Once you’re into the main working area you’ll find that the interface is clean, fuss-free and easy to navigate. You also get an easy access Account Maintenance option, which during setup means you can choose to have transactions automatically downloaded from the financial institutions you deal with. It is available via a subscription interface, starting with a Basic account, but requires transactions be entered manually, or a more usable Premium account can automatically download transactions from your financial institution. It also facilitates advanced budgeting, via activities such as account reconciliation, and tracking register balances.ĬountAbout is available for the iOS and Android platforms, and can also be used on a full PC via the web-based interface. Additional features include multi-factor login protection, categories can be customized, running register balances, and support for recurring and split transactions. It also connects to your other financial assets, including banking, credit card and retirement accounts, which includes thousands of financial institutions. When you sign up you're encouraged to do that early on, and there are some decent instructions that walk you through the steps. It is notable as it can import data from Quicken, or Mint, and is one of the few solutions that can do this. So budgeting software is ideally placed to help you identify these and ensure that you can take better control of your money and overall finances.ĬountAbout is a personal financial and budgeting software solution. Nevertheless, as every business owner soon learns, small costs and miscellaneous spends can really add up. However, this also shows the limitations of budgeting software, which doesn't quite do the job of the best tax software, or for that matter, the best accounting software for small business. For example, when buying items with cash, what do you do with your change after? This is something that budgeting software can account for that other financial software might miss.īudgeting software also aims to get you into good habits, such as reducing debt and freeing up savings for investments purposes. Best of all it will highlight those small but regular costs that can really undermine your finances, and these can often be missed by general finance software. This is especially important for both reducing debt as well as for improving wealth, as it lets you more readily see where your costs are and how savings can be made. How we test the best budgeting software.How to choose the best budgeting software.Supports Quicken's Standard, Voucher, and Wallet templates. Save some ink strokes and let CheckBook Pro print your cheques for you (pre-printed cheque paper only).See pending scheduled transactions for all your accounts with a single reminder. Report on all your accounts at the same time.Quickly change the details for a group of transactions, instead of one at a time.Group your transactions into Folders, to tidy up or begin a new year.Save complex searches as Smart Folders, so you can search again and again.Track cash flow over time with customizable reports so you can see where your money came from and where it’s going.Schedule transactions that repeat periodically, like monthly bills and pay cheques.Find transactions with simple searches or combine search criteria to really drill into your data.CheckBook Pro's simply powerful data management tools make it all just plain easy. Change the details of a group of transactions in a single stroke. Search for transactions with any combination of criteria. Get a report for all of your accounts at once. More than a basic cheque register and reporting tool, CheckBook Pro features everything in CheckBook, our powerfully simple personal finance manager, and then some. Have a discount and a dose of warmth and fresh air!.
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