Accounts 3 Lite - Checkbook
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Description

Accounts 3 Lite is an easy to use application to replace your paper checkbook. With the Accounts 3 Lite application, you will have a quicker and more convenient way to track your daily finances. You can schedule transactions, transfer funds, capture photo receipts, reconcile, export data, view reports, graphs, and much more.

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FEATURES

* Touch and Face ID Support
Use Touch ID to authenticate and launch the app quicker and more conveniently.

* Optimized for Multitasking and Retina Display
Supports fast app switching and higher resolution Retina display.

* Universal Binary
Designed for iPhone, iPod Touch, and iPad devices. No need to buy separate apps for each device.

* Graphs and Reports
Review your monthly income vs. expense, spending by category, or income by category summaries with beautiful graphs and reports.

* AirPrint Support
Print reports directly from your iPhone or iPad (that have multitasking capability) to any AirPrint-enabled printer.

* Photo Receipts
Capture and store photo receipt as part of a transaction.

* Search
Quickly search for transactions and edit them from the same screen.

* Recurring Transactions
Schedule transactions to repeat weekly, biweekly, monthly, semimonthly, quarterly, biannually, or yearly on a start date that you choose.

* Reconcile Transactions
Reconcile by checking off cleared transactions and comparing the actual and outstanding balances against a bank statement. Accounts 3 now includes a running total for even easier reconciliation.

* Split Transactions
Split a transaction among several categories for more precise tracking.

* Transfers
Make a one-time transfer between accounts or set up recurring transfers to automatically repeat.

* Multiple Accounts
Track as many accounts as you need.

* Export in CSV, QIF & HTML Formats
Export transactions via email attachments for used with desktop applications such Numbers, Excel, or MS Money.

* Description, Category, Memo, and Check # Fields
All the necessary fields to track your transactions.

* Smart Autocomplete
As you type, a list will show you your previously entered descriptions and corresponding category. Selecting an entry from the list will fill both fields of the transaction.

* Auto-increment Check # Field
Accounts 3 will suggest the next check number for you based on the previously entered number. If you replace your checkbook, just enter the new starting number and Accounts 3 will auto-increment from there.

* Customization Settings & Themes
Configurable settings and themes to customize the Accounts 3 application based on your preferences.

* Transaction Sorting/Hiding
Sort transactions by date in either ascending or descending order. You can also hide reconciled transactions to keep your current list from being cluttered.

* Accounts Reordering
Reorder the accounts from the account list in any order you choose.

* Accounts Delete Lock
Prevents accidental deletion of all the transactions under an account.

* Backup / Restore
Backup your data to your computer for safekeeping. Then restore it to your device when you need to via email or iTunes file sharing interface.

* Passcode Security
Keep your accounts information private.

* Sync Data via iCloud
Sync your data across iPhone, iPad, and iPod Touch devices (available when upgraded to full version)

* Accounts 3 Lite is limited to 100 transactions.  
At anytime, you can transfer all your data to the Full version by touching on the 'Export to Full Version' button from the Settings screen.
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User Rating

4.65 out of 5

93 ratings in United States

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Ratings History

Reviews

PAIN IN BUTT!!!!

2Save1Land on

I TOLD YOU TO STOP SENDING POP-UPS TO BUY SOMETHING I DONT NEED!!! ARE YOU BRAIN DEAD OR WHAT??!!!

Good so far

walteralston on

I’m currently using accounts 3L as a replacement for an old version of quicken that quit working. Id like to suggest a clear delineation in the account transactions separating future transactions from the current and past dates. In other words, today is 2/7/24, put a double line, bold line, shading, or something below that date so users can see what is in the future separate from today and the past. This draws your eye to your current balance and allows easy reconciliation of bills set to be paid against what is set up in online banking.

Looking to buy but missing one feature

Happygolucky233 on

I am very interested in purchasing the full version. However, is there a way to set up recurring transfers between accounts. I like the recurrent transactions and the ability to transfer between accounts. It was be 5 stars if you could program in the ability to set up the recurrent transfers. Otherwise, you have to set up the transfers twice (one for the debit and one for the credit) to capture the money movement. This makes it easy to make mistakes.

New Version *

2Save1Land on

I did NOT want to switch to Newer Version because the older color version worked for me. This one is more black and white. The part I like about this one is seeing a Full Calendar when clicking on the Date. I keep up with my spending on a regular basis. Thanks again for Free Version which is still better than ALL the others!!

Recurring Transaction Question

spitfirejd on

Is there a way to schedule a recurring transaction on a specific date, ie the 10th of the month? All of my recurring transactions occur on a specific date, and not the 1st or 2nd Monday, etc.

Best Accounts App out there

Voyea on

I love this App but there is one feature that I feel is missing that I would love to see added. If there was a way to hide an account especially your Savings Account from the main viewing window. That would make this App the number one in the App Store for sure.

Near Impossible to get support

GeekBoy.from.Illinois on

I have the Accounts 3 full software, but I can’t write a review there because it says that I must first download it or buy it to write a review. I am using it via Family Sharing with my wife, and we have definitely bought it. We have recently started using the Peering Emails so that we can keep both her device and my device in sync. Per Apple, each of us has our own AppleID and we are setup on a family so we can share our purchases, but this app required you to use the same AppleID to sync between devices using iCloud Sync, so we started using the share by email peering method, and while kludgy, it does seem to work, but I am finding a new issue with the iCould Sync. I use Accounts 3 on my iPhone 14 Pro (iOS 16.5.1) and on my iPad Mini 6 (iPadOS 16.5.1) and have iCloud sharing setup between the two devices. It seems to work fine, but about once every couple weeks, the sync suddenly deletes a day or two worth of previously synced transactions throwing the account all out of whack, requiring me to go spend 30-60 minutes figuring out what is wrong. It is usually with transactions that where fine the previous day and suddenly “missing” today. I reconcile transactions every few days, and the database was reconciled fine as of Saturday, but suddenly this morning, about a dozen transactions from about a week ago were now “missing” causing the balance in my database to no longer reconcile with my bank. I tried to do to the application developer’s web site, but that redirects me to a missing Facebook page when I attempt to get support there, so I am forced here, and now have to leave this comment on a related application because I can’t even comment on the one I am really using. Overall the application is pretty good, but this recent sync issue, along with not being able to get support is leaving a really bad flavor in my mouth on this app.

Turn off auto check #

goodzz on

Hi I just downloaded and started entering my previous months register. So far the app has been simple and straightforward. Is there a way to turn off the auto fill for the check#? I have several EFT payments and keep having to make sure a check# isn’t filled in and I enter EFT. Also my checks are not often written in the exact numerical order, one may be cancelled etc. In quicken when I enter a recurring transaction I can have it auto enter in the register x# of days ahead of the actual transaction date so that I can see what my future balance will be after those transactions are made. I go 90 days out with transactions like house payment, various utilities wages etc which allows me to keep ahead of what my balance will be in the future before I enter other credits/debits. Sorry for all the questions here but it’s says to post help in the App Store review.

Good but issue with reoccurring

plgii on

Reoccurring screen has an issue with starting date and time They are squished down and cannot click on them iPhone SE 2020 iOS 16.1 If you provide a way that I can send you screenshot you can see what it is doing

Question about Import

GoodFella2K on

Would like to convert over from another app. Will it let me import a QIF or CSV initially yo bring my prior transactions over?

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App Info

Category
Finance
Publisher
Steve Tran
Languages
Italian, French, English, Portuguese, Spanish, German
Recent version
3.9 (6 months ago )
Released on
Sep 11, 2022 (1 year ago )
Last updated
2 weeks ago