Everything I needed except a more automated reconciliation process

After twelve years of marriage, I was finally thinking that perhaps I now could replace my paper ledgers for my checking and savings accounts. With HomeBudget, I found for a way to have both of us to enter expenses on my Mac or our iPhones or iPads and have them synchronize. For security reasons, I did not want the mobile devices connected to the bank accounts, so I wanted to import OFX files and any other transactions manually. HomeBudget provides those features with a simple interface for entering expenses. If you do not want to enter your expenses manually, then you can import an OFX file and convert them into an expenses. Also, since you need to assign a budget category for each expense, you can see where your money is being spent.

Reconciliation still requires manually checking for incorrectly entered expenses, forgotten expenses, and expenses not yet cleared. HomeBudget allows an easy entry of a detected forgotten transaction, but the other steps still seem to be manual. I manually compare unreconciled expenses on my iPad against the latest OFX import on my Mac. When processing imported OFX transactions one-by-one, I think that adding a selection to reconcile what HomeBudget proposes as an already existing expense would be very helpful.

JAHisplaying about HomeBudget with Sync