Accounts 3 Lite - Checkbook 4+

Name: Accounts 3 Lite - Checkbook
Rating: 4.7 (118 reviews)
Author: SVT Software

SVT Software

- 4.7 • 118개의 평가

- 무료

설명

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.

2025년 1월 26일

버전 3.10

Update support website help links

4.7/5

118개의 평가

Great app

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

Good so far

I’m currently using accounts 3L as a replacement for an old version of quicken that quit working. Id like to suggest a clear delineation in the account transactions separating future transactions from the current and past dates. In other words, today is 2/7/24, put a double line, bold line, shading, or something below that date so users can see what is in the future separate from today and the past. This draws your eye to your current balance and allows easy reconciliation of bills set to be paid against what is set up in online banking.

Looking to buy but missing one feature

I am very interested in purchasing the full version. However, is there a way to set up recurring transfers between accounts. I like the recurrent transactions and the ability to transfer between accounts. It was be 5 stars if you could program in the ability to set up the recurrent transfers. Otherwise, you have to set up the transfers twice (one for the debit and one for the credit) to capture the money movement. This makes it easy to make mistakes.

You can do a recurring transfer by tapping on the menu button on the main screen (next to the balance amount). Then select daily, weekly, monthly, etc for the frequency of the recurring transfer.