Checkbook HD: Personal Finance

Checkbook HD: Personal Finance for PC and Mac

Written by iBear LLC


  • Category: Finance
  • Release date: 2022-08-08
  • Licence: Free
  • Software version: 1.2.8
  • File size: 23.96 MB
  • Compatibility: Available on Windows 11, Windows 10, Windows 8, Windows 7, Vista and Mac OS 10, 11 10.9
  • How it works | What is Checkbook HD: Personal Finance?


Whatʹs Great

1. Add entries that change balances on your accounts manually, or import your banking records by using your bank's OFX file.

2. - iCloud storing of your data and providing it on all your devices - iPhone, iPad, Mac (This feature can be turned on after the installation.

3. You can also schedule recurring transactions, sync your data between several devices, schedule delayed transactions and clear them later on (reconcile).

4. Clean and beautiful interface and easy cloud sync with your iPhone or iPad.

5. 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.

6. Checkbook HD is truly a high quality clean product for easy personal finance management.

Checkbook HD: Personal Finance for PC and Mac Screenshots

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Checkbook HD: Personal Finance Features and Description


Key Features

Latest Version: 1.2.8

  • Licence: Free


  • What does Checkbook HD: Personal Finance do? 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 by using your bank's OFX file. 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 - 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, Windows (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 Windows-oriented interface (check the screenshots) - Beautiful PDF reports for sharing and printing - User Guide - http://checkbookhd.com  - Feedback & Support - [email protected] 
Checkbook HD is truly a high quality clean product for easy personal finance management. Buy now! ►►

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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)

    FAQs


    Checkbook HD: 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 Dwhite1920
      3

      Average App.

      There are better apps available but this one does what I want it to do. However, I could do things a lot better. I have to re-set the period time to one year everytime I open the app. Otherwise it will only show data from the current month. You can't reorder the columns. You have to use the PLUS button to add anything. You can't just type in the information and hit enter. You have to enter payees into a list before you can use them. It doesn't look like the app has been updated in over a year. That's not a good sign.


    • By Gramma Evie
      3

      Ok but one feature could make it better.

      This app would be wonderful IF: when checking the graph or pie chart of expenditures, you could double click on a category, i.e. utilities, donations, home etc and see a break down each vendor. For example: Utilities, double click, Excel Energy $$$, Novak Trash $$$, Lincoln Water $$ or Health Care, Dentist $$$ Dr. $$$ etc. It would be great for tax purposes and to see who gets the most of my$$$. Thank you


    • By bobsaysfixyourapp
      1

      Something is wrong with this app

      After using this app for years, and I used to really like it, suddenly this morning it says that my account balance is in the negative by over $2,000. I'm not actually overdrawn at the bank, and I can't figure out where this error started in the transaction history. Yesterday, it was fine. Today, it has gone all insane.


    • By denku
      4

      I like it

      It's not the best or even full featured checkbook reconciliation app out there , but i like it. simple easy and affordable. been using it for several years now and never found a reason to pay more for this type of app.


    • By His romadness
      1

      Very poor user interface makes impossible to use

      1. Can’t reorder columns 2. Can’t change column sort to ascending i.e. oldest entry on top, newest on bottom 3. Can’t directly enter payee in register - have to enter in a list first. 4. OFX doesn’t import all transaction data - it left out the transaction number, payee; needs QIF import/export 5. Doesn’t have separate income/deposit and expense/withdrawal columns I reviewed the user guide and couldn’t find a way to fix these major faults which make it a deal killer for me. Fortunately, I was able to get it during a temporary “free” period so I’m not out any money. Bottomline: Run away from this software as fast as you can.


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