FREQUENTLY ASKED QUESTIONS (FAQ)


Below we compiled answers to the frequently asked questions (FAQs). In case you are not able to find the answer to your question, please do not hesitate to communicate your question to us. For this purpose please use the contact form in the support service section or directly in the app. 

  • Difference between my housekeeping book and my housekeeping book pro edition
  • Data transfer from other apps (My housekeeping book & my Money 2016/2017)
  • Purchasing of the full version and retrieval
  • Online banking access
  • Import of CSV-files 
  • Where can I find the instruction?
  • Security of the data
  • View ´balance´ vs. ´monthly balance´
  • ICloud-synchronisation
  • PIN request / Touch-ID
  • Mac/Windows-version

Question: What is the difference between „My Budget Book” and „My Budget Book Pro Edition?

Answer: For over four years we developed the app 'My Budget Book' further and included various user requests. Due to the multitude of improvements, we had to reprogram parts of the app. Therefore, we decided to release a new pro version. It has a flat elaborated interface and many new functions (i. a. new Today Page, flat menu structure, more comfortable management, more extensive account administration, adding vouchers and reminders, documentation bookings, quick entries via hotkeys, language switching, PIN protection delay, Excel import/export, creation of Excel and CSV templates, searching, searching & replacing, advanced searching, evaluation, more comfortable sorting and displaying options, …).

 

In case you want more information, our comparative table will help you. There the three financial apps are compared and contrasted with each other.


Question: Can I transfer data from the app „My Budget Book“ / „My Money 2016/2017“?

Answer: Yes, you can. As both programs are compatible, you can easily import data through the following steps.

  • Create a local backup easily and connect the device to your computer.
  • Open iTunes and click Apps on the left side (settings). Starting with iTunes version 12.7 you will find the file share feature directly under settings.
  • On the right side (apps), all shared apps are displayed in shared data. 
  • After clicking on the app 'My Budget Book', you will see the current backup (*.MHC) in documents.
  • Save this file locally on your computer (button 'Save as') or drag & drop the file onto your desktop.
  • Click on the app 'My Budget Book Pro Edition' and add this file (button 'add') or drag & drop the backup file.
  • Finally, start the new app and import the file under settings/recovery. Done.  

Question: I got a new device and do not have the full version anymore. Do I have to pay again?

Answer: When changing devices or reinstalling your present device, “My Budget Book Pro Edition” will be reinstalled as well. However, the app does not operate as full version anymore and it appears as if you have to pay for it again. Certainly this is not the case. The AppStore bookmarks the purchased products and informs you if a product is bought again with the same Apple ID. To convert the app to full version, go to settings and choose the function “restore” under the menu item “in-app purchases”. After the recovery the app should work as full version again. The entire payment transactions are controlled by Apple Inc. We do not have influence on the payment process.


Question: What can be done if the app does not work properly, or if there are regular error messages?

Answer: It is quiet difficult to run an error analysis without having a direct access to the system. For this reason, the app was enhanced with the "Correction Assistant" function.

  • To switch on this function, please activate the “Developer” button (in the Options tab). This makes the "Correction Assistant" icon visible in the "Settings". In this dialog window, you can copy our error-correcting program coding into the input field or execute the statements.
  • The Menu displays the list of the main commands. For the purpose of analysis, you can send us an e-mail with useful data. Depending on the command, you have an option to attach an unencrypted pseudonymized file, current backup, complete database or error log. The  information will be used confidentially for the purposes of analysis and then deleted.
  • We highly recommend to backup your files on a regular basis. You can restore a database from a backup file in the event of data loss and do not have to enter your transactions from the very beginning. To let the app automatically back up your data, go to Settings > Options and switch on this feature. 

Further information can be found in our User Guide.


Question: Can I access my account statements from my bank online?

Answer: Unfortunately, this is not possible. However, you have the possibility to import your account statements as CSV files. Two things must be kept in mind for that.

  • Your bank must provide you the file. Usually, the CSV file is available in the account statement section of your bank’s internet banking portal.
  • Our app must be able to process the CSV file. Unfortunately, the file format is not straightforward. Each bank generates its own CSV file, which our app has to learn and recognize. For this purpose we need your help so that we can gradually support all banks.

Question: How can I import my CSV-data?

Answer: Please thoroughly read the manual chapters 3.15 and 3.16 and import a compatible CSV/Excel file or create your own template to manually migrate the files into your system.


Question: Is my data secure?

Answer: All of the data remains on the device. No data will be sent secretly. You have a 100 percent level of control over it. You can delete the whole database via settings. Please read our data privacy statement.


Question: Is there a way to display the account instead of the monthly balance?

Answer: There is the possibility to consider bookings for the previous and/or future months.

You need to select the second icon from the right side within he navigation bar. Afterwards the tab “View” needs to be selected. Several settings can be done here. In some of the settings you can choose, which bookings (income and expenses) shall be considered.  

 

A small hint: If you swipe your finger on the bottom bar (amount / account) from left to right (or vice versa), you can quickly change the view of which entries are to be displayed. On the iPad, you'll find this feature at the top left of the date field.


Question: Can I manage my data on several devices simultaneously?

Answer: The app currently does not support automatic iCloud sync. However, it is possible to transfer the data manually via iCloud. For this purpose, the menu items "Backup" and "Restore" are available in the settings.


Question: Can the app be secured via a PIN-code?

Answer: Yes. You can either use the typical PIN request or Touch ID (if available). There is also the possibility to enable the PIN delay (5 sec. – 10 min.). This is useful when you need to switch between different apps.

 

Touch ID is a fingerprint scanner introduced by Apple Inc. in 2013. It is used since the launch of the iPhone 5s and iPad Air 2 generation. The fingerprint scanner was developed to unlock the device without the need of a password.


Question: Is this application planned for the Mac as well?

Answer: First of all we want to install the new functions. But in principle we don't negate it. 


Question: Is this app available for Android as well?

Answer: Currently this app is not available for Android. We firstly focus on the iOS-version to install all features.