I have thoroughly test-driven this software and found it to be easy to use. I love the iOS version of the app, which is so simple that now I enter expenses as I make them - not later in the week or month, as was my previous (onerous) practice. Setting up a budget for a month or for the year is straightforward, allows you to track the progress of your expenses against budget, and easily identify those transactions for categories that are over budget.
The chart for monthly breakdown of costs is really helpful, providing both a summary and breakdowns by category. In some ways, Greenbooks is easier to use - entering or importing data is a snap, Direct Connect to your bank works well (not always the case with YNAB), and there are useful export options. It fits my needs perfectly and has a similar functionality to YNAB, with which I was familiar. Looking around for a replacement I was excited to find GreenBooks.
I have been a YNAB user for years but became disenchanted by the increasing costs. You can even create parallel budgets, one for the year and one for the current month, to have both a long- and short-term view.ĭirect Connect lets you connect your accounts directly to your bank accounts, so new transactions stream in automatically and are automatically reconciled with your pending transactions. GreenBooks lets you create a budget that accounts for all of your spending and income categories, so you know how much you are saving at the end of a budget period. The Trends chart gives you the answer you are looking for. For example, see if your overall account balance is going up or down, compare your overall incomes to expenses, or compare your groceries to dining expenses. Quickly gauge your financial performance over time. You can easily toggle between different periods, and drill into a category to see more detailed breakdowns. In GreenBooks, you can see a breakdown of your expenses and incomes by categories. With one click, see where your money is going. It's simply the most pleasant user interface for keeping track of your accounts. We made everyday tasks like entering transactions super fast, so doing it everyday is not a chore. As a financial tracker, GreenBooks lets you easily keep track of all your accounts without hassle or distraction.
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