Great Accounts Register
The price is more than fair. No subscription, just a flat and reasonable price to support the creator.
Some things Iâd like to see added: a memorized payee list and an option to auto insert a decimal point when entering amounts. Also, Iâd like to be able to back up my data to Dropbox.
Great
Response from developer
Thanks, that means a lot! Simple is what I was going for, so I'm glad it's working for you.
Used to be great
Response from developer
I'm sorry the app slowed down for you â you've been with it since early on, and it should get better over time, not worse. I'd actually already been working on a fix for exactly this: on registers with a lot of history, the app was doing more work than it needed to on every tap and scroll, which is what caused the slowness and glitching. That fix is done and should be out very soon. If you'd like, email me, I'll help directly and make sure your register runs smoothly again. Thanks for sticking with it â I'd like to earn that back.
Wow perfect app now
Response from developer
Chris, thank you for the update! Honestly your original feedback is what pushed those features up the queue â the payee/memo split and the per-row running balance both shipped because reviewers like you flagged them. Glad they made a difference. Keep the ideas coming.
Great idea
Response from developer
Hi â sincerely sorry for the iCloud sync issues. There's a CloudKit schema mismatch on our end that I'm actively deploying a fix for; once it's out, sync between your Apple devices should behave correctly. If your data isn't where you expect after updating, please send me an email â I'll personally make sure it gets recovered. We read every email.
Wow perfect app now
Response from developer
Chris, thank you for the update! Honestly your original feedback is what pushed those features up the queue â the payee/memo split and the per-row running balance both shipped because reviewers like you flagged them. Glad they made a difference. Keep the ideas coming.
Good App that doesnât glitch (Updated for clarification)
Response from developer
Thanks for the feedback. On the memo line, it does exist already (look for the "Description" field below the Amount section when you add or edit a transaction). That said, I hear what you're saying. The way it's labeled and presented isn't as clear as it could be, and I want to clean it up so it's obvious what it's for. Running balance below each transaction is also a great idea I want to add. I'm planning to ship an update with both of these in the next week or two. If you have other ideas, feel free to email me through the App Store developer link. Thanks again for taking the time. Chad
It works great! - A detailed review
I decided to write a thorough review because this is a fresh, new app with only a few reviews - a hidden gem in the rubble of the App Store. I have used or tried several checkbook register apps over the last couple years. This is the best functioning / best looking/ most intuitive / easiest/ Iâve found. It deserves to be recognized. The app is updated often, which indicates the developer is very active, responsive to users, and that this is a new app, less than a year old. Thatâs a good sign. The developer has other apps too.
I tested/played with the free version for a few hours, including a trial run using six weeks of my actual checkbook transactions, followed by a successful reconciliation to my actual bank balance. I happily paid for the app. Since then, I have been it using as my goto checkbook register and reconcile app. Like most people, my checkbook register is fairly complex, including ACH Debits and Deposits, Electronic payments, Transfers, and some paper checks. Many are recurring transactions that it handles perfectly.
Here is how it works:
The Transactions screen:
The app opens to the âTransactionsâ screen. It looks like a checkbook register. It a very nice design, and shows recent transactions, with all transaction history just a scroll up, or scroll down. The transaction stack can also be sorted by newest, oldest, $ amount. The information on the transactions screen is everything thatâs needed for a register, including a checkmark if the transaction has cleared. You clear/unclear a transaction in its sub-screen (a page that appears by transaction touch). The sub-screen holds all of the transactionâs details and can be easily edited. Note that on the transactionâs screen, recurring transactions appear automatically & reliably according to your specification. Setting up recurring transactions and editing them is easy. Thatâs not usually the case in other apps Iâve used. Buttons make it easy to switch to a weekly, monthly or yearly view of transactions.
At the top of the transaction register is a header. Itâs a status summary box which includes the current account balance, cleared and uncleared totals and the reconcile button. And, for paid apps, access to additional accounts is located there.
Adding transactions:
New transactions are easily added by touching the appâs â+â button. (Widget link too). You fill out new transaction details in a drop down box, and if itâs recurring (by week, month, etc,) thatâs where you indicate that. Thereâs a switch for âclearedâ or âunclearedâ. When you âclearâ a transaction, it auto creates a check mark on the register screen. You can select a pre-loaded category such as âGroceryâ or you can create your own categories which is what I do. An example of a transaction in a created category might be: âHaircut Joeâ, appearing in a category called âPayments By Paper Checkâ. That information, $ amount, cleared status, and highlighting icons, will appear on the transaction page along with your other transactions. Each transaction (when touched) opens up to its own page showing all of its details. Thatâs also where you can change any transactionâs status to recurring if needed, or edit the $ amount, date, etc. Transactions can be deleted on the register screen with a finger swipe left.
Recurring transactions:
Works great. Very easy to set up. Editing is easy (and thatâs a big deal). Itâs absolutely the best rendition of recurring transactions Iâve tried or used.
Categories:
The app comes with some categories (such as âEntertainmentâ) or you can create your own. Theyâre easy to edit/manage. The management of categories, and category editing is easier with this app than others. And⊠a big plus - itâs easy to pull up all of the transactions in any one category, by using a button on the transactions page. That can be really helpful.
Reconcile to Bank Statement:
The reconcile button is in the accountâs status box at the top of the transaction register screen. The cleared and uncleared totals are there too in app version 3.02. To reconcile, touch âReconcileâ, A drop down box appears. You enter your end of month bank statement balance and the app calculates if your transaction register matches your bank statement. It also shows all the info available to help you figure out why it does or does not balance. Thatâs a critical feature done very well in this app that Iâve had trouble with In other apps.
Insights screen:
It is a smartly designed graphics screen, a button touch away from the transactions screen. Your expenses and income are summed up by category using bar charts. Inflow and outflow is shown graphically too. It can be set to show yearly, monthly, weekly, or even âall transactionsâ. Itâs especially useful if you set up your transaction categories thoughtfully - and itâs pretty.
Monthly Budget:
You can set a budget value for each category and follow your progress graphically on the âInsightsâ page. Itâs easy to set up and use. Itâs another indication of how thoughtfully this app is designed to focus on checkbook finances and bank statement reconciliation.
Other good things:
Attachments - The app assists you in adding a receipt image to a transactionâs details page
A useful widget
Advanced features including CSV export functions (pro version for some of the advanced features)
Siri access to transaction addition
Various helpful automations within the app
A one time purchase - Yay
Response from developer
Wow â I've read this review three times. Thank you. Honestly. Reviews like this don't happen often, especially for a small app, and I know you put real time into writing it. The fact that you tested with six weeks of your own register and a real bank reconcile before paying says a lot about how you approach apps, and I'm glad Pocket Register held up. A few of the things you called out (recurring transactions being easy, the reconcile flow, category management) were the hardest pieces to get right and the ones I cared most about. Hearing they actually work the way I hoped means a lot. And thank you for the bug reports along the way â they made the app meaningfully better for everyone who uses it. Please keep them coming. I'll keep listening.
Pocket Register
Response from developer
Appreciate the feedback. Quick thing though, the app doesnât actually have pop up ads. Just a banner at the bottom and a few inline ones spaced out in the list. If somethingâs actually popping up over your screen, thatâs a bug and Iâd love to know more so I can fix it.
super helpful
Response from developer
Thanks! Really glad itâs helping you keep up with the receipts.
Awesome
Response from developer
Thanks Joe! Glad itâs making it easy to stay on top of your spending.
