Pocket Management

<h2>How to Create Pocket</h2>Pockets help you organize and manage your money with clarity and intention. Separate funds for bills, savings, daily needs, or personal goals, and even create shared pockets to manage money together with family, friends, or partners. Every pocket has a clear purpose, making your money easier to track and plan.1. Open the Pocket page and tap “Add Pocket” <img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/create_pocket_1_05ea915998/create_pocket_1_05ea915998.png" alt="create-pocket-1.png" width="392" height="360"> 2. Choose the type of pocket. Pick a Source of Fund pocket or a Purpose pocket. <img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/create_pocket_2_fd125e4f92/create_pocket_2_fd125e4f92.png" alt="create-pocket-2.png" width="392" height="360"> 3. Name your pocket and select your currency. <img class="image" style="aspect-ratio:392/360;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Create_Pocket_3_91f004f7fa/Create_Pocket_3_91f004f7fa.jpg" width="392" height="360">&nbsp; &nbsp; &nbsp;

How to Create Pocket

<h1>Edit pocket and set icon</h1>Easily update your pocket’s name, purpose, or financial settings to match your needs. Choose a custom icon to visually personalize your pocket, making it easier to identify at a glance.1.Open the selected pocket, tap the menu button at the top, and choose “Edit Pocket.”<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/1_ac35ce6be2/1_ac35ce6be2.png" width="392" height="360">2.You can update the pocket name, choose or change the icon, and for purpose pockets, you could set/extend the expiry period.<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/2_7c8d2c1387/2_7c8d2c1387.png" width="392" height="360">&nbsp;

Edit pocket and set icon

<h1>Download pocket report as excel or csv</h1>Export your pocket’s full transaction history into Excel or CSV format for detailed review, backup, or financial reporting. Perfect for budgeting, audits, or sharing with your team or accountant.1.Open the pocket you want to export, tap the menu button at the top, and select “Pocket Report.”<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Download_Pocket_Report_1_13a74f101f/Download_Pocket_Report_1_13a74f101f.png" width="392" height="360">2.Tap “Request New Report”, choose the time period and file format (Excel or CSV), then tap Submit.<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Download_Pocket_Report_2_8603dcb76a/Download_Pocket_Report_2_8603dcb76a.png" width="392" height="360">3.Once your report is ready, it will appear in the list. Tap the Download button to get the file.<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Download_Pocket_Report_3_c7c7b1cd55/Download_Pocket_Report_3_c7c7b1cd55.png" width="392" height="360">4.Save the file to your phone or share it to your laptop for further use.<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Download_Pocket_Report_4_cb84ac11c0/Download_Pocket_Report_4_cb84ac11c0.png" width="392" height="360">&nbsp;

Download pocket report as excel or csv

<h1>Set favorite pockets</h1>Favorite Pockets let you highlight the pockets you use most for faster access and better focus. By marking a pocket as a favorite, it will appear more prominently on your Overview page, making it easier to track important balances and transactions at a glance. This feature helps reduce clutter and keeps your priority pockets visible at all times. Whether it’s your daily spending, savings, or business pocket, Favorite Pockets make managing your money more efficient and personalized.<ol><li>Go to the “All” tab in the Wallet menu&nbsp;</li><li>Select the three-dot icon in the top-right corner&nbsp;</li><li>Select the Favorite Rules menu&nbsp;</li><li>Tap the star icon next to the wallet you want to mark as a favorite&nbsp;</li></ol>

Set favorite pockets

<h1>Exclude pocket from overview recap</h1>Exclude Pocket from Overview Recap allows you to hide specific pockets from your main financial summary. This is useful when you want to separate personal, private, or temporary pockets from your overall inflow and outflow view. Excluded pockets will not be counted in the Overview recap but will remain accessible and fully functional in the Pocket list. This feature gives you more control over what appears in your dashboard, helping you focus on the financial data that matters most to you.<ol><li>Go to the “All” tab in the Wallet menu&nbsp;</li><li>Select the three-dot icon in the top-right corner&nbsp;</li><li>Select the Manage Summary menu&nbsp;</li><li>Tap the checkmark icon on the wallet you want to remove from the main summary&nbsp;</li></ol>

Exclude pocket from overview recap

Create Entry

<h2>Create&nbsp;entry&nbsp;via&nbsp;quick&nbsp;entry&nbsp;and&nbsp;manual&nbsp;entry</h2>Easily&nbsp;record&nbsp;your&nbsp;income&nbsp;or&nbsp;expenses&nbsp;in&nbsp;a&nbsp;few&nbsp;steps.&nbsp;Choose&nbsp;your&nbsp;pocket,&nbsp;add&nbsp;the&nbsp;details&nbsp;like&nbsp;amount,&nbsp;category,&nbsp;and&nbsp;notes,&nbsp;then&nbsp;save&nbsp;it. You&nbsp;can&nbsp;also&nbsp;attach&nbsp;photos,&nbsp;set&nbsp;reminders,&nbsp;or&nbsp;keep&nbsp;it&nbsp;as&nbsp;a&nbsp;draft&nbsp;if&nbsp;you’re&nbsp;not&nbsp;done&nbsp;yet.&nbsp;Simple,&nbsp;quick,&nbsp;and&nbsp;helps&nbsp;you&nbsp;stay&nbsp;on&nbsp;top&nbsp;of&nbsp;your&nbsp;money&nbsp;flow. 1. Choose&nbsp;IN&nbsp;(income)&nbsp;or&nbsp;OUT&nbsp;(expense)<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/create_entry_1_db878da762/create_entry_1_db878da762.png" width="392" height="360"> 2. Add&nbsp;entry&nbsp;name,&nbsp;amount,&nbsp;category,&nbsp;and&nbsp;notes<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/create_entry_2_71681f00ae/create_entry_2_71681f00ae.png" width="402" height="360"> 3. (Optional)&nbsp;Attach&nbsp;photo&nbsp;of&nbsp;receipt &nbsp;<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/create_entry_3_d8ae021cb7/create_entry_3_d8ae021cb7.png" alt="create_entry_3.png" width="392" height="360"> 4. Tap&nbsp;Save&nbsp;to&nbsp;record&nbsp;your&nbsp;entry <img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/create_entry_4_dcaa39561b/create_entry_4_dcaa39561b.png" alt="create_entry_4.png" width="392" height="360"> &nbsp;

Create Entry Via Quick Entry and Manual Entry

<h2>Create&nbsp;Entry&nbsp;via&nbsp;Scan&nbsp;Receipt</h2>Create&nbsp;an&nbsp;entry&nbsp;instantly&nbsp;by&nbsp;scanning&nbsp;your&nbsp;receipt.&nbsp;Just&nbsp;snap&nbsp;a&nbsp;photo&nbsp;and&nbsp;iO&nbsp;will&nbsp;read&nbsp;the&nbsp;details&nbsp;for&nbsp;you.&nbsp;Review&nbsp;the&nbsp;amount,&nbsp;category,&nbsp;and&nbsp;pocket,&nbsp;then&nbsp;save&nbsp;it.&nbsp;Fast,&nbsp;accurate,&nbsp;and&nbsp;effortless&nbsp;for&nbsp;tracking&nbsp;your&nbsp;spending. 1. Open&nbsp;Scan&nbsp;Receipt<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/scan_receipt_1_a5490ab81e/scan_receipt_1_a5490ab81e.png" width="392" height="360"> 2. Tap&nbsp;on&nbsp;the&nbsp;image&nbsp;icon&nbsp;at&nbsp;bottom&nbsp;of&nbsp;screen<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/scan_receipt_2_07cb7c404d/scan_receipt_2_07cb7c404d.png" width="392" height="360"> 3. IO&nbsp;extracts&nbsp;the&nbsp;details&nbsp;automatically<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/scan_receipt_3_ec1cbf9c0f/scan_receipt_3_ec1cbf9c0f.png" width="392" height="360"> 4. Review&nbsp;and&nbsp;complete&nbsp;your&nbsp;entry<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/create_entry_4_dcaa39561b/create_entry_4_dcaa39561b.png" width="392" height="360"> &nbsp;

Create Entry via Scan Receipt

<h1>Create entry via upload receipt</h1>&nbsp;Create an entry by uploading a receipt photo from your gallery. iO will read the details for you so you can review and save it in seconds.1.Open Scan Receipt<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/scan_receipt_1_a5490ab81e/scan_receipt_1_a5490ab81e.png" width="392" height="360">2.Tap on the image icon at bottom of screen<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Create_Entry_2_2137c8457d/Create_Entry_2_2137c8457d.png" width="392" height="360">3.iO extracts the details automatically<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/scan_receipt_3_ec1cbf9c0f/scan_receipt_3_ec1cbf9c0f.png" width="392" height="360">4.Review and save your entry<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/create_entry_4_dcaa39561b/create_entry_4_dcaa39561b.png" width="392" height="360">

Create entry via upload receipt

<h1>Create entry via share image from ourside iO app</h1>Create an entry by sharing a receipt photo directly from your gallery to the iO app. IO will read the details automatically so you can review and save it instantly.1.Open your phone gallery<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Create_entry_via_share_image_from_ourside_i_O_app_61e0a3c104/Create_entry_via_share_image_from_ourside_i_O_app_61e0a3c104.png" width="392" height="360">2.Share the receipt photo to iO<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Create_entry_via_share_image_from_ourside_i_O_2_557bf0e786/Create_entry_via_share_image_from_ourside_i_O_2_557bf0e786.png" width="392" height="360">3.iO reads the details automatically<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Create_entry_via_share_image_from_ourside_i_O_app_3_56992b5a56/Create_entry_via_share_image_from_ourside_i_O_app_3_56992b5a56.png" width="392" height="360">4.Review and save your entry<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Create_entry_via_share_image_from_ourside_i_O_app_4_7e780f289d/Create_entry_via_share_image_from_ourside_i_O_app_4_7e780f289d.png" width="392" height="360">

Create entry via share image from ourside iO app

<h1>Create entry via shortcut from outside iO app</h1>Create Entry via Shortcut from Outside iO App allows you to record transactions quickly without opening the iO app first. Using the shortcut from your phone’s home screen or share menu, you can create a new entry in just a few taps. This makes it easy to capture income or expenses the moment they happen, even while using other apps. The feature helps ensure no transaction is forgotten and keeps your financial records accurate, fast, and always up to date wherever you are.<ol><li>On Android, you can use the built-in Notes app or Google Keep. Meanwhile, on iOS, you can use the Notes app.</li></ol>

Create entry via shortcut from outside iO app

Business information

<h1>Set business information for custom receipt and invoice</h1>Set Business Information allows you to add your business details to receipts and invoices, such as business name, address, contact information, and logo. This information will appear automatically on your custom receipts and invoices, giving them a more professional and consistent look. It helps customers clearly identify your business and improves trust in your documentation. By saving your business profile once, you can generate branded receipts and invoices quickly for every transaction without re-entering the same information.<ol><li>Access the Account and Settings menu in the top-right corner of the homepage.<img class="image_resized" style="aspect-ratio:2219/2656;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Business_Info_1_rounded_2b825d3a8e/Business_Info_1_rounded_2b825d3a8e.png" width="2219" height="2656"></li><li>In the General section, select the Printer &amp; Receipt menu.<img class="image_resized" style="aspect-ratio:824/996;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Business_Info_2_5d6ce3320e/Business_Info_2_5d6ce3320e.png" width="824" height="996"></li><li>Use the Receipt Settings option to add a logo and company information.<img class="image_resized" style="aspect-ratio:750/1000;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Business_Info_3_04dc38a366/Business_Info_3_04dc38a366.png" width="750" height="1000"></li></ol>

Set business information for custom receipt and invoice

Create category of your own

<h1>Create category from library</h1>Create Category from Library allows you to quickly add ready-made categories from a predefined list. These categories are designed to cover common income and expense types, making setup faster and more convenient. By selecting from the library, you don’t need to create everything from scratch, yet you still get a structured and consistent category system. This feature is perfect for new users who want to start tracking their finances easily and accurately.<ol><li>Access the Account and Settings menu in the top-right corner of the homepage<img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Library_1_70f0297974/Category_Library_1_70f0297974.png" width="824" height="1002"></li><li>In the General section, select the Categories menu.<img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Library_2_4fe036b993/Category_Library_2_4fe036b993.png" width="824" height="1002"><img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Library_3_5f44fefc36/Category_Library_3_5f44fefc36.png" width="824" height="1002"></li><li>Click Add Category, then select from the Library<img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Library_4_d6ab025c9c/Category_Library_4_d6ab025c9c.png" width="824" height="1002"><img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Library_5_0f90d14eb9/Category_Library_5_0f90d14eb9.png" width="824" height="1002"></li></ol>

Create category from library

<h1>Set parent category</h1>Set Parent Category helps you organize related categories under a main group. For example, you can group “Coffee,” “Lunch,” and “Dinner” under a parent category like “Food &amp; Drinks.” This structure makes your financial data cleaner and easier to analyze. With parent categories, you can view spending in broader groups while still keeping detailed subcategory records. It improves clarity and supports better budgeting and financial insights.<ol><li>Access the Account and Settings menu in the top-right corner of the homepage<img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Parent_1_004f206809/Category_Parent_1_004f206809.png" width="824" height="1002"><img class="image_resized" style="aspect-ratio:824/1002;width:29.66%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Parent_2_d3b4d1b409/Category_Parent_2_d3b4d1b409.png" width="824" height="1002"></li><li>In the General section, select the Categories menu.<img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Parent_3_94f4a49071/Category_Parent_3_94f4a49071.png" width="824" height="1002"><img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Parent_4_c7afde28f4/Category_Parent_4_c7afde28f4.png" width="824" height="1002"></li><li>Select the Add Category option, then choose Café under the Dining Out category.<img class="image_resized" style="aspect-ratio:824/1002;width:29.44%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Parent_5_bd5495a5c9/Category_Parent_5_bd5495a5c9.png" width="824" height="1002"><img class="image_resized" style="aspect-ratio:824/1002;width:29.66%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Parent_6_bf397bda7e/Category_Parent_6_bf397bda7e.png" width="824" height="1002"></li></ol>

Set parent category

<h1>Hide category from member</h1>Hide Category from Member allows you to control which categories are visible to collaborators in a shared pocket. This is useful when you want to keep certain personal or sensitive categories private while still working together on shared finances. Hidden categories will not appear for other members, but they remain fully accessible to you. This feature ensures privacy, reduces confusion, and helps maintain clear boundaries when managing money with others.<ol><li>Access the Account and Settings menu in the top-right corner of the homepage<img class="image_resized" style="aspect-ratio:824/1002;width:29.66%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Hide_1_c5082b8c10/Category_Hide_1_c5082b8c10.png" width="824" height="1002"></li><li>In the General section, select the Categories menu.<img class="image_resized" style="aspect-ratio:824/1002;width:29.66%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Hide_2_90b9360ee1/Category_Hide_2_90b9360ee1.png" width="824" height="1002"></li><li>Select the Add Category option, then choose Café under the Dining Out category.<img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Hide_3_14386f0099/Category_Hide_3_14386f0099.png" width="824" height="1002">&nbsp;</li><li>Create a Category Name, set the Parent Category, then select the Hidden option.<img class="image_resized" style="aspect-ratio:824/1002;width:29.65%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Hide_4_de7f0d9007/Category_Hide_4_de7f0d9007.png" width="824" height="1002"><img class="image_resized" style="aspect-ratio:824/1002;width:29.68%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Hide_5_9b5d72ef3d/Category_Hide_5_9b5d72ef3d.png" width="824" height="1002"></li></ol>

Hide category from member

<h1>Edit and delete category</h1>Edit and Delete Category gives you the flexibility to update or remove categories as your needs change. You can rename a category, adjust its structure, or delete it if it is no longer relevant. This helps keep your financial organization clean and up to date. By managing categories regularly, you ensure your transaction records remain accurate and aligned with how you track and understand your money flow.<ol><li>Access the Account and Settings menu in the top-right corner of the homepage<img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Delete_1_690d8941c7/Category_Delete_1_690d8941c7.png" width="824" height="1002"></li><li>In the General section, select the Categories menu.<img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Edit_2_9a18c246b1/Category_Edit_2_9a18c246b1.png" width="824" height="1002"></li><li>Select the category you want to edit or delete.<img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Edit_3_f09c353d26/Category_Edit_3_f09c353d26.png" width="824" height="1002"></li><li>The trash can icon in the top-right corner is used to delete.<img class="image_resized" style="aspect-ratio:824/1002;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Category_Delete_3_9bbe8c10d4/Category_Delete_3_9bbe8c10d4.png" width="824" height="1002"></li></ol>

Edit and delete category

Homepage Navigation

<h1>Overview</h1>The Overview page gives you a complete snapshot of your financial activity in one place. See your total inflow and outflow for the selected period, along with a visual chart to understand your money flow at a glance. Quickly access your draft entries, reminders, and invoices, and review your active pockets and recent transactions. With the main action buttons for IN, OUT, and Scan always available, the Overview helps you stay informed, organized, and in control of your daily finances.<ol><li>Open the app, direct to homepag<img class="image_resized" style="aspect-ratio:914/1104;width:50%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Over_view_1_a70db5de0c/Over_view_1_a70db5de0c.png" width="914" height="1104"></li><li>Adjust the eye icon and filter according to the desired period.<img class="image_resized" style="width:50%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Over_view_1_055c10d408/Over_view_1_055c10d408.png" alt="Over view 1.png" srcset="https://storage.googleapis.com/myio_strapi_web_cms_bucket/thumbnail_Over_view_1_055c10d408/thumbnail_Over_view_1_055c10d408.png 128w, https://storage.googleapis.com/myio_strapi_web_cms_bucket/small_Over_view_1_055c10d408/small_Over_view_1_055c10d408.png 410w, https://storage.googleapis.com/myio_strapi_web_cms_bucket/medium_Over_view_1_055c10d408/medium_Over_view_1_055c10d408.png 615w, https://storage.googleapis.com/myio_strapi_web_cms_bucket/large_Over_view_1_055c10d408/large_Over_view_1_055c10d408.png 820w" sizes="100vw" width="820"></li><li>Slide to view the overview in different currencies.<img class="image_resized" style="aspect-ratio:888/1104;width:50%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Over_view_3_962a393eff/Over_view_3_962a393eff.png" width="888" height="1104"></li></ol>

Overview

<h1>Pocket : Source of Fund</h1>Pockets help you organize your money based on purpose or source of funds. You can create separate pockets for bills, savings, business expenses, or personal goals. Each pocket keeps its own balance and transaction history, making it easier to track and plan your finances. You can also share a pocket with family, partners, or teammates to manage money together in real time. With custom icons and currencies, each pocket is clear, personal, and easy to identify.<ol><li>To view Wallets: from the Homepage, select the All Wallets widget. Choose a Wallet to see each entry recorded in that wallet.&nbsp;</li><li>Tap Add Pocket in the Pocket detail page.&nbsp;</li><li>Select Source of Fund as the pocket type.&nbsp;</li></ol>

Pocket : Source of Fund

<h1>Pocket: Specific Purpose &nbsp;</h1>Pockets help you organize your money based on purpose or source of funds. You can create separate pockets for bills, savings, business expenses, or personal goals. Each pocket keeps its own balance and transaction history, making it easier to track and plan your finances. You can also share a pocket with family, partners, or teammates to manage money together in real time. With custom icons and currencies, each pocket is clear, personal, and easy to identify.<ol><li>To view Wallets: from the Homepage, select the All Wallets widget. Choose a Wallet to see each entry recorded in that wallet.&nbsp;</li><li>Tap Add Pocket in the Pocket detail page.&nbsp;</li><li>Select Source of Fund as the pocket type.&nbsp;</li></ol>

Pocket: Specific Purpose

<h1>Entries</h1>Entries are records of your income and expenses in iO. Each entry includes details such as amount, category, pocket, and notes, helping you understand exactly where your money goes. You can create entries manually or by scanning receipts for faster input. Entries keep your financial activity organized and searchable, so you can review spending patterns, monitor cash flow, and stay on top of your daily transactions with accuracy and ease.<ol><li>There are three ways to create an entry: using the IN/OUT navigation button, the Scan button, and AI INO<img class="image_resized" style="aspect-ratio:990/1020;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Entry_3_a91e1063ba/Entry_3_a91e1063ba.png" width="990" height="1020"></li><li>Select the IN/OUT type, choose which wallet the entry will be saved to, select the category, and enter the amount<img class="image_resized" style="aspect-ratio:938/1020;width:29.66%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Entry_2_a7fe6d0d67/Entry_2_a7fe6d0d67.png" width="938" height="1020"></li><li>Select “Save” to complete creating the entry.<img class="image_resized" style="aspect-ratio:938/1020;width:29.66%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Entry_1_104e9208af/Entry_1_104e9208af.png" width="938" height="1020"></li></ol>

Entries

<h1>Draft Entry, Reminder, Bill/Invoice</h1>Draft entries allow you to save unfinished records and complete them later without losing information. Reminders help you remember important payments or transactions so nothing is missed. Bill and Invoice features let you create structured records for recurring or formal payments, making tracking more organized and professional. Together, these tools help you manage ongoing financial tasks, stay punctual, and keep your money flow consistent and under control.<ol><li>Use the entry creation feature and save it as a draft. Alternatively, go to the Draft tab on the homepage, then select IN/OUT<img class="image_resized" style="aspect-ratio:989/1034;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Draft_Entry_1_1b41ec1b38/Draft_Entry_1_1b41ec1b38.png" width="989" height="1034"></li><li>To edit a draft, select the saved draft entry on the Draft page.<img class="image_resized" style="aspect-ratio:887/1132;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Draft_Entry_2_c9ebfb5bee/Draft_Entry_2_c9ebfb5bee.png" width="887" height="1132"></li><li>The app will open the entry creation page, and the user can edit the draft and then save it as an entry.<img class="image_resized" style="aspect-ratio:920/1070;width:29.67%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Draft_Entry_3_273b351d38/Draft_Entry_3_273b351d38.png" width="920" height="1070"></li></ol>

Draft Entry, Reminder, Bill/Invoice

<h1>Main button: In, Out, Scan</h1>The main button gives you quick access to the most important actions in iO. Choose IN to record income, OUT to record expenses, or Scan to create entries instantly by scanning a receipt. This shortcut makes daily financial tracking fast and simple. With just a few taps, you can capture transactions as they happen and keep your records accurate without interrupting your routine.<ol><li>Select the navigation button according to the entry you want to create (IN/OUT / Scan / INO)&nbsp;</li><li>The app will navigate to the Entry, Scan, or INO page&nbsp;</li></ol>

Main button: In, Out, Scan

<h1>Inbox</h1>Inbox is where you manage all invitations, shared pocket requests, and important notifications. You can accept or decline pocket invitations, track sent and received requests, and stay updated on shared financial activities. Inbox ensures that nothing happens without your approval and keeps collaboration clear and secure. It helps you stay informed and connected when managing money together with family, partners, or teammates.<ol><li>Go to the Mail icon on the homepage&nbsp;</li><li>This menu displays Notifications, Messages, and Articles&nbsp;</li></ol>

Inbox

<h1>Setting</h1>Settings allow you to personalize and control how iO works for you. You can manage your profile, security options, language, currency preferences, and notification settings. This is also where you adjust app behavior to match your financial habits and needs. With clear and flexible settings, iO gives you full control over your experience while keeping your data safe and organized.<ol><li>Select the Settings menu in the top-right corner of the homepage&nbsp;</li><li>This page contains Account Name, Email, Manage Account, General, Help &amp; Support, Log Out, and Delete Account&nbsp;</li></ol>

Setting

Add member and Share Pocket

<h2>Add Member to Pocket</h2> Share a pocket to manage money together and stay in sync. Track spending, plan budgets, and update balances in real time. Perfect for families, partners, roommates, or small teams. Simple, clear, and made for smooth teamwork. 1. Choose&nbsp;the&nbsp;pocket&nbsp;you&nbsp;want&nbsp;to&nbsp;share. Open&nbsp;the&nbsp;menu&nbsp;and&nbsp;select&nbsp;Add&nbsp;Member<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/add_member_1_8153a7c1be/add_member_1_8153a7c1be.png" width="392" height="360"> 2.&nbsp;Enter&nbsp;your&nbsp;collaborator’s&nbsp;email.&nbsp;Only&nbsp;registered&nbsp;IO&nbsp;users&nbsp;can&nbsp;be&nbsp;added<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Add_member_2_4802b9aeb4/Add_member_2_4802b9aeb4.png" width="392" height="360"> 3. Tap&nbsp;Pocket&nbsp;Invitation&nbsp;on&nbsp;your&nbsp;pocket&nbsp;page &nbsp;<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/addmember_3_2139fd0a0b/addmember_3_2139fd0a0b.png" width="396" height="362"> 4. Check&nbsp;your&nbsp;invitation&nbsp;status&nbsp;under&nbsp;the&nbsp;Sent&nbsp;tab<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/addmember_4_5a63afeafa/addmember_4_5a63afeafa.png" width="392" height="360"> &nbsp;

Add member

<h2>Accept&nbsp;or&nbsp;Reject&nbsp;a&nbsp;pocket&nbsp;invitation</h2>Your&nbsp;pocket,&nbsp;your&nbsp;call.&nbsp;Accept&nbsp;or&nbsp;reject&nbsp;invitations&nbsp;to&nbsp;shared&nbsp;pockets&nbsp;before&nbsp;you’re&nbsp;in.&nbsp;Nothing&nbsp;happens&nbsp;without&nbsp;your&nbsp;approval.1. Tap&nbsp;Pocket&nbsp;Invitation&nbsp;on&nbsp;your&nbsp;pocket&nbsp;page<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Pocket_Invitation_1_04340f2f74/Pocket_Invitation_1_04340f2f74.png" width="392" height="360"> 2. Check&nbsp;the&nbsp;invitation&nbsp;under&nbsp;the&nbsp;Received&nbsp;tab<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Pocket_Invitation_2_f8718b27ce/Pocket_Invitation_2_f8718b27ce.png" width="392" height="360"> 3. Accept&nbsp;or&nbsp;decline&nbsp;the&nbsp;invitation<img src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/Pocketinvitation_3_7585575a3a/Pocketinvitation_3_7585575a3a.png" width="392" height="360"> &nbsp;

Accept or Reject a Pocket Invitation

<h1>Check invitation status</h1>Check Invitation Status lets you track the progress of pocket sharing invitations you have sent or received. You can see whether an invitation is pending, accepted, or declined, all in one place. This helps you stay informed and avoid confusion when collaborating with others. With clear status updates, you always know who has access to your shared pockets and whether action is still needed. It ensures transparency and keeps pocket sharing organized and under your control<ol><li>Select the Mail icon in the top-right corner of the homepage<img class="image_resized" style="aspect-ratio:1000/1000;width:32%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/check_invitation_1_8c8ee3f36e/check_invitation_1_8c8ee3f36e.png" width="1000" height="1000"></li><li>Select the Messages option<img class="image_resized" style="aspect-ratio:1000/1000;width:31.75%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/check_invitation_2_2260fb885c/check_invitation_2_2260fb885c.png" width="1000" height="1000"></li></ol>

Check invitation status

<h1>Remove member</h1>Remove Member allows you to revoke access from a shared pocket at any time. This is useful when collaboration ends or when you need to update who can manage the pocket. Once a member is removed, they will no longer be able to view or edit the pocket’s transactions and balance. This feature helps keep your financial data secure and ensures that only the right people have access to your shared pockets.<ol><li>Open the “All” menu in Wallets<img class="image_resized" style="aspect-ratio:1000/1000;width:31.85%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/remove_member_1_377ce74fd1/remove_member_1_377ce74fd1.png" width="1000" height="1000"></li><li>Select the wallet from which the member will be removed.<img class="image_resized" style="aspect-ratio:1000/1000;width:32.04%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/remove_member_2_580102eb21/remove_member_2_580102eb21.png" width="1000" height="1000"></li><li>Tap the Account Name<img class="image_resized" style="aspect-ratio:1000/1000;width:32.09%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/remove_member_3_ed040138a1/remove_member_3_ed040138a1.png" width="1000" height="1000"></li><li>Select the account to be removed from the member list<img class="image_resized" style="aspect-ratio:911/983;width:32.42%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/remove_member_4_d129934b09/remove_member_4_d129934b09.png" width="911" height="983"></li><li>Tap the Remove Member option.<img class="image_resized" style="aspect-ratio:911/983;width:32.6%;" src="https://storage.googleapis.com/myio_strapi_web_cms_bucket/remove_member_5_48f5be079d/remove_member_5_48f5be079d.png" width="911" height="983"></li></ol>

Remove member

<h1>Member role on share access pocket</h1>Member Role on Shared Access Pocket defines what each collaborator can do within a shared pocket. You can assign roles such as View Only, Collaborator, or Administrator based on their responsibilities. This ensures proper control and prevents unwanted changes to your financial records. By setting clear roles, everyone knows their level of access and contribution, making teamwork more structured, secure, and efficient when managing money together.<ol><li>Open the “All” menu in Wallets&nbsp;</li><li>Select the wallet you want to view&nbsp;</li><li>Select the three-dot icon in the top-right corner, then choose Add Member&nbsp;&nbsp;</li><li>In the Member Roles menu, select Administrator, Collaborator, or Reviewer.&nbsp;</li></ol>&nbsp;