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Rounded on Mobile
Everything you need to know about how to use Rounded's Android, iOS and Mobile Web apps
What’s on the dashboard? [Mobile]A look at Rounded's mobile app dashboard
How to subscribe to a plan [Mobile]Choosing a subscription plan on a mobile browser
How to update my subscription/plan [Mobile]How to change your Rounded subscription plan on a mobile browser
Update subscription plans from yearly to monthly plan [Mobile]Change to a monthly plan from an annual plan on a mobile browser
Manage your account settings [Mobile]Managing account settings on the mobile app
Manage business details [Mobile]Edit your business details on the mobile app
Updating credit card information [Mobile]How to update your credit card information via the mobile app
Billing history and receipts for Rounded subscription payments [Mobile]Where to find billing history and receipts for Rounded subscription payments on a mobile browser
Changing Rounded account email [Mobile]How to change your Rounded account email/username on the mobile app
Display only your business name in invoices/quotes [Mobile]Displaying your business name in invoices/quotes on the mobile app
Smart Notifications [Mobile]How to set notifications received from Rounded on the mobile app
Changing payment terms [Mobile]How to change payment terms on the mobile app
Change/reset your Rounded password [Mobile]Changing your Rounded password on the mobile app
How to cancel your Rounded subscription [Mobile]Cancelling your Rounded subscription via mobile browser
Format text using MarkdownHow to use Markdown to further customise your quotes and invoices
Adding Quarterly PAYG contributionHow to add quarterly PAYG contributions
Connect your bank account/s to Rounded [Mobile]Connecting your bank account/s to the Rounded mobile app
Choose which accounts to display in Bank Feeds [Mobile]Choosing what account to display in Bank Feeds on the mobile app
Add another bank account to Bank Feeds [Mobile]Adding another bank account to Bank Feeds on the mobile app
Manually refresh your bank feeds [Mobile]How to manually refresh bank feeds on the mobile app
Add income via bank feeds [Mobile]Adding income via bank feeds on the mobile app
Assigning a payment to multiple invoices [Mobile]Assigning a bank feed credit to multiple invoices
Add expenses via bank feeds [Mobile]Adding expenses via bank feeds on the mobile app
Bank Feeds - Other Transaction Types [Mobile]Classify other transaction types (Non business, Owner Drawings, Account Transfers, or Tax Payments/Refunds) via bank feeds on the mobile app
How to view/retrieve transactions tagged as other bank feeds transactions [Mobile]Retrieve transactions tagged as non business, account transfers, owner drawings, or tax payments/refunds in Bank Feeds via the mobile app
Delete an existing bank account in Bank Feeds [Mobile]Deleting an existing bank account in Bank Feeds on the mobile app
Share the link of invoices/quotes to clients [Mobile]How to share the link of invoices/quotes to clients via the mobile app
How to edit sent/accepted quotes [Mobile]Editing sent/accepted quotes via the mobile app
Display client's address on the invoice [Mobile]How to display client's address on an invoice/quote via the mobile app
Sending a quote to a client [Mobile]Creating and sending quotes to your clients on the mobile app
Rename a Quote to Estimate or Proposal [Mobile]How to rename a Quote to Estimate or Proposal via the mobile app
Convert quotes to invoices [Mobile]Converting quotes to invoices on the mobile app
Archive/Activate quotes [Mobile]Archiving/Activating quotes on the mobile app
Sending an invoice to a client [Mobile]Creating and sending invoices to your clients on the mobile app
Requesting a deposit [Mobile]How to request a deposit via the mobile app
Add your business address to your invoices/quotes [Mobile]Adding your business address to your invoices/quotes on the mobile phone
Choosing a numbering system for invoices [Mobile]Options for creating invoice numbers on the mobile app
Customise invoices and quotes [Mobile]Customisation options for invoices and quotes on the mobile app
Adding/changing an invoice or a quote logo [Mobile]Adding a logo on the mobile app
Quote/Invoice Discounts [Mobile]Adding a discount to an invoice on the mobile app
Record a payment against an invoice [Mobile]How to record a payment on the mobile app
Mark an invoice as sent [Mobile]How to mark an invoice as sent via the mobile app
How to edit outstanding/paid invoices [Mobile]How to edit outstanding/paid invoices on the mobile app
Add/change your payment details [Mobile]Add/change your payment details on the mobile app
Adding item templates [Mobile]How to add item templates on the mobile app
Edit the footer template [Mobile]Edit the footer template on the mobile app
Hide or unhide fields on an invoice or quote [Mobile]Hide or unhide fields on an invoice or a quote on the mobile app
Manual reminders for overdue invoices [Mobile]How to send manual reminders for overdue invoices on the mobile app
Sending a receipt [Mobile]How to send a receipt on the mobile app
Adding an expense [Mobile]Add an expense manually on the mobile app
Changing the date of an expense record [Mobile]How to change the date of an expense record via the mobile app
Select the claimable business percentage for an expense [Mobile]Selecting the claimable business percentage for an expense via the mobile app
How to edit GST on expense records [Mobile]Editing the GST expense records via the mobile app
Importing Expense data via CSV or QIF [Mobile]How to import expense data on the mobile app
Recurring Expenses [Mobile]Setting up recurring expenses on the mobile app
Expense Categories [Mobile]How to add, edit, or delete expense categories on the mobile app
Manage vendor information [Mobile]How to add, edit, or delete vendor information on the mobile app
On charging expenses to a client [Mobile]On charging an expense to a client on the mobile app
Deleting an expense record [Mobile]Delete an expense record on the mobile app
Adding projects [Mobile]How to add projects on the mobile app
Track time against a project [Mobile]How to track time against a project on the mobile app
How to edit time entries [Mobile]Editing time entries on the mobile app
Restarting the timer [Mobile]How to restart the timer on the mobile app
Duplicate existing time entry [Mobile]How to duplicate existing tracked time on the mobile app
Manually adding time spent on a project [Mobile]How to manually add time spent on a project on the mobile app
Invoicing a project [Mobile]How to invoice a project on the mobile app
Mark a project as complete [Mobile]How to mark a project as complete on the mobile app
Deleting a time entry [Mobile]How to delete a time entry on the mobile app
Adding non invoiced income [Mobile]Add income via the main income section on the mobile app
Changing the date of an income record [Mobile]How to change the date of an income record via the mobile app
Importing Income data via CSV [Mobile]How to import income data on the mobile app
Income Categories [Mobile]How to add, edit, or delete income categories on the mobile app
Deleting an income record [Mobile]Delete an income record on the mobile app