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Checkbook HD Lite - Personal Finance app for iPhone and iPad


4.0 ( 3920 ratings )
Finance
Developer: iBear LLC
Free
Current version: 4.3.14, last update: 6 years ago
First release : 04 Nov 2010
App size: 84.18 Mb

Checkbook HD offers you a quick and simple way of managing your personal finances. Luxurious iPad-oriented design (check the screenshots). Easy sync and iPad/iPhone versions combined in one app! Get now ►►

"In a nutshell, I can’t really find what’s missing from it." AppAdvice
“Essential ledger and budgeting app for iOS.” AppCraver

Manage all your accounts with Checkbook HD and stay always aware of how much money is left on each of your accounts, and how it happened. Add entries that change balances on your accounts manually, or import your banking records by using your banks OFX file. You can also schedule recurring transactions, sync your data between several devices, schedule delayed transactions and clear them later on (reconcile). To visualize the activity of your accounts, use colorful charts.

Checkbook HD features:

ACCOUNTS MANAGEMENT
- Unlimited number of accounts (checking, savings, credit card, etc.)
- Running balance column
- Accounts reconciliation (balance and cleared balance)
- Support of multiple currencies
- Restoration of previously deleted accounts (if needed)

TRANSACTIONS (green sticky note)
- Income, Expenses, Transfers between accounts
- Categories and subcategories
- Automatic categorization based on previous transactions
- Additional fields for organizing your records including description, payee, check #, etc.

RECURRING TRANSACTIONS (blue sticky note)
- Automatic repeating transactions scheduled as “cleared” or “not cleared”
- Regulated custom frequency (daily, weekly, bi-weekly, monthly and any other frequency customization).

REPORTS (yellow and red sticky notes)
- Pie chart and bar chart reports showing the structure of your income and expenses
- Filter by categories and subcategories, accounts and payees

DATA AND SYNC
- Import of your banking records using your banks OFX file
- Downloading data directly from your bank. Contact us to learn if your bank is supported - checkbookhd.com (Direct Connect feature is sold separately as in-app purchase)
- Quick manual entry
- PIN-protected data
- Backup
- Export of your data in CSV format
- iCloud storing of your data and providing it on all your devices - iPhone, iPad, Mac (This feature can be turned on after the installation. All the updates occur automatically.)
- Bluetooth sync


DESIGN
- Great special iPad/iPhone oriented interface design (luxurious library room)
- Retina display support

Important! Free version is limited by the number of transactions. You can unlock it with the in-app purchase.

- User Guide - http://checkbookhd.com 
- Feedback & Support - [email protected]


Checkbook HD is truly a high quality clean product for easy personal finance management. Get now! ►►

Pros and cons of Checkbook HD Lite - Personal Finance app for iPhone and iPad

Checkbook HD Lite - Personal Finance app good for

I now depend on it for managing all the financial transactions. Its great - forces you not to make those impulse purchases by having you write down every transaction.
A bit of a learning curve figuring out the way it works but after that its a decent program. I wish that it had a search function. Overall I would say it is quite good. I especially like the graph reports.
Nice features and well designed. Synching with my wifes phone and our desktop would be nice too, but if thats possible its not evident.
Easy to use, lots of features! Keeps me on track with my budget
I just started using this app and I fond it very helpful to track my spending. Especially the filter function, so I cn look at just one account not all of them at once like other apps
Very helpful for me to maintain and use my budget. Easy to use, intuitive interface.

Some bad moments

Bought the full version,regret it. I wanted to see a running balance. Ended up purchasing pocketmoney instead.
Does not download from the bank directly. Pocket money is better but still missing features. Cant anyone create a banking program that works on an iPad alone?
Definitely a 5 star app, but only gave 1 star because of the pop up constantly asking for ratings, when I just wanted to get on with my work.
I shouldnt have updated to newest version. No longer going to use this app.
non functional any more and all preavous data is now held hostage pending upgrade
Finally deleted after numerous attempts to sync with wifes iPhone via iCloud. Good luck with it.