calculation. In the exact forecast calculation, the future balance forecasts are determined on the basis of the existing transactions. With the averaged forecast calculation, on the other hand, average values ​​are determined and extrema are mitigated for a more realistic course.
  • Budget calculation: In this mode, you can choose whether you want to calculate the available budget only based on budgeted groups or whether you want to apply it to all groups, even if no budget has been assigned to a group. For example, if you have a car group with no assigned budget and you create a new expense for this car group, this expense will still be deducted from your available budget if you have activated the “Calculate budget for all groups” mode.
  • Period of the chart: Here you can configure where the timeline of the chart should start. In the balanced mode, the current period is in the middle of the timeline. However, if you prefer to display the past period, you can also close the timeline with the current period. The changes then affect all diagrams, such as the monthly balance sheet or the account balance history in the overview or the diagrams in the statistics.
  • Account balance (history): With this multiple selection you can determine which accounts you would like to have displayed as account history in the diagram in the overview.
The current period is in the middle of the diagram (balanced mode).

The currently displayed accounts, which can be configured in the multiple selection under “Account balance (history)”.

  • Categorization: With this function you can categorize all your non-grouped transactions. Your groups and associated hashtags are used to check whether the transaction contains certain keywords in the title, recipient text, usage or comment. If so, the corresponding group is automatically assigned to the transaction.
  • Search hashtags: If you have already created further subgroups (hashtags) within your groups, you can use this function to scan your transactions for them. If certain keywords are now contained in the title, recipient text, usage or comment, the corresponding hashtags are automatically assigned to the transactions.
  • Hashtag shortcut: In the transaction view, you can automatically assign a specific hashtag to a transaction by pressing the transaction longer. Here you define which hashtag should be assigned.
  • Update exchange rates: In offline mode, temporarily or recently known exchange rates can be entered, so that an update takes place later. If you have assigned exchange rates to certain transactions that are not yet up to date, you can use this function to update them automatically. This function is also carried out automatically occasionally, for example when the app is restarted.
  • Delete all transactions: All transactions are deleted here. Only other data such as groups, accounts, hashtags, goals or lists are retained. Before you do this, you should make a backup of your data!
  • Delete all data: Here, all data of the app is deleted, i.e. all transactions, all budgets, all groups and accounts and everything else in the database are deleted. So you start again from scratch. Before you do this, you should make a backup of your data!

back to table of contents

Accounts

You can summarize, manage and evaluate your transactions in different accounts. The accounts are a rough subdivision of your transactions, which you can evaluate and filter in the statistics. Your accounts can represent different bank accounts (e.g., “checking account”, “savings account” and “business account”), but other use cases are also possible, such as accounts for family members or associations.

You can find the account settings in the settings (under More / Settings / Account settings). There you can add further accounts and edit or delete existing accounts.

To create a new account, you have to click on the plus symbol in the top right corner. Then an account name and account currency are required. Optionally, you can specify a special account type (payment account or savings account) in order to achieve a rough breakdown of the account balances in the overview and to group the different accounts. In the statistics mode, you can determine whether the account should be evaluated or not. If the account is set to “not evaluated”, it will still be displayed, but will not be taken into account when totaling the account balances and evaluations.

Presentation of the different account types. The credit card is not evaluated.

As a final point, you can set an account balance for the account. By default, the account balance for today is created. Since account balances are handled like normal transactions, you can also change the date of the account balance later. Manual account balances are shown in purple in MoneyStats.

To edit an account, simply click on it in the account settings. Then you can edit all the parameters mentioned above.

To delete an account, you also have to click on the account in the account settings. You can then delete the account at the bottom left. Please note that all transactions on the account will also be deleted!

You can determine the arrangement of your accounts in the account settings. Here you have the option to choose the sorting by name or to do a manual sorting. With manual sorting, you can arrange the accounts individually by clicking on the 3 lines on the far right. You can then determine a new position for the corresponding account by clicking on another account position again.

back to table of contents

Groups

With the help of the groups you can categorize your transactions. The group settings are located in the settings (under More / Settings / Group settings). Here you can create, edit or delete different groups for your income as well as for your expenses.

To create a new group, you have to click on the plus symbol in the group settings at the top right. Then enter a group name and you have to determine whether it is an income or expenditure group. At the top of the bar, you can choose a suitable group picture by scrolling left or right. To use a group image from your own photos, you have to scroll the group pictures to the far right. There you can click on the plus symbol to use your own photos.

For the group, you can optionally specify under Statistics, whether you want to have it evaluated or not. If the group is set to “not evaluated” and you now categorize transactions with this group, the corresponding transaction is not taken into account in the evaluations, but only in the account balances. The amounts of the transactions are then put in brackets.

Note: The special group “Transfer” is set to “not evaluated” by default, so that money movements from one account A to another account B are not taken into account in the profits or losses of the evaluations. However, this can also be changed by editing the special group and setting the mode to “evaluated”.

In order to be able to make even more detailed evaluations, there is also the option of using the hashtags. These hashtags are subgroups or keywords for the corresponding group and can also be used to categorize transactions. Using the example of the “Groceries” group, you could add the hashtags “Walmart”, “Aldi” and “Trader Joes” to identify the distribution of your grocery expenses among the individual supermarkets.

Note: Hashtags and budgets can only be added to groups that have already been created or saved.

Since you can also assign a budget to each group, there is also the option at the bottom to add a budget to groups that have already been created. You will be forwarded directly to the budget view.

To edit a group, simply click on it in the group settings. Then you can edit all the parameters mentioned above.

To delete a group, you also have to click on the group in the group settings. You can then delete the group at the bottom left. Please note that all categorizations of the relevant transactions will also be removed!

You can arrange your groups in the same way as the accounts in the account settings. Here you have the option of sorting by name, frequency or by topic, or performing a manual sorting. With manual sorting, you can arrange the individual groups individually by clicking on the 3 lines on the far right. You can then determine a new position for the corresponding group by clicking on another group position again.

Active group quick selection above the amount field.

There is also the option of activating the quick selection in the group settings. With active quick selection, suitable groups are displayed above the amount field, which can be used to quickly categorize the transaction. Depending on the amount, the most relevant groups are sorted in the front. For example, if you enter an amount between USD 5 and USD 60, the “Groceries” group will be sorted first. However, if you enter a higher amount, such as USD 800, you will be offered the “Rent” or “Vacation” group.

If you only want to change the group picture of an existing group, you can also click on the respective group picture on the far left in the group settings. This will open a new image selection, where you can choose a new image.

You will also be offered templates for various topics under the existing groups. You can use this to quickly create new groups for your income and your expenses.

back to table of contents