Checkbook Tao

Checkbook Tao for PC and Mac

Written by Jyxes

  • Category: Finance
  • Licence: Free
  • Software version: 3.1.0
  • File size: 12.35 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 Checkbook Tao?

Whatʹs Great

1. + Reconcile Tools: Adjustment column- Used to indicate items not listed on the current statement, Statement Balance, Adjustment total, and Difference fields to assist in reconciling bank statements.

Checkbook Tao for PC and Mac Screenshots


Features and Description

Key Features

Latest Version: 3.1.0

  • Licence: Free

  • What does Checkbook Tao do? Simple Checkbook Register. Made for those who just want to keep track of their spending. Features: * Create Multiple Registers. * Track Deposit or Credit Account Balances. * Add a Credit Line to view Available Credit. * Copy and Paste or Drag selected transactions straight from Online Banking sites. - Please check the support page for Online Banking examples. * Drop downloaded QIF & *CSV transaction files straight onto the register. - CSV Column format should match Online Banking Samples. * Drag Columns to your liking. * Export Account Transaction Lists as a CSV File. Unlock extra features with the Upgrade in-app purchase: + Create Subaccounts to help budget funds. + Reconcile Tools: Adjustment column- Used to indicate items not listed on the current statement, Statement Balance, Adjustment total, and Difference fields to assist in reconciling bank statements. + Filter the register by Date, Check Number, Payee, Amount and/or Memo. + Transaction History View + Print Complete or Filtered Statements. + Combine the Amount Columns

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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)


    Checkbook Tao - 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 rjdeible

      Small package…great app

      Good app. I paid for the upgrade and it works good. I only wish they made this for Linux becuase I am about to go to linux when my Windows quits but that will be a while. Cool feature, if you have multiple accounts and want to transfer meny from one to annother go to one and for the account pick one outo f the drop meny with a @ symbol infront of it it puts the same transaction in opposite soi t is a transfer of funds. Very fast loading, and never crashes. I only wish it had a Re-occurring payments section but then it would be a bigger program and less fast. It’s not really that big a deal to add them myself. These kinds of apps are getting far and few between. Most of them don’t work right but this one is a keeper. No it’s not Microsoft money but most people really don;t need something that involved.

    • By eddietheboxer

      Reliable and worth it

      I have been using this program for 9 years to track my bank and credit card accounts. It is extremely useful to keep track of current and future expenses, and for keeping track of automatic deposits, interest payments on checking accouts that need to be reported to the IRS each year, and transfers between accounts. I only wish there was a version for IOS that would cross connect to this Windows version through the cloud, so I could easily enter expenses in my iPhone or iPad and have them show up in the Windows version. Otherwise, it is perfect for my needs and very useful for tracking and planning.

    • By Dude99604

      Was good but now out of date

      UPDATE: I have been using this program for five years, and intitally it worked just fine. But as time has gone on, the app has not and I am frankly in the market for a new one. The app does not really support the importing of information from your bank or credit cards--it says it does, but I have never gotten it to work consistently for me. No option for cloud saving or iOS integration, which these days is a deal-breaker for me. I would also like to see loans include amortization so the running total is actually accurate.

    • By Creekriot

      Love it and worth way more than what I paid!

      I manage 9 accounts with Checkbook Tao and love it! Great functionality... Its autofill for the Transaction Name column speeds data entry. It can sort by date or date-range on any column. The simple to use Filter Register tool provides detailed (print-friendly) date-range summaries by any Transaction Name (saving LOTS of tax preparation time) and exports to a CSV file with a couple of clicks.

    • By jpw_wood

      very primitive but worth $2.99

      If you are looking for finanacial software, do not use this program. I was not so here is my evaluation: I’ve used MS money for years and continue to use on a spare laptop. I purchased a Windows and I very happy form a computing standpoint. Unfortunately MS money will not run on my Windows and I’m not savvy enough to run all the conversion programs to get it to do so. I’ve spent way too much money on several apps to even compare to MS money. There is a find feature in the $2.99 upgrade, which I gladly paid. I hope that a “bill” feature will be added to I will project a future balance like Money. some auto features like date and year would be nice as wel so you don’t have to type it in everytime. You need to start over for each year if you want to keep annual spending separate. I’m now retired and have the time for the details. I have yet to use the balance feature, which is what makes Money a dream. I suspect it is not as sophisticated. I dread going back and forth from PC to Windows just for banking…Tao crew, see what you can do, I’d spend the $$