Posted: May 27, 2025
Works well - but a few basics are missing
This software works well and does what it promotes. However, I have two things that I believe should be standard:
1. Reconciliation reports cannot be downloaded - I have to work too hard to copy and paste and reformat to share results at a meeting.
2. There is no manual - nothing to answer basic questions about 'how-to-do'
I would pay more for the software to be able to generate invoices for clients/members. The price is reasonable, so I am not complaining - I just wish it were an option.
Overall, it saves me time reconciling bank statements and categorizing items (I want to learn how to delete and add different categories, too - hmmm, can you say 'manual' :-)
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