No import menu item you are supposed to be able to drag and drop on the register but it doesn’t import when you do that. Glad I didn’t pay for this. This is the fourth checkbook type orogram that I have tried and can’t import anything, I am beginning the think that I should just go back to a spreadsheet, they can import comma delimited files. Glad I didn’t pay for this program. I do believe though that if I had not had so much to omport to jst do it by hand that I might have kept it. I kinda think I would have missed the scheduled transactions also which is why I have not gone back to a spreadsgheet yet but on a spreadsheet I could make a sheet that lists them and then set it up to remind me when they are do.
Estimation application downloads and cost
Description
Features:
* Create Multiple Registers.
* Track Deposit or Credit Account Balances.
* Add a Credit Line to view Available Credit.
* Copy and Paste or Drag selected transactions straight from Online Banking sites.
- Please check the support page for Online Banking examples.
* Drop downloaded QIF & *CSV transaction files straight onto the register.
- CSV Column format should match Online Banking Samples.
* Drag Columns to your liking.
* Export Account Transaction Lists as a CSV File.
Unlock extra features with the Upgrade in-app purchase:
+ Create Subaccounts to help budget funds.
+ Reconcile Tools: Adjustment column- Used to indicate items not listed on the current statement, Statement Balance, Adjustment total, and Difference fields to assist in reconciling bank statements.
+ Filter the register by Date, Check Number, Payee, Amount and/or Memo.
+ Transaction History View
+ Print Complete or Filtered Statements.
+ Combine the Amount Columns
Application availability
Available in countries
Country | Price |
---|---|
Canada | free |
China | free |
France | free |
Germany | free |
Italy | free |
Netherlands | free |
Portugal | free |
Spain | free |
Poland | free |
UK | free |
India | free |
Japan | free |
Korea, Republic Of | free |
Poland | free |
Russia | free |
Turkey | free |
USA | free |
Korea, Republic Of | free |
Ukraine | free |
Available for devices
MacDesktop,Reviews
Can’t import anything
Almost great
Just what I was looking for in a simple checkbook register except the save feature will not work sometimes or most of the time actually. Sorry to say I will be forced to delete if they cant fix this as it is no good to me if I cant save my progress. Too bad as I liked it a lot.
Good product…great support
Ive had this software on my system for a month. Somehow ("operator error", Im sure) it fell out of sync with my online register. I emailed their support and I can not begin to tell you how helpful Joe was in helping me to reconcile the whole thing! Im unfortunately not that computer savvy, but he took the time to write out step-by-step instructions to get me back in business. EXCELLENT customer service!! The program works much like a Numbers/Excel file would. Its just a matter of keeing it up to date with correct data, and then it works like a charm!
Simple Checkbook, works well
I have been using Checkbook Tao for only a few days, without any problem. It is a simple checkbook program and that is what I wanted. I like its uncluttered interface and easy transfer of money between accounts. Also, the program lists your current balance and “projected balance”, which is helpful when you consider your expected cash flow, i.e. "plan ahead”. Another advantage: the program is not loaded with features most of us rarely use or do not need (Money and Quicken come to mind).
Exactly What I’ve Been Looking for
I am extremely happy with this software. I’ve been bouncing between, Word, Excel, LibreOffice, OpenOffice, Quicken and every available personal finance software and checkbook register available and not been happy with anything. The calculation style sheets require too much to maintain and lack the ease of use I would prefer and they’re also not the most attractive thing to work on. Finance software is just too much for my needs and it’s disapointing when you get so far only to find out certain finacial institutions don’t support it and require you to manually input those transactions for the accounts. You can generally tell right away if you’re going to like software and that was the case with Checkbook Tao. I knew right away that this was going to work and that it was just what I had been searching for. It had everything I need to maintain my balances and nothing you dont. I’ve not found any bugs or flaws and I’ve added 3 accounts and a few months worth of transactions. Application is extremely easy to navagate and use without any directions or tutorials. Very happy I found this software and have effectivly ended my search for the perfect checkbook register. Request: Can you add the abilty to input dates with a dash in addition the backslash? Also, if there was a field database being built for the “Memo” field just like there is for the “transaction Name” field that would be awesome.
Too time consuming
Much quicker and easier to use an actual checkbook ledger. This app is only beneficial if you dont know how to add or subtract, or if you just want to conserve paper and ink.
Checkbook Tao
After using this perfectly for a few months it seems to have developed some problems. When making an entry it overrides the entry to a different value! I deleted the app completely, and re down-loaded it. Same problem. Unsure what to do. Unable to reach developer bt email. Too bad, it was very nice. Update. Apparently you now have to enter a $ sign before the numerical entry. Maybe that was in an update. It works great now! :) Its nice that it lets you have more than one account that can be referenced from the same page.