Great app!
I just really needed a simple way to keep track of how much money I had on the bank without having to log into the bank every day, sometimes more than once a day. Sometimes stuff disappears from the pending tray on the bank’s site but doesn’t immediately show up in the cleared section and I would forget about it. I’m finally at a place where there’s always at least a little money in my account ;-) but it’s still frustrating to not be certain of how much. This app totally solves that problem for me! I can type in how much I spent and where I spent it as soon as I get home and see a constant running total. I can also go ahead and type in any payments I schedule in online banking so that amount is removed from my running total, even though I’ve dated it in the future to match when it will actually clear. I really like the clean look of the app and I just downloaded the app to my iPad and it’s lovely too, and the sync over iCloud is kinda magical and very quick!
My suggestion to any newbies is that when you import your CSV file from the bank pay close attention to what it suggests for the headers of each column of info. Mine imported with the payee listed as the description so I had to spend some quality time fixing that. (But it did give me an excuse to go through and streamline a bit so that it just says the name of the place, and not all that extra stuff about which location, so I guess it wasn’t a total wash. LOL)
Jillypooh about
Debit & Credit, v1.9.3