How can my Contracts be automatically recognized on my Mac or iOS Device? - iOS-Version / Contracts - Outbank Helpdesk

How can my Contracts be automatically recognized on my Mac or iOS Device?

Since version 2.3.0 it is possible, that Outbank automatically scans all you recurring contracts that are connected to your transactions.

This is based on the technology of aboalarm, to assign transactions to certain categories.

Outbanks data security is not touched by that new feature. All your data is still saved only on your device and will not be transmitted to third parties.

And this is how you can check your contracts with Outbank: 

  • iOS:
    Open your Financial Plan and click on the contract symbol in the upper rigth corner. Your transactions will be checked and new contracts will show up in the list.
    All contracts that have been found are shown in the list 'New Contracts' and have to be checked and enabled from you, before they are added to your Fixed Costs. If there are new contracts in the list, you will also see a red hints in the Financial Plan.

    Click on the contract you want to edit:
    • save a new contract: check the contract's data and add missing information if needed > click on 'Save' in the upper right corner to add this contract to your Fixed Costs.
    • replace an existing contract in your Fixed Costs: you can also replace an existing contract in your Fixed Costs, if this contract shows up as a new one. Therefor please choose 'Replace Existing Fixed Cost' > select the contract you to replace with the new one > add or change data if needed > click on 'Save' in the upper right corner
    • delete a new contract: just click on 'Dismiss Contract' to ignore the contract or delete it via swipe to the left in the contract overview. If you ignored a contract once, it will will not be shown as new again. But you can add the contract every time manually to your Fixed Costs.

  • macOS:
    Open your Fixed Costs and then click on 'New Contracts'. Your transactions will be checked and new contracts will show up in the list.
    All contracts that have been found are shown in the list 'New Contracts' and have to be checked and enabled from you, before they are added to your Fixed Costs.

    Click on 'Add to Fixed Costs':
    • save a new contract: check the contract's data and add missing information if needed > click on 'Save' in the upper right corner to add this contract to your Fixed Costs.
    • replace an existing contract in your Fixed Costs: you can also replace an existing contract in your Fixed Costs, if this contract shows up as a new one. 'Add to Fixed Costs' > click on 'Replace existing Fixed Costs' > selcet contract that should be replaced > add or change data if needed > click on 'Save' in the lower right corner
    • delete a new contract: just click on 'Dismiss Contract' to ignore the contract. If you ignored a contract once, it will will not be shown as new again. But you can add the contract every time manually to your Fixed Costs.