P&F Charts - What is needed to get iCloud synching to work?

For successful syncing of data between your devices you need:

More than 1 iOS device - e.g. an iPhone and an iPad
The app installed on each device
Each device logged into the same iCloud account - see the top of the Apple “Settings” screen for where this is located
iCloud Drive is enabled on each device
Point and Figure Charts has access to iCloud
Each device to have Internet access

NOTE: you can choose to store data on a particular device locally and not on iCloud.

See this post to get a visual walkthrough of enabling these elements.

Comments

Where is my data stored - can anyone else access it?

All of the app data is stored on your local device and, in the case of Clever Contacts or P&F Charts , in your own personal Apple iCloud account. It is not shared with the developer or available to anyone else. Only those that have access to your devices have access to your data. See below for additional information regarding data storage for particular apps. Clever Contacts All the contact related information (name, address, phone numbers, emails, contact photo etc) in Clever Contacts is actually saved in and read from your Contacts App on the device. Membership in groups (e.g. Family), notes, photos associated with notes and other settings data is maintained by Clever Contacts in separate files. These will either be only on your local device or in your iCloud account depending on which storage option you have chosen in the Clever Contacts “Settings” screen. Clever Net Worth If multiple people have access to your iPhone or iPad you can protect your data from prying e

Can I share data between my devices in Clever Net Worth?

Not yet automatically - but iCloud sharing is coming in a new release soon. Because data is stored locally on your device, it cannot be accessed from another device. For example, if you have both an iPhone and an iPad connected to the same Apple ID, Clever Net Worth may get installed automatically on both devices when you first purchase it from one of them. However the two versions will act independently and not share data. You could copy a data set from one device to another by using the Export and Import function (see here) but this is a manual and non-straight forward process. Image by Gerd Altmann from Pixabay

Can I automatically download my latest balance in Clever Net Worth from my bank account?

Clever Net Worth does not provide automatic linkages to your bank accounts. This app is based on you entering (manually) a single balance whenever it suits you rather than capturing all your individual transactions (which would be a pain to do manually). We choose to maintain an increased level of security by not needing the app to have access to your accounts. However, you can cut and paste the latest balance if you so desire. On an iPad you can even have two windows open side by side (see the image below for an example) with say Clever Net Worth on the left and your bank’s app on the right and then cut and paste between them. First Image by Steve Buissinne from Pixabay

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