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 Purchased section of your account in the App Store app), 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.
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), from the Purchased section of your account in the App Store app, and please check that you're using the same Apple ID as you bought the app with.
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.
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:
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:
The free version of CashTrails+ is limited to 300 entries. Purchasing the Pro version in-app purchase removes the limit. Otherwise, the free and paid versions of CashTrails+ are identical.
You should be able to download an updated version of Classic CashTrails via the App Store app, by tapping on your profile (top-right corner), selecting Purchased, and searching for the app there.
Please note that Classic CashTrails has not been sold or maintained for quite some time, and may not work properly with the most recent versions of iOS, unlike CashTrails+. If you decide to upgrade to CashTrails+, there's a discount available via the Classic CashTrails app, under More > Info + Upgrade.
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.
Could you please try the following, to see if that fixes the sync issues?
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.
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.
PLEASE NOTE: The following steps are not reversible. Make sure to have a backup of your data just in case.
You can transfer your data manually from your old device as follows:
You can transfer your data manually from Classic CashTrails to CashTrails+ as follows:
Perhaps you have exported 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
https://cashtrails.com/tools/CashTrails2CSVToBackup.zip (for CashTrails+)
https://cashtrails.com/tools/CashTrails2CSVToBackup-Pre2.4.zip (for Classic CashTrails)
Installation and usage details are in the README file.
You can create a transfer from one account to another as follows:
You can create a recurring entry as follows:
On an iPad you can access your recurring entries via the New Entry screen, by tapping Recurring in the top-left corner.
While there's no direct way to see the balance of an account on a particular date, it can be achieved by creating a report that runs from the earliest entry to the date you need. This way, in the report result details, under Structure > Accounts, you would be able to see the account balances.
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.
If you were using iCloud sync in the app previously, you can reset your CashTrails passcode by simply reinstalling the app. NOTE: It is recommended to make a backup of your phone before reinstalling the app, in case you need to restore from the backup after the removal.
Another solution involves basically removing a single file inside the app:
If you would like to delete all your entries, you can do so by selecting each month via the Journal screen and removing its entries using the menu button in the top right corner.
If you would like to reset all the accounts, tags, settings, etc as well - the easiest way would be to simply reinstall the app. But in this case, if you had sync enabled in the app previously, please do not enable sync right after reinstallation, and instead export and re-import a backup of the empty data via More > Backups first. Once this is done, it should be safe to enable sync, and the empty data will replace any previous data you had in iCloud.
Any chance you don't have an email account configured for the system Mail app? This can be checked via the Settings app, under Mail.
Generally, if you can send mail from the default Main app (not a third-party one), CashTrails should be able to send mail as well.
If that works, any chance the message is too big to be sent via email (e.g. contains lots of receipt photos together with the CSV itself)? In that case exporting via iTunes is the alternative.
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.
If you can't find an answer to your question in the FAQ, and have looked through the Guide, feel free to contact us.