+ What is CashPlan
CashPlan is an archive of financial transactions where you can create and manage a sources-costs budget with detailed views and charts.
+ CashPlan is universal
You can use CashPlan on your iPhone, iPad and Mac. CashPlan uses your Apple Id to automatically synchronize your budgets and any purchase on all your devices.
+ First start of CashPlan
At startup, CashPlan shows you some slides for a general overview of the app.
+ CashPlan first setup
Just out of the slides the names of your accounts are sufficient for setup: up to four. You can choose name, color and order.
Press the button with three stripes (Menu button) which has various choices including 'Settings', the icon with the gears, where you find:
- Accounts: for names and their order
- Accounts color: for the color
- Years Archive: archive management menu to save the years as you use CashPlan and be able to reload them from the archive.
You can also later edit and reorder the accounts.
+ Build your first budget
CashPlan has two main views:
- Year view
- Month view
CashPlan, just downloaded, presents the current year at zero, with all twelve months each containing only one transaction, pre-set, with the initial balance at zero.
Select the view of the month you are currently in: you can start adding transactions to the accounts that interest you there.
For each transaction you have a description and a date for which you enter movements on the accounts such as uses/costs (-) or sources/revenues (+): transactions already executed can be marked as 'Done'. Those foreseen as budget will leave them unmarked. By doing so, in the month view, you will have an eye on what has already happened and what you foresee that will happen and when, in the near future.
For the first transaction, for example, enter the description 'Initial balance' and the balance on that date of your accounts. By continuing to enter transactions, in each month, you will build your sources-costs budget.
+ Selection of visible accounts
In the year view you find five buttons with colored icons: the first four for each account. If they are marked the account is visible, hidden otherwise. The fifth icon allows you to choose the view, for all visible accounts:
- separate, or
- summary, cumulative.
All very immediate with a single tap or click.
+ More details for editing transactions
The opening of a transaction editing form takes place on all devices simply with a tap or click on the transaction row. To delete a transaction just swipe the row left on iPhone/iPad, or use the swipe of your finger on the Apple Magic Mouse on the Mac.
In the transaction editing form there are also two 'Repeat' checkboxes that you can mark active before confirming the transaction: a 'Weekly' checkbox and a 'Monthly' checkbox.
These allow you to fill the whole year with periodic sources (incomes) or uses (costs).
Another very useful checkbox is the 'Active' checkbox: it is used to answer the question 'What if?'. If the checkbox is not checked, the transaction is inactive and will appear greyed out in the month: you can thus see the effect that the inactive transaction has and the future consequences. Just check the 'Active' check box again to reactivate the transaction.
A context menu is also provided for transactions: on the iPhone and iPad, keep the transaction pressed for a few seconds. On Mac, use the right mouse button on the transaction, or use the keyboard [ctrl] key with a mouse click. From the menu that opens you can select the editing form or copy/cut/paste the transaction, or delete it.
At any time you can view a chart that shows you the trend of the accounts both for the whole year and for each month. Accounts are tracked using their colors.
+ CashPlan is freemium
App evaluation is free for a 30-day trial period beginning when you enter your first transaction. In the app you find in-app purchases for the premium version without time limits or limited time subscriptions
• Month chart for iPad and Mac shown in the right panel. Month navigation using the previous/next navigation buttons in the chart panel and from the Master month selection table at left
• Done flag: can be directly clicked on transactions list with no need to open the editing popup
• UI updates for charts value labels to ease visibility
• Bug fix:
- Bar chart with visible accounts not in sequence: it now works
Ratings and ReviewsSee All
- Stefano Tosi
- 22.5 MB
macOS 10.15.4 or later. Requires iOS 13.4 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- iStArtApp Copyright © 2009-2020
- In-App Purchases
- Premium version 14,99 €
- Six months subscription 9,99 €
- One month subscription 3,49 €
Up to six family members will be able to use this app with Family Sharing enabled.