2020. 2. 26. 06:51ㆍ카테고리 없음
Staying on top of your financial goals can almost be a job in itself. Between checking, savings, loans, retirements, and investment accounts, it’s easy to lose track and fall behind. The iPad can be an excellent tool in handling all aspects of your finances from a single convenient location. Whether it’s paying down credit card debt, managing your portfolio, or filing taxes, the App Store is stocked with apps that can handle it all. Say goodbye to the piles of paper bills and take a hold of your financial future right from your iPad.
Mint.com's suite of iOS apps is a perfect example of how mobile apps can compliment an already great online service. Even though the app is free, it doesn't skimp on functionality.
Users can import their settings from an existing Mint.com account, or start fresh right from their iPad. The app aggregates activity across all of the imported accounts, and delivers it in a single, easy to understand interface. Budget and reporting tools then allow users to keep a firm grasp on their finances, even while on the go. Concerned about security issues? Don't worry, Mint.com is secure and safe to use with the option for passcode and PIN protection.
Your Mint.com account will be synced across all of your devices and on the web at Mint.com. Another great overall money management platform for iOS is Pageonce, available for both iPhone and iPad. Although convenient on the iPhone, Pageonce's capabilities really shine on the iPad. Given the additional screen space, Pageonce uses this as an opportunity to give the user a clear and concise overview of their cash inflows and outflows. Based on these numbers, the user can then build budget and savings plans supported by reminders to help stay on track. The ease and simplicity of Pageonce is what truly makes it powerful. Rather than presenting financial information in the “statement” like most of the other apps listed do, Personal Capital touts a “holistic” approach to presenting the health of the user’s financials.
Instead of being laid out by account, the main dashboard of the app is organized by the user’s overall net worth, cash, investment balances, and market movers. If you need more direction than information, Personal Capital will put you in touch with one of their Registered Investment Advisors, no membership needed. TurboTax has successfully ported their desktop tax services application into an equally powerful iOS app. Don't let the smaller screen fool you, you can expect the same level of detail and guidance as one would find in the original version. Each tax preparation file is password protected and automatically updated upon every login. As the app walks you through each step of the preparation process, it offers helpful tips for increasing the return.
TurboTax even allows you to submit your return from your iPad online for the same price as many of their other products. For a quick and comprehensive way to track portfolio performance on the go, look no further than Wikinvest Portfolio HD. To get started, users set up new investment accounts or link existing brokerage accounts into the app for tracking. From there, Wikinvest Portfolio HD gives users a variety of tools to analyze portfolio performance from in-depth views on movers to major index comparison. You can trust that you’re getting up to date information with Wikinvest’s automatic and secure nightly data imports.
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Checkbook Ease Premium helps you easily.Manage multiple bank accounts and credit cards- Easy transactionsentry. Downloadtransactions from the internet.- View your account balances.Tables andcharts by month.-Never miss a payment. Schedule paymentsanddeposits as a reminder or auto entry.-Balance statements quickly.Separate Balance window-Peace of mind.Passwordprotection and Backup/Restore dataPlan your future expenses- Create yourown budget.Select from over 100 item categories.-Stay on budget. See the money left to be spentwhile entering transactions.- Seemoney spent. Monthly budgetsummaries with charts.-Plan your future. Use the retirement, college and home purchase planner.Reduce your credit card debt-Have money for payments.Budgets credit card payments as youenter transactions.- Reduce yourdebt.
Use the credit card planner tocreate a debt reduction plan.-Pay less interest. Createpayment plan and automaticallyupdate your budgetOrganize your time-Schedule your appointments. Easy to use day planner!-Never miss anappointment. Auto reminder of appointments on startup.- Createpersonal special dates.
Use thedate creator-Select the calendaryour way. By day, week, month or year-Make a hard copy.
Print monthly or daily schedule.Schedule your activities- Organize your life.Usethe Task Manager to create to-do listswith reminders- Maketo-do lists.Schedule tasks with reminders- Create Notes. Usethe multi-feature Memo padView your pictures- Takea break!.View your favorite pictureswith the picture viewer.- Organize your pictures. Create picture albums. Chooseany product. For only $14.95!FeaturesCBEOrganizer 2.1Checkbook Ease 2.1Checkbook Ease Premium 2.11. Multiple Accounts and Credit CardsNoYesYes2.Register sortingNoYesYes3.
SetTransaction entry orderNoYesYes4.Envelope budget systemNoYesYes5. Print accounts, budget & transactionsNoYesYes6.Extensive ReportsNoYesYes7. Quicktransaction searchNoYesYes8. QuickBudget Category EntryNoYesYes10. Transferfiles using QIF formatNoYesYes11.Import downloaded transactions (Qfx &Qif)NoYesYes12.Account & budget summaryNoYesYes13.Account & budgeting chartingNoYesYes14.Split budgetNoYesYes15.Schedule transactionsNoYesYes16.Credit Card Planner linked to budgetNoYesYes17.
HomePurchase and mortgage plannerNoYesYes18.College plannerNoYesYes19 RetirementplannerNoYesYes20. Instructional videosNoon-lineon-line21. 20colorful backgroundsYesYesYes22. UserManualYesYesYes23.Password ProtectionYesYesYes24.Backup/Restore DataYesYesYes25.Day PlannerYesNoYes26. Memo Pad (multi-feature)YesNoYes27. Picture Viewer and album makerYesNoYes28.Monthly, 2 week, 3 week calendarYesNoYes29.Yearly CalendarYesNoYes30.Appointment and Task reminderYesNoYes31.Print memos, tasks and appointmentsYesNoYes32.Appointment searchYesNoYes33.Set special datesYesNoYes34.
Slide showYesNoYes. Testimonials.' I am writingto express our appreciation for how useful that yourCheckbookease software has been to us at Ogden HighSchool in Ogden, Utah. We have classes of personalfinancial literacy that every high school student isrequired to take for graduation.
Part of the curriculumof this course is the utilization of computer softwarefor tracking checking account transactions. We havefound that the Checkbookease software is easy to learnand use. The interface is attractive, and the reportsthat it generates integrate readily into the portfolioof assignments that our students create to demonstratetheir understanding of budgeting and their skills inmoney management.
Thanks for this great product that isreadily affordable and so helpful to us in our efforts toinstruct students on budgeting and financial responsibility'Mr. Bruce Bowen, Business Educator, Ogden High School.' Thank you so much. This works great. Iwould be willing to buy it again if need be causethis is the greatest checkbook program I have everseen or used. I don't know who created thissoftware, but they deserve a million at a boy's forsuch a great job.
It is so easy to use and has allthe features anyone could ever want. Thanks for afabulous product and support to match. Have awonderful day. Thanks'Lewis, South Carolina.' Great Program.I've been looking at several freeware and sharewarecheck/budget programs for several years and your programis the best I've found so far to do what I need.'
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