Apps > Free Apps > Business

Easy Books
Geode Software

May 25th, 2012

This app is designed for both iPhone and iPad

Price: Free

Category: Business

Updated: May 25, 2012

Version: 5.0

Size: 2.5 MB

Language: English

Seller: Geode Software Ltd

Rated 4+

Requirements: Compatible with iPhone, iPod touch, and iPad.Requires iOS 4.3 or later.

Customer Ratings

Current Version

(650 Ratings)

Easy Books by Geode Software

Easy Books Screenshots


Easy Books is professional business bookkeeping, invoicing and time-tracking for iPad, iPhone and Mac.

It includes a demo business and 120 transactions so you can see if you like it. You can update to limitless transactions for all your businesses. Note the one off charge for this. This model means you can add features you need using in-app purchases without paying for the features you won't use.

Easy Books is Ideal for small businesses and 'one man bands', this app allows you to keep track of all your accounts, including bank accounts, sales and purchase invoices, expenses, earnings and assets (including depreciation). For bank and credit card accounts, you can reconcile your statements in the app.

Entering information is easy and the app features an in-built calculator, pre-filled forms and common linked accounts based on previous entries to help save you time. You can also save time when entering similar transactions by duplicating an existing transaction and setting the date.

You can also set recurring transactions to match your standing orders (such as pay day). Easy Books automatically creates these transactions as they become due according to your schedule (weekly, every two weeks, monthly and so on).

Lock the Easy Books app using a four-digit pass-code. This is useful if you want to lend your phone to someone, but you don't want them to use Easy Books.

Financial Reporting

A full double-entry accounting package that not only maintains the accounts, but also performs financial reports such as:

* Profit and Loss
* Balance Sheet
* Trial Balance
* Audit
* VAT return (cash, standard and flat rate)
* Customers' and Suppliers' Aged Debt
* Monthly breakdown and budget analysis
* Cash Flow Statement

All reports can be exported from the app by email. The output format is HTML which can be imported into other applications such as Excel.

Value Added Tax

Add any number of sales and purchase VAT accounts, each with a specific rate. Easy Books automatically calculates the amounts for you.

Customer Invoicing

Invoices and delivery notes can be generated in PDF format and emailed either to yourself for printing, or direct to your customer. You can set the company logo, addresses, reference, payment terms and so on to customise the invoice for your business. Sending the invoice by email is available by making an in-app purchase for "Customer Invoicing". Once purchased, there is no restriction on the number of invoices you can send. You can also prepare your customer statements and email them too.

Transactions can split over many lines if you require, so for example, if you raise a sales invoice for a customer, you can add a separate line for each item on the invoice.

Time Tracking

Track time spent working for different customers. Set your billing rates and the app will generate a sales entry for your customer as well as keep a record of all your hours worked and what you were doing. This optional extra comes with 10 entries to try it out. If you don't need it, its easy to turn off completely to keep the user interface clean and simple.

Backup and Restore

Backing up is easy, simply tap the backup option and send the data file to yourself in an email. This file is just as easy to restore in iOS4: just tap and hold the attachment to open in Easy Books. You could also try our online syncing service that provides continuous online backup and synchronises between devices.

For a full user guide to Easy Books, visit our web site;

What's New in Version 5.0

* Added support for backup to Dropbox,, SkyDrive, Evernote apps etc. (if installed).
* Added support for creating estimates/quotations.
* Added support for sending estimates, invoices, statements and reports to other apps such as Print Sharing, Dropbox,, SkyDrive, Evernote and so on.
* Added search to statement screen to help people with many customer accounts.
* Added swipe gesture to delete transactions and estimates.
* Added a setting to show or hide the rate name in invoices created from Time-Tracker.
* Added an option for custom email body text for invoices and statements.
* Added counters to display the number of transactions and time entries in settings > information.
* Added more search options on sales and purchases screens to search paid and/or unpaid.
* Invoice footer colour changed from blue to dark grey.
* Dates and times are presented in local time (backups, reports).
* Devices that have not connected to the Online Sync system in the last 90 days are removed from the system automatically.

* Fixed issue where pressing "today" button could set wrong date.
* Fixed issue where blue dots were missing in Online Sync to show new items.
* Fixed issue where a tall "from address" in invoice did not display properly.
* Fixed issue where restoring backup files created with version 3.9.6 or earlier could overwrite your current app settings.
* Removed support for iTunes file sharing of invoices, reports and backups.

Customer Reviews

Great! (4 stars)
Awesome new support to send to Dropbox,, etc.

I use this for my small business. The free 120 transaction list was more than enough to see if I could use it. I was not used to double-entry accounting, but after some reading, it wasn't too hard to get the hang of. The P&L and balance statements are great one-button updates on cash flow and for controlling spending. This program is also great for emailing yourself reports a

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