GreenBooks - Personal Finance

GreenBooks - Personal Finance for PC and Mac

Written by Savings LLC

  • Category: Finance
  • Release date: 2022-05-08
  • Licence: $29.99
  • Software version: 3.2.9
  • File size: 1.75 MB
  • Compatibility: Available on Windows 11, Windows 10, Windows 8, Windows 7, Vista and Mac OS 10, 11 10.10
  • How it works | What is GreenBooks - Personal Finance?

Whatʹs Great

1. Instant transaction search, batch edit multiple transactions, multi-currency support, Dark Mode, passcode protection, import data from Quicken and Microsoft Money, and more.

2. Savings 2 for iPhone is an equally powerful finance app that can be used standalone or as a companion to the Mac app, so that you can enter transactions on the go, see charts, etc.

3. Are you tired of personal finance apps like Quicken that is overloaded with features you don't need? Savings 3 isn't like that.

4. Savings' "Scheduled transactions" feature lets you keep track of all of your recurring bills.

5. By entering and categorizing your transactions, you can analyze your spending habit and create a budget to keep your spending under control.

6. With bank-grade security offered by Visa Inc., Savings can connect to your banks directly so transactions are downloaded automatically.

7. Savings' "Breakdown chart" shows you where your money is going, by breaking down your expense (and income) by category.

8. With Savings, you can pull all of your accounts (checking, credit card, cash, etc.) into a single app, so you always know your net worth and every transaction that comes in and out of your accounts.

GreenBooks - Personal Finance for PC and Mac Screenshots


Features and Description

Key Features

Latest Version: 3.2.9

  • Licence: $29.99

  • What does GreenBooks - Personal Finance do? Are you tired of personal finance apps like Quicken that are overloaded with features you don't need? GreenBooks isn't like that. It is powerful enough to do all the money management tasks you need, but with none of the complexity you don't. "[GreenBooks] answers the call for a personal finance app that isn’t intimidating and difficult to use." – AppStorm • All Accounts in One App GreenBooks makes it easy to keep track of all of your accounts in one place. It makes tasks you do everyday such as entering transactions super easy and fast. It also offers powerful tools like batch transaction editing that lets you keep your account data clean and organized. • Breakdown Chart The Breakdown chart shows you where your money is going, by breaking down your expenses and incomes by categories. Now you can answer the question, "where did all my money go?" • Trends Chart The Trends chart shows you the up and down trends of your money. For example, see the trend of your overall account balance to see if you are getting richer or poorer, compare your expense and income trends to find correlation, or compare trends between different categories of spending. • Scheduled Transactions Scheduled transactions lets you keep track of all of your recurring bills. Set reminders so you never forget to pay them, and when your bills are due, log the payment with a click of the mouse. • Reconcile Accounts It's easy to reconcile accounts in GreenBooks. You can either do it manually, semi-automatically by importing an OFX file, or completely automatically by using Direct Connect. • Direct Connect GreenBooks can connect to your banks directly so transactions are downloaded and reconciled automatically. Direct Connect is available in U.S. and Canada and requires a separate subscription of $2.99/month. You don't need Direct Connect to use GreenBooks effectively. • Budgets The best way to control your spending is with a budget. With GreenBooks, you can create a monthly or annual budget. Just set an estimate on each expense and income category and track your progress. You can even have multiple budgets running in parallel. • GreenBooks for iPhone GreenBooks for iPhone is the perfect companion to the Windows app. You can enter transactions on the go, view breakdown charts, use scheduled transactions and more. Just search "GreenBooks" in the App Store. • iCloud Sync Secure iCloud sync ensures your data is always up-to-date on both your Windows and iPhone. • Design We love the beauty and simplicity of the Windows, so we designed a personal finance app that is equally as beautiful and a joy to use as your Windows. • Privacy Your privacy is always protected. We don't store any of your personal information on a server. • More Useful Features... Split categories. Instant transaction search. Batch edit multiple transactions. Multi-currency support. Dark Mode. Passcode protection. Import data from Quicken and Microsoft Money. Printing. • Email Support Got questions? Email [email protected] anytime. For privacy and terms of use for GreenBooks and the Bank Connect feature, please visit:

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    Software Installation Requirements

    PC Compactibility/Requirements for Installation

    Compactible OS list:
    1. Windows 11
    2. Windows 10
    3. Windows 8.1
    4. Windows 7
    5. Windows Vista

    Requirements for MacOS Installation

    Intel, 64-bit processor, OS X 10.7 or later.

    Compactible OS list:
    1. OS X 10.10: Yosemite
    2. OS X 10.11: El Capitan
    3. macOS 10.12: Sierra
    4. macOS 10.13: High Sierra
    5. macOS 10.14: Mojave8
    6. macOS 10.15: Catalina
    7. macOS Big Sur (macOS 11)


    GreenBooks - Personal Finance - Is it safe to download?

    Yes. The app is 100 percent (100%) safe to download and Install. Our download links are from safe sources and are frequently virus scanned to protect you

    Software Reviews and Critisims

    • By Scott Knick

      Right concept and presentation but buggy

      I was looking for a Windows OS X replacement for AceMoney, something I used on the Windows side for years and then used for a while via their Wine build on Windows OS X. After growing tired of the non-native look and feel of AceMoney under Wine, I finally shopped around the App Store and found Savings. It looked right and had the same basic register-based accounting as AceMoney, and indeed, it for the most part duplicates much of the latter's functionality. Unfortunately, Savings insists on hiding useful features like "Projection" (in which future pending transactions are shown in the register) and a balance column behind optional settings, and some of its basic functionality like the ability to sort on a column in the register is actually broken in that the balance column, if shown, does not sort correctly along with the rest of the data. I have found that the author is very responsive to feedback, and that is a good thing, but basic functionality needs to be made thoroughly robust before I can give this application 4 stars or more.

    • By Khokomo

      Great for Budgeting and tracking spending

      This is a great App and has been extremely helpful to me in my new efforts to start budgeting my money better. You can label and track your spending so you can see where your money goes and see it in a graph. The visual really helps. You can make a budget for any time length and add various bank accounts and specify what form the money was in e.g. check, cash, card, etc. There is also an option to import transactions directly from your online banking accounts so you dont have so spend a lot of time manually entering everything. I started with the free version and upgraded for a small cost, it was well worth it.

    • By 0517FAA

      Awesome, simple, reliable, & great support!

      I am on my 9th year of freedom from the tyrany of trying to understand Quicken. Savings has been a great program for all of those 9 years, keeping my family budget simple, reliable, and accurate. When I've managed to make a mistake, the Savings support team has been quick and friendly to get me back on my way. This company cares about their product and I've gone through a number of upgrades over these 9 years, all of them steps forward. I hope to stay with the program for more than 9 more years!

    • By Blueyes1125

      Easy to Use

      I have used Savings for several years now and find it easy to use while giving me all the data I need to handle my finances. Version 1.8.4 gave me even greater abilities with the program. I have had terrific support when I have had questions, which was very appreciated. I highly recommend Savings if you want something simple to use but still have the reports and data you need.

    • By Paulla Kay

      Old dog CAN learn new tricks

      I'd done a lot of research before finally jumping from MicroSoft Money Deluxe - Sunset edition on an OS VMachine. The jump includes less options particularly with tax breakdowns (HINT HINT) and some input niceties like autofill, recognizing repeated xactions (HINT HINT) - but the customer service is well worth losing fave features. I'll go with 5 star because of the customer service even though the icloud feature CRASHES repeatedly.