Download User Manual - iReconcile

iReconcile User Manual
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iReconcile for iOS
iReconcile is a personal finance management application that allows your to manually track your finances
as you make purchases, and later reconcile them with your bankʼs website. iReconcile does not
download your banking data. Instead, iReconcile relies on the user to enter transactions. Although this
may sound tedious, it is the best way to truly keep track of your finances.
Who can benefit from iReconcile?
iReconcile was designed for anyone who wants to keep an eye on their finances on a daily basis. All
banks offer online account management, where you can view transactions and your account balance.
However, many transactions can take days to process and show up on the website. Because of this, you
may not be looking at an accurate balance when you view your bankʼs website. By using iReconcile, you
can keep your own records, and reconcile them with your bank. This offers several advantages. First,
any discrepancies that you may find on your banks website will show up quicker because you are actively
monitoring expenses. Also, the balance that is displayed in iReconcile is an accurate balance because
your transactions are recorded instantly, and you are sure that iReconcile is accurate because you
actively reconcile against your bankʼs website.
Reconcile with your bank often
Entering transactions into iReconcile is a manual process. As with anything manual, we are prone to
error. Because of this, it is highly encouraged that you reconcile against your bankʼs website often (once
a day, or every other day). You can wait longer, but if there are errors in your entries, you will not find
them until you reconcile, and you may be looking at inaccurate balances.
Supported OSʼs and Devices
iReconcile supports any iOS device running iOS version 3.1.3 or later. Devices using the Retina Display
will benefit from iReconcileʼs enhanced graphical renderings.
Services
iReconcile offers several optional services that you may benefit from when using the product. All services
come with a 30 day trial, after which you must extend the subscription from within the app. Under no
circumstances will a userʼs account automatically be charged for services. Any purchase MUST be made
manually from within the app, and use of the additional services is completely optional, and follows an
opt-in methodology.
iReconcileSync - synchronization services
iReconcileSync is a synchronization services that allows you to hold your data on multiple devices. With
the iReconcileSync services, your devices will be automatically and continuously synchronized. You also
have access to your data online via the web portal. For more information, please visit the features pages
at www.ireconcile.com.
iReconcileBackup - online backup services
The iReconcileBackup services gives you an alternative to relying on iTunes for backing up your
iReconcile data. The iReconcileBackup service is available for those who choose not to use the
iReconcileSync services. This is because the sync services naturally back up your data. There are
several benefits to using the backup services over iTunes:
• Backup over Edge, 3G or WiFi right from your device
• No need to be connected to your computer
• Backup process is quick, and usually only takes seconds
• Restore the data in iReconcile without having to restore your entire device (which is the case when
restoring an iTunes backup)
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