Checkbook Wiz
| Category | Price | Seller | Device |
|---|---|---|---|
| Finance | Free | LINKLINKS LTD | iPhone, iPad, iPod |
Checkbook Wiz is a convenient way to manage your personal daily finance, check or add transactions anywhere with your device, keep an eye on balance of your accounts, see clearly where you money comes and goes.
You can set multiple currencies for this app, and it support iCloud auto sync, iCloud & Dropbox backup and restore, makes it easier for you and your other family number to manage accounts together.
Key features:
⁃ Track total balance, cleared balance of total accounts and each account.
⁃ Track transactions of each account.
⁃ Supports different currencies for each account.
⁃ Show transactions by daily and monthly.
⁃ Show daily and monthly total income and expense by calendar.
⁃ Supports adding expense, income and transfer transactions.
⁃ Supports splitting a transaction across multiple categories.
⁃ Add receipt for a transaction.
⁃ Add check number for a transaction.
⁃ Mark transaction as cleared or not directly in main screen page.
⁃ Kinds of default categories and you can add your own.
⁃ Supports adding recurring transactions.
⁃ Search transactions by name, category, account, amount, type and note text in a specific date range.
⁃ Comprehensive reports including:
a). Total income & expense of all accounts and each account.
b). Transactions by category.
c). Transactions by payee.
d). Monthly income & expense cash flow histogram.
e). Monthly account balance chart view.
⁃ Export data inform of PDF, CSV and HTML.
⁃ Supports Air Print.
⁃ Password protection.
⁃ Supports Touch ID as passcode.
⁃ Add unlimited reminders.
⁃ Set Primary Account, primary category and home currency.
⁃ Custom month start day.
⁃ Show or hide reconciled transaction.
⁃ Supports iCloud auto sync.
⁃ Support both iCloud and Dropbox backup and restore.
⁃ Supports Apple Watch.
If you have any question, please email to [email protected].
Reviews
Won’t Sync
Hatch72
I tried the free Version and like it so I upgraded to the paid version so I could sync between devices. IT DOES NOT WORK! Don’t waste your money. I tried to contact the developer but they never responded.
Great app
Calvertcr
I had the pocket money app for years but after it was updated it became too complicated to use. I stumbled upon this app and have been very happy with it. It is simple to use . Highly recommend !
Great
jonlih
Keep up the good work. Very convenient and easy to use. I travel a lot. Wish you can change the currency of different transactions.
Better than a check register
SweetpeaV88
I have been using this app for about 2 years now. I love that I can copy previous inputs, search for data and maintain more than one bank account. I wish it had a delete feature under payer. Sometimes I type in the wrong data and it automatically saves it but does not let me delete it, this goes for payers I no longer use. So you can image my payer list is quite long now. I also love the memo and Category options. They just started with the ads in the middle of data which is new and I am not a fan. Maybe I will look into upgrading. Please keep up the great work as my life is much easier now and my checkbook wiz has completely replaced the register. Thank you! SweetpeaV
Great app, still miss iReconcile
CW App Reviews
I have been using this app for two years now, strictly for the checkbook ledger feature (I manage my checking/savings accounts only). The checkbook features themselves are great, but the app could use improvements. The Search feature is there and it works, but it’s a global search on the home screen (can’t just search within my checking account). Previous Payee names are memorized and available for re-use, but not the payee’s category it was previously used for (must select category EVERY time). My biggest complaint is the reporting features. Prebuilt reports are the only ones available, you can’t create your own custom reports.
Great Account Register
Alee-lee G
The checkbook app is great for tracking all of my accounts & activity. It includes reports & the ability to enter recurring transactions to automatically post monthly.
Checkbook Wiz
wardbucks
So far I have enjoyed this app. I am still trying to figure this out, this is why I didn't rate it a 5. I like that it reminds me every evening to document my transactions. Make sure to uncheck the "cleared" box if you know for sure it hasn't posted to your bank account. I have tried other apps and have not enjoyed them as I have this one.
