Accounts 3 Lite is an easy to use application to replace your paper checkbook. With the Accounts 3 Lite application, you will have a quicker and more convenient way to track your daily finances. You can schedule transactions, transfer funds, capture photo receipts, reconcile, export data, view reports, graphs, and much more.
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FEATURES
* Touch and Face ID Support
Use Touch ID to authenticate and launch the app quicker and more conveniently.
* Optimized for Multitasking and Retina Display
Supports fast app switching and higher resolution Retina display.
* Universal Binary
Designed for iPhone, iPod Touch, and iPad devices. No need to buy separate apps for each device.
* Graphs and Reports
Review your monthly income vs. expense, spending by category, or income by category summaries with beautiful graphs and reports.
* AirPrint Support
Print reports directly from your iPhone or iPad (that have multitasking capability) to any AirPrint-enabled printer.
* Photo Receipts
Capture and store photo receipt as part of a transaction.
* Search
Quickly search for transactions and edit them from the same screen.
* Recurring Transactions
Schedule transactions to repeat weekly, biweekly, monthly, semimonthly, quarterly, biannually, or yearly on a start date that you choose.
* Reconcile Transactions
Reconcile by checking off cleared transactions and comparing the actual and outstanding balances against a bank statement. Accounts 3 now includes a running total for even easier reconciliation.
* Split Transactions
Split a transaction among several categories for more precise tracking.
* Transfers
Make a one-time transfer between accounts or set up recurring transfers to automatically repeat.
* Multiple Accounts
Track as many accounts as you need.
* Export in CSV, QIF & HTML Formats
Export transactions via email attachments for used with desktop applications such Numbers, Excel, or MS Money.
* Description, Category, Memo, and Check # Fields
All the necessary fields to track your transactions.
* Smart Autocomplete
As you type, a list will show you your previously entered descriptions and corresponding category. Selecting an entry from the list will fill both fields of the transaction.
* Auto-increment Check # Field
Accounts 3 will suggest the next check number for you based on the previously entered number. If you replace your checkbook, just enter the new starting number and Accounts 3 will auto-increment from there.
* Customization Settings & Themes
Configurable settings and themes to customize the Accounts 3 application based on your preferences.
* Transaction Sorting/Hiding
Sort transactions by date in either ascending or descending order. You can also hide reconciled transactions to keep your current list from being cluttered.
* Accounts Reordering
Reorder the accounts from the account list in any order you choose.
* Accounts Delete Lock
Prevents accidental deletion of all the transactions under an account.
* Backup / Restore
Backup your data to your computer for safekeeping. Then restore it to your device when you need to via email or iTunes file sharing interface.
* Passcode Security
Keep your accounts information private.
* Sync Data via iCloud
Sync your data across iPhone, iPad, and iPod Touch devices (available when upgraded to full version)
* Accounts 3 Lite is limited to 100 transactions.
At anytime, you can transfer all your data to the Full version by touching on the 'Export to Full Version' button from the Settings screen.
Been a user of Accounts 2 for about 5 years. Love and depend heavily on the app for all my budgeting and account management. I was excited to see Accounts 3. Great new changes, but there is one thing I was hoping would have been corrected and/or can be corrected that’s been a nuisance for me for years. I have a lot of recurring charges set up and of the same dollar amount and I also make a lot of changes to my accounts monthly. This is the issue I’ve got: Example: I create a recurring transfer from my Checking to my Savings and write Dinner in the memo line. But then if I go back and edit that memo line to Lunch, when I save it, it now reads “Transfer from Checking to Savings.” If I were to go back and change it to Dinner, it will still read the “Transfer from Checking to Savings.” Even when the transaction/transfer posts, it stays that way. So basically, if I ever want to change the memo on any recurring transfers, I have to delete the old one and create a new one. But it would be so much easier and helpful if I didn’t have to do that. :) Hopeful for a solution. Thanks, guys!REVISED: It’s been a couple days since I wrote the above review. Came back to check if there was a response and saw that there was an update available. Held my breath that the update had to do with my review and whoa ho, the issue I had was resolved! Much, much appreciated and great job, guys. Definitely now buying Accounts 3 and making the transition from Accounts 2 today! Thanks again!
Developer Response
Thanks for pointing out this issue. We have fixed it and the update is now available for download.
Data Transfer
DTMS350
I am trying Accounts3 Lite as a replacement checkbook app for one that I’ve been using for years which apparently is no longer supported. The Accounts3 checkbook app is truly impressive! I save backups of my existing checkbook app daily to one of my email accounts and my email app tells me that the file is saved as a .cbdbz text file. Is it possible to restore this type of data file into the Accounts3 checkbook app so that I will have a complete history from my previous checkbook app? Thank You!
Near Impossible to get support
GeekBoy.from.Illinois
I have the Accounts 3 full software, but I can’t write a review there because it says that I must first download it or buy it to write a review. I am using it via Family Sharing with my wife, and we have definitely bought it. We have recently started using the Peering Emails so that we can keep both her device and my device in sync. Per Apple, each of us has our own AppleID and we are setup on a family so we can share our purchases, but this app required you to use the same AppleID to sync between devices using iCloud Sync, so we started using the share by email peering method, and while kludgy, it does seem to work, but I am finding a new issue with the iCould Sync. I use Accounts 3 on my iPhone 14 Pro (iOS 16.5.1) and on my iPad Mini 6 (iPadOS 16.5.1) and have iCloud sharing setup between the two devices. It seems to work fine, but about once every couple weeks, the sync suddenly deletes a day or two worth of previously synced transactions throwing the account all out of whack, requiring me to go spend 30-60 minutes figuring out what is wrong. It is usually with transactions that where fine the previous day and suddenly “missing” today. I reconcile transactions every few days, and the database was reconciled fine as of Saturday, but suddenly this morning, about a dozen transactions from about a week ago were now “missing” causing the balance in my database to no longer reconcile with my bank.I tried to do to the application developer’s web site, but that redirects me to a missing Facebook page when I attempt to get support there, so I am forced here, and now have to leave this comment on a related application because I can’t even comment on the one I am really using. Overall the application is pretty good, but this recent sync issue, along with not being able to get support is leaving a really bad flavor in my mouth on this app.
Great app
Suzhartz
I’ve been using this app for 3 months and it works well. I have used QuickBooks for 25 years managing companies and personal. This app will do everything I need for personal. One question : is it possible when using the “split” transaction to post a discount as well as the charges? I would use it on a credit card post when given a refund or discount. Thanks
Fix issue with pie chart report for certain iPad devices.
Version 3.11
The developer, SVT Software, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
