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If privacy could be maintained, I’d love to see some type of improvement in this area.
#Finance app for mac and iphone download
My bank does not allow me to download my transcations via CSV on iOS. Or if I could save multiple reports for tax purposes, I’d be good shape.) (5) Downloading my transcations is currently limited to MacOS. (For instance, if I could compare the toal of my envolope accounts to the total of an actual account, that would be great. Hopefully I’ll be able to run custom reports in the future.
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(4) The reporting feature is a bit limited at this point. (3) I set up a simple envolope system by creating additional accounts not connected to actual accounts. The developer sees nothing.) (2) The account sharing feature was a little buggy, but once a I reset my devices we were up and running. (Everything is on your own iCloud account. (1) I love the privacy approach - incredibly simple and straighfoward. Very impressed with the simplicity and function of this app.
#Finance app for mac and iphone free
In case of any questions please don't hesitate to contact Download for MacOS - server 1 -> Free Our privacy policy, as well as subscription terms are available at. Premium version is an annual subscription. Some features are limited to premium version subscribers. All data is stored in iCloud, it is not available to anyone except you. We will never ask you to create an account or provide any personal details.
#Finance app for mac and iphone pdf
Split categories, Touch ID support, pending transactions, transaction export, transaction tags, printing reports and saving them as PDF files - all those and many other features are at your disposal when you need them. You can even use Continuity Camera to scan documents or take photos with your iPhone and receive them in the Mac app. You can attach as many files as needed and they will be synced with iCloud. There might be a number of a reasons why you might want to attach files to transactions. You can easily reconcile your accounts with bank statements in the app to eliminate any disparities. Sometimes we all need extra help to keep our accounts in shape. Other types of reports are available too.ĭo you want to share some of your accounts with someone else? No problems, you can share selected accounts via iCloud while keeping other accounts private. See where and what do you spend your money on. We believe in clean, crisp reports that are easy to read and understand. Compare your performance against it and see your future net wealth.
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Plan ahead by creating a financial plan for the next year. Do you plan to make a transaction in the future and want to be reminded about it? Consider it done.
#Finance app for mac and iphone how to
And you can also choose which particular transactions to import from a file, something that not all financial apps know how to do.ĭo you want to budget expenses on a particular category? No problems. That's why we support CSV, QIF, QMTF, OFX and QFX files. We know how important it is to be able to import transactions from your financial institutions. It is super convenient and keeps data in sync via iCloud. It will never require you to make dozens of unnecessary steps to accomplish simple tasks.ĭebit & Credit has its own app for iPhone and iPad, which you can use to add transactions on the go. The app was designed with simplicity and convenience in mind. See all your accounts in one place and manage your everyday finances.Ĭreating a new transaction now takes a matter of seconds.
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Keeping financial records was always a bit of a hassle. What does Debit & Credit do? If you are looking for a personal finance app that is convenient, easy to use and at the same time has enough features, then Debit & Credit is the right app for you.