John Woodwards's Software
Productivity Software for Mac OS

Records Wizard
Version 6.3

Mac OS 10.12.2+
Records Wizard 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:

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.

A trend today with financial institutions and utilities is to stop sending paper copies of bills and statements, and instead make them available online. However, this information is not available online forever, and is inconvenient to access across all of your financial institutions because you have to login to multiple web sites. If you wanted to review all your statements for December of 2013, you would have a lot of work to do. Though the online statements are often available for downloading, you have problem of organizing the information. Records Wizard addresses this problem by providing a database customized for storing and accessing such records in a single database file. If you still get some statements only in paper form and you have a scanner, then you might find it more convenient to scan the statements and store them in Records Wizard rather than maintaining a paper file system. You could also scan and organize receipts, instructions, etc. Also, MacOS X allows you to print anything to PDF, which you could then save in Records Wizard.

Even though Records Wizard was motivated by the problem of managing large amounts of bills and statements, it could be used to organize any files on your computer.

Complete documentation for Records Wizard is available as help within the application.

Macintosh Requirements

Records Wizard runs on Mac Os 10.12.2+.

It is required that the keyboard shortcut on your system to paste is Command-V, the common default.

Frequently Asked Questions

Release Notes

1.0 - Initial release.

1.1 - Bug fixes:

1.2 - Improvements and bug fixes:

2.0 - Enhancements:

2.1 - Enhancement:

3.0 - Enhancements and bug fixes:
4.0 - Added support for Touch Bar in MacBooks so-equipped.

4.1 - Added preference to have dates at the beginning of filenames ignored when importing.

5.0 - Enhancements and bug fixes:

5.1 - Enhancements and bug fix:

6.0 - Enhancements and bug fix:

6.2 - Fixed bug in backing up database when the path to the backup folder contained certain special characters.

6.3 - Bug fixes:

Records Wizard Copyright © 2019-2021 John Woodward. All rights reserved.
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You may distribute Records Wizard unmodified via any media, as long as you keep it together with its Read Me file.