User Reviews for BeanCounter

0 out of 5

0 Ratings

11 years ago, DanWD

Needs simplified...

Got this to help me with some accounting activities, but I couldn't even figure out how to input any numbers. I went to the developers website for tutorials, instructions, anything; not much help there either. In short, if you are looking for software for bookkeeping and you don't want to spend hours trying to figure out how to do the simplest things,this is probably not what you want…move on.

2 weeks ago, Mark_Aba

Pleasantly Surprised!

I first downloaded Bean Counter about 10 years ago when I was taking a Bookkeeping class at a local college extension. I needed accounting software that would support double-entry bookkeeping. I completed the assignment with Bean Counter, providing I&E and Balance Sheet reports. Outstanding! My instructor and classmates were impressed. :) Fast-forward to 2024... I am starting a business, and decided to use Bean Counter not only for the bookkeeping, but also because I can manage clients, proposals, contracts, tasks, and record my time. I have already used the program to invoice my client. I was able to customize the invoicing template. Thank you, Tidal Pool Software, for what appears to be a very capable program. I will most likely purchase your Pro version. Hats off!

7 years ago, Hottubduck

MULTICURRENCY BEWARE!!!

This application advertises itself as having multi-currency support and although this is true, its implementation has speratic glitches like labeling the wrong value with the incorrect currency label and thus totaling them falsly. We had to redo all our books in a different software upon an internal audit! DONT TRUST THIS LOW QUALITY APP!!!

7 years ago, _A_G_

Needs better documentation

Works OK, needs better documentation, but at least support is responsive

7 years ago, Suittsrus

This is a crap application!

I spent hours setting this up and inputting income and expenses only to find I cannot retrieve any of this information. It is gone, poof. Total waste of $60 and more importantly my time. I want a refund!!!!!!

12 years ago, buchinmj

Simple - but complicated...

Some more in depth instructions/tutorials would be helpful. It seems to be capable, but I'm not a "bean counter". It would be nice to be able to create simple invoices for sales with tax calculations without linking everything to projects, then creating expenses, then creating invoices. Perhaps if I had a different business it would be more useful - or perhaps there is a way to easily do it, and I haven't figured it out yet. In addition, I've yet to figure out how to add mileage as an expense for a project so that it transfers over to the "travel" section of my expenses. The product description summary says it supports starting and ending mileages etc. No idea where to find it, how to input them, or how to link them to a project. I have an E-Mail in to the company for better instructions on how to do that. I'm currently using the FREE version, so maybe capabilities are limited.

10 years ago, Archimate

Debits & Credits!

I was looking for something simple to keep track of a few assets & liabilities and didn’t want to invest in any of the major applications because I just don’t need their features. I generally use MS Excel through VMware Fusion to cover all my sheet work, so small is the key for my use here. This app does a great job and functions perfectly. It is powerful enough to let you create accounts and set them as needed for depreciation, interest, labor, etc. So you are in control! Remember, of course an accounting app is for accountants. If you have no training or experience, you will want to take a crash course or two in financial accounting as a subject first to get some hands-on and learn your terminology.

10 years ago, miamiwriter

very difficult and counterintuitive

I am a patient, methodical person. But this app is incredibly frustrating. It has some great features like the ability to get really detailed in estimate and invoices, the ability to convert estimates into invoices, and the ability to add tasks, billable hours, and expenses to an invoice yet keep track of all these things separately. It makes it possible to see what you estimated in terms of hours versus where you went over or under. But the problem is that it is incredibly difficult and frustrating to use. Plus the manual and developer website look like they were done in 2002 and left to rot. It is a very PC application but to date it comes closest to what I want to do. But the benefits do not outweight the effort needed to use it….

11 years ago, d in ca

great support when I ran into a problem

I've been using BeanCounter for my business and it's worked well for me, covering my work for about a half dozen clients. I recently ran into a little bug and contacted the developer's support team by email. They got right back to me and were able to look at my control panel and see what was going on. They gave me a simple fix and promised to get rid of the bug in the future. I was pleasantly surprised by how resposnive they were and happy to have everything working properly. I don't mind running into a small bug when you get service like that.

10 years ago, Sabine777

All you probably need for a small biz

I got this ap and found it easy to use. Though I have not explored every feature yet, what I have explored seems to be working well. It looks good, is easy to use, and is pretty much all I need for my simple but lucrative small business. I hate accounting but this makes it kind of fun. I'd give it a go!

11 years ago, iluvcapra

Preferable to Quickbooks

I think if you understand the principles of double-entry accounting, you'll find this application really powerful and quite a bit more stable than Quickbooks. It does time tracking and client expensing, and keeps track of projects. However, it seems to have very few options for customizing the fonts or layout of reports and invoices.

10 years ago, Sealtest

Double Entry Accounting for OS X

If you are not trained in Double Entry Accounting, this app will make no sense to you. You'll want something that uses everyday concepts and terminology, like Quickbooks. However, if you ARE trained in Double Entry Accounting, this is a great app for keeping ledgers and generating reports on the Mac. The app’s simplicity is its strong suit — debit and credits, very similar to how you’d do them on paper. The reports it generates are passable, but pretty basic. It’d be nice to have more options regarding the grouping and formatting of accounts. An in-app purchase of $40 is required to fully use the app. I didn’t realize this until I hit the limit and was invited to upgrade.

10 years ago, Umapati

Confusing

I am an experienced bookkeeper, but I find this app confusing. I cannot figure out how to do a simple double entry. I just want to debit the bank and credit a supplier. Can’t figure it out. What is account 1 and what is account 2? I’m sure there must be a simple way to do it, but how?

11 years ago, musikmusikmusik

Needs Some Features

Really wish there was a way to manually add a task event and choose the duration. Sometimes i forget to start the counter and need to go back and manually add in the time spent.

11 years ago, LLD2

Awful!

This is the most confusing accounting/invoicing app! I wasted an hour trying to figure out how to send an invoice and still didn't get it. To make it worse, I understood that the basic version was free. I was charged $2.79.

11 years ago, Bree_raven

Way too complicated

Not user friendly. No instructions to do anything.

11 years ago, chad with uh c

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 don't 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 aren't 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 can't report on them!) - No Autosave of whole file (Save your work frequently!) - No way to Duplicate transaction, project, etc. I'd 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, I'd pay half the asking price until its feature set is upped.

6 years ago, 帅巴-J

Numerical Flaws Undermine Functionality

This software is well positioned for basic individual propriter time-keeping & bookkeeping. Unfortunately, the code is flawed in it's numerical rounding & addition. Manually time-keeping entries are sometimes inapproprately rounded up or down by a minute. (16 hours at $65 totals to $1039.99, but invoices for $1040.01). Additionally, the free version has some small bugs in the display & options to hide features would be nice, but neither of these problems are deal breakers. Nothing in the program seems to be outside the box, but by the same token, nothing is offensively inadequate. Support: I first reported this error to support 10/2015. They were communicative, but, as of 6/2018, the errors persist.

11 years ago, johnthegreen

issues but potenital

I like the layout of the app. I hate the little issues that I have experienced with it. Some are probably user based. Save errors I doubt are my fault. Including an expense as income I doubt is my fault either. I got to 25 transactions and was advised that I had to buy the pro version, but I could not justify it with the issues at the price of 39.99.

Description

••• Featured by Apple in Money Management - Business Accounting collection ••• BeanCounter is a powerful yet easy to use professional bookkeeping, time tracking, and invoicing application. It features double-entry accounting, multiple currency support, and a simple one window user interface. Manage accounts, clients, projects, merchants, and bills for an unlimited number of businesses. Stay on top of your business with detailed reports and graphs. Add new transactions with support for nine types of custom fields and file attachments. Attach photos, scans, voice memos, and files such as receipts, invoices, and other documents to each transaction. Define custom accounting periods and automatically clear down nominal accounts. BeanCounter supports budgets, filters, batch transaction editing, autofill, and split/repeat transactions. Import and export transactions to a variety of file formats. Track project tasks and expenses for clients. Tasks may be timed (using the included time tracker) or non-timed. Generate customized estimates and invoices itemizing tasks and expenses. Choose from five invoice layouts or design your own custom layout. Keep track of outstanding invoice balances and manage incoming payments. General: - double-entry, accrual accounting - create an unlimited number of businesses - support for self-proprietorships, partnerships, and corporations - define custom accounting periods - create custom units/currencies - full-screen support - auto save Accounts: - create 16 types of accounts - set a budget for each account - create complex filters with any combination of transaction fields - advanced search Transactions: - single and multiple transaction entry forms - multiple currency support - add custom fields (nine types) for local taxes, payment type, completion dates, or anything else - mileage support including start/stop values - attach photos, voice memos, and other files to transactions - split transactions with balance button - create repeating transactions - batch edit transactions - autofill Merchants: - create merchants for tracking bills and payments - create repeating bills - make payments to multiple bills Clients: - create clients for managing projects with tasks and expenses - timed tasks with time tracker (application and menulet) - non-timed tasks (flat, hour, day, week, month, quarter, year) - minimum, rounding, and idle warning task time preferences - make payments to multiple invoices Invoices: - send project estimates/invoices with itemized list of tasks and expenses - includes five invoice layouts with support for creating custom layouts - select which invoice fields to include and customize titles - option to include previous balance and payments - create repeating invoices Reports: - generate 10 types of reports with graphs - option to select comparison date - customize fonts Import/Export: - transactions (with attachments) - project tasks (with task items) and expenses - import CSV, QIF, OFX/QFX files - export CSV, HTML, PDF, QIF, and OFX/QFX files - option to create new accounts, list items, and tags when importing Note: BeanCounter includes 25 free transactions. Upgrade to Pro (via in-app purchase) for unlimited transactions.