Checkbook software helps reconcile accounts with easy to see check mark indicators of reconciled / cleared transactions to simplify account reconciliation and also see a list of outstanding checks and other outstanding items.Excel formulas do the calculations saving you time and preventing errors.Easy to see dashboard summary of account register balances and total assets, total liabilities, and total net worth in the accounts.Ability to filter transactions by different fields such as a date range and amounts in the Excel checkbook register templates.Option to track income and expense categories and mark transactions as potentially tax deductible and filter and subtotal the transactions that fit those criteria such as filtering by health related expenses such as health insurance premiums which may be used to prepare your income taxes to calculate your itemized deductions.Keep track of your checkbook register balances and transactions to prevent an overdrawn account related to a bounced check, debit card purchase or other withdrawal due to insufficient funds and avoid paying overdraft fees and returned item fees.Simple easy to use checkbook registers in an Excel spreadsheet format to keep track of your money and personal finances.Key Features: (watch video below for demo) This is not budget software, but only contains checkbook registers to keep track of transactions in your personal bank accounts, saving accounts, credit cards accounts, money market accounts, and other financial accounts. Hopeful all of this will be done in future updates and I’d gladly give it more stars.Excel checkbook register software is a great option for individuals and families looking to replace their current checkbook software or paper checkbook register with a checkbook register spreadsheet. Lastly the “ hide reconciled” button should b on main screen rather than having to click multiple screens to get to settings. You should b easier/faster for each entry into ledger w fewer steps/screens. If I enter “ K” for Kroger it should pop Kroger since I go there twice a week and shouldn’t have to put “ grocery” as a category after my initial entry showing it as grocery it should remember for subsequent entries. Updates regularly unlike many other apps that after IOS 11 simply stopped working.Ĭons: Top gripe is no auto complete. Still works good for my needs just frustrating since w just a few tweaks could b much better and 5 star.Ībility to back up w WiFi, iCloud, and drop box.
#Checkbook pro reviews update
While they do update app so you can still use w current IOS, they haven’t addressed any of the issues I list in con section below as of Jan 2019. The following update was written about a year ago,but all items on pros and cons list below still apply. If you have any questions or suggestion, please mail to 04, 2019 ⁃ Send data by email in form of PDF, CSV or HTML. ⁃ Histogram reports to compare income and expense. ⁃ Pie reports for categories of income and expense. ⁃ Check total cleared of all accounts and each account. ⁃ Check balance of all accounts and each account. ⁃ Add/Edit recurring transactions with different cycle. ⁃ Add/Edit income/expense/transferring transactions. ⁃ Create multiple accounts, such as checking, saving, credit and cash etc. In reports page, you will see visually where your money comes and goes. You can see clearly about balance of all your accounts and each account, add recurring or no cycle transactions, mark transaction as cleared or not, transfer between accounts, and reconcile transactions etc. With Quick Checkbook, you will manage your accounts at a glance. Quick Checkbook is a smart personal finance management app, you can track multiple accounts info easily and conveniently.
0 kommentar(er)
