Biz Budget with Forecast User Manual Version
Contents
1. Biz Budget with Forecast User Manual Version 1 0 2013 iDataCrunch LLC http www idatacrunch com For details on cloud sync scroll down to section 8 1 Create Accounts Type Ensen o 123 Main Street Address My Town USA Notes Account Number 1234 D Category AR Recurrence Monthly ik 0 Amount Update Add New Kne oreoods a Telco Travel Desk Umbrella Insurance Swipe to delete 255 255 00 Touch Accounts tab and enter your frequently used payees You can also add an income account such as your sales Enter a name for the Account required other information such as website account number etc is optional Avoid storing sensitive information for additional security We recommend you use a passcode for the app in settings tab We recommend that you tag a category for your payee to do this touch the Category button and then touch on the category you want to associate with that payee o Ifthe standard categories provided do not satisfy your needs you can add any number of custom categories o Inthe Category view enter a value for a custom category name in the text field above the table and touch the green plus button Once done selecting a category touch the green left arrow to return to Account setup Make sure to touch Add to add the Account To update Account information touch on the Account name make changes and touch update Forecast use this after entering your transaction2. 9 2013 Wages 125 00 Sep9 2013 Web Hosting Inc 259 00 Sep 9 2013 Telco 26500 00 Sep 9 2013 Sale of Goods 800 00 Sep 12 2013 Umbrella Insurance X je gt 1250 00 Sep 12 2013 Travel Desk COCE Total 8739 00 Swipe row to delete touch to edit IEN atts aMn s m Eo Budget Entries Ac Touch on Entries to start adding entries such as your expenses and income Optionally select a account from the picker selecting the payee will automatically tag the category associated with that account and also the type income or expense Make sure that the type of entry is set either Income or Expense Set the status of the entry either already Paid or Due Set the date if the expense is due this will be the due date if the expense is Paid this is the date it was paid Use the date navigation arrows to select the correct date Analysis Reports Note that the due date paid date of an expense can fall outside of the month and that is fine If you don t want to select a payee for example Fuel expense you can touch Category button and choose a category Touch the green left arrow when done Add any notes that you want to associate with this entry Direct Camera Interaction Touching the camera button brings up the camera interaction you can take a snap right of your bills receipts right there and it will be stored inside of the app for future reference Tagging an image already in your album roll
3. Fi spot First step in sync is to purchase the sync feature within the application You only need to purchase this subscription on one device syne purchase will transfer to all your devices which are tied to your Apple ID with no additional charge Make sure you are online either through Wi Fi or 3G 4G purchase will not work in offline mode Touch Sync to get started you will see a dialog box showing details of what sync is touch More Details Pause for a second or so and you should see a dialog box showing the details of purchase price length of subscription and terms of payment If you want to continue to purchase touch Purchase you will get one more confirmation dialog asking if you want to purchase touch Confirm and your purchase should be done You will get an alert stating that the service is available on your device Transferring your purchase On other devices that you use make sure you are logged into device using your Apple ID the sync subscription purchase will transfer with no additional cost Touch on Sync and then More Details in the following screen touch Already Purchased and your purchase will be transferred this means that you have this feature available on both or more the devices Using Sync First step is to create an iDataCrunch User Account Do so by filling out the form on the Sync screen Make sure to agree to the Terms amp Conditions you can view them by clicking the button First touch Create U
4. are shown in the Home screen and in the analysis screen In the analysis screen you will see a warning icon when there are alerts 8 Biz Cloud Sync iPad gt 8 50 AM 100 E Exsting User O Email Address Change Password Re enter Email Sign Out Change User Password 8 16 char Re enter Password First Name Last Name Hint Question Hint Answer agree to iDataCrunch LLC terms amp conditions and privacy policy Agree DET View Terms amp Policies PDF Create User Cloud Sync Now Sync Status Biz Cloud Sync is a paid auto renewable subscription that allows you to store your data on the iDataCrunch cloud as well as sync it to all the devices that you and your family operate 1iDataCrunch Sync is a full featured and advanced fine grained implementation of sync patent pending It is more flexible and full featured compared to other sync mechanisms which do not operate at a fine grained level for example you could be updating an expense while your spouse is changing the budget on another device upon sync you will have each others data visible to each other Visit the app page on iTunes for pricing and payment details this information is also available inside the app when you touch on Sync iDataCrunch Sync server is used to store and manage the sync process Sync uses your internet connection If you are on a bandwidth constrained 3G plan consider using sync only when you are in a Wi
5. data Touch on Forecast selector to see the generated forecast Biz Budget performs advanced statistical analysis and generates a forecast that is season adjusted using complex models The smoothing techniques that are used my Biz Budget Book are the same used by large corporations and retailers to generate their own financial forecast More data you have the better the forecast quality will be Recurrence Specify recurrence in the recurrence section optionally Enter the monthly day of the recurrence and the amount o For example if you have monthly mortgage or rent payment that happens on the 1 then create an Account by choosing type as expense and then recurrence set to 1 and amount set o For example if you have a pay check that is deposited every 15 of a month then enter type of account as Income fill out other details and setup recurrence date as 15 and enter the amount of the check For bi monthly deposits you can setup two such accounts say as Paycheck1 Paycheck2 You can follow a similar pattern for weekly payments expenses o To remove a recurrence set the amount to 0 o Recurring entries that happen on the last day of month can be setup as 31 and they will be adjusted by the app based on the month o After specifying a recurrence the next time you create a monthly budget recurring entries will be added Note that the recurrence will take effect for future monthly budgets 2 Create a new Monthly Budget Book Create N
6. read below You can change your currency in the Settings tab and view analytics in a different currency For example if you want to see your spending but if your preferred currency was Euro then touch settings and change your preferred currency to and touch analytics again You can switch back your preferred currency at anytime in the settings Use the left and right navigation arrows on the bar chart to navigate if you have more than 10 entries Monthly spend trend This chart is visible in the Months Home view Payment History This is available in the Payees view touch on a payee and the graph below will show the payments made to that payee To view due bills for a month navigate to the Months Home icon view and touch on the Budget Book and if there are due bills you will see a View Due Bills button click it to view the due bills 6 Reports iPad gt 9 06 PM Transaction Report 99 gt Previous Quarter Year to Date 9000 00 Aug 11 2013 550 00 Aug 13 2013 2000 00 Aug 14 2013 7500 00 Aug 16 2013 21000 00 Aug 23 2013 255 00 Sep 1 2013 6500 00 Sep 1 2013 550 00 Sep 9 2013 26500 00 Sep 9 2013 8200 00 Sep 9 2013 125 00 Sep 9 2013 259 00 Sep 9 2013 800 00 Sep 12 2013 Wages Office Supplies Co Umbrella Insurance Import Co Sale of Goods Utilities Company Import Co Office Supplies Co Sale of Goods Wages Web Hosting Inc Telco Umbrella Insurance OOOOOOOOO
7. OOOOC Horg Ge Fm SODOOOCOOOOCOOOE 3500 00 Sep 12 2013 Travel Desk 8026 00 Export to Spreadsheet Tota mts Months Budget Entries Analysis Reports Touch reports to view the transaction report of your entries Reports can be exported to CSV spreadsheet by touching on the report duration first e g Year to Date and then the email button This helps you to conveniently email your financials to your accountants or partners This section is being improved for future releases more options 7 Alerts Thresholds Passcode Currency and Email Touch settings to enter currency details alert thresholds and to send monthly expense report log csv emails Email You can choose to attach all the images you have tagged taken within the app by selecting the include images to ON Note that this feature works best with Wi Fi enabled it may be very slow in 3G mode to attach pictures further you might use up bandwidth from your plan if you go with 3G You can choose the format of the email either Log or Expense Log is a friendly log of your expenses with attached notes that you can email to yourself family friends Expense will generate an expense report in the form of CSV file can be opened in Excel that you can email out Touch the Launch Email to send this out e Hi Res Low Res Setting this selector to Hi Res will cause a higher resolution image to the attached in email If you have plenty of bills receipts tagged and you a
8. Touch on the picture button this should bring a pop up with your album touch on the image associated with this expense You image will appear in the image view Touch outside of the pop up box to remove it You image is now tagged with this expense Touch Add This is required Do not navigate away from the view before touching the Add as your data will not be entered For updating an entry touch on it and it will appear in the form then update it and touch Update Data can be sorted by date due paid status amount or category Touch on the selector above the entries table to make the appropriate sort happen 5 Analytics amp Reports Budget Analysis Sep 2013 a Utilities 255 00 1 IT 125 00 1 9134 9134 00 6755 00 Sep 01 09 12 Income 26500 00 Expenses 20189 00 Expenses 20189 00 Budget 22000 00 Net 6311 00 Remaining 1811 00 Touch analytics to see pie charts on your spending by category and by day as well as track your spending against your budget You will also see your cash flow statement in the bottom of the bar chart Touch on Budget Analysis to view your spending vs budget You can toggle between spend analysis and budget analysis by touching the button If you have alerts a yellow warning icon will appear in the Pie chart view touch it and a pop up will show you the alerts The same alerts are displayed in the Budget Analysis as well as warning icons To set the alert thresholds
9. ce after you touch sync Note You must explicitly touch Sync button to synchronize your data each time on each device Once you have performed Sync from all the devices all your devices will contain the same information Logging out If you want to log out touch Log Out You will have to reenter your password by touching existing user and entering your credentials Changing Password Touch on Change Pwd and you will be prompted to change your password Once you change your password on one device effectively you are updating your password on the iDataCrunch cloud you need to go on other devices and touch on Log Out and then re login using your new password by touching existing user Lost Password At this time this process requires sending an email to support idatacrunch com Touch on the info icon the 1 icon on the Sync view this will bring up a dialog box with a reference ID in your email please mention the reference id we cannot reset your password without this reference ID for security reasons You can simplify this process as follows After touching the info icon take a snap of the screen by touching the Home button and the power button at the same time This picture will be in your album now open your photo album and then email that image to support idatacrunch com small resolution is fine Turn around time is about 48 hours and in some cases it could take longer Future enhancements will make this process easier and automa
10. ew Monthly Book O Month Sale should bring in additional revenue Notes Copy Previous Budget r on Spend Oct 2013 Budget Update Y 9 a Sep 2013 20189 00 2000 00 Aug 2013 19285 00 14300 00 O Jun 2013 14200 00 14500 00 C amp J May 2013 13589 00 12500 00 O Apr 2013 12575 00 12000 00 lt a Eo gt 20189 12575 13589 19285 20189 Budget Touch months and touch Create New Budget Choose the month for the budget use the green arrows to move back and forth Optionally type in any notes you want to tag You can always add update the notes later Touch Create button to create the budget you will see it appear in the Budget Books table Note that if you already had a previous budget the app will copy that budget over as a starting point If you don t want that to happen turn off the copy budget switch At any point if you want to update the notes associated with the budget touch on the budget book in the table and then update the notes and then touch Update To delete a Budget Book swipe on it and then touch the Delete button that appears on the row Note that this will delete all data associated with that month Forecast On the Months tab you will see a forecast button touch it and Biz Budget Book will generate a monthly forecast into the future by analyzing your past data If you have at least one year of past data Biz Budget Book will generate an advanced seasona
11. get line to cancel out of that mode This will clear the screen graying If you do not see any data after sync try to power off your device keep the power switch pressed for a few seconds till the swipe control appears and restart it If the problem persists create a new budget and switch to the new budget and then switch back to the old one e Sometimes you may get an incorrect error message such as bad login instead of connection failure Make sure that you have internet connection working on the device e Sync only pushes 20 images at a time to the server you will have to repeatedly sync if you have more This is done to prevent overloading the server as well as to make proper use of your device s memory Unsubscribe Sync is implemented as an auto renewable subscription which means that your iTunes account will be debited with the cost of the Sync feature on a 6 month basis If you want to discontinue the auto subscription you will have to do so from your iTunes account this can be done from your device by touching App Store app Touch Featured navigate to the bottom and click on your account you will see options for turning off auto renew Once a subscription is purchased it cannot be cancelled for the duration of the subscription 6 months you can however cancel future renewals this is Apple policy we cannot make any exceptions Restrictions iDataCrunch could at any time impose restrictions on user creation and amoun
12. l forecast Forecast quality will improve with time as you have more data Biz Budget uses advanced statistical forecasting techniques used by forecasting pros to generate this forecast 3 Add Edit Budget by Category Touch on Budget in the tab bar in the bottom For the categories that you are interested in budgeting enter budgets using the keyboard Note that you can type a number in a text field and immediately touch another text field and start typing up a budget This feature helps you to enter data quickly without having to touch return on the keyboard For custom categories touch the specific category and a text field will appear for you enter the budget If you want to create a new custom category you can enter a text and touch the blue plus button Note that the categories setup here and in the Category Selector view are the same so if you have setup custom categories during payee creation those will automatically appear in this view 4 Add Entries Expenses Income iPad gt 8 51 PM TA Sep 2013 Entry Type Amount i O 550 00 Status On GS Ke o ee 9 gt po MM DD Category amp Pictures Account New furniture and i Mortgage Company supplies Notes Office Supplies Co Update Sale of Goods Clear amp Add New S Ww lt gt DE a 00000 Amount Category 77 00 Sep 1 2013 Utilities Company 6500 00 Sep 8 2013 Import Co JOC DO 0 8200 00 Sep
13. lve any such issues In rare cases you may have to restart your 1Pad Always make sure to touch the Add Update buttons when entering data e Exporting to email with pictures Make sure that you are using Wi Fi sending email with several images will slow email send e Forecasting For seasonal items such as lawn care where you may have 0 expenses for several months make sure enter a 0 for each month as opposed to not entering any data at all This will season adjust and generate a better forecast Forecast quality will get better as you enter more data For total monthly spend forecast the best time to view it will be just before entering data for the next month We are constantly updating Biz Budget with new features Some of the items that are work in progress for the 2 0 version include next generation reporting framework landscape mode and PDF export Best of all once you purchase Biz Budget Book you will get these updates as we roll them out Support We love to hear from our users so please email us with your questions comments and suggestions for improvement We strongly encourage you to write a review for Biz Budget Book on the app store touch the Settings tab to find the button to add review Contact email support idatacrunch com 2013 iDataCrunch LLC http www idatacrunch com
14. re not very interested in super high resolution for your email backup then you should choose Low Res Passcode e Set a passcode to protect your financial information from being viewed by others Make sure to setup a hint that will remind you of your password If you forget your password upon a failed login attempt you will see a small information icon 0 touch it and you will see your hint Currency e Enter your preferred currency for each Budget Book Month you can tag a preferred currency all the analytics and expense reports will convert to this preferred currency If you happen to use more than currency during the month touch on the Currency Conversions and enter the conversion rates The conversion rates are not automatically updated o Besides Dollar Euro Pound you can add one other currency for a Budget Book Touch Add Currency and then enter a name for the currency note that once entered this currency cannot be renamed or deleted so please pay attention during this step Once you add a custom currency make sure you enter the exchange rate if you happen to use any other currency besides it in that Month Alerts e Alerts Touch alerts on off to disable enable alerts The alert threshold determines when alerts will be triggered for example if you leave the threshold at 10pc default alerts will be generated when your spending is lt 10pc of your budget The same logic applies to category wise budgets as the total budget Alerts
15. ser you must create user first before Sync This should create a user If you have already created a user on a different device touch Existing User and enter the credentials m AT amp T 8 45 AM l ATETA 8 49 AM Y New User Existing User Sign Out Sign Out Pwd Change Pwd Change Email Email support idatacrunch Reenter 0 Reenter O Email Email Password Password eecseceeceeceeoooe Reenter Reenter Password Password First First Name Name Last Last Name Name Hint Hint Question Question Hint Hint Answer Answer Agree to iDataCrunch LLC Terms amp Conditions Yes No Create User Sync Sync Sync Status Sync completed successfully 04 24 2013 08 49 10 Options History Forecast Options History Forecast Sync First Sync Note that the first sync will be slow as it will push your images to the server Please make sure to use high bandwidth Wi Fi It may also consume significant bandwidth depending upon the amount of data you have stored Sync transmits images in batches and if you have lots of images you will be prompted to Sync repeatedly Now you can sync by touching the Sync button doing so will publish and reconcile your data to the iDataCrunch Cloud Make sure that you are connected to the internet Repeat the same process on your other devices and data will be synchronized across all your devices any change that you make on one device will be available on another devi
16. t of data synced with its servers Terms amp Privacy Policy http www idatacrunch com About_Us html Payment will be charged to iTunes Account at confirmation of purchase Subscription automatically renews unless auto renew is turned off at least 24 hours before the end of the current period Account will be charged for renewal within 24 hours prior to the end of the current period and identify the cost of the renewal Subscriptions may be managed by the user and auto renewal may be turned off by going to the user s Account Settings after purchase No cancellation of the current subscription is allowed during active subscription period Any unused portion of a free trial period if offered will be forfeited when the user purchases a subscription to that publication Useful Tips e If your app is ever stuck on the expense sheet and loses the bottom navigation bar restart your iPad and the situation will resolve itself To restart the 1Pad hold the power switch down for a few seconds you will then see a swipe to turn off message go ahead and swipe e The version of Biz Budget Book you are using is displayed in the Months tab at the bottom e Make sure to enter a hint for you to recall your passcode in case you set a passcode e Confusing interaction If at any point you see any missing data in payees or in custom categories navigate to the Months view switch months back and forth and then navigate forward in most cases this should reso
17. ted Sharing with Sync You can share your Biz Budget Book data with others through Sync Please note that once data is on another device it will remain there and you will not be able to revoke access To enable sharing you have to login from the App on each device using the same iDataCrunch Credentials on the Sync Tab Note that each device needs to have the sync purchased available if you use same Apple ID on all the family devices your sync purchase will transfer without charge other wise you will have to purchase it individually Once you login from a device you are authorizing all the data in that device to be synchronized with the cloud bi directionally By Syncing from a device you represent that you are authorized to access app data on the device review terms and conditions Once you make a change on one device make sure to touch Sync to post that to the server On the receiving end to receive latest updates click on Sync Biz sync can be a great feature to share and collaborate with your partners Sync amp Delete Once you are synced if you delete an expense or a Budget Book that data will be deleted across all your devices using the iDataCrunch account when they Sync and your family devices if you are syncing with family members Sync Workarounds e Sometimes after sync the Home screen may appear grayed but has data to recover from this touch the Create New Monthly Budget and then touch on an existing bud
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