By Robert Wohnoutka
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EZ Balance2 is the easiest app for tracking your cash, expenses, debit cards, credit cards, checking accounts, tax deductions, purchases, sales, project costs, trip costs, vacation cost or almost anything else. Knowing how you spent your money and your account balance can be very valuable and help you avoid going over your limit or having to pay any overdraft fees. The optional pending flag makes it very easy to balance your checkbook.
EASY TO USE
This app is very easy to use because you only need to enter the amount with a large custom numeric keypad and tap “Add” or “Spend. ” If you want to add a description, just select one from the description selection wheel or type a new description.
With EZ Balance2, you don’t need to create any web accounts and you do not have to learn how to navigate through a web of screens to enter or edit your transactions. At any time, you can review and change any of your transaction information.
New items default to “Cleared” but you can mark them as “Pending”. When an item is pending it is not added or subtracted from the total. This makes it easy to balance your account. Just mark the items that have not cleared yet as “Pending” and the balance on your statement should match the Cleared Balance.
The transaction date is automatically added for you. However you can edit the date and the item will automatically be inserted in the correct chronological order. This allows you to add an item that you forgot. Just add the item, edit the date and it will be inserted at the correct place in the list.
EZ Balance2 maintains you account files locally and the files are backed up automatically when you backup your app. You can also create an optional password.
With EZ Balance2 you can manage 1 to 6 separate accounts and you can customize the description list by adding new descriptions and deleting existing ones. The new descriptions appear in your description selection wheel in alphabetical order.
You can tap the “Report” button and the app will automatically create an email containing a table of all of the transactions for the current account showing the date, pending flag, description, amount, balance and cleared balance. The email also includes a comma separated value (CSV) file that can be imported into any spreadsheet, such as Microsoft Excel, for additional processing such as analyzing how your money was spent.
Settings are set in the Apple “Settings” app. Settings allow you to choose how many accounts you want to manage (1 - 6) and you can assign a name and color to each account.
FEATURES & BENEFITS SUMMARY
• 1-6 account balances for all your accounts
• Account names & colors for easy identification
• Set names from within the app
• Large numeric keyboard for easy data entry
• Keyboard clicks for audible confirmation
• Backspace key for ease of entry
• Date added automatically
• Optional editing of date
• Select description from selection wheel
• Optional pending flag
• Custom scrolling list to see all transactions
• Easy editing to correct any mistakes
• Adding and deleting descriptions for flexibility
• Auto decimal point placement for ease of use
• Account erase confirm preventing accidents
• Optional Password
• Context sensitive Help mode
• At-a-glance report for easy viewing
• Email report to yourself or anyone else
• CSV file attachment for additional processing
What's New in Version 2.7
- Optional Password
- iOS 7 changes
Excellent / 5 Stars
AWESOME AWESOME AWESOME
This app is perfect for running totals on as many as 6 different accounts. Checking, savings, credit cards...you name it. Perfect for doing an electronic Cash Payments/Cash Receipts Ledger and E-mailing info to your accountant. This is made possible by EZ II's ability to place labels next to the numerical values/amounts. Now you can make an entry "on the fly" and always have an up-to-date total of expenses and know where your money goes. The author also has another great app (besides the above listed apps) ..."ez2compare2" which is an app that wll save you money on your first comparison purchase.
Great but needs improvement!!
I don't remember how long I've used this app, but it is great for keeping up with checking accounts and credit cards. Simple and takes only a few seconds to quickly record a transaction. What I wish it had was an option to post a day ahead of the day you post something. Also, when you create many item descriptions there is no way to delete old ones I don't use anymore! And support is not very helpful either. Actually never got any responses. Lastly, the design is SO windows 98. If these changes are made they would get 5 stars!
Simple and Effective
I am terrible with money and very lazy about keeping tabs on my checking account. I needed something very basic, quick accurate to keep ALL my transactions up to date. This could not be more easy. I love it and feel in control of my bank balance for the first time. Love it.
- Category: Finance
- Updated: Nov 21, 2013
- Version: 2.7
- Size: 1.1 MB
- Language: English
- Seller: Robert Wohnoutka
- © 2013 Robert Wohnoutka
Compatibility: Requires iOS 4.3 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimized for iPhone 5.