Debit & Credit User Guide


Clarity & Descriptiveness

We believe in reports that are easy to read and understand. Unlike some of our competitors, we don't provide undescriptive names for reports. Every report title in Debit & Credit is self-explanatory and you can understand why would you need a specific report and what it does even before using it for the first time.

Report Settings

Almost every report has a number of parameters that you can adjust in its settings. Depending on the type of a report, it could be a time period, a breakdown mode, grouping and other options.

You can always change default report settings. To do that, make necessary changes to the settings and enable "Save as Default Settings" option. Please note that the settings are different for every report type and they are not synced via iCloud.

Sharing and Printing

Reports in Debit & Credit can be shared, printed or saved to PDF files. To share or print a report in iOS, tap the share button in the upper-right corner when looking at a report. Once a preview is loaded, tap on the share button one more time to select the appropriate action. In macOS there are separate buttons in the app for sharing and printing. They are readily accessible from the report page.

Related topics: general information about transactions, general information about budgets, general information about scheduled transactions.