Great but could use some handy features
This app is overall incredibly useful and I have enjoyed using it. I am always trying to find an app that can meet my needs when it comes to future casting accounts. This one has come the closest to what I’ve been searching for but there is room for some improvement. The transactions are almost forced to clear on the due date you enter. My default setting is to not have items auto clear on the due date but I still find myself having to manually turn it off each time.
It would be nice to mark transactions as pending in case they don’t go from where they sit in your forecast to immediately clearing. I like to match the current balance and the pending balance. I have to manipulate the due dates for everything that is sitting between the posted and pending transactions. It would be nice for this option.
Another minor request would be for the system to recognize commonly used phrases so you don’t have to type each payee/payor each time.
As of right now, those are my two main gripes but overall, I’ve enjoyed it. We’re looking forward to version 2.0 that will hopefully update the sharing feature and allow for more seamless editing between spouses/households/partners.
It would be nice to mark transactions as pending in case they don’t go from where they sit in your forecast to immediately clearing. I like to match the current balance and the pending balance. I have to manipulate the due dates for everything that is sitting between the posted and pending transactions. It would be nice for this option.
Another minor request would be for the system to recognize commonly used phrases so you don’t have to type each payee/payor each time.
As of right now, those are my two main gripes but overall, I’ve enjoyed it. We’re looking forward to version 2.0 that will hopefully update the sharing feature and allow for more seamless editing between spouses/households/partners.
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Response from developer
Thank you for this thorough feedback. For transactions that should not automatically clear, have you considered using the Manual clear type with Auto-Clear disabled at the plan level? It keeps each planned transaction pending until you clear it yourself. Also, the recently released version 1.17 added quick subtitle suggestions, allowing you to search and reuse previously entered payees/payors without retyping them each time. Your suggestions are greatly appreciated, and there is more coming very soon!
So Good
This App is everything I have been looking for. It allows me to see if I’m doing well in sticking to the budget and getting excited for the forecast ahead.
Christine
I’ve been used this daily.
Fantastic
What an amazing App. It has helped me to budget and forecast so easily. It’s a dream to use. I love it. I asked about adding a feature and they replied straight away and will add it to the next update…amazing. Can’t recommend enough.
Perfect
The absolute best way to manage your finances - a terrific app
