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Tecly

Your forward-looking cash flow budget

Tecly builds a cash flow budget that looks ahead: know instantly how much you'll have next month, in three months, or by year end, starting from the income and expenses you already know about.
  • Up to 20 accounts, with your favorites pinned for quick access
  • Line and bar charts for every account's trend
  • Try scenarios by toggling transactions on or off
  • Free built-in guided tour
  • Protect access with Face ID, Touch ID or a passcode
  • Save and reload entire years to keep a permanent archive of your finances
  • Automatic sync across all your Apple devices
Available for iPhone, iPad and Mac

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Description⇩
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DESCRIPTION

+ What is Tecly
Tecly is an archive of financial transactions where you can create and manage a sources-costs budget with detailed views and charts.
+ Tecly is universal
You can use Tecly on your iPhone, iPad and Mac. Tecly uses your Apple Id to automatically synchronize your budgets and any purchase on all your devices.
+ First start of Tecly
At startup, Tecly shows you some slides for a general overview of the app.
+ Tecly first setup
Just out of the slides the names of your accounts are sufficient for setup: up to 20. You can choose name, color and order. Tap the ••• button which has various options, including:
  • Accounts: for names, color and order
  • Search transactions
  • Display options: decimals and negative values
  • Sharing: status and turning iCloud sync on/off
  • Archives and backups: archive management menu to save the years as you use Tecly and be able to reload them from the archive. You can also later edit and reorder the accounts.
+ Build your first budget
Tecly has two main views:
  • Year view
  • Month view
Tecly, 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. You can edit the initial balance only on the first transaction of January 1st of the year. Transactions on each month's first day are pre-loaded with the balance carried over from the previous month.
+ Selection of visible accounts
In the year view you find the colored buttons for your favorite accounts: you can pin up to 4 of them among your accounts (up to 20) to keep them always at hand. If checked, the account is visible in the chart and totals, hidden otherwise. The Σ button shows the sum of just the selected favorites; the "All" button shows the total of all your accounts. 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.
+ Charts
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.
+ Tecly is freemium
Using Tecly is free, with a limit on how many transactions you can add per year — no more time-based trial. Remove the limit anytime, with a one-time in-app purchase or a subscription, whichever suits you.
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