Checkbook HD - Personal Finance 1.2

Checkbook HD offers you a quick and simple way of managing your personal finances.
5.0 
Rating
1 vote
Your vote:
Latest version:
1.2.8 See all
Developer:
Download
Shareware
Used by 8 people
Info updated on:

Review

Checkbook HD offers you a quick and simple way of managing your personal finances. Clean and beautiful interface and easy cloud sync with your iPhone or iPad.
Manage all your accounts with Checkbook HD and stay always aware of how much money is left on each of your accounts, and how it happened. Add entries that change balances on your accounts manually, or import your banking records either by using your bank's OFX file or through Direct Connect (direct downloading). You can also schedule recurring transactions, sync your data between several devices, schedule delayed transactions and clear them later on (reconcile). To visualize the activity of your accounts, use colorful charts.
Video: www.checkbookhd.com
Checkbook HD features:
ACCOUNTS MANAGEMENT
- Unlimited number of accounts (checking, savings, credit card, etc.)
- Running balance column
- Accounts reconciliation (balance and cleared balance)
- Support of multiple currencies
- Restoration of previously deleted accounts (if needed)
TRANSACTIONS
- Income, Expenses, Transfers between accounts
- Categories and subcategories
- Automatic categorization based on previous transactions
- Additional fields for organizing your records including description, payee, check #, etc.
- Customization of the transaction columns
- Search
- Hotkeys
RECURRING TRANSACTIONS
- Automatic repeating transactions scheduled as “cleared” or “not cleared”
- Regulated custom frequency (daily, weekly, bi-weekly, monthly and any other frequency customization)
REPORTS
- Pie chart and bar chart reports showing the structure of your income and expenses
- Filter by categories and subcategories, accounts and payees
- PDF reports for sharing and printing
DATA AND SYNC
- Import of your banking records using your bank's OFX file
- Downloading data directly from your bank (Direct Connect feature is available for most but not all financial institutions in the US )
- Quick manual entry
- PIN-protected data
- Backup
- Export of your data in CSV/Excel and PDF formats
- iCloud storing of your data and providing it on all your devices - iPhone, iPad, Mac (This feature can be turned on after the installation. All the updates occur automatically.)
- Printing of your data (CSV/Excel and PDF formats supported)

DESIGN
- Clean and beautiful Mac-oriented interface (check the screenshots)
- Retina display support
- Beautiful PDF reports for sharing and printing

Checkbook HD is truly a high quality clean product for easy personal finance management. Buy now! ►►

Screenshots (5)

Comments (1)

5.0
Rating
1 vote
5 stars
1
4 stars
0
3 stars
0
2 stars
0
1 stars
0
User

Your vote:

jputting
This is a decent easy to use and simple Finance Manager for those who don’t need more advanced features.

The only real gripe I have about this application is that when you enter a transaction it is placed at the top of the chart of your Transactions in an Ascending order and you simply can NOT change this default behaviour.

This is somewhat annoying as in the past I have been always kept precise records of my financial transactions and like most other people I entered them in a Descending order.

This application has been somewhat buggy in the past, but recent versions have improved a lot.

Was it helpful?  yes(0) no(0) | Reply

Suggestions

  • Print and manage personal checks
  • Excel personal finance software
  • Personal checkbook mac excel
  • Credit management app
  • Checkbook excel soft
  • Pie chart software mac free