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 Accounts in One App
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 keep your account data clean and organized.
• Breakdown Chart
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?"
• Trends Chart
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.
• Scheduled Transactions
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.
• Reconcile Accounts
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.
• Direct Connect
GreenBooks can connect to your banks directly so transactions are downloaded and reconciled automatically. Direct Connect is available in U.S. and Canada and requires a separate subscription of $2.99/month. You don't need Direct Connect to use GreenBooks effectively.
• Budgets
The best way to control your spending is with a budget. With GreenBooks, you can create a monthly 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.
• GreenBooks for iPhone
GreenBooks for iPhone is the perfect companion to the Mac app. You can enter transactions on the go, view breakdown charts, use scheduled transactions and more. Just search "GreenBooks" in the App Store.
• iCloud Sync
Secure iCloud sync ensures your data is always up-to-date on both your Mac and iPhone.
• Design
We love the beauty and simplicity of the Mac, so we designed a personal finance app that is equally as beautiful and a joy to use as your Mac.
• Privacy
Your privacy is always protected. We don't store any of your personal information on a server.
• 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.