Support

On your device, in one SQLite file inside the app's own container. Nobody else has a copy — there is no Compoundrix server.

• Mac: ~/Library/Containers/com.compoundrix.app/Data/Library/Application Support/Compoundrix/compoundrix.sqlite. Automatic backups go to the folder chosen in Settings (by default Documents/Compoundrix Backups).
• iPhone: inside the app. A rolling daily backup (the last two days) is in the Files app under On My iPhone ▸ Compoundrix ▸ Backups; it is deleted with the app. To keep a copy that outlives the app, use ⋯ ▸ Copy of the Ledger… and save it to iCloud Drive or your Mac.
• With Pro sync on: also in your own private iCloud database, which only your devices can read.

With Pro: install Compoundrix on the new Mac, sign in to the same Apple Account, and turn on Sync over iCloud in Settings. The ledger arrives from iCloud.

Without Pro: on the old Mac, take the most recent backup from your backups folder (or quit Compoundrix, which writes a fresh one). Copy that file to the new Mac, open Compoundrix there and choose File ▸ Restore from Backup….

Mac: choose File ▸ Restore from Backup… and pick a backup file. Compoundrix checks the file, tells you what it holds (how many transactions and accounts, and the last date), and copies the ledger in use to the backups folder before replacing it — so a restore can itself be undone. The app quits; open it again to use the restored ledger.

iPhone: choose ⋯ ▸ Restore a Copy… and pick a copy from the Files app.

If sync is on, the app then asks whether to bring the restored file up to date from iCloud or to replace iCloud's ledger with it.

Sync is part of Compoundrix Pro, an auto-renewing subscription sold through the App Store: €2,99 a month or €29,99 a year, the first month free, with Family Sharing. One subscription covers every Mac and iPhone signed in to the same Apple Account, bought on whichever one you like. See Pricing.

Each device keeps its own ledger file. When you change something, the changed records are sent to your private iCloud database and your other devices fetch them. If two devices edit the same record, the later edit wins. Sync needs you signed in to iCloud on each device, and uses your iCloud storage.

Prices are fetched by the Mac and reach the iPhone through sync, so the phone's figures follow the Mac's last update.

Compoundrix fetches daily closing prices, not live quotes. A few reasons a price can look stale:

• The market was closed — weekends and holidays carry the last close forward.
• Prices have not been updated today. On the Mac, choose Update Prices. The iPhone shows the date its prices reach and catches up when the Mac's update syncs.
• The source has no recent data for that ticker symbol. Prices come from Yahoo Finance, which sometimes lags, changes a symbol or stops covering one. Check the symbol on the asset; for an asset with no public price, record its value with a checkpoint instead.
• No network at the time of the update.

Subscriptions are managed by Apple, not by us. Cancel at least 24 hours before the renewal date to avoid being charged for the next period:

• iPhone: Settings ▸ [your name] ▸ Subscriptions ▸ Compoundrix Pro ▸ Cancel Subscription.
• Mac: open the App Store, click your name, then Account Settings ▸ Subscriptions ▸ Manage.

Apple's guide: Cancel a subscription from Apple. When it ends, sync stops and every device keeps its ledger as it was; nothing is deleted. Refunds are requested from Apple at reportaproblem.apple.com.

Sign in with the same Apple Account and use Restore Purchases next to the subscription in the app.