Checkbook Pro app review: a quick and easy way to manage your daily finances

Introduction

Simplifying your finances and streamlining your day to day record keeping is this fantastic app for iPhone and iPad that you can use on a daily basis to manage your income and expenses with just a few quick taps on the screen; accounting has never been easier!

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I almost always enjoy reviewing these kinds of money management apps because I think it’s more important than ever to encourage sensible spending habits and financial awareness in people, considering how rampant debt is.

Create Categorized Accounts and Transactions

Checkbook Pro enables you to set up as many financial accounts as you need, with the ability to categorize them based on various aspects of your lifestyle, so for example you could set up one for your mortgage repayments, one for your credit card, and of course one for your standard checking account.

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Once you’ve got your accounts set up you can begin inserting transactions, which can also be set up on a recurring basis to help you stay on top of things like rent and other bills without having to manually input them every week or month.

 

Export Your Records via Email

There is also an integrated search facility that you can use to quickly and easily find any of your transactions, with the added option of being able to apply search filters such as name, payee, category, and date.

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After building up a sizable record of your finances you’ll most likely want to export them for safekeeping so you’ll be pleased to know that you can do this in .CSV, .QIF, and .HTML file formats via email.

 

Pros and Cons

Pros

• View all of your transactions in a handy calendar format for easy visualization
• Add notes to your transactions for even more detailed record keeping
• Sort your transactions into various categories based on aspects of your lifestyle such as rent, food, entertainment, and so on
• Set up recurring transactions to ensure you always stay on top of your bills
• Use the integrated search facility to find specific transactions
• Apply search filters such as name, payee, category, and date
• Add all of your financial accounts individually for easy delineation
• Easily transfer amounts of money between your different accounts
• Reconcile your transactions by editing cleared and un-cleared statuses
• Create detailed financial reports and organize them by category or account
• See your finances projected onto gorgeous graphical bar graphs and pie charts
• Offers full support for multiple currencies                   
• Keep your records safe and secure with passcode protection
• Create a handy digital backup copy of your records via email in .CSV, .QIF, and .HTML file formats

 

Cons

• There is nothing negative to say about this app

 

Final Words

Checkbook Pro for iPhone and iPad is one of the simpler apps of its kind, but it still offers more than enough features to keep you busy logging your daily transactions and monitoring your various financial accounts, so I think you’ll find it to be more than up to the task of helping you become more mindful of where your money is going.