View and record transactions in either a table or in our new calendar view in macOS. You can show or hide most columns in macOS. Setup the columns for transaction tables as desired. Order your accounts and groups of accounts how you prefer. Decide which accounts are included in balances, lists and reports. Plus account type specific balances such as credit limit, available credit and market values of investment holdings.Ĭhoose which accounts are displayed in the main account list specific to device type: Mac, iPhone or iPad. View the different balances for accounts: total, current, cleared, reconciled, and pending. Set the status of transactions as needed: pending, recorded, cleared, reconciled and voided. Setup custom tags to add an additional dimension to your financial tracking needs that categories alone don't cover. Newly imported transactions are flagged as unreviewed. ![]() Allow iOS devices to unlock files using Touch ID or Face ID.įlag transactions for needing further review. Protect your file from being opened by others by setting a password. Set varying categories, tags, memos and amounts. ![]() Track accounts, securities and generate reports in 150+ different currencies.Įasily split transactions as needed to break down transactions as needed.
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