Direct connect unreliable wonky
Constantly reconnecting to Direct Connect and does not update values as promised.
Love it
I love this little app😎
Looking for something to replace old PocketMoney
Edit: i think it’s gotten worse since my last review. I can’t see cleared balances without clicking on each individual account. The transfer doesn’t work. The autofill f/ memory isn’t working well. I can’t edit account names. I can’t make budget reports. There’s more I need it to do, but I can’t look while I’m editing this review. Pocket money in my old Android had been perfect but they upgraded that and then it didn’t work for my needs on Android or in iPhone. I’m still looking for something to help me keep better track of my debt & balances. GreenBooks is basically a checkbook ledger and I’m very frustrated with the amount of things I can’t edit once created.
*End Edit*
I had an old version of Pocket Money, a different bookkeeping app, on Android. Originally had on iPhone but switched to Android & now I’m on iPhone again. That app no longer has the functions it used to & I can’t find help for the version I had in my now old phone. GreenBooks on iPhone has ability to have more than one account, split categories in a transaction, scheduled repeated recurring transactions, and shows my cleared balance & my balance of the total of transactions that have posted. So far, it’s the closest app I’ve found with features I need. And I’ve liked at many!
Not 5 stars tho because lacking several features I had become accustomed to: I wish it showed (swiping between) current balance, cleared balance (it shows this), available credit, available funds, & future balance (it shows the balance of all payments posted not cleared & not the scheduled repeating transactions I have yet to post).
I wish the app had the ability to input more credit card info: the interest rate, the statement cycle/closing date, the institution, the phone & website, the credit limit, the exp date, the account #, & fees possible (over limit, late payment, annual, etc), in the credit card accounts.
I wish all accounts listed had an option to include or not to include them in “total worth”.
It would be nice if the app had another feature for budgeting to create a budget, and then when running reports or I guess it works be called viewing the breakdown of where my money went, I would be able to see how my income and expenses compared to my planned budget.
So far it’s the closet I’ve come to having all the features I need. I can add checking, savings, credit, and cash accounts. I can create my own & multiple categories. One transaction can have split categories. I can schedule recurring transactions. It shows cleared balance and total balance of everything posted. It so back up to iCloud. It has an option for a passcode. It’s off to a great start!
*End Edit*
I had an old version of Pocket Money, a different bookkeeping app, on Android. Originally had on iPhone but switched to Android & now I’m on iPhone again. That app no longer has the functions it used to & I can’t find help for the version I had in my now old phone. GreenBooks on iPhone has ability to have more than one account, split categories in a transaction, scheduled repeated recurring transactions, and shows my cleared balance & my balance of the total of transactions that have posted. So far, it’s the closest app I’ve found with features I need. And I’ve liked at many!
Not 5 stars tho because lacking several features I had become accustomed to: I wish it showed (swiping between) current balance, cleared balance (it shows this), available credit, available funds, & future balance (it shows the balance of all payments posted not cleared & not the scheduled repeating transactions I have yet to post).
I wish the app had the ability to input more credit card info: the interest rate, the statement cycle/closing date, the institution, the phone & website, the credit limit, the exp date, the account #, & fees possible (over limit, late payment, annual, etc), in the credit card accounts.
I wish all accounts listed had an option to include or not to include them in “total worth”.
It would be nice if the app had another feature for budgeting to create a budget, and then when running reports or I guess it works be called viewing the breakdown of where my money went, I would be able to see how my income and expenses compared to my planned budget.
So far it’s the closet I’ve come to having all the features I need. I can add checking, savings, credit, and cash accounts. I can create my own & multiple categories. One transaction can have split categories. I can schedule recurring transactions. It shows cleared balance and total balance of everything posted. It so back up to iCloud. It has an option for a passcode. It’s off to a great start!
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Optimal
Been using this app since it was known as Savings. Has everything you need and nothing you don't.
Worthy of your consideration.
Update November 22. The app still works great but when using the app on an iPad (no iPad native application) and you have split transactions, you can’t enter all of the data. . Update August 22. I didn’t reach the free 100 limit but I went ahead and purchased the iOS version any way. Well thought out app that’s easy to use.
IOS version does not have a search function and there are no breakdown charts (you need the Mac app for these). IOS version on iPad is the small iPhone display; it works fine but full iPad support would be better.
There are some helpful startup videos to guide you. Other support is not known. I sent an email with a pre purchase question that I did not receive a reply for after 3 weeks.
MacOS version has the much desired Search, Breakdown chart, and trends. ( I can’t comment on the trends because i am a new user with no older data to display)
Syncing between devices is quick and accurate.
The apps are one time purchases, not subscription based which is good for you the consumer.
I purchased the Mac app but not the iOS app yet.
In conclusion I am confident in saying that this is a worthwhile purchase to see where your money goes.
IOS version does not have a search function and there are no breakdown charts (you need the Mac app for these). IOS version on iPad is the small iPhone display; it works fine but full iPad support would be better.
There are some helpful startup videos to guide you. Other support is not known. I sent an email with a pre purchase question that I did not receive a reply for after 3 weeks.
MacOS version has the much desired Search, Breakdown chart, and trends. ( I can’t comment on the trends because i am a new user with no older data to display)
Syncing between devices is quick and accurate.
The apps are one time purchases, not subscription based which is good for you the consumer.
I purchased the Mac app but not the iOS app yet.
In conclusion I am confident in saying that this is a worthwhile purchase to see where your money goes.
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