THE EXPENSE IQ USER GUIDE
Your guide to Expense IQ.
Start with today’s spending, plan for the next bill, or find the answer to a feature you use every day.
WHAT BROUGHT YOU HERE?
Start with what you need.
TABLE OF CONTENTS
Get to know Expense IQ.
Read from the beginning or go straight to the task in front of you.
01
Getting started
Learn the basics: accounts, categories and your first transaction.
02
Tracking income and expenses
Add purchases and income, transfer money, and fix mistakes.
03
Budgets
Find where money is going and make a monthly plan you can check.
04
Bills and reminders
Keep due dates visible and record payments without counting them twice.
05
Reports
See where your money went and check the entries behind each total.
06
Data and devices
Back up your records, move between devices, and get help when something looks wrong.
- Back up your records and restore a backup
- Import transactions from CSV or QIF
- Export transactions to CSV or QIF
- Use Cloud Sync across your devices
- Sign in to Expense IQ on the web
- Protect access with the app passcode
- Use Expense IQ widgets on your Android home screen
- Move to a new phone and solve common data problems