Transaction Manager
A macOS native app for managing downloaded bank and credit card transactions.

Features
Accounts
- See current balance and last import date
- View balance per month graph
- View net worth per quarter graph
Transactions
- View date, payee, memo, category, amount
- Edit payee, memo, and category
Importing downloaded Quicken (.qfx) files
- Skip existing transactions automatically, i.e. no need to worry about lining up dates when selecting transactions to download
- Edit payee, memo, and category
- Map the original payee to a new payee and category using user-supplied mappings or machine learning
Reporting
- Show the payment history for recurring transactions (has “↺” in payee)
- Show net income versus expenses by month, quarter, or year
- Generate a Form 1041 Schedule A report based upon Charitiable Donations, Healthcare, and Taxes categories
- Generate an audit report