Balance – Personal Finance

Well I have downloaded, installed the app on my MacBook and downloaded a QSV file from my bank and imported it. It put all the transactions in as deposits. This was my checking account so most of these are withdrawals. I am going thru and correcting all the transactions that are not deposits. Disappointed that I have to correct these. I don’t know if I will be keeping this app or not. If I have to correct every withdrawal so it doesn’t show as a deposit in this app what is the point? I can just enter the transactions manually as I have already been doing in MS Money Sunset in my Win 11 Lenovo.

Wonderful app. I’ve been a user of MoneyWiz for about 7 years now and though I appreciate the ever expanding features of that product, I was becoming concerned the app I loved was becoming something more than what I needed. I was afraid I wouldn’t find something simple enough for my needs. Alas, I discovered Balance. It’s straightforward and simple. For some it may not be enough, but if you’re like me and can appreciate the beauty in simplicity, this app is for you. The easy sync between all OSes sealed the deal for me. If you’re thinking of trying it, don’t hesitate!

It does what I need without the bloat while still retaining all the data I’m interested in. Once you use it a little, it’s very easy to add transactions, just entering an amount and a few letters of the payee name and a swipe, literally takes a couple of seconds. Also, it looks nice.