FAQ - Pocket Cash for Mac

FAQ – Pocket Cash for Mac

Getting Started

Syncing with iCloud

To sync your transactions to your other devices running Pocket Cash, you will need an iCloud account. With an iCloud account, you will simply just need to turn on “Use iCloud to sync and store data” in the application preferences.

Please note that the first device which switches on iCloud sync will initially move the database from the device to the iCloud servers. This database becomes the ‘master copy’ so to speak, and then gets pushed out to your other devices from the cloud. Consequently, all devices will have the same data and be kept in sync. (Please ensure that the device with the correct data is the one which turns on iCloud sync in Pocket Cash first, to ensure it becomes the master copy. As turning on the device with blank database will override the current data that you actually want to be on the cloud.)

Your data should sync over within a few seconds to a few minutes depending on how busy the iCloud servers are. If the data still has not synced, please restart both your devices, this usually should help solve any delays and iCloud issues.

Accounts

Adding a New Account

Click on the + button (highlighted in the yellow outline) on the left bottom corner to add a new account.

Add Account

Editing an Account

To edit an existing account, place your mouse cursor over the account cell and a blue information button (highlighted in the yellow outline) will appear. Click on it to edit the account.

Edit Account

Transferring money to another account

Click on the transfer button (highlighted in the yellow outline) to bring up the transfer window. Please note that you can only transfer amounts to accounts with the same currency setting.

Transfer

Transactions

Add a New Transaction

Click on the + button (highlighted in the yellow outline) on the right bottom corner to add a new transaction.

Add Transaction

Transferring money to another account

Click on the transfer button (highlighted in the yellow outline) to bring up the transfer window. Please note that you can only transfer amounts to accounts with the same currency setting.

Transfer

Editing a Transaction

To edit a transaction, place your mouse cursor over the transaction table cell and click on the “Edit” button.

Edit Transaction

Viewing a location

To view a location for the transaction, place your mouse cursor over the transaction table cell and click on the location icon (highlighted in the yellow outline).

View Location

Adding a location to the transaction

You can use your current location or search up a business address.

Note: To use your current location, you will need to be connected to a Wi-Fi network.

 

Transaction

Exporting Transactions

You can export your transactions to a PDF or CSV file. To access the export menu, Select File -> Export.

Menu

Budgets

Adding Budgets

When in the “Budgets” section, the + button will appear on the bottom on the window. Click on it to add a budget.

Add New Budget

Editing a Budget

To edit a budget, click on the blue information button (highlighted in the yellow outline in the image below) in the budget summary view.

Edit Budget

Exporting

Exporting Transactions

You can export your transactions to a PDF or CSV file. To access the export menu, Select File -> Export.

Menu