A little help
Let’s make it simple.
A few answers to help you settle in.
How do I explore my transactions in charts?
- Select a Book and open the Insights tab.
- Choose Daily, Weekly, Monthly or Yearly. Use the arrows or date picker to move to another period.
- Choose Expenses, Income or Refunds, then Bar, Line, Pie or Plot.
- Scroll for category totals and chart data. In Plot, open an entry from the transaction list for its full details.
Transfers are excluded. Refunds reduce net spending on the date received; a pie shows category amounts for the selected transaction type.
Where do I change the theme?
How do I sync or resolve different versions?
- Open the intended iCloud Book. New changes are saved locally and queued for iCloud automatically.
- Tap the sync icon beside Add and Settings to request a cloud check. Check the status for pending work or errors; the button cannot guarantee immediate delivery by iCloud.
- Compatible edits merge automatically. If a change needs a decision, open Settings → Review iCloud changes and compare the versions before choosing what to keep.
Keep both devices online and signed into their intended Apple Accounts. Separate local Books are not automatically shared Books.
How does an entry show who added it?
Can I add expense and income categories?
How do I delete or leave a Book?
Why can’t I see a shared receipt?
- Open the transaction on the phone that added it and check that the image opens. If it says no receipt is attached, edit the entry, attach the image and wait for it to load before saving.
- Confirm both people are using the same shared iCloud Book. Keep both devices connected and use the sync button to request a cloud check.
- Open the transaction on the receiving phone. Receipt details distinguish an absent image from one that could not be read. If it still fails, keep the original image and report the app version and steps through TestFlight.
Older entries saved before their selected photo finished loading may need the receipt attached again. Sync cannot recreate an image that was never saved.
Where do I start?
How do I set up Back Tap?
Can I capture Apple Pay purchases?
Why isn’t a Book appearing on another iPhone?
How do I invite someone to a Book?
Pennyhush does not send an invitation email automatically. You send the link after adding the person.
- Open your Book’s People screen. Move the Book to iCloud if asked, then tap Prepare invitation.
- Enter the email address for the Apple Account the person uses with iCloud. Choose Member or Admin, then tap Continue to send link and confirm.
- Tap Send invitation link. Choose Messages, Mail or another app, select the person, and send. You can also copy and send the link. Opening or cancelling the share sheet does not send an invitation.
- The recipient installs Pennyhush, opens your link on their iPhone while signed in to the invited Apple Account, and taps Accept invitation. People changes from Waiting to join to Joined after iCloud confirms acceptance. Pull down to refresh.
If the link does not work, confirm the iCloud email address with the recipient. Only people added to this Book can join. Full sharing requires iOS 26 or later. App installation through TestFlight is a separate invitation from Apple.