Help & FAQ

Expenses is a personal finance app for iPhone, iPad, and Mac. It lets you track income and expenses across multiple sheets, with optional iCloud sync to keep your data updated across all your devices.

When you open the app for the first time you land on the Home screen. Tap the + button to create your first sheet and start logging entries.

On the Home screen tap the + (Create Sheet) button. Enter a name (e.g. "March Budget" or "Tokyo Trip"), choose a base currency, set an optional start date, and tap Create.

Open any sheet and tap + Add Entry. Fill in:

• Amount — supports math expressions like 12.5 + 8
• Type — Expense or Income
• Category — choose from the list or create a new one
• Note — optional description
• Date — defaults to today
• Currency — override the sheet currency per-entry if needed

Tap Save to record the entry.

Yes — there is no limit. Create as many sheets as you need. Common uses include a sheet per month, one per trip, one per project, or one per person you split expenses with.

On the Home screen all your sheets appear as cards. Use Pinned to keep the most important ones at the top.

Swipe left on a sheet card on the Home screen and tap Pin. Pinned sheets move to a dedicated "Pinned" section at the very top of the list.

To unpin, swipe left again and tap Unpin.

Swipe left on the sheet card on the Home screen to reveal Edit and Delete actions. You can also long-press or use the ⋯ menu inside the sheet to rename it.

Deleted sheets go to Settings → Trash where they can be restored or permanently deleted.

Yes. Deleted sheets are moved to Settings → Trash. From there you can Restore a sheet to bring it back, or permanently delete it to free up space.

Go to Settings → Sort Sheets and choose one of:

• Date Created (newest first)
• Date Edited (recently modified first)
• Name A → Z
• Name Z → A

On the Home screen use the search bar at the top to filter sheets by name in real time.

Inside a sheet, swipe left on an entry row and tap Edit. You can also tap on the entry to open its detail view, then tap Edit.

Swipe left on an entry row and tap Delete.

Yes. Open the entry for editing, tap the Sheet field, and select a different sheet from the picker. Save — the entry moves to the chosen sheet.

At the top of every sheet there is a period selector. Tap it to choose This Week, This Month, Last Month, This Year, or All Time. The entry list and balance card update instantly.

Inside a sheet, pull down the entry list to reveal the search bar. Type any keyword to filter entries by note, category, or amount in real time.

Yes. Go to Settings → Manage Categories and tap +. Give the category a name and choose an emoji icon. You can reorder or delete categories from the same screen.

Pending entries are transactions you have added with a future date that have not yet been confirmed. They appear in the Pending list (accessible from inside a sheet) and do not count towards the current balance until you mark them as paid or received.

Yes. Each sheet has a base currency, but every individual entry can use a different currency. When adding or editing an entry tap the currency field and choose any currency from the list.

The sheet automatically shows each entry's original amount alongside a converted amount in the base currency, using the exchange rate you configure.

Inside a sheet open the ⋯ menu → Exchange Rate. Enter the conversion rate between the entry currency and the sheet's base currency. You can update it at any time and all converted amounts will recalculate.

Go to Settings → Preferred Currency and search for or scroll to your currency. The selection becomes the default for every new sheet you create.

This does not retroactively change the currency of existing sheets — edit each sheet individually if needed.

Go to Settings → iCloud Sync and toggle it on. Your sheets and entries will automatically sync across every device signed in to the same Apple ID.

Your data is synced via Apple's CloudKit framework and stored in your personal iCloud account. We do not operate any servers — we never see your financial data. Apple's iCloud privacy policy governs the storage.

Try the following in order:

• Check your internet connection on both devices.
• Confirm iCloud Drive is enabled in iOS Settings on both devices.
• Make sure both devices are signed in to the same Apple ID.
• Toggle iCloud Sync off and back on in Expenses Settings.
• Force-quit and reopen the app.
• Restart the device.

iCloud sync is managed entirely by Apple's CloudKit infrastructure. Occasional delays during high iCloud server load are normal and usually resolve within a few minutes.

Your data stays on your device. Turning sync off simply stops new changes from being pushed to or pulled from iCloud — it does not delete any existing data locally or from iCloud.

Yes. Open a sheet and tap the people icon in the top bar. You can invite others via iCloud sharing — they receive a link to join the sheet. Once they accept, all participants see updates in real time.

You control whether invited people can only view or also edit the sheet.

Tap the people icon on the sheet to open the sharing panel. From there you can remove individual participants or stop sharing the sheet entirely. Removed participants immediately lose access.

Yes — use Export. Open a sheet, tap the ⋯ menu → Export, and choose PDF or CSV. Then use the system share sheet to send via email, AirDrop, Messages, and so on. The recipient does not need the Expenses app.

When adding an entry, toggle Repeat and set a frequency — Daily, Weekly, Monthly, or Yearly. You can also set an end condition: never, after a certain number of occurrences, or on a specific date.

The app automatically schedules the next occurrence when the current date arrives, so recurring bills, subscriptions, or salary entries are always tracked without manual input.

The Upcoming list shows all recurring entries scheduled for future dates, grouped by date. Access it from inside a sheet to see what is coming up — rent due next week, a subscription renewing next month, and so on.

Open the recurring entry for editing and either turn off the Repeat toggle to stop future recurrences, or delete the entry entirely. When deleting you will be asked whether to delete only this occurrence or all future occurrences.

Open a sheet and tap ⋯ menu → Export. Choose a format:

• PDF — a formatted, printable report with a cover page, balance summary, and entries grouped by date.
• CSV — a spreadsheet-compatible file with one row per entry, ideal for Excel or Google Sheets.

After selecting the format the system share sheet opens so you can save to Files, send via email, AirDrop, and more.

Yes. Go to Settings → Export to export all sheets together. You can choose PDF or CSV format for the bulk export.

Go to Settings → Import and select a .csv file. The app reads the file and creates entries from it into the selected sheet.

The PDF starts with a cover page showing the sheet name, date range, and balance summary. Following pages list all entries grouped by date, with columns for category, note, and amount — ready to share or print.

Sensitive Mode replaces every monetary amount across the app with a blurred capsule, so no one nearby can read your balances. Toggle it on or off from Settings → Sensitive Mode.

It covers all screens: Home sheet balances, sheet detail balances, individual entry amounts, stats totals, and upcoming/pending amounts.

No. All your data is stored locally on your device. If iCloud Sync is enabled, data is stored in your personal iCloud account via Apple's CloudKit — we never have access to it. We do not operate any third-party servers that store your financial information.

No. Expenses does not integrate any third-party analytics SDKs, advertising networks, or tracking frameworks. The only external services used are Apple's own frameworks: CloudKit, StoreKit, and LocalAuthentication.

Open any sheet and tap the chart icon in the top bar. You will see a donut chart with a category breakdown, total income, total expense, and per-category amounts. Tap any category to drill into its individual entries.

Trends shows your income and expenses plotted as a line chart over time. Access it via ⋯ menu → Trends inside a sheet. Use it to spot patterns such as big spending months, seasonal variation, or income changes.

Dark Mode is not available in the current version of Expenses. The app uses a light theme. Dark Mode support is planned for a future update.

Yes. Expenses is a universal app available on iPhone, iPad, and Mac. The Mac version is built with Mac Catalyst and shares the same iCloud data as your iOS devices when sync is enabled.

Tap Settings → Send Feedback to open a pre-filled email with your device and app version details. Describe the issue and send — we read every message.

You can also email us directly at expenses.feedback@gmail.com.

Go to Settings → Rate the App. This opens the native App Store rating prompt directly inside the app — no need to leave Expenses.

Updates are delivered through the App Store. Enable automatic updates under iOS Settings → App Store → App Updates to always stay current, or check manually in the App Store Updates tab.