ZxBudget

Coming soon to the App Store.

Guide

Transactions

Any money that moves is a transaction. The register is the list of them.

Add and edit

On iPhone, tap +. On Mac, use Add Transaction or press ⌘N. Choose Outflow or Inflow, the account, and a category. Inflow to Ready to Assign is new money waiting to be assigned. Tap a row later to edit it.

The payee and category are suggested from where you are and what you usually buy. You can change both before you save.

One purchase can be split across more than one category. The parts add up to the amount on the row.

A new outflow. Inflow, the category, and the account are on the same screen, along with Scan Receipt. A new outflow. Inflow, the category, and the account are on the same screen, along with Scan Receipt.

Scheduled

A repeating payment, such as rent or a paycheque, can be scheduled. The account shows them under Upcoming, and a banner appears when one is due. A due scheduled transaction waits for you to approve it. It is not entered on its own.

The register with a scheduled transaction due, and the C that shows whether a row is cleared. The register with a scheduled transaction due, and the C that shows whether a row is cleared.

Find them

The register has a search field. On the Budget tab, the filter can be saved under My Filters and turned on again later. Deleting a saved filter does not delete categories.

Receipts

On the transaction, Add Receipt attaches a photo. Scan Receipt reads one on the device, on iPhone with the camera or on Mac from a photo. The image stays with that transaction. It is not uploaded to ZxBudget.