Transactions for macOS 4.0.302

ProperSoft – Shareware – Mac

Need to import bank or credit card transactions in a CSV/XLS/XLSX/TXT, PDF, QFX, OFX, QBO, QIF/QMTF, MT940/STA file into your accounting or personal finance software but cannot seem to make it work? The Solution: try the Transactions app. It can convert your transactions into a format that your accounting/personal finance software can import. The Transactions app converts your bank and credit card transactions files into a file format compatible with your accounting or personal finance software like QuickBooks (Desktop or Online), Quicken, Xero, Sage, Wave, FreeAgent, Banktivity, Kashoo, ZARMoney, Excel, and many others importing standard financial file formats like OFX, QBO, QFX, QIF, IIF, CSV.

Overview

Transactions for macOS is a Shareware software in the category Business developed by ProperSoft.

The latest version of Transactions for macOS is 4.0.302, released on 09/08/2021. It was initially added to our database on 04/12/2021.

Transactions for macOS runs on the following operating systems: Mac.

Transactions for macOS has not been rated by our users yet.

Pros

User-friendly interface that simplifies the management of financial transactions.
Ability to import transactions from various financial institutions, making integration easy.
Supports multiple currencies, which is beneficial for international users.
Provides detailed reporting and analytics features to help users track their finances more effectively.
Offers features for categorizing expenses, helping users understand their spending habits.

Cons

Limited availability of features compared to more comprehensive financial software.
May not integrate well with some banking institutions, leading to potential import issues.
Pricing may be considered high for users who only need basic features.
No mobile application, which limits on-the-go access and usability.
Customer support may be slow to respond or inadequate for complex issues.

FAQ

What is Transactions for macOS?

Transactions for macOS is a personal finance software application that helps users track their expenses and manage their budgets effectively.

Is Transactions for macOS compatible with other operating systems?

No, Transactions for macOS is specifically designed for macOS and is not compatible with Windows or Linux.

Can I import my bank transactions into Transactions?

Yes, Transactions for macOS allows users to import bank transactions from various financial institutions in supported formats like QIF and OFX.

Is there a free trial available for Transactions for macOS?

Yes, ProperSoft offers a free trial of Transactions for macOS so you can explore its features before purchasing.

How do I categorize my expenses in Transactions?

You can easily categorize your expenses by assigning categories to each transaction during entry or importing them, which can be customized to fit your budgeting needs.

Can I sync Transactions for macOS with mobile devices?

Currently, Transactions for macOS does not have a dedicated mobile application, so syncing with mobile devices is not supported.

What features does Transactions offer for budgeting?

Transactions for macOS includes features such as budget tracking, customizable categories, transaction tagging, and detailed reporting tools.

Is customer support available for Transactions users?

Yes, ProperSoft provides customer support via email and an online knowledge base for users of Transactions for macOS.

Can I create reports from my financial data in Transactions?

Yes, you can generate various reports to visualize your spending patterns, income sources, and overall financial health.

How secure is my financial data in Transactions?

Transactions for macOS keeps your data secure by storing it locally on your device and also provides options for encrypting sensitive information.

Screenshots (Click to view larger)

Latest Version
4.0.302

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