Debit & Credit User Guide
Extensions
Widgets
You will see the same widgets offered by Debit & Credit in iOS and macOS. There are three widgets: Budgets, Scheduled Transactions and Accounts.
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.
Lock Screen Widgets (iOS 16 and watchOS 9)
There are three different lock screen widgets. One is a circular widget that is used to track a budget progress. Another one is a rectangular widget for scheduled transactions. There is also a widget that is just a placeholder used to open the app.
The budget widget has an icon that is configured automatically based on its categories. For instance, if you create a budget for the category "Takeaway Food", you will see the fork & knife icon used for its widget.
Lock screen widgets are unified with complications on Apple Watch since watchOS 9. You can enable widgets when editing a watch face on your Apple Watch. Just make sure that you have necessary info to display, e.g. a budget to use the budget widget and a scheduled transaction for the other widget.
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.
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.
Related topics: transaction attachments, split categories, transaction tags.