Sample Data Entry Forms & Reports

The ease of use is illustrated below by sample Data Entry Forms. Also shown below are 2 (out of 20) Reports that are available. Click on the illustration to view full size.

Cash-In Form Recurring transactions appear every month. For Recurring Payer and $ amount, click one key. If amount varies monthly, enter only the new amount.
Cash-Out Form Recurring transactions appear every month. For Recurring Vendor and $ amount, click one key. If amount varies monthly, enter only the new amount. Not enough money now, just click [Pay later]: the transaction will show on a Accounts Payable list.
Monthly Transactions From date ... To Date ... All Cash-In and Cash-Out transactions by data. Reports showing Cash-In and Cash-Out by Account or Payee/Payer also available
12-Months-at- a-Glance Report Shown as Actuals Vs. Budget Also available: Actuals, Actuals Vs. Prior Year, Budget only
Portfolio Summary Report Shows your Totals for 'Now' and Performance of each investment

ezBooks4U does the 'Accounting' - not U

• No double entries - select the account and type the amount once
• No month-end close - see bank balance and cash flow at any time
• No year-end close

Banking features

• Checks are written on 3-to-a-page format or 1 per page with 2 stubs and ready for mailing in a 2-window envelope
• Chose 1 or multiple bank accounts
• Write Checks, Bank Deposits
• Reconcile your bank balance with just a few clicks.

Save messages - ready for next time

• Memos and letters to Payers and vendors tend to be repetitive;ezBooks4U will save them. When ready to use, print the message as is, or modify it, if necessary. Messages are formatted for mailing in a 2-window envelope - or emailed with 2 clicks

Other features

• Year-To-Year transfer is automatic. In addition you can generate this year's budget based on last year experience with just a few clicks.
• Easy Search: with just a few click find vendors by partial name or category (roofer, plumber...)
• Password Protection of your financial information is available