tab allows you to manage general and receipt settings, set up syncing, import/export data, and save/restore backups.
to view app info, statistics, contact details, or to write an app review. The Store
section (Receipts HD only) displays a list of upgrades available for purchase. Purchase the Pro
upgrade to allow an unlimited number of receipts to be added. Tap the Restore Previous Purchases
button to restore any previous upgrades you have purchased. Note that you are only charged once for an upgrade.
to add, edit, or delete budgets. All budgets must include a start date and may optionally include a cycle. If a cycle is set, the budget amounts may be rolled over to the next budget period by enabling the Rollover
switch. Each budget includes All
and a list of categories. Set the budgeted values for each category of interest. Note that budgets may be assigned to multiple accounts. If an account has a budget assigned to it, a budget bar will appear in the account under the Receipts tab. Each account category will also include a budget bar that displays how much of the budget has been used for that category. The All
category item for an account displays the budget start date or account period (if applicable), budget name, and the current total (top in bold) and budgeted total (bottom).
to add, edit, or delete accounts. All account receipt attachments or all account receipts may be deleted. Deleting an account will delete all of its receipts and attachments. Each account has a name, description, currency, budget, starting receipt number, and active switch. If the account currency is different from the home currency, each receipt will include a separate total field for the account currency. Selecting a budget will add a budget bar in the accounts list view under the Receipts tab. Also, a budget bar is included for each account category that has a budget value assigned to it (as well as the All category item). The starting receipt number is the minimum number assigned to new receipts and is only used if the Global Receipt Numbers
setting is disabled.
to add, edit, or delete categories. Subcategories are created by assigning a parent category to a category. An unlimited number of subcategories may be created. Deleting a category moves all receipts from that category to the None
category (which can not be deleted). Tap a category to see a summary of the category receipts for all accounts.
to see a list of all repeating receipts. The first section displays active repeats which continue to add new receipts. The next section shows inactive repeats which no longer generate new receipts. Delete the repeat by tapping the -
button on the left. Delete either the repeat and receipts or only the repeat itself (leaving all current receipts intact). Tap a repeat to see a list of receipts it contains.
to add, edit, or delete receipt fields. Reorder fields by dragging the icon on the far right of each field to a new location. Changing the field order changes the layout of the receipt view. Note that Standard
fields can not be deleted although they may be renamed and reordered. Nine types of custom fields may be added including currency, date, list, number, percent, percent total, switch, tags, and text. The currency field always uses the same unit as the total unit for a receipt. List and tag fields contain a list of user items that can be added by tapping the blue button on the right of the field. Tag fields are different from list fields since they may have zero or more items selected while lists always have only one item selected. Percent total fields automatically set their value to a percent of the total value. This value is calculated when the receipt total is modified. Tap the blue arrow to change the percentage to use and enable the Included in Total
switch if the value is already included in the receipt total. Switch fields support an on or off state and are included with values 1 or 0 in reports. Deleting a field will also delete all receipt data for that field.
to see a list of textual fields that contain previous values. Tap the +
button to add a new value. Tap an existing value to change it. Delete a value by tapping the -
button next to it. Tap the Reset
button to reset all values given the current receipt values or clear all values for the field. If the Separate Account Values
option is enabled, field values are saved by account.
to manage mileage and currency exchange rates. For mileage, tap either Kilometres
to set the amount per kilometre or mile in the home currency. For currencies, tap the currency and set the exchange rate relative to your home currency. To download the latest currency exchange rates, tap the refresh button on the top right of the view (currency exchange rates are provided by WebserviceX). To save a favourite currency, tap the circle to the left of the currency. Favourite currencies appear at the top of the Units list in the receipt view. By default, Australia, Canada, Europe (Euro), Great Britain, Japan, Switzerland, and the United States are included as favourites.
section is used to save account details for Box, CloudApp, Dropbox, Evernote, and Google Drive services. It is used for reports, backup, and sync features (if supported). The default folder can also be set for Box, Dropbox, and Google Drive accounts. The default notebook can be set for Evernote accounts. New folders (or notebooks) may also be created. Tap Logout
to clear the account details. New accounts may also be created here for each service.
view allows system reminders to be set up. Notifications for adding new receipts, saving a backup, and sending a report may be added. Select the date, repeat period, and notification text. Notifications are displayed even if Receipts HD is not running.
Select Global Budget
to assign a budget that applies to all accounts. If a budget is selected, a budget bar appears in the All account (and any account categories).
Tap Show Future Repeat Receipts
to select how far into the future to show repeat receipts. By default, this setting is disabled and repeat receipts are added on the receipt date.
The Separate Account Values
option specifies whether or not to separate textual values by account. If enabled, each field's values are saved separately for each account. If disabled, all field values are saved independent of the account.
Tap Home Currency
to set the local currency. If a receipt has a unit that is different from the home currency, an extra total field is included with the home currency total value.
The Numeric Input Style
setting sets the style of numeric keyboard to use throughout Receipts HD. The Phone
style lays out the numeric keyboard similar to a phone keypad with numbers incrementing from the top. The Calculator
style is the opposite with numbers displayed similar to a calculator.
Set the Calculator Keyboard Clicks
setting to enable keyboard clicks when tapping the calculator.
The Default Email
setting sets the default email address used for emailing overview graphs, receipts, and reports. Multiple email addresses may be entered by separating each address with a space.
setting allows you to set a four digit passcode that is required at startup and when switching from the background to unlock Receipts HD. Do not lose the passcode since there is no way to retrieve your data if lost. If set, the passcode must also be entered before resetting the app.
Enable Global Receipt Numbers
to use unique receipt numbers for all receipts across all accounts. Disabling the setting results in unique receipt numbers within each account but potentially duplicate receipt numbers across accounts.
The Starting Receipt Number
setting is the minimum receipt number used across all accounts. Changing the starting receipt number does not impact existing receipts, it only applies to new receipts. Note that if the global receipt numbers setting is disabled, each account's Starting Receipts Number
is also used to determine the starting number.
Enable the Show All Categories
setting to display all categories in the category list view. Disable the setting to hide categories that do not contain any receipts. Even if the categories are hidden, they may still be selected when adding a new receipt.
The Sort Receipts
setting specifies how to sort receipts under the Receipts tab.
The Expenses Sign
setting allows expenses to be displayed as either positive values (the default) or negative values. If expenses are negative, income values are then positive.
Enable the Save Receipt Photos to Photos Album
setting to save each new or edited receipt photo to the Photo application's Saved Photos Album
setting contains the maximum resolution to be used for receipt photos. The Full Size
option will use the native resolution for the device camera.
Tap the Sync
button to manage sync options. Sync repositories may be created on Box, Dropbox, or Google Drive. Receipts HD uses a custom locking mechanism to prevent multiple clients from trying to sync at the same time. All receipts (with attachments), budgets, accounts, categories, repeats, fields, and most other settings are synced. The Sync After
section specifies when Receipts HD should sync to the repository. Enable Launch
to sync after app launch (or switching from the background), Quit
to sync after the app exits (or is moved to the background), and/or Save
to sync whenever a receipt is added/edited. Sync may be manually initiated at any time by tapping the Sync
button on the top right. Tap the Reset Locks
button if a lock was not updated correctly (due to another client exit/crash) and is preventing access to the repository. Note that resetting locks could corrupt the sync repository if another client is currently syncing. Note that if sync is enabled, new receipts are not assigned receipt numbers until they have been synced. Also, if a client has updated a receipt that has also changed on the server, the client version of the receipt is uploaded.
to import receipts (CSV) and attachments. File column headers are listed on the left with matching fields listed on the right. Each column header may be matched to a field in Receipts HD or not imported. Select a column to modify its settings. Enable Import
to import the column, select the Field
to import to, and specify any other field settings (if applicable). Total fields include a Unit
setting for specifying the total unit. Date fields include a Format
setting for specifying the date format. The date format must follow conventions specified by the Unicode Technical Standard #35
. Attachment fields include a Folder
setting for specifying which folder to use for the attachments. Once the settings are configured, tap Parse
to display the receipt list. Select which receipts to import from the receipt list by selecting the circle on the left side. By default, Receipts HD will automatically select any new receipts. Tap Import
to import the receipts.
to export receipts (CSV) and attachments. Filter which receipts to include by selecting the account, category, active state, and interval. Select the receipt fields to include and reorder them by dragging the icon to the right of each field. Enable the Data
switch to include the export file and the Photos
, Voice Memos
, and Attachments
switches to include various attachment types.
and Restore Backup
allow you to save and restore backups to a variety of destinations including email, iTunes File Sharing, WiFi, other devices, other apps, iCloud, Box, CloudApp, Dropbox, Evernote, and Google Drive. The backup includes all receipts, attachments, and application settings (except for service account details). Restoring a backup will replace all existing receipts and settings.
- To restore a backup from an email, open Mail, select the email, and tap and hold the backup file until the Open sheet appears. Select Receipts HD from the list of apps. Note that backup files can quickly become very large (especially with attachments) and most email providers limit messages to around 5-10 MB.
- To use iTunes File Sharing, follow the instructions above in Reports but use the Add... button instead of Save To... to upload the backup file from your computer to the device.
- Restoring a backup using WiFi requires both the device and computer to be connected to the same WiFi network. Open the URL in a browser on your computer and select the backup to restore.
- To save/restore a backup to another device, first make sure both devices are connected to the same WiFi network. Tap Save Backup on the source device and Restore Backup on the destination device. Tap the name of the device to connect to from the destination device. The data will be transferred over the WiFi connection and then restored on the destination device.
- To restore a backup from another app, tap the file and open it in Receipts HD. Receipts HD will recognize the file type and display an alert to authorize restoring the backup.
- Selecting iCloud, Box, CloudApp, Dropbox, Evernote, or Google Drive will first download a list of available backups from the default folder (if applicable) from the service. Select the file to restore. Note that backups can be very large files and it can take significant time to save or restore to a web service. Receipts HD supports completing uploads and downloads in the background.
to reset all previous text values, delete all receipt attachments, delete all receipts, or reset Receipts HD back to its original state. If a passcode is set, it must be entered before the reset.