CashTrails FAQ

If you don't find an answer here, please check out the guide or contact support.

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.

And, of course, if you have any further questions - please feel free to contact support.

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

If you purchased the app before version 2.0 was released, 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: 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.