CashTrails FAQ

Purchases

Sync, Backups

Misc

Purchases

Q: I can't restore purchases.

If you bought the app in the past, but cannot restore purchases in CashTrails+ now, most likely you bought the Classic version of the app. Please download the "Classic CashTrails" app from the App Store, as it is the one you bought, and since it’s a paid app, there’s no need to restore purchases there.

The Pro-version of CashTrails+, which is a separate purchase, contains a native iPad version, search in the Journal, the ability to export photos with a CSV, and a slightly different look.

If you ever decide to upgrade from Classic CashTrails to CashTrails+, please note that there's a discount available, via the Classic version, under More > Info + Upgrade.

If you did buy the Pro version of CashTrails+, and you can't restore the purchase even though you're signed in with the same Apple ID, please try signing out and then signing back in from your account via the Settings app. Rebooting the phone can help as well.

Q: I already bought the app some years ago, why is it asking me to pay again?

If you purchased the app before version 2.0 was released (September 2014), please make sure to download the "Classic CashTrails" app (without "+" in its name), and please check that you're using the same Apple ID as you bought the app with.

Q: What's the difference between Classic CashTrails and CashTrails+?

The Pro-version of CashTrails+, which is a separate purchase, contains a native iPad version, search in the Journal, the ability to export photos with a CSV, and a slightly different look.

If you're using Classic CashTrails, and you ever decide to upgrade from Classic CashTrails to CashTrails+, please note that there's a discount available, via the Classic version, under More > Info + Upgrade.

Q: I'm using Classic CashTrails. How can I try out CashTrails+?

CashTrails+ is a free download. The free version has all the features of the full (Pro) version, with just a limit on how many entries one can create.

CashTrails+ can import a backup from any previous version of CashTrails, and can also pick up data stored in iCloud from Classic CashTrails.

One way to copy a backup file from Classic CashTrails to CashTrails+ is as follows:

  1. Launch Classic CashTrails, go to More > Backups, and tap Export Backup.
  2. Swipe the newly created backup to the left, and email it to yourself.
  3. Open the message in Mail on your iPhone or iPad, tap the attachment, and select the option to open it with CashTrails+.

Please note that using CashTrails+ with sync enabled may cause sync to be turned off in Classic CashTrails (and you'll get a message there saying "Please check that you have the latest version of the app and try again.").

If this happens, and you would like to start using sync in Classic CashTrails again, you could do the following:

  1. Launch Classic CashTrails, go to More > Backups, and tap Export Backup. This will create a backup file from your current data in Classic CashTrails.
  2. Tap the newly created backup to re-import it.
  3. Re-enable sync via More > Settings > Sync.

Q: How many entries can I create in the free version of CashTrails+?

The free version of CashTrails+ is limited to 100 entries. Purchasing the Pro version in-app purchase removes the limit. Otherwise, the free and paid versions of CashTrails+ are identical.

Sync, Backups

Q: My data are empty or incomplete after restoring or changing my device.

If the app is empty after you've restored or changed your iPhone or iPad, or has incomplete data, and you were using iCloud sync in the app previously, most likely your data are stored in iCloud, and just have not been downloaded yet.

If your device is configured with the same Apple ID for iCloud, enabling sync in the app, via More > Settings > Sync, should bring your data back. The data may take a few minutes to sync, with the app open and active, and a decent internet connection. Also, please note that the initial sync from iCloud is performed in two stages - first the older "base" data are downloaded, and then the newer changes, so at some point your newer entries might be temporarily missing.

There's also an option to manually download your data from iCloud via More > Settings > Sync > Data. Your data should be at the very top of the list, and you can get it with the Download and Import button. Please note that the dates on that screen are directory creation dates, so they may seem a bit old.

Q: The app stopped syncing between my devices.

Could you please try the following, to see if that fixes the sync issues?

  1. On a device with all your data (including the most recent changes), please go to More > Backups, and tap the Export Backup to create a new backup.
  2. Tap the newly created backup to import it.
  3. Re-enable sync via More > Settings > Sync.

After the data from the backup are re-uploaded to iCloud, the other device should ask for confirmation to replace its local data with the new data from the cloud. Afterwards sync should work as usual.

Q: How do I manually download data from iCloud?

There's an option to manually download your data from iCloud via More > Settings > Sync > Data. Your data should be at the very top of the list, and you can get it with the "Download and Import" button. Please note that the dates on that screen are initial directory creation dates>, so they may seem a bit old.

If the downloaded data are empty, it may be also worth trying to download any other items further down the list, to see if one of them contains the data you're looking for.

Q: How do I delete my data from iCloud?

PLEASE NOTE: The following steps are not reversible. Make sure to have a backup of your data just in case.

  1. First of all, turn off sync in the app, via More > Settings > Sync.
  2. Open the Settings app, tap the topmost row (that one with your name and the text "Apple ID, iCloud, iTunes & App Store" below it).
  3. Select iCloud > Manage Storage > CashTrails+ (or Classic CashTrails).
  4. Tap the Delete Data button.

Q: How do I manually transfer data to my new device?

You can transfer your data manually from your old device as follows:

  1. Launch CashTrails on your old device, and go to More > Backups.
  2. Tap the Export Backup button to create a backup of your data.
  3. Swipe the newly created backup to the left, select Email, and send it to yourself.
  4. Finally, open the message in Mail on your new device, tap the attachment, and select the option to open it with CashTrails.

Q: I can't import my CashTrails backup.

Perhaps you have export a CSV file instead of a backup file (extesion .cashtrails)? If so, the problem is that the app can only import its backup files, not CSV files.

If there's a possibility to re-export your data as a backup, that would be the fastest solution (via More > Backups, using the Export Backup button, and then swiping the new backup to the left, and selecting Email).

Alternatively, if you had sync enabled in the app before, re-enabling sync (via More > Settings > Sync) should bring your data back. There's also an option to manually download them via More > Settings > Sync > Data.

Otherwise, you can use a special converter to convert your CSV file to a CashTrails backup file, which can then be imported. The converter is available at

http://cashtrails.com/tools/CashTrails2CSVToBackup.zip (for CashTrails+)

http://cashtrails.com/tools/CashTrails2CSVToBackup-Pre2.4.zip (for Classic CashTrails)

Installation and usage details are in the README file.

Misc

Q: How do I make a transfer between accounts?

You can create a transfer from one account to another as follows:

  1. On the New Entry screen, tap the "New Expense" area at the top.
  2. Select Transfer.
  3. Adjust From and To accounts as needed.

Q: How do I create a recurring entry?

You can create a recurring entry as follows:

  1. On the New Entry screen, tap the "New Expense" area at the top.
  2. Select one of the recurring entry types (e.g. Recurring Expense).
  3. Adjust Frequency and other recurring options.
  4. Save the entry.

Q: Where are recurring entries in the iPad version?

On an iPad you can access your recurring entries via the New Entry screen, by tapping Recurring in the top-left corner.

Q: What is the difference between "calendar", "proportional", and "active" averages in report results?

Of the three types of averages the app calculates, proportional are the kind of averages most people expect to see; you can ignore calendar and active.

Proportional averages are called that way because they extrapolate the input date range to a larger one if needed, so, for example, if you have expenses and income for three months, you would be able to see the projected annual expenses and income, calculated based upon the values from these months.

So, basically, the app determines the actual date range, sums up all expenses and income in that time frame, and from these values computes the daily, weekly, monthly, and annual average expenses and income, extrapolating if needed.

The calendar averages are different from proportional in that they take full months/years/etc as date range, without doing any extrapolation. Active are different from calendar in that they take into account only periods with entries in them.

Q: Is there a version of CashTrails for Android?

Unfortunately, the app is available only for iOS; currently there are no plans to release it for any other platforms.

If you would like to transfer your data to Android, one option is to export your data as a CSV file from CashTrails, and import it into some app on Android that can import CSV files.

Q: I've read the FAQ and have looked through the Guide, but I still have a question.

If you can't find an answer to your question in the FAQ, and have looked through the Guide, feel free to contact us.