What's New in Easy Books 4.0 for Mac OS X Yosemite?

Submitted by mathew on Sat, 30/08/2014 - 08:37

Easy Books for Mac has been having a facelift recently to tie in with the release of Apple's newest version of OS X "Yosemite". The most striking difference is how the translucent sidebar now takes on the personality of the content behind it. Change your desktop background and that change shines through all your apps on macOS. But the changes aren't just skin deep, there are some great new features too. Some are not visible by just looking at the screenshots, internal changes improve the performance of the app, especially if you have a large number of accounts or transactions. Some changes have improved the performance 100 fold, others a more modest 5x speed improvement. You might not notice if you have a more modest number of transactions, but it's good to know the app can scale up if you need it to.

Better support on small screens

For users running Easy Books on smaller screens, such as the 11" Macbook Air we have a great space-saving improvements. Since space is at a premium on these screen sizes we've added the option to collapse the sidebar, giving more room for the information you want to work with. It's easy to navigate quickly between the different screens without showing the sidebar too, just use the new View menu or make use of the new keyboard shortcuts. Switching to the Customers screen is now just a single keyboard tap (⌘3)


Clicking on a column heading sets a new sort order for the table. Clicking again reverses the sort order, so you can quickly find all the unpaid (or partially paid) sales invoices. Easy Books allows multiple selection of the transactions, so you can mark a set of invoices as paid in one go.

Report navigation

If you've used Easy Books for a while you'll have the data for a few financial years stored in the app. The comparison report option is a great way to compare a previous year with the current one, allowing you to see how well the business is doing compared to the same period last year. But sometimes you might just want to get to a particular tax year quickly. The new navigation buttons do just that, clicking on the back and forward buttons navigate from one tax year to the next.

More sharing options

Apple have made it easier for one app to send data to another in macOS via extensions. Now other apps running on your Mac that accept PDF, ZIP, HTML or CSV content can receive the files directly from Easy Books. For example, if your cloud storage provider enhanced their app to support this, you could simply select the app in the sharing list to store a backup copy of Easy Books data, a financial report or an invoice straight into that app.

Editing statement details

When reconciling a bank statement or creating a customer statement you can now set all its details in one place. Simple click the details button shown next to the statement date to edit them. This allows the app to provide more information to you and to warn you if you seem to be making a mistake, such as dating a statement in the future.

Navigating to previous statements

It has been possible to go back to an earlier statement since the app launched using the drop-down list above the statement. But some of us now have rather long lists of past statements and it can be cumbersome to find which one we're looking for in the list. To solve this problem Easy Books groups the statements into each financial period that they relate to. In addition, to quickly navigate from one statement to the prior or next statement we've added navigation buttons to the toolbar.

Text too small?

You're in full control of the text size in Easy Books, just use the View menu to increase or decrease the text size to make it more readable or to fit more on the screen.

Find out what goes into your P&L figures

Have you ever seen amounts in the Profit and Loss report that you didn't expect? Maybe they were much higher or lower than you were expecting. To help track down mistakes in data entry we've added a new feature to the financial reports. Simply right-click on an account line and choose "All Transactions" from the menu. You'll see the transaction report, showing all the transactions that went into building this figure in the report. This should make it quick and easy to spot mistakes such as entering a transaction against the wrong account. From there, right-click and choose "View/Edit" if you need to make changes to the transaction.

Export any list of transactions in CSV format

Have you ever wanted to send a copy of the transactions in an account or do some analysis in a spreadsheet? The export feature turns all the transactions listed into a CSV file that you can share by email, AirDrop or save to disk. The process works with your search text too, so you can use it to filter the list to a certain subset of transactions, then export that. Transactions are exported in the same order too, so you can sort the list in Easy Books first, and just export what you want.

Transactions by Category

The new "Transactions by Category" report is used to show all transactions for an account category. Internal transactions between accounts in the same category that do not affect the overall category balance are removed automatically. After running the Profit and Loss report, you might use this one to list all your income transactions or expense transactions for further investigation or to send to your accountant. It can also be used to list all customer, supplier and tax transactions as well as all your cash-based transactions (banks, petty cash and credit cards).

How do I get it?

If you're currently running an older version of Easy Books it's likely that you installed the app from the Mac App Store. We plan on updating the Mac App Store edition as well, as soon as more people have updated their Macs to run Yosemite. For now, with the Mac App Store unable to offer older versions of the app to people running an older OS we've decided it's best for us to wait.

So the update for OS X Yosemite is currently only available from the web site. The full description of why this is is described in Publishing Updates to the Mac App Store.

If you're running the Mac App Store edition, you can update to the latest version. Instructions on how to do this are given near the end of the above blog post.

And if you're not currently running Easy Books for Mac, you can download it from the front page of this site and try it out for free.