Debit & Credit User Guide

Extensions

Widgets

You will see the same widgets offered by Debit & Credit in iOS 14 and macOS Big Sur. There are three widgets: Budgets, Scheduled Transactions and Accounts.

Debit & Credit Widgets

The budgets widget is used to display your budgets. You can configure it to display a specific budget.

The scheduled transactions widget is used to display your scheduled transactions. It will always display first scheduled transactions for which you have enabled the "Notify when due" option.

The accounts widget is used to display your account balance. You can configure it to display a specific account or your net wealth. You can also configure it to use an uncleared balance. It is only available in a small size.

All three widgets can be configured with a custom colour theme.

macOS Share Extension

The share extension allows you to quickly create a new transaction with a selected file from a different app. Right click a file in any app (e.g. Finder, Mail, etc), select "Share" and then "New Transaction". This only works with images and PDF files. You might need to enable this extension by selecting "More" first.

Debit & Credit Mac Share Extension
iOS Share Extension

Just like the Mac share extension it allows you to quickly create a new transaction with a selected file from a different app. This only works with images and PDF files. You might need to enable this extension in the iOS share sheet.

Debit & Credit iOS Share Extension

Related topics: transaction attachments, split categories, transaction tags.