CheckBook Pro 3

Name: CheckBook Pro 3
Availability: InStock
Author: Splasm Software, Inc.

CheckBook Pro 3 is a personal finance manager for your Mac when you want to reconcile accounts, monitor spending, and track budget goals across multiple accounts.

by Splasm Software, Inc.

Get it on the Mac App Store Developer website ↗

Helps you Track expenses & budget 20 Track subscriptions & bills 7

What you get

See where your money goes and keep your accounts balanced.

You can keep your accounts in one place, check your records against account balances, and see how your spending compares with your budget goals. Reports across all your accounts show where money comes from and where it goes over time. You can split a purchase into categories and schedule recurring entries for bills and paychecks, with a reminder showing pending transactions across your accounts.

When you need to investigate a charge or tidy your records, you can combine search criteria, save searches for reuse, and update several transactions at once. You can also bring in records from your bank or another finance app using supported file formats, including OFX, QFX, QIF, and CSV. To keep shared finances accessible, you can sync with other users on a local network or share your document through iCloud Drive.

Understand your cash flow

You can review income and spending across all your accounts in one report.
Keep balances accurate

You can reconcile your accounts to the penny and split individual purchases into different categories.
Plan for recurring payments

You can schedule bills and paychecks, then review pending entries across your accounts in one reminder.
Spend less time correcting records

You can find transactions using combined criteria, reuse saved searches, and change multiple entries together.

Best for

You manage several personal accounts
You regularly reconcile balances and review budget progress
You want to bring existing financial records into a Mac app

Skip it if

You probably don't need it if your bank's transaction history already gives you enough detail and you don't reconcile accounts or track budget goals.

Screenshots

From the developer

More than a basic check register and reporting tool, CheckBook Pro features everything in CheckBook, our powerfully simple personal finance manager, and so much more. Get a report for all of your accounts at once. Search for transactions with any combination of criteria. Group your transactions into folders.

Read the full description