Upgrading to version 7 – My Budget Book for existing customers

The essentials

Free. Version 7 replaces the old app as a normal update in the App Store, same listing, same purchase. New customers pay €2.99, you pay nothing.
Your data is migrated. On first launch the app looks for the old database, makes a safety copy and carries over accounts, categories, payment methods, people, groups, entries, recurring entries, templates and budgets.
The app checks itself. Counts, totals and balances per account and year are compared before and after the migration. On any discrepancy it rolls back automatically.
You need to set up again: password protection and automatic backup.
Clean-up: “Files of the old app” shows everything the old app left behind and lets you delete it. The app never deletes anything by itself.
One request: If something isn’t right, write to support@onetwoapps.com first, before rating. We answer personally and solve the problem.

Before the update: three minutes well spent

The update works without preparation. These steps make it safer and save you trouble later. The checkmarks are remembered only by your browser.

Create a backup in the old appCreate a backup in the old app and, if possible, pass it on to iCloud Drive or by mail to yourself. The new app cannot read old backup files (.mhs/.mhc), but you have a state to fall back on if needed.
CSV export from the old appExport your entries as CSV and keep the file. The new app has its own import profile for exactly this format. After the update the old app is gone, so an export is no longer possible then.
Start on one device onlyUsing iCloud with several devices? Then do the update and migration on one device first and wait until it is finished. The new iCloud database is rebuilt for all devices in the process.
Note the old app’s passwordPassword protection is not carried over. In the new app you set up a code (4 to 6 digits) and Face ID or Touch ID under Settings → Security.
Some time and batteryWith many thousands of entries the migration takes a few minutes. Leave the app open meanwhile.

How the migration works

Find

On first launch, as long as there is no entry in the new app yet, it looks for the old database in the app’s own storage. If it finds several, it asks which one.

Explain

Everything runs in one window in three steps: a page explains what happens, names the number of entries found and points out iCloud and “one device only”. Then two safety confirmations; only the second one starts with “Migrate”.

Migrate

Safety copy of the current data, then reading entries (with progress bar), carrying over, checking. You can cancel until shortly before the final step.

Report

Green, orange or red: what was carried over, what with a note, what not. Copy, share, print. Then “What’s new” and the guided tour.

What is carried over

Carried over	Not carried over
Accounts with opening balance, categories (two levels), payment methods, people, groups	Password protection (set up again)
All entries including transfer pairs, reconciliation and marks	Automatic backup (set up again)
Recurring entries as series	Old backup files .mhs / .mhc (not readable)
Templates, budgets (now calculated live; the old app’s monthly budget copies are dropped, the report names the number)	Mail presets, sorting and view settings
Read-only categories become normal categories	Split entries and due dates (only in the Pro version)

Reading the report

Green: everything carried over. Counts and totals match. You can carry on right away.

Orange: carried over with a note, or not carried over. Some rows could not be assigned unambiguously (for example a missing account). Every row lists all old values so you can add them by hand.

Red: error. A whole table was unreadable. The app changed nothing and kept the old state. Send us the report via “Share”, we’ll have a look.

The last report remains available under Settings → Import & Export → Last migration report.

Running it again later?Under Settings → Data → Import old database you can repeat the migration at any time. Careful: every run replaces all current data, including entries you have already recorded in the new app. There is no “only fill in what’s missing” mode. On the Mac there is no automatic search; there you open the old database file via File → Import … or drag it onto the window.

Viewing and deleting old files

Over the years the old app accumulated files: the database, copies of it, backups, exports, chart images, imported files and a folder in iCloud Drive. Under Settings → Import & Export → Files of the old app (iPhone and iPad) you see everything sorted by group, with date and size. After a successful migration the report offers “Clean up old files” at the top.

Every file can be shared via “…” or swiping (only locally available ones) or deleted, with a confirmation. Files in iCloud Drive are deleted on all devices; ones not downloaded appear as “In iCloud, not downloaded”.
You delete the old database only in two steps and only after the migration was fully successful. After a cancellation or with rows not carried over, deleting is blocked, with a reason.
The app never deletes by itself. You decide what can go.
“Migration safety copies” (same place) shows safety copies left behind after a cancellation. You can delete or restore them; restoring replaces your data.

If iCloud is unreachable, the page points to Settings → your name → iCloud → Manage storage.

The second way: CSV import

As in the old app there is a CSV import, just more extensive. For the old version’s CSV exports the new app has its own profile (“Mein Haushaltsbuch, old app export”). You open the file via Settings → Data → Import, on iPhone also via “Open with” from Mail or “Files”, on the Mac by dragging it onto the window.

Preview with duplicate check, rules fill empty categories, undo after import.
Unlike the database migration, the CSV import replaces nothing; it adds entries. So you can migrate first and then fill gaps via CSV.
A CSV export contains only entries. Budgets, templates, recurring entries and settings come only via the database migration.
Old export files show up under “Files of the old app → Exports”; via Share → “Open with” you pass them to the import.

Beyond that, the import reads CSV, QIF, OFX/QFX and CAMT.053 with 59 profiles for banks and finance apps. More in the guide.

What changes for you

The five areas Status, Overview, Statement, Statistics and Goals are still there. A few things are different, a lot is new.

Topic	Old app	Version 7
Devices	iPhone, iPad	iPhone, iPad, Mac, Apple Watch, one purchase
Display modes	six modes	period month / quarter / half-year / year, plus five status views on iPhone
Recording	form	form with calculator and calendar, quick entry by sentence, receipt scan, rules, “Already recorded?”
Receipts	none	photos, scans, PDFs, sketches, signatures; receipt scan fills the entry
Budgets	monthly copies	calculated live, carryover, warnings, savings goals with milestones
Contracts & subscriptions	none	fixed costs, notice periods, price increases
Reports	reports	eleven reports, monthly close, year in review, forecast, comparison with last year
Import	CSV	CSV, QIF, OFX, CAMT, 59 profiles, duplicate check
Export	CSV, HTML, Excel	CSV, text, PDF, HTML, Markdown, QIF, YNAB CSV, receipts as ZIP. No more Excel.
Backup	.mhs / .mhc	encrypted backup with passphrase, automatic backup
Lock	password	4- to 6-digit code, Face ID / Touch ID, auto-lock, incognito
iCloud	file in iCloud Drive	optional sync through the private iCloud database, with status display
Languages	German, English	twelve languages
Design	one look	twelve color schemes, light and dark

“What’s new” in the appAfter the migration the app shows once a screen with everything new, the changes compared to the old app and what is honestly still missing. You find it later under Settings → Information. All changes sorted by version are in the changelog.

What is still missing, honestly

Excel export: gone. CSV opens in Excel and Numbers; plus PDF, HTML and Markdown.
Split entries and due dates from the Pro version are not included.
Old backups (.mhs/.mhc) cannot be read. Migration only from the database or via CSV.
Weeks and custom periods don’t exist as a period; for any range use the detailed search with date from and to.
Shared budget book with other people doesn’t exist; iCloud only syncs your own devices.
Translations other than German and English are machine made and not yet checked by native speakers.

If something goes wrong

Bringing 15 years of data into a completely new app is a big step. We checked the migration against real datasets, but something we don’t know may still show up with yours. Hence the request: give us the chance to fix it before you rate. A one-star rating doesn’t tell us what went wrong; an email does.

Open Settings → Import & Export → Last migration report and tap “Share” or “Copy”.
Write to support@onetwoapps.com with the report, your device and iOS version. No financial data needed; the report contains only counts and notes.
We answer personally, usually within one or two days, and ship an update if needed.

The old database stays on the device until you delete it yourself. Nothing is lost.

From the old app to the new one