[2.0.0] For new users, an app tutorial or documentation of various functions would be helpful
The documentation / app tutorial should include the following items:
Explain charts (swipe to change chart causes the distribution widget to change) => TipKit ✅
Mention the chart long press feature to display a specific day or month => TipKit ✅
Explain budget period change (adjusts automatically) ✅
How to automatically add Apple Pay transactions to 3rd party apps using shortcuts (iOS 17) => https://www.reddit.com/r/shortcuts/comments/17dqih9/tutorial_how_to_automatically_add_apple_pay ✅
How to input credit card expenses into the bank account at the end of the month (automatically: see feature request => https://budgetflow.featurebase.app/de/submissions/64d532f15f28034779d008a7) ✅

Log in to comment and vote
Comments7
jeff
Nov 29, 2024
I am unable to share a budget through iCloud with my wife. I created a new budget (to keep it small) and attempted to share it through Messages. The wheel goes round and round and the process never completes. We are both Mac users and have iCloud accounts. I also share mine with the family. How can I share a budget?
Fabian
Nov 29, 2024
Hi @jeff,
normally the sharing of the budget book should be completed after short time. During this process, the data is moved to a separate area in iCloud that can be viewed by multiple people. However if the iCloud storage is full it will not complete.
Can you therefore check if there is enough space in iCloud? At least that would be my first guess as to why the process is not completing sucessfully.
jeff
Nov 29, 2024
Hi Fabian,
Thank you for writing. Both my wife and I have 2GB icloud storage areas. Both have plenty of space, so that is not the issue. In Budget flow settings, when I select Share Budget Book, the popup show Owner and + Share with more people. If I click on Share with more people I don’t see my wife’s name , just my son Lyman, who I don’t want to share with. I don’t know if this is the problem and I can’t see how to edit the invited people.
Fabian
Dec 1, 2024
Hi @jeff,
thanks for the screenshot and the explanation. Can you try clicking on “Messages” and inviting your wife? The upper area where only your son is displayed only shows some suggestions, but you can also invite other people via the messages or mail app, for example.
Tipi-Andrea
Sep 14, 2024
Where can we find the
tutorial or documentation
Fabian
Sep 14, 2024
Hi @Tipi-Andrea, you can find the link to the help center in the app settings (https://help.budget-flow.app). I have also added “Read More” links in various places within the app where you can go directly to the relevant article. If you have any questions or are missing something, feel free to contact me, especially as the help center will continue to evolve over time :)
Tipi-Andrea
Apr 27, 2024
totally agree