Update to version 1.01 if you are running iOS 4.0. This fixes a bug with editing notes.

How do I...

Get started?

  1. First set up a new trip. A trip can be something like "Europe 2009" or "Mexico".
  2. Next select the trip that you just set up.
  3. Add your first purchase.
  4. Check out the summary of your expenses or take a look at your purchases.

Set up a new trip?

Purchases are organized by 'trip'. A trip can either be a vacation, such as "Europe 2009", or a business trip. Click here to see how to set up a new trip.

Add a new purchase?

The typical steps in adding a new purchase are if there are foreign currencies on a trip:

The typical steps in adding a new purchase are if there are no foreign currencies on a trip:

  • Adding the amount.
  • Toggling the use tax button, if you want to separate out tax.
  • Editing details.

Click here to see more details on adding a new purchase.

Change countries?

If your trip has been setup to include more than one country, you can change the country while you are adding purchases.

Simply touch the flag in the amount section. In the following example, touching the Argentine flag will bring up a selector for the three South American countries that are set up for this example trip.

Change Country

The selector will automatically dismiss after a few moments, or you can touch outside it to dismiss it immediately.

Note you will not be offered this option if you have no foreign countries on your trip.

Edit a purchase with tax?

While you are editing a purchase, you can toggle the 'Use Tax' button if you want to separate out taxes or not.

If you toggle 'Use Tax' to on, you will see three extra fields in the 'Purchase Amount' section as well as the original 'Price':

  • Price: The original pre-tax price.
  • Tax Rate %: The percentage of tax on the original purchase amount. Just enter the original number as there is no need to divide it by 100. For instance, enter "5" for "%5", not "0.05".
  • Tax: The calculated tax rate on the original purchase amount.
  • Total: The total purchase including all taxes.
Use Tax On

Toggling 'Use Tax' to off will clear out all tax related fields.

Click here to get more information on editing purchases with taxes.

Retrieve currency exchange rates?

You can retrieve exchange rates from the internet by touching the 'Refresh' Refreshbutton wherever you see it. You can find it when you are adding purchases or on the 'Trip Details' screen. Retrieving rates requires either a Wi-Fi or cellular network connection. Once you have retrieved rates, they will be saved for next time.

Rates 1 Rates 2 Rates 3

Use my own exchange rate?

When adding a purchase, you always have the option of setting your own exchange rate. This can be useful if you have an exact rate in mind. Just touch the grayed out word, 'Exchange', to start.

Exchange Rate Empty

Look at my purchases?

Go to the 'Purchases' tab, at the bottom, to see a listing of the purchases you have entered.

Purchases

You can also filter the purchases by different criteria using the 'Filter' Filterbutton at the top. A toolbar Filter Toolbar will slide into view providing the criteria you can filter by. The current version of the app allows you to filter by date, category, price or country.

Filter 1 Filter 2 Filter 3 Filter 4

Get a summary of my expenses?

Summaries of your expenses can be found by going to the 'Summary' tab. You will also be able to get summaries organized by category, country or date. More details about summaries can be found here.

Budget Summary

Add my own category?

The app is highly customizable. Even though it comes with a set of default categories, you always have the option of editing, adding or deleting categories to make the app adapt to your needs. You can also customize subcategories and payments. More details about category customization can be found here.

Categories

Set options for the app?

There are a variety of options for the app that you can set to customize your experience. More details about options can be found here.

Option

Export my data?

Once you have entered your data, you can export your data from the app in CSV file format via email. CSV files can be opened by any spreadsheet application. More details about exporting your data can be found here.

Export