email address for Outlook email
All GreenBook’s website links to Contact Us only connects to Apple’s Mail app. As us users who do not have Apple’s Mail app installed and are using other software like Outlook, we can’t contact you without knowing the address.
Add the ability for users with different Apple IDs to share the same GreenBooks database on multiple devices. Great for couples to use GreenBooks to manage their home budget together.
Breakdown Net total
Add in the breakdown section a net total. Right now we see a total for expenses and a total for income. Although the red/green bar gives an idea, it would be great to see what is the net "income-expense" for the current period. I would suggest to add it to the bottom right of the screen, just like "Balance" and "cleared balance" info are shown for each account
It would be good if we could achieve our older budgets so they're not showing in the budget list.
Add "Skip this transaction" to GreenBooks for Mac
I have scheduled my regular monthly/biweekly bills. Some of them are intermittent, however, and I'd like to be able to press "skip" if they aren't payable in the current cycle.
Show Total of All Scheduled Transactions
For cash flow planning, a total of all expenses, rather than just repeating expenses would be helpful. I find myself using the scheduled section to anticipate upcoming bills. I have a couple of large bills, each more than the sum of all my repeating bills, which are not included in the monthly total. I also have transfers which include a loan payment and a Mastercard payment that are not included in the total. I'd like a total that reflects the full anticipated outgoing amount scheduled for the month.
Make it possible to sort by amount, payee, or blue dot status
When updating my books I find there are many recurring payments. It’s helpful to categorize them all together. Sorting by amount can group them so I can select all the relevant ones. It’s also helpful for categorizing or updating payee text to be able to group by later. This would be particularly helpful when I have been delayed in updating my books, or for a new user who is downloading a full month or even year of data to categorize. It would also be helpful to sort by amount when I am looking for a transaction that I know the approximate value of but don’t know the exact amount. It could also be used to confirm transfers are completed in both relevant accounts, though this can be done in search too. Another scenario is in making sure that important recurring payments have indeed been made and in the case of small business use, accounted for. I should be able to find 12 entries for monthly amounts to a given payee. Sorting by blue dot status would be helpful for going through a large number of transactions for which receipts need to be filed. Though this is less of a priority than sorting by amount or payee. I find temporary sorting to be a very useful tool, though it may be somewhat of a power user feature.
iOS Widget/Shortcuts support
Add ability to add expenses in 1-2 clicks (and customize) Use case: I have many cash expenses, which are not convenient to add on the go, and hard to track, so I often forget how much exactly I've spent when I'm actually able to add them in the app If only I could touch 1-2 buttons in widget to just add expense (or use Siri)
View Breakdowns by Quarter or Semi Annually
It would be useful to understand changes in my income from a given category if I could view breakdowns by quarter or half year, as well as the current monthly and annual options. My income doesn't come on the same day every month and sometimes more of it comes in one month than the next. I'd like to be able to see my average monthly income from a source over the last quarter or half year, since I know it changed significantly recently, as that would help my budgeting.