User Guide

Debit & Credit User Guide

Before You Begin

Welcome

Debit & Credit was designed with simplicity and convenience in mind. Still, there are situations when a user guide could be helpful for any app. If you have a specific question and you can't find the answer in this guide or the FAQ, please contact support@debitandcreditapp.com.

If you are browsing this guide on a mobile device, you can always tap on the menu button in the upper-left corner to open the navigation bar.

Contents

The guide consists of the following sections:

Getting Started

- iOS App Interface

- Mac App Interface

- Apple Watch App Interface

Accounts

- Creating Accounts

- Account Folders

- Apple Card

Transactions

- Creating Transactions

- Editing Transactions

- Deleting Transactions

- Duplicating Transactions

- Refunding Transactions

- Pending Transactions

Budgets

- Creating Budgets

- Budget Report

Scheduled

- Creating Scheduled Transactions

- Actions on Scheduled Transactions

- Balance Forecasting

- Calendar Integration

- Upcoming Transactions

Plans

- Creating Plans

- Adjusting Plans

Reports

Advanced Features

- Split Categories

- Transaction Attachments

- Transaction Tags

- Statement Reconciliation

- Extensions

- Payee Locations

- Search Operators

- Siri

- Siri Shortcuts

- Hot Keys

- URL Schemes

Import & Export

- How To Import Files

- Categorisation on Import

- Converting Transactions Into Transfers

Managing Your Data

- Metadata

- iCloud Sync

- Shared Accounts & Budgets

- Backups

- Security PIN

Apple Wallet Integration

- Setup

- Importing Transactions

- Providing Diagnostics

FAQ