Records Wizard for Mac
Organize important personal files.
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Records Wizard overview
Records Wizard (formerly Records Master) is a secure file manager that allows you to collect important records (such as bank statements, credit card statements, investment records, bills, or receipts) or PDFs in a database and allow for:
- easy addition of new files (importing),
- organization of files in hierarchical folders,
- optional organization of files by date, easy access to existing files (browsing, finding, smart folders exporting, printing)
- the ability to associate notes with files or folders,
- the ability to associate attributes with files (e.g., cost) and produce reports based on those attributes, reminders to download, or scan in recurring records such as financial statements, (including an integrated website password-manager with advanced features to make it easy for you to go to websites to download the records),
- encrypting the database, and
- automatic or manual backup of the database.
Think of it as a replacement for a file cabinet but with easier filing and retrieval. You can also use it just to keep any files together...especially useful for PDFs.
What’s new in version 8.4
- Improved performance of notifications.
- Improved compatibility with dark mode.
- Improved error feedback.
- Clarified that you must type return or tab after changing dates in the File Attributes Panel.
- Removed the restriction that you cannot drag files into the Unfiled folder.
- Fixed miscellaneous bugs.
Records Wizard for Mac
$24.00
In English
Version 8.4
Write a detailed review about Records Wizard
(8 Reviews of Records Wizard)
Comments
User Ratings
Oct 26 2019
Version: 10.9
Upgrade to Catalina MOS 10.15; now Records Master dead, won't open, bought upgrade RM $40 for 6-MONTH SUBSCRIPTION, and it's still locked. NO SUPPORT, n
Nov 27 2012
Version: 9.5
I very like this program. The ability to log in into all of my websites from where I download my bills and balances is essential for me. The use of RecordMaster's own internal browser simplify this task to some mere clicks with the mouse.
I also use EagleFiler for other kind of documents. RecordsMaster lacks EagleFiler's capturing capabilities (pressing F1 anywhere will capture the mail, webpage, PDF, file, whatnot and put it into EagleFiler), and scriptability. Furthermore it cannot allow for storing my files unsorted into any folder, but still remain ordered by tags.
So both of the programs have some usage niche for me ...
I have met the developer friendly and helpful with my problem I approached him.
Thanks for your products (I also own QIFMaster and PWMaster) ...
Nov 9 2008
Version: 6.75
To the developer - sometimes its not about the money - sometimes its about trust. Generally people are trustworthy - in fact statistics show that only about 10% of people try to cheat in this way. So for the price of your app you got a shitty review and I am now dissuaded from buying your app. Was it worth it?
Sep 26 2007
Version: 5.82
Do not buy this software. The developer will not support it. I was a registered user for the past two years when, suddenly my computer wanted the original password which I no longer had. I emailed the developer and was told I had never purchased it! I sent him at least six e-mails where we had corresponded in fixing a problem with the software in 2006. In spite of evidence that I was, in fact, a registered user, he was adamant that I never purchased the software and refused to give me the key I had paid for. As a result I had to find another way to accomplish what this software purports to do. Luckily, I found that you do not need this software as organizationof folders in the Finder does exactly the same thing!
Aug 24 2007
Version: 5.6
I was hesitant to pay the money for this program as it appeared to do little more than what I could do in the Finder, but it has proven to be a very good solution for my record storage. Takes a lot of hassle out of filing my bank/brokerage/credit card/etc. statements. What it does, it does well, but at a somewhat higher cost than perhaps it should.