Checkbook Tao Register 4+

My career is in banking and I’ve reconciled my accounts religiously several times a month (including my credit card accounts). I recently downloaded this program after having problems with the CheckBook program (different program than this). I decided to play with the reconciling feature before I got immersed in this app just to see how it reconciles. It is THE WORST reconciling function I’ve ever encountered with a checkbook software (have worked with Quicken, Checkbook, and Microsoft Money). I have an entry that has not cleared my statement yet, however, in the reconciling of the account, if I do not check off this entry (which I shouldn’t because IT HASN’T CLEARED YET!), my account is out of balance that amount. Oh, and better yet, when I check off the entries that HAVE CLEARED my balance is out-of-balance the amount of the entries that cleared…????? This is mind boggling to me. You check off the entries that haven’t cleared…and you do not check off the entries that have…??? When did banking reconcilement become backward!? I wouldn’t recommend this program if you are a person who religiously keeps track of your account information and religiously balances your accounts. Even for the $2.99 price tag, this alone turns me off to the program. It is also an app that is a bit clunky to work with when entering your data.

This basic checkbook register is helpful for me to manage my parent's checkbook and I'm satisified I bought it for $.99 (saved me time in building a spreadsheet). Improvements needed are: ability to print other than using "print screen" and when making entries with zero value I have to close the account and reopen it for the calulations to take effect. Need ablity to sort not only on date but on check number as secondary field. Other than that this basic checkbook register meets my needs!

A bargain at $2.99!! You need this version to create multiple registers for Savings, Checking, IRA accounts, to create Sub Accounts (e.g., visa, utilities, insurance), reconcile, and print registers for each account. Exactly what I was looking for to replace Quicken 2003, which is no longer supported after upgrading to OS X 10.9.2. Register is easy to set up. Print copy of Register contains informative headers, professional looking. Easy to edit account names. Button at bottom of register totals ALL of your accounts! Search field works great, groups by description. I created separate accounts for each year of different accounts, e.g., 2013 Savings, 2014 Checking, because I could not sort, print accounts by year.

Wish list includes: 1) linking Savings to Checking accounts, so that an amount transfered between accounts is automatically deducted on the other, 2) Password protect or lock accounts for privacy and security.