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.
• All your accounts, in one place.
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 quickly clean up your transactions list.
• View the breakdown of your spending by category
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?"
• Analyze your financial trends
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.
• Keep track of bills and subscriptions
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.
• Connect to banks va Direct Connect
GreenBooks can connect to your banks directly so transactions are downloaded and reconciled automatically. Direct Connect is available in the U.S. and Canada. You don't need Direct Connect to use GreenBooks effectively.
• Reconcile your accounts easily
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.
• Create long-term budgets
The best way to control your spending is with a budget. With GreenBooks, you can create a monthly, multi-month 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.
• Great for entrepreneurs and small businesses
Gain insight into your business without confusing accounting rules and reports. Avoid unnecessary double-entry accounting. Bookkeep, save time and file taxes easily with GreenBooks. A user-friendly alternative to expensive accounting softwares such as QuickBooks and Xero.
• Access GreenBooks on the go with the iPhone app
Use GreenBooks for iPhone to log transactions quickly and efficiently. GreenBooks for iPhone has all the basic features found in the Mac app. Data is automatically synchronized using secure iCloud. Sold separately in the iOS App Store.
• No advertisements. Privacy focused.
GreenBooks keeps our users’ best interest in mind. It does not collect data and does not sell user information to third-party platforms. Maintaining privacy and delivering optimal user experience is our highest priority.
• 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.
“I guess I have tried them all, but this is without a doubt the easiest one I have ever used. It is self-explanatory in every way.” - @Silver Reed
“GreenBooks is the best checking account register of the many I've tried. It's straightforward and easy to use, and I can customize the categories to my household. “ - @Flo Stock
“Most of the other money apps were too cumbersome and complicated for my needs. This one is simple and easy to use, and looks beautiful.” - @ AgnePalamarc
Take control of your money. Try GreenBooks today!
Got questions? Email firstname.lastname@example.org or visit https://greenbooks.app for more info.
- Bug fixes and minor enhancements
Ratings and Reviews
Works well, great design, but text lacks adjustment
Good experience with Savings 3 usability, never any errors with information or transactions. The app contains just the right amount of features. I like the trends display a lot. I personally have not used the bank connection. Execellent visual layout -- not your eye-bending spreadsheet grid. The gray text notes line looks great.
Unfortunately, the text cannot be changed in any way. I personally have a hard time seeing the brighter green text and the red is so-so. Font size cannot be changed. Also, the transaction selection is unnecessarily harsh: black-to-white text color reversal with cobalt blue in whole box. Much subtler methods exist. For example, the app highlights each account with a simple gray band -- perfect.
For me, the text color is a deal-breaker and I had to move to another app that gives you great choice on text, but is much less elegant overall. I'd be right back with Savings if text color, size and highlighting could be adjusted.
Four stars for great design, just missing user adjustment on visuals.
Developer Response ,
Hi there, these are good feedback regarding color and design. We will look into fixing it in a future update. Thanks!
I’ve tried just about every money management app in the Apple Store and found most of them seriously lacking or simply overly complicated. I ended up using Accounts 2 for several years, but needed something that would work on a Mac as well as my phone and tablets. That’s when I discovered Greenbooks.
Greenbooks is simple to use and has a good balance of features. It’s biggest plus is it works on Mac, tablet, and phone, so I can manage my accounts from any of my Apple devices.
However, there are two things in Greenbooks that keep it from being perfect. First, the decimals have to be entered manually when they should be automatic. Second, there should be a way to exclude select transitions from the trends and breakdown reports as can be done in Accounts 2.
I've been using this since 2013, and am happy with it. It took me several years before I started using the Scheduled transactions, and it has simplified my tracking of bills greatly.
The app has never used check numbers well, reflecting that checks are, evidently, going out of fashion, but I still use them for many of my payments directly from my bank account.
The reconciliations save me enormous amounts of time, even though they have not always been accurate in matching outstanding and the equivalent "new" transactions. But it's fairly straightforward to find the error when it occurs.
The program is gracefully straightforward, not requiring knowledge of double-entry bookkeeping.
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- Savings LLC
- 7.6 MB
- Requires macOS 10.14 or later.
- Age Rating
- © 2023 Yi Lin
- In-App Purchases
- Direct Connect Monthly Plan $3.99
- Unlimited macOS $29.99
- Direct Connect Annual Plan $35.99