Debit & Credit User Guide

Managing Your Data

This section of the user guide covers the following topics:

Metadata - how to manage categories, descriptions, payees and tags.
iCloud Sync - how to sync data across your devices via iCloud.
Shared Accounts - how to share your accounts in the app with other iCloud users.
Backups - how to use local backups in the Mac version.
Security PIN - how to use PIN for an additional layer of security.

Please note that all these features are accessible via the app settings. In macOS, the preferences are available via the menu bar, just like in any other app.

Related topics: advanced features in the app.