WalletWhiz
For iPhone™ & iPod touch®
© 2009 Numlock Solutions Co.

Welcome!
● What is WalletWhiz?
– The 1st Budget Calendar for the iPhone
– Designed to be easy & user-friendly
– Incorporates some fresh features to optimize
your budget-managing experience

Welcome!
● Takes you to “Options”, which includes security, data export
& help files
● Switches between Calendar & Categories
● Add Spend/Earn Money transactions, as well as Periods in
Calendar view & Categories in Categories view
● Change months (Calendar) & change cycles
(Categories)
● Shows current cycles (Calendar) &
switches cycle between monthly and weekly (Categories)
● Moves to current date (Calendar) & displays current
period (Categories)

Welcome!
●
– In Calendar, toggles between display of the actual &
budget totals, and the balance for current cycle/s
– In Categories, toggles between display of the actual &
budget totals, and the balance for chosen cycle/s
– In Transactions, toggles the display to reflect the spent
amount, the earned amount, and the balance amount
for the category in the chosen cycle

Getting Started
How to enter your 1st Transaction:
1. Select a date in the Calendar view.
2. Tap in Calendar view to create a Monthly or Weekly
Period.*
3. Tap in Calendar view to add a Transaction.
4. Tap under Category in the Spend/Earn Money view to
add a Category.*
5. You're done!
* Note: These steps are not required in subsequent entries.

Getting Started
● Q: Do I have to use Categories?
● A: Technically, yes. However, you may set-up just one Category
(say, “Default”) and assign all your expenses to that Category.
● Q: Do I have to use the Calendar?
● A: Technically, yes. However, you may set-up just one Monthly
Period for the year (or 12 Cycles), and enter all your
transactions in the Categories view until the Period ends the
following year.

Getting Started
● Q: Do I have to set-up a Passcode?
● A: No, but we encourage you to set up a passcode to protect
your WalletWhiz data.
● Q. Why does the Exported file have a vcf extension?
● A. Depending on the software that you use to read your e-mail,
the Exported Data file might end with “vcf”. It's the default
extension for vCards, a widely-used file format standard for
digital business card exchange. Just remove this extension or
change it to “csv”, and you can open it in your spreadsheet or
desktop budget application of choice.

Getting Started
● Q: I'm having problems Exporting my Data. What do I do?
● A: It's quite possible that the e-mail address you entered may
be invalid. Also, it's possible that our SMTP servers are
overloaded sending out data to your e-mail's service provider. If
this is not the case, please see the next question.
● Q. It's a bug! What do I do?
● A. Sorry about that. We try our best to release our software
problem-free, but some bugs are just too nasty to be put down
easily. In that case, you may reach us through
walletwhiz@numlock.com.ph or @walletwhiz on Twitter.

Getting Started
● Q: WalletWhiz ROCKS!!! How do I let you know?
● A. Thanks for feeling that way. If possible, please leave
feedback in iTunes to help others experience the pure
“awesomeness” of WalletWhiz. Also, you can reach us through
walletwhiz@numlock.com.ph or @walletwhiz on Twitter to tell
us how much you love WalletWhiz.

Calendar
● Inspired by the iPhone's
built-in Calendar
● Tap on any date buttons to
move around
● Transactions for the date
will be displayed on the
table below the calendar
● To view transaction details,
tap on the row

Calendar
● Values displayed on the
“Amounts” button are the
Totals for the Cycle over
the budget for that cycle
● Tap on the button again to
display the balance
● If more than one Cycle is
active, data for the Month
will display first, followed
by the Week.

Categories
● Inspired by traditional
budget applications for the
iPhone
● Amount displayed per row
is Balance for cycle for the
Category
● Tap on row to view
transactions
● Tap on Detail Disclosure
button to view details for
Category

Categories
Two ways to manage
Categories:
● Clear Category – all
transactions for the
Category in current Cycle
will be removed
● Delete Category – all
transactions for Category
in ALL Cycles will be
removed

Periods
● Used to organize date
element of WalletWhiz
● Period is actually a group
of Cycles
● Maximum number of
Cycles in a Period is 12
● Maximum number of
effective Cycles for a
single date is 2 (1 Monthly
& 1 Weekly)

Periods
● Upon creation, all Cycles
in a Period have the same
Budget, but may be edited
at any time.
● After creation, start & end
dates for each Cycle may
not be edited.
● Reset Period to remove all
Cycles; transactions will be
retained, and will be
included when new Period
is created

Transactions
● Most basic element of
WalletWhiz
● Classified either as Spend
Money (expense) or Earn
Money (income)
● All fields are required
● After creation, Spend
Money can't be reclassified
as Earn Money, & vice-
versa

Options
1. Help - Gives access to
these help documents.
2. Enable Passcode - Allows
you to set a 4-digit
Passcode to protect your
valuable data from prying
eyes. If Enable Passcode
is selected, and the
process of setting a
passcode is interrupted,
the passcode will be set to
“0000”.

Options
3. Change Passcode -
Allows you to change your
Passcode. However, you
would need the old
Passcode to change it to a
new one.
4. Export Data - Allows you
to export data to CSV
format so you can share it
with your desktop
spreadsheet or budget
application.

Options
5. About - Gives you the
names of the whiz kids
behind this application.
6. Clear All Data - This will
remove all Categories,
Expenses and Periods
from WalletWhiz.
**IMPORTANT: PLEASE
DO NOT FORGET YOUR
PASSCODE.**

Contact Us
You may send your notes of encouragement (or
discouragement, if that's your thing) to us through the
following channels:
● E-mail - walletwhiz@numlock.com.ph
● Web (official) - http://www.numlock.com.ph
● Web (twitter) - http://www.twitter.com/walletwhiz
* iPhone and iPod touch are trademarks of Apple Inc., registered in the U.S. and other countries