Finances
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WHAT CAN I DO HERE?

The Finances topic enables you to quickly and eas­ily man­age finan­cial infor­ma­tion, such as accounts, bill pay­ments, expenses, char­i­ta­ble dona­tions, invest­ments, assets, and finan­cial doc­u­ments. In this view you can set up your bank accounts with bal­ances, and man­age expenses and pay­ments which debit and credit those bank accounts (Note: they are not linked to your actual bank accounts online). You can also set up repeat sched­ules for recur­ring pay­ments. In this view, you can man­age your char­i­ta­ble dona­tions, which includes recip­i­ents, amounts, and due dates. In addi­tion, for Finan­cial Assets, you can add other items; for exam­ple, if you own stock, you might link a book­mark to NASDAQ to stay on top of it. Auto­matic reminders are avail­able through inte­gra­tion with your device’s cal­en­dar to ensure you never miss a pay­ment, expense, dona­tion, or other finan­cial item that’s due.

GLOSSARY OF TERMS

All Accounts: All the bank and cash accounts that are defined.

Banks: The banks that you use. Touch­point to the Bank sub­cat­e­gory of the Finance + Legal cat­e­gory in the Peo­ple + Ser­vices topic.

Ser­vice Pay­ment Tem­plates: Forms for pay­ments to services.

Other Pay­ment Tem­plates: Forms for pay­ments to indi­vid­u­als and other non-services.

Pay­ment: A pay­ment is either for a ser­vice (lawn care, for exam­ple) or to a per­son (other pay­ment). Pay­ments are inde­pen­dent of topic items, such as projects, trips, events, etc.

Expense: An expense is some­thing you can add to “topic items” (projects, trips, events, etc.). It is not nec­es­sary to asso­ciate an expense with a topic item.

Char­i­ta­ble Dona­tions: Dona­tions to charities.

Finan­cial Assets: Assets that you own such as stocks, bonds, IRA’s etc. Touch­point to the Finan­cial cat­e­gory in the Home + Assets topic.

Finan­cial Notes: Notes for any­thing related to your per­sonal or busi­ness finances. Touch­point to the Finan­cial cat­e­gory in the Notes + Files, Lists topic.

TOUCHPOINTS

Touch­points allow rel­e­vant infor­ma­tion to be shared seam­lessly between Finances and other top­ics. The Finances topic includes touch­points to the Peo­ple + Ser­vices, Notes + Files, Lists,  and Home + Assets top­ics. For exam­ple, within the Finances topic, you could iden­tify bill pay­ments for ser­vices that you have defined in Peo­ple + Ser­vices. Or, if you have invest­ments defined in Home + Assets, invest­ment details are avail­able directly within Finances to give you a com­plete view of your finan­cial health. Or, if you have finan­cial infor­ma­tion defined in Notes + Files, such as copies of insur­ance poli­cies or book­marks to invest­ing web sites, that infor­ma­tion is avail­able directly within Finances.

CATEGORIES FOR FINANCES

Cat­e­gories are avail­able for use with Finances. You can cre­ate, mod­ify, hide, or delete cat­e­gories via Set­tings or directly from a tile for an expense, pay­ment, dona­tion, or asset, or note. When a cat­e­gory is deleted, it is com­pletely removed from your app. When a cat­e­gory is hid­den, it no longer appears in the Cat­e­gories tile, but it remains defined, and is still avail­able in the cat­e­gory list when you are defin­ing a new expense, pay­ment, dona­tion, or asset, or note. Note that cat­e­gories that are in use or serve as touch­points to another topic can­not be deleted or hid­den. For infor­ma­tion about cre­at­ing cat­e­gories, refer to your help for Com­mon Fea­tures.

ALERTS

Any expense-related item that’s open and due in the future for five days appears in the Alerts sec­tion of the Finances view.

EXPENSES (NEW EXPENSE / EXPENSES VIEW)

Expenses are any expen­di­tures that are nec­es­sary in your life. For exam­ple, you might set up an edu­ca­tion expense for tuition that’s due for a class on a des­ig­nated date. In fact, you can asso­ciate the expense directly with that class so you’re able to keep bet­ter track of your edu­ca­tion expenses.

In your LightAr­row app, you can asso­ciate sev­eral types of items to expenses in order to effi­ciently plan, and to orga­nize in a way that you can eas­ily find the infor­ma­tion that you need. For exam­ple, you can asso­ciate audio, pho­tos, videos, and draw­ings to expenses.

How to group expenses:

There is one selec­tor at the top-left of the Expenses view. It allows you to group by all expenses or to group by start­ing date, last updated, or con­text tag.

  1. In the Finances view, tap the selec­tor at the top-left of the view.
  2. From the selec­tor, choose Show All, Starts, Last Updated, or Con­text Tags. The app remem­bers the pre­vi­ous selection.

CREATING EXPENSES

How to cre­ate a new expense:

  1. In the Finances view, tap the plus sign and choose Expense.
  2. In the New Expense view, type a name and comment.
  3. Enter an amount for the expense by enter­ing it into the Amount field.
  4. Select the source (account) that the expense will be deb­ited from in the Source field. The app makes the adjust­ment to the bal­ance of the des­ig­nated account.
  5. Select a date and/or time that the expense is due from the Time field.
  6. If some­one, besides you, is pay­ing for the expense, select the per­son from your con­tacts by tap­ping the Paid By field. Select a con­tact, and then tap  Save.
  7. If oth­ers are par­tic­i­pat­ing in the expense, select them from the Par­tic­i­pants view by tap­ping the add selec­tor. Choose the par­tic­i­pants and then tap Save. (Note: you can email all of them from this view).
  8. If you wish to cat­e­go­rize the expense, choose a cat­e­gory by tap­ping the Cat­e­gories tile. Tap the cat­e­gory and then tap Save.
  9. To add con­text tags, tap the Con­text tags tile (select an exist­ing tag or cre­ate a new one by tap­ping New.)
  10. To include an asso­ci­ated topic for the expense, such as a travel expense, choose the topic item from the Asso­ci­ated Topic tile. Go back to the Expense when you are done.
  11. To asso­ciate one con­tact with this expense, choose the con­tact by tap­ping the Con­tacts tile, select­ing a con­tact, and tap­ping Save.
  12. Tap Save.

MODIFYING EXPENSES

How to mod­ify a expense:

  1. Tap the Expenses tile in the Finances topic.
  2. Tap the expense you wish to mod­ify and then tap Open.
  3. Mod­ify the items as directed.
  4. Tap Save.

DELETING EXPENSES

How to delete a expense:

  1. Tap the Expenses tile in the Finances topic.
  2. Tap the expense you wish to delete to expand the row, and then tap Delete.

CREATING PAYMENTS (BILLS) AND SERVICE PAYMENT TEMPLATES

Pay­ments with Ser­vice Pay­ment Tem­plates are suit­able for recur­ring pay­ments for ser­vices such as lawn care, house­keep­ing, con­trac­tors, or other ser­vice providers.

Refer to Ser­vice Pay­ment Tem­plates for infor­ma­tion about cre­at­ing bills/payments.

CREATING ACCOUNTS

You can cre­ate accounts in your LightAr­row app and take note of the bal­ance. You can record your trans­ac­tions in your LightAr­row app to keep track of expen­di­tures. They are not asso­ci­ated with your actual online accounts. They’re another way to bal­ance your expenses with­out using an online service.

How to add accounts:

  1. In the Finances topic, tap the All Accounts tile.
  2. Tap the plus sign.
  3. Type a name for the account in the Name field.
  4. In the Amount field, type the ini­tial bal­ance of the account.
  5. Enter the date of the ini­tial bal­ance in the As of Date Field.
  6. In the Bank field, choose the Bank account the account is asso­ci­ated with (or choose cash if cash is to be recorded).
  7. If you chose Bank, con­tinue by com­plet­ing the fields below. Oth­er­wise, tap Save.
  8. Type your Account num­ber in the Acct. Num­ber field.
  9. From the Cat­e­gory field choose the type of account, such as Debit Card, Credit Card, Etc. (or cre­ate a new type by tap­ping New).
  10. Choose whether the account is Active or not.
  11. If the account has an expi­ra­tion date, choose by tap­ping the Expires field.
  12. If you wish to record a secu­rity code, you can type it in the Secu­rity Code field. When you wish to view this code at a later time, tap the lock icon at the bot­tom of the view and enter your PIN, which you set up in Secure Your Data.
  13. If the account has a PIN, you can type it in the PIN field. When you wish to view this code at a later time, tap the lock icon at the bot­tom of the view and enter your PIN, which you set up in Secure Your Data.
  14. Note: After you save the account, if you wish to view all your trans­ac­tions for this account, you can tap Trans­ac­tions.
  15. Tap Save.

MODIFYING ACCOUNTS

How to mod­ify an account:

  1. Tap the All Accounts tile in the Finances topic.
  2. Tap the account you wish to mod­ify and then tap Open.
  3. Mod­ify the items as directed.
  4. Tap Save.

DELETING ACCOUNTS

How to delete an account:

  1. Tap the Accounts tile in the Finances topic.
  2. Tap the account you wish to delete to expand the row, and then tap Delete.

WORKING WITH TRANSACTIONS (TRANSACTIONS VIEW)

MODIFYING AND VIEWING ALL TRANSACTIONS

The Trans­ac­tions view pro­vides you with a list of all expenses, deposits, trans­fers and bill pay­ments for a cho­sen account. It also shows you your Initial/Adjusted Bal­ance, as well as your cur­rent bal­ance of your account. In addi­tion, you can per­form the fol­low­ing actions:

  • Deposits
  • Pay­ments or Withdrawals
  • Deposits from Persons
  • Pay­ments to Persons
  • Deposits from Ser­vice Providers
  • Pay­ments to Ser­vice Providers
  • Trans­fers from across accounts
  • Trans­fer to other accounts

How to view and mod­ify trans­ac­tions (access the Trans­ac­tions view):

  1. In the Finances topic, tap the All Accounts tile.
  2. Tap an account listed in the All Accounts view.
  3. When the cell expands, tap Trans­ac­tions.

How to record a new deposit:

  1. In the Trans­ac­tions view, tap the plus sign and tap Deposit.
  2. In the New Trans­ac­tion view, from the From field, type where or who the deposit came from.
  3. From the Date field, select a date.
  4. Enter the amount in the Amount field.
  5. Option­ally, enter a ref­er­ence num­ber in the Num­ber field.
  6. Tap Save.

How to record a new pay­ment or withdrawal:

  1. In the Trans­ac­tions view, tap the plus sign and tap Pay­ment or With­drawal.
  2. In the New Trans­ac­tion view, from the To field, type where or who the pay­ment or with­drawal is for.
  3. From the Date field, select a date.
  4. Enter the amount in the Amount field.
  5. Option­ally, enter a ref­er­ence num­ber in the Num­ber field.
  6. Tap Save.

How to record a new deposit from a person:

  1. In the Trans­ac­tions view, tap the plus sign and tap Deposit from Per­son.
  2. In the New Trans­ac­tion view, tap the Per­son field, and select a con­tact from your contacts.
  3. From the Date field, select a date.
  4. Enter the amount in the Amount field.
  5. Option­ally, enter a memo in the Memo field.
  6. Option­ally, enter a ref­er­ence num­ber in the Num­ber field.
  7. Tap Save.

How to record a new pay­ment to a person:

  1. In the Trans­ac­tions view, tap the plus sign and tap Pay­ment to Per­son.
  2. In the New Trans­ac­tion view, tap the Per­son field, and select a con­tact from your contacts.
  3. From the Date field, select a date.
  4. Enter the amount in the Amount field.
  5. Option­ally, enter a memo in the Memo field.
  6. Option­ally, enter a ref­er­ence num­ber in the Num­ber field.
  7. Tap Save.

How to record a new deposit from a Ser­vice Provider:

  1. In the Trans­ac­tions view, tap the plus sign and tap Deposit from Ser­vice Provider.
  2. In the New Trans­ac­tion view, from the Provider field, choose the ser­vice provider when the Select Ser­vice Provider view appears. Tap Save.
  3. From the Date field, select a date.
  4. Enter the amount in the Amount field.
  5. Option­ally, enter a memo in the Memo field.
  6. Option­ally, enter a ref­er­ence num­ber in the Num­ber field.
  7. Tap Save.

How to record a new pay­ment to a Ser­vice Provider:

  1. In the Trans­ac­tions view, tap the plus sign and tap Pay­ment from Ser­vice Provider.
  2. In the New Trans­ac­tion view, from the Provider field, choose the ser­vice provider when the Select Ser­vice Provider view appears. Tap Save.
  3. From the Date field, select a date.
  4. Enter the amount in the Amount field.
  5. Option­ally, enter a memo in the Memo field.
  6. Option­ally, enter a ref­er­ence num­ber in the Num­ber field.
  7. Tap Save.

How to trans­fer from other accounts:

  1. In the Trans­ac­tions view, tap the plus sign and tap Trans­fer from Other Account.
  2. In the New Trans­ac­tion view, from the Account field, choose the account.
  3. From the Date field, select a date.
  4. Enter the amount in the Amount field.
  5. Option­ally, enter a memo in the Memo field.
  6. Option­ally, enter a ref­er­ence num­ber in the Num­ber field.
  7. Tap Save.

How to trans­fer to other accounts:

  1. In the Trans­ac­tions view, tap the plus sign and tap Trans­fer to Other Account.
  2. In the New Trans­ac­tion view, from the Account field, choose the account.
  3. From the Date field, select a date.
  4. Enter the amount in the Amount field.
  5. Option­ally, enter a memo in the Memo field.
  6. Option­ally, enter a ref­er­ence num­ber in the Num­ber field.
  7. Tap Save.

BANKS (SERVICE PROVIDERS)

If you LightAr­row app, Banks are ser­vice providers, which are given the cat­e­gory of Bank, by default. When you set up Accounts, as described above, you can assign a Bank to it.

To learn more about cre­at­ing Banks, refer to Ser­vice Providers.

CHARITABLE DONATIONS

In your LightAr­row app, you can keep track of the char­i­ta­ble dona­tions that you make. You can set up cash dona­tions or dona­tions for goods.

How to record char­i­ta­ble donations:

  1. In the Finances topic, tap the Char­i­ta­ble Dona­tions tile and add an optional comment.
  2. Tap the Recip­i­ent field, and choose a con­tact from the Con­tacts view for the dona­tion. Tap Save.
  3. If you wish, type the esti­mated spend for the dona­tion in the Esti­mated Spend field.
  4. If you wish, select a due date for the dona­tion from the Due Date field.
  5. You can assign con­text tags to dona­tions. To add con­text tags, tap the Con­text tags tile (select an exist­ing tag or cre­ate a new one by tap­ping New.)
  6. If you’re plan­ning to donate goods, tap Cre­ate and Add More Data to add shop­ping items or other asso­ci­ated data, such as tasks or files.
  7. Tap Save.

MODIFYING DONATIONS

How to mod­ify a donation:

  1. Tap the All Accounts tile in the Char­i­ta­ble Dona­tions topic.
  2. Tap the dona­tion you wish to mod­ify and then tap Open.
  3. Mod­ify the items as directed.
  4. Tap Save.

DELETING DONATIONS

How to delete a donation:

  1. Tap the Accounts tile in the Dona­tions topic.
  2. Tap the dona­tion you wish to delete to expand the row, and then tap Delete.

FINANCIAL ASSETS

In your LightAr­row app, an asset is a resource with mon­e­tary value that an indi­vid­ual or busi­ness owns or con­trols, or leases. With assets, you can man­age the man­u­fac­turer, model, SKU, ser­ial num­ber, or VIN#. In addi­tion, you can man­age the seller, pur­chase infor­ma­tion (date, cost and cur­rent value), loca­tion and con­text tags.

To learn more about cre­at­ing Assets, refer to Assets.

FINANCIAL NOTES

In your LightAr­row app, you can cre­ate notes for sup­port­ing infor­ma­tion about your finances. These notes, take the cat­e­gory of Finan­cial, by default.

To learn more about cre­at­ing Notes, refer to Notes.

ASSOCIATING ITEMS WITH EXPENSES AND CHARITABLE DONATIONS

The Finances topic helps you to be more pro­duc­tive by allow­ing you to asso­ciate media items to Expenses, and to asso­ciate tasks, appoint­ments, reminders, check­lists, and media items to Char­i­ta­ble Dona­tions. For exam­ple, if you’re mak­ing char­i­ta­ble dona­tions to an orga­ni­za­tion, you can scan the receipt, store it by using an online cloud ser­vice, and asso­ciate it with dona­tion in your LightAr­row app. By asso­ci­at­ing these receipts with the dona­tion, you have a cen­tral loca­tion to find these receipts when you’re fil­ing your taxes.

How to asso­ciate a task with a donation:

You can asso­ciate a dona­tion with a task or a task with a donation.

Note: Any­where you find a task in the app, you can open it, tap its Asso­ci­ated Topic tile, and select a dona­tion that you want to asso­ciate it with.

  1. Locate a dona­tion by tap­ping the Projects tile in the Finances topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing task, tap Task and select the task you want to add by tap­ping it.
  5. If you’re adding a new task, tap Task and add a name and due date, and then tap Full Details to add more information.
  6. Com­plete the infor­ma­tion for the task and tap Save.

How to asso­ciate a check­list with a donation:

You can cre­ate a check­list in the Notes + Files, Lists topic and asso­ciate it with a dona­tion in the Finances topic (or) you can asso­ciate a check­list with a dona­tion directly from the Notes + Files, List topic. For detailed infor­ma­tion about check­lists, refer to the Notes + Files, Lists help.

  1. Locate a dona­tion by tap­ping the Char­i­ta­ble Dona­tions tile in the Finances topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing check­list, tap Check­list and select the check­list you want to add by tap­ping it.
  5. If you’re adding a new check­list, tap Check­list and add a name and due date. Option­ally add a comment.
  6. Tap Tap to add Check­list item and add items to the check­list tap­ping Save as you cre­ate each one.
  7. Com­plete the infor­ma­tion for the check­list and tap Save.

How to asso­ciate an appoint­ment with a donation:

Cre­at­ing an appoint­ment is a com­mon func­tion that can be cre­ated in many areas of your app. If you wish to add an appoint­ment directly to a dona­tion, fol­low the pro­ce­dure below.

  1. Locate a dona­tion by tap­ping the Char­i­ta­ble Dona­tions tile in the Finances topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing appoint­ment, tap Appoint­ment and select the appoint­ment you want to add by tap­ping it.
  5. If you’re adding a new appoint­ment, tap Appoint­ment and add a name and start date.
  6. Tap Full Details if you wish to add sta­tus, an optional com­ment, full dates, con­text tags, and to choose the iOS cal­en­dar to be asso­ci­ated with the appointment.
  7. Tap the tiles for the details you wish to add and com­plete the nec­es­sary fields.
  8. Com­plete the infor­ma­tion for the appoint­ment and tap Save.

How to asso­ciate a reminder with a donation:

Cre­at­ing a reminder is a com­mon func­tion that can be cre­ated in many areas of your app. If you wish to add a reminder directly to a dona­tion, fol­low the pro­ce­dure below.

  1. Locate a dona­tion by tap­ping the Char­i­ta­ble Dona­tions tile in the Finances topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing reminder, tap Reminder and select the reminder you want to add by tap­ping it.
  5. If you’re adding a new reminder, tap Reminder and add a name and due date/time.
  6. If you wish to add con­text tags and select a cal­en­dar for an iOS noti­fi­ca­tion, tap the asso­ci­ated tiles.
  7. Tap Save.

How to asso­ciate a book­mark with a donation:

You can cre­ate a book­mark in the Book­marks + Lock­ers topic and asso­ciate it with an item in the Finances topic (or) you can asso­ciate a book­mark to a Finances topic directly from the Finances topic. For detailed infor­ma­tion about cre­at­ing book­marks, refer to the Book­marks + Lock­ers help.

  1. Locate a dona­tion by tap­ping the Char­i­ta­ble Dona­tions tile in the Finances topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing book­mark, tap Book­mark and select the book­mark you want to add by tap­ping it.
  5. If you’re adding a new book­mark, tap Book­mark and type a URL for a book­mark or search for a book­mark and select it.

How to asso­ciate a file ref­er­ence with a donation:

You can cre­ate a file ref­er­ence in the Notes + Files, Lists topic to your local and online files and asso­ciate it with a dona­tion (or) you can asso­ciate a file ref­er­ence to a dona­tion directly in the Finances topic. Files can be local or stored online. For detailed infor­ma­tion about cre­at­ing file ref­er­ences, refer to the Notes + Files, Lists help.

  1. Locate a dona­tion by tap­ping the Char­i­ta­ble Dona­tions tile in the Finances topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing file ref­er­ence, tap File and select the file ref­er­ence you want to add by tap­ping it.
  5. If you’re adding a new file ref­er­ence, tap File and select a folder and file.
  6. If you don’t see the file ser­vice you wish to use, you can set it up directly from the result­ing menu by tap­ping New and com­plet­ing the options for the file service.

How to asso­ciate pho­tos, audio, draw­ings, or video with a an expense or donation:

You can cre­ate pho­tos, audio, or video within the Media topic (or in some cases directly with your device) and asso­ciate them with an item in the Finances topic (or) you can asso­ciate a media item with an expense or dona­tion directly from the Finances topic. For detailed infor­ma­tion about cre­at­ing media items, refer to the Media help.

  1. Locate an expense or char­i­ta­ble dona­tion by tap­ping the Expenses tile or the Char­i­ta­ble Dona­tions tile in the Finances topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing media item, tap AudioPhotoVideo, or Draw­ing and select the file you want to add.
  5. If you’re adding a new media item, tap AudioPhotoVideo, or Draw­ing and com­plete the nec­es­sary actions.
  6. Save the expense or donation.

10 Comments


  1. Mon
    Apr 04, 2014

    The Finance com­po­nent is great how­ever I wish you had a bud­get­ing tool.


    • Team LightArrow
      Apr 04, 2014

      Hi Mon,

      Thank you for reach­ing out to us.

      We do have plans to add some bud­get­ing and report­ing fea­tures in the Finance Topic around June this year.

      Best Regards,
      Team LightAr­row
      Austin TX


  2. Mon
    Apr 04, 2014

    Hi,

    If I wanted to print or save my account activ­ity in xlsx for­mat for a cer­tain month how can I do so?


    • Team LightArrow
      Apr 04, 2014

      Hi Mon,

      Thank you for reach­ing out to us.

      Yes, we plan to imple­ment the print­ing and CSV export fea­tures for Payments/Account activ­i­ties some­time around June this year.

      Best Regards,
      Team LightAr­row
      Austin TX


  3. Kim
    Mar 29, 2014

    What’s the dif­fer­ence between an expense and a pay­ment? The exam­ple given in the help sec­tion of edu­ca­tion just con­fused me more. If I get gas, is that an expense or a pay­ment for the ser­vice pro­vided by a ser­vice provider (gas station)?

    Thanks!


    • LightArrow
      Mar 29, 2014

      Hi Kim,
      An expense is some­thing you can add to “topic objects” (projects, trips, events, con­tacts — if you have the Pro Con­tacts Pack, etc. It doesn’t have to be asso­ci­ated with a topic object.
      A pay­ment is either for a ser­vice (lawn care, for exam­ple) or to a per­son (other pay­ment). Pay­ments are inde­pen­dent of topic objects.
      The exam­ple you gave is a lit­tle tricky — gas for the car would be typ­i­cally an expense — you typ­i­cally would not want to track the gas sta­tion as a ser­vice provider, with gas as a ser­vice. How­ever, typ­i­cally, you’d have water, elec­tric­ity, util­i­ties, etc are ser­vices with the iden­ti­fied ser­vice provider, and have pay­ments to them, as it’s a steady rela­tion­ship ver­sus a one-time expense here or there at a dif­fer­ent place, like a busi­ness lunch, or gas for the car.
      If you want, we can set up a call to go over this or other things. If you want that, please reach out to support@lightarrow.com and we’ll set it up.
      Best regards,
      Team LightAr­row
      Austin, Texas


  4. Tim B
    Mar 28, 2014

    Hi,
    I added an expense but now want to make that payable to a per­son.
    How can I update it to say who I paid it to?
    Thanks,
    Tim


    • Tim B
      Mar 28, 2014

      Hi again,
      I also found a bug in the expense form:
      If I enter an amount, I can’t get rid of the key­board, even if I tap Done.
      This means that if I try scrolling and tap­ping on one of the other fields, I can­not see the related dia­log for dates, etc because the key­board is still at the “front” of the screen.
      Thanks,
      Tim


      • Team LightArrow
        Mar 28, 2014

        Hi Tim,

        Thank you for reach­ing out to us.

        1. I added an expense but now want to make that payable to a per­son.
        How can I update it to say who I paid it to?
        [A] First option is to use “Other Pay­ment Tem­plates” under the Finances topic. Sec­ond option is to asso­ciate the expense to the per­son. This option will require the “Pro Con­tacts” in-app pur­chase option. To do that, open the con­tact, at the bot­tom of the con­tact detail view, tap on the “Add Item” but­ton and then select “Choose Exist­ing”, and then select the expense item that you want to asso­ciate to the contact.

        2. I have had some shop­ping items with dates that appear in the Agenda view.
        How­ever, now that I have bought the items, they still appear in the Agenda.
        Is this some­thing you can fix?
        [A] This is a defect, we’ll fix this in the upcom­ing 8.0.3 update.

        3. If I enter an amount, I can’t get rid of the key­board, even if I tap Done.
        This means that if I try scrolling and tap­ping on one of the other fields, I can­not see the related dia­log for dates, etc because the key­board is still at the “front” of the screen.
        [A] This defect has been iden­ti­fied and has been fixed in 8.0.2 (pend­ing Apple approval) that will be avail­able next week.

        Should you have any other ques­tions or sug­ges­tions, do not hes­i­tate to con­tact us again.

        Jeff
        Team LightAr­row
        Austin TX


        • Tim B
          Mar 28, 2014

          Thanks Jeff!
          You’re so quick with the fixes — I appre­ci­ate it.

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