Sent from my iPad: Banking and Balancing the Checkbook

Posted by Matthew Snider with 3 Comments
ipad-nano

courtesy of iDownloadBlog.com

It’s an early Saturday morning and I’m working hard at brewing my perfect cup of coffee I glance at my Things app and see that I have some bills to pay and a checkbook to balance. I grab my cup of Joe and head over to my iPad. “It’s time to wave goodbye to my money!”, I say.

Balancing Your Checkbook

I personally use MoneyWiz as my personal financing app of choice. I’ve tried a lot of apps available. In fact, when I look at my apps records, I have tried 6 finance apps which I no longer use. Moneywiz is a good looking app with a sweet syncing system. You can pull reports from your accounts in full-screen, set and monitor budgets and even remind you of upcoming bills. The only downside to it is that you can’t have automatic updates to your account via your bank. You have to import your numbers from your bank or enter the details yourself. I actually prefer it this way as it gives me more control and helps me understand where there is a leak in my budget. Also, the app has a cool little calculator in the lower left side that pops up as you are managing your checkbook. It’s a sweet little gesture that helps when you need to do some quick math.

Paying Bills

For paying my bills, I go to the website and login with my credentials with no problems. For my Credit card accounts (Bank of America and Amex – the only two cards I have) I use their respective apps. American Express’s iPad app is one of the best looking and intuitive apps I have ever see coming from a financial institution. I am very surprised and very glad that they developed such a great app. Bank of America’s app is simple and get the job done.

I honestly thought this was going to be the task that was going to get in my way of using the iPad as my sole device. I didn’t know if it was possible for me to keep my checkbook in an app solely on my iPad. However, Moneywiz has proven to be a good solution that makes this task a painless and effective process.

I can imagine that managing your finances on an iPad can be a challenge if you don’t find an app that is suitable for you in keeping your finances in order. Thankfully there are a few options that can help you in that regard on the app store.

As for paying your bills. The power of the internet has become an easy way to login to your bank or your neighborhood utility bills website. As of today, I haven’t ran into any site that has become a challenge on the iPad.

How do you balance your checkbook? Have you tried paying your bills on your iPad?

Apps mentioned:

Matthew Snider

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Matthew is the Editor-In-Chief, and founder of Geek for i. He has produced such posts as Top 5 iPhone Apps For The BathroomMac or PC and many more. His love for iDevices started back when he purchased the original iPhone.

3 responses to Sent from my iPad: Banking and Balancing the Checkbook

  1. Did you by chance try iBank? I use that on my Mac and would love to use it on the iPad but the cost is ridiculous I think especially when you factor in additional costs to update with your bank’s transactions. This is the last thing that is keeping me from moving away from my Mac at home, may have to give MoneyWiz a try.

    Thanks for the article!

    • I did try iBank. I didn’t like it. UI is very busy and clunky. It is powerful! So far, I have been impressed with MoneyWiz. At least, until the next great iPad finance app comes along.

      Another app that was gorgeous and very nice was Mint. Free and really well done. However, I was having huge issues with replicating transactions and I have to be able to know exactly how much cash there’s in my account, not guess or be misled.

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