Has Potential, But not quite there yet

For the base part of creating and managing expenses, this app is ok. I have three main tasks I was looking for:

- Income / Expenses (Rate 7/10)
- Simple Invoicing (Rate 4/10)
- Report Generation (Rate 2/10)

I dont care about automatic bank transaction importing, real-time time tracking, or mileage. I would only use this for a small set of side work I do. I would not recommend this for your full featured accounting software if you are a full-time freelancer.

PROS

- Multiple businesses (One per file)
- Custom Accounts based on their types (For categorizing and reporting purposes, this is basically just renaming a category)
- Importing works quite well (provided you setup before hand and test)
- UI is super simple
- Wide range of currencies with up-to-date exchange rates
- Transactions: Repeater, Split, Mark as Paid/Unpaid, Attachments
- Time Tracking menubar app

CONS

- No docs to get you started, although I figured it out in about a half hour
- No alternate design or templates for Invoices (My main reason for not purchasing yet)
- Genearting new reports only allows you to change date range for criteria (No other filtering available, AKA useless)
- Reports arent pretty at all (expect them for information only)
- You can only attach to two accounts (This usually means one funding account, and one categorizing account. I could use custom fields, but I cant report on them!)
- No Autosave of whole file (Save your work frequently!)
- No way to Duplicate transaction, project, etc.

Id like to see the following changes before I purchase:

- Custom HTML / Themes for Invoices / Estimates
- Reporting with filters on any field

Then I would like to see the following added:

- Custom HTML / Themes for Reports
- Custom Field which allows selection of additional Account (Allow me to lump into as many accounts as possible, but this might be trumped by allowing custom reports which could basically act as filtered views)
- Some sort of Syncing option (Dropbox or iCloud, etc)
- Write Docs or Tutorials

This app has potential. I hope the developer continues to deliver. In the mean time, Id pay half the asking price until its feature set is upped.

chad with uh c about BeanCounter