AKR Finestia

3.0.0

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This user guide walks you through getting started with your accounting management tool step by step. Learn how to configure your accounts, import your bank statements in CSV format, and leverage statistical charts. Through these concrete instructions, optimize your budget organization on a daily basis.

Before installing the software, discover the simple steps to retrieve it directly from Apple's official App Store. Installation is automated and guarantees the delivery of a certified version tailored to your device. Follow this guide to set up the application and securely link your license.

Installation

Access the Mac App Store

Open the Mac App Store application pre-installed on your Apple computer from the Dock or Finder. Make sure you are signed in with your Apple ID to be able to download applications.

Search for the Application Page

Enter the name of the tool in the search bar located at the top left of the store window. Select the official page of the accounting software from the displayed results.

Start the Download

Click on the Get button or the download icon present on the product page. The store automatically distributes the version adapted to your Mac's configuration.

Open the Software

Once the installation is complete, click the Open button directly in the Mac App Store or find the application in your Applications folder. Upon first launch, the main interface appears ready for use.

Log in to Your User Account

If you already have a license unlocked via an AKR account, go to the login menu in the application. Enter your credentials to immediately synchronize your Premium status.

Activate the Premium Version via In-App Purchase

If you do not yet own a license, you can upgrade to the Premium version via App Store in-app purchases. Validate the transaction with Touch ID or your password to unlock all advanced features.

Usage Guide

Initial Portfolio and Account Configuration

To get started efficiently, begin by configuring your account structure in the multi-account module. You can create a space dedicated to your checking account, another for your savings, and a third for professional activities. This clear separation will allow you to maintain clean accounting from the very first use.

Importing Your Bank History in CSV Format

Save time by avoiding manual entry of your financial history thanks to the CSV importer. Download the statement provided by your banking institution and drag it into the software's import window. Match the file columns to the application fields to validate the recording of your transactions.

Category Organization and Transaction Assignment

Customize the category hierarchy to adapt the classification to the reality of your daily life. Assign each incoming or outgoing transaction to its corresponding item, such as housing, transportation, or leisure. Rigorous categorization guarantees an accurate reading of your monthly financial balance sheets.

Planning and Tracking Recurring Monthly Expenses

Access the section dedicated to monthly movements to configure the automation of your subscriptions and fixed bills. Indicate the amount, frequency, and debtor account associated with each recurring expense. The system will automatically integrate these deadlines to offer you forecasted cash flow tracking.

Balance Sheet Analysis and XLSX Report Export

Consult the statistics page to visualize your budget breakdowns in the form of interactive charts. To share your figures or perform external backups, use the export function in XLSX format. You will obtain a structured file perfectly compatible with major market spreadsheets.

Discover a selection of practical tips to maximize the effectiveness of your accounting tracking in Finestia. These hints will help you better structure your categories, automate subscription tracking, and secure your data via XLSX exports. Improve your financial routine by applying these recommendations.

Tips

Structure Your Categories Before Importing

Take the time to define your key categories before importing your first CSV files. This will greatly facilitate sorting and the quick assignment of imported operations.

Centralize the Management of Your Fixed Commitments

Systematically enter all your subscriptions into the monthly movements module. This will help you avoid unpleasant surprises during automated withdrawals.

Strictly Separate Private Life and Professional Activity

Use the multi-account feature to create two distinct portfolios. The readability of your professional balance sheets will be greatly improved.

Perform XLSX Backup Exports

Regularly export your accounting data in XLSX format at the end of each month. You will thus build a sustainable external archive of your financial reports.

Use the Dashboard for Your Decisions

Consult the detailed statistics page before making a major purchase. The visuals help you immediately measure the impact on your overall financial health.

Check the Formatting of Your CSV Files

Before importing a bank statement, ensure that column and decimal separators are homogeneous to guarantee error-free reading.

Identify Your Flows on Your AKR Account

Remember to link your application to your user account if you hold an external license in order to directly activate Premium options on your devices.

Track the Traceability of Every Adjustment

Use complex transaction tracking tools to document internal transfers between your various accounts and maintain perfect balance.

If you encounter a technical difficulty while importing files or unlocking the Premium version, this section lists the most effective solutions. Follow the step-by-step troubleshooting steps to quickly resolve common issues. You will thus restore optimal performance to your tool.

Troubleshooting

⚠️ The CSV file does not import correctly into the application

Verify that your CSV file uses standard encoding and supported separators such as commas or semicolons. Open the file in a plain text editor to ensure no corrupted header row is blocking the reading. If the problem persists, try re-exporting the file from your banking portal.

⚠️ The XLSX export fails or generates an empty file

Make sure that the selected account contains recorded transactions for the requested period. Also verify that the application has write permissions in the chosen destination folder on your Mac. Try saving the file to another directory such as the Desktop.

⚠️ The Premium version does not unlock after purchase on the App Store

Open the application settings and click on the in-app purchase restoration button. Ensure you are signed in to the Mac App Store with the Apple account that made the payment. If blocked, restart the application while maintaining an active internet connection.

⚠️ Unable to log in to the AKR account within the application

Check that your internet connection is functional when entering your credentials. Verify that your username and password do not contain any typing errors. If your credentials are correct, wait a few minutes before trying the synchronization attempt again.

⚠️ Statistics do not reflect the latest entered expenses

Verify that the analysis period selected on the statistics page includes the date of your latest operations. Also ensure the transaction was not assigned to another account by mistake. Refreshing the view updates all visual indicators.

⚠️ A recurring expense appears twice in the history

Check your list of automated monthly movements to verify that the same charge was not scheduled twice. If you also imported a CSV file containing this debit, delete the manual duplicate. Then adjust the automation settings for future deadlines.

⚠️ Custom categories do not appear in the sorting list

Verify that you successfully validated the creation of the category in the organization menu. If the category was created under a specific account, ensure you are not positioned on a different portfolio. Relaunch the interface to force a refresh of the filter list.

⚠️ The application seems slow when processing large volumes of data

Close resource-heavy background applications to free up system resources on your computer. If your history contains thousands of rows, favor filtering by year to lighten the display. You also have the option to export very old accounting periods to lighten your active database.

Check the system requirements to run the application under good conditions on your Apple hardware. These specifications guarantee smooth execution of your accounting data processing and graphical summaries. Verify your operating system compatibility before installation.

Requirements

Minimum

OS	macOS 13.0+, iOS 17.0+