Visual Budget Easy 4+

Votre compta personnelle ‪!‬

Pascal Meziat

    • 3.4 • 12 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

Description

With Visual Budget, easily manage your personal and business accounts using powerful, advanced analysis and consolidation features.

Visual Budget can be used to handle several accounts simultaneously and sort them into different groups.

Expense/income categories are automatically created based on a standard model that fits most needs. You can of course modify this category list to suit more particular requirements for each of your accounts. Two levels of categories/sub-categories allow you to define your budget plan in an easy but precise way.

Assign a budget to every category, and accurately monitor the evolution of your income and expenses.

You can input your financial transactions manually, or automatically by importing CSV (spreadsheet) or OFX (bank standard) files.
Check off your transactions to ensure that they match your bank statements.
Define recurring transactions, such as a monthly Internet subscription, once and for all.

Visual Budget also features Overview tools, allowing you to visualize the breakdown of your transactions and the changes in your balances in the blink of an eye, and to monitor your budgets efficiently

Several graphs (bar or pie charts) provided by the application give you a clear and synthetic view of your transactions and their breakdown into expense, income, category and budgetary changes.

The application comes with an example account featuring a dozen transactions which will allow you to quickly become familiar with it.

Freemium version, limited to 50 transactions per account. Integrated purchase unlocks unlimited transaction creation.

Application for OS X Lion and above.
iPhone & iPad version available on the App Store.
Optimized for Retina Display.

What’s New

Version 1.50

If you are satisfied with the Visual Budget App, we would be thrilled if you would leave us some feedback in the App Store. Thanks!

v1.50:
- UI minor improvements
- minor bugfixes

Ratings and Reviews

3.4 out of 5
12 Ratings

12 Ratings

Pember1 ,

Easy by name easy to use

I have been usinfg this app on my mac/phone/ipad for nearly 10 yearws and find it very easy. I have tried other more modern budgeting finance apps but they do not have the flexibility of Visual Budget Easy or the reporting tools. Its not flashy nut it works.

GPSoA ,

Easy by name Easy by nature

I have been using this app for 10 years and find it very easy. With the advent of Open Banking I tried some of the newly launched apps and found the Open Banking made it easy to load data and bring all accounts in one place. However, i found some drawbacks with the newer apps which makes VisualBudget Easy my preferred money management app.

The newer apps I have looked at run on the iPad and iPhone but most do not run on the Mac, planning cash management on a small screen is not as convenient as working on a full size keyboard. I want a money management tool that enables me to look forward and plan not just for scheduled bills but for the one off payments; VisualBudget Easy handles future transactions and enable me to see the impacts on cashflow. Applying categories to transactions is simple e.g. I separate taxable and not taxable dividends and interests. The reports offered enable me to slice and dice all my accounts and transactions.

Summary; if VisualBudget Easy had the Open Banking link it would be an outright winner, but today the inconvenience of not being able to add transactions automatically is still outweighed by the functions that enable me to look forward and manage budget and cash flows.

The Stig22 ,

Good tool

After I couldn't use Microsoft Money anymore, I have tried a few of these software and found this one which is good to me and does perfectly the job. I do recommend it.

App Privacy

The developer, Pascal Meziat, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

Supports

  • Family Sharing

    Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.

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