Menu
The application is fairly easy to use, and you only need to understand its basics to work with it successfully. Start with adding your accounts one by one and giving them their current balance. Do it in the left part of the screen by tapping â+â. Then start working with the chalkboard navigating between the chalk icons at the top of it. The first icon is meant for regular transactions. The second one is meant for recurring transactions. And the other two are meant for pie charts and bar charts. Extra features: export to HTML and CSV (Excel), iCloud sync, import your OFX files, and set up a PIN code to protect your entries!
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Quick start
Budget planner Mac apps should be able to track your income and expenses in real-time. The app should also advise managing the budget and investing money in diverse ways. Some finance manager apps summarize all your monthly expenses and automatically set a budget for each category. This helps to limit your spending.
Accounts
Add all your accounts to the shelves on the left. Tap the word â+â, and you will see a form for adding a new account. Your accounts can be all your monetary accounts, such as banking accounts, cash, etc. When adding an account, you need to specify its name, icon, description and current balance, and tap âsaveâ.
Recurring transactions
Go to the upper part of the screen and navigate between the chalk icons at the top of the chalkboard. The second icon stands for recurring transactions; choose and fill it out. This way you will plan them. Delayed opening of apps on mac.
Transactions
Choose the first icon now and add your one-time transactions. You can add your income, expenses and money transfers manually. Alternatively, you may import an OFX file by tapping the corresponding item in the system menu. OFX is an international format for exchanging financial data, and the majority of banks support it. When your transaction is cleared, you need to approve it. Tap on the check mark to approve a transaction.
Balance
Please note that if you need to correct the balance on one of your accounts manually, you will have a new transaction âbalance adjustmentâ. You also have a transaction âopening balanceâ in the very beginning. Those transactions help you to be aware of changes you have made to the application, and you cannot delete them. Select Account to show a running balance column.
Charts
Go to the third and forth icons, which stand for charts, to analyze your current situation after you have added and cleared your transactions. If you want to analyze your overall situation, select âTotalâ on the upper left shelf before choosing a chart. If you want to check one of your accounts, select the account you need before choosing a chart.
Support
Have an idea how we could improve the app? Let us know! To get even more exposure to your idea, you may want to post your Feature Requests. Your requests can gain traction through community input and voting. We monitor the forums to consider functionality changes and feature requests from our user community. Make sure to Like Checkbook HD on Facebook and follow us on Twitter to stay updated.
Checkbook HD for iPhone and iPadPersonal Finance made a breezeCheckbook for all your accounts with a list of transactions, beautiful reports, and syncCheckbook HD for MacManage all your accounts
Bear app mac workflow. Always stay aware of how much money is left on each of your accounts, and how it happened. Track your wallet money as well.
â Unlimited number of accounts (checking, savings, debit card, cash, etc.) â Multiple currencies â Running balance â Accounts reconciliation (balance and cleared balance)
'Managing all your accounts has never been so easy thanks to Checkbook HD!', apppicker.com
Track income and expenses
Manage recurring transactions, add both income and expenses, schedule delayed transactions and clear them later.
â Expenses, income, transfers between accounts â Categories and subcategories â Detailed entries (description, payee, check #) â Recurring transactions (daily, weekly, bi-weekly, monthly and custom)
'Checkbook HD is Essential Ledger and Budgeting App for iOS', appcraver.com
Import data from bank
https://writingnew146.weebly.com/blog/madden-companion-app-mac. Quickly import your banking records and leave manual entry for cash transactions.
â Import of your bank's OFX file â Automatic categorization based on previous transactions Free Checkbook App For MacVisualize your finances
Analyze your expenses with colorful charts and easy to read reports.
â Pie chart and bar chart reports showing the structure of your income and expenses â Filters by categories, accounts and payees â Beautiful PDF report for sharing and printing â Export of your data in CSV format
âIn a nutshell, I canât really find whatâs missing from it.', appadvice.com
Keep your data protected
Mac app cant download. Set up a PIN code to limit access to your entries. Easily backup your data and store it in a safe place.
â Password protection â Backup iCloud and Bluetooth sync
Keep your data in sync on all of your devices. Family sync is available as well.
â iCloud stores your data and makes it available on all your devices (iPhone, iPad, Mac) â Bluetooth sync allows to sync your financial entries with your spouse or a business partner (iPhone and iPad) Credentials
â Over 1.5 mln downloads all over the world
â Translated into 18 languages â 7 years on the App Store with continuous support â Featured by Apple in âStaff Favoritesâ and âMoney Mattersâ Checkbook App For MacSupportCheckbook App For Mac Not Working ComputerCheckbook HD for iPhone and iPadComments are closed.
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