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Records Master (formerly Records Manager) 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 more...

What's New

Version 10.1:
  • Added the ability to export files by dragging them to a Finder folder or the Desktop.
  • Added the ability to delete files by dragging them to the Trash.
  • Rewrote and improved drag-and-drop of website password manager information between Records Master (version 10.1+) and PW Master (version 2.7+).


OS X 10.4 or later

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Records Master User Discussion

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Chin Member IconReview+26

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) ...

Reply0 replies
Version 9.5
Peter Black Member IconComment+38
Peter Black

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?

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Version 6.75
Sylvan Wells Member IconComment+3
Sylvan Wells

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!

Reply1 reply
Version 5.82

In fact, the user who complained that I do not support did indeed correspond with me multiple times, and I fixed problems he was having. However, I have no record of his payment, nor does my payment processor, nor does the user. There is no evidence that he paid.

tom11 Member IconReview+1

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.

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Version 5.6
maclover1.1 Member IconComment+740

God all these apps that do little bits and pieces.. if you need any type of sturdy hub for your files I advise you take a look at DevonThink (comes in different flavors). Sure it is more expensive but 24 here plus 19 there plus another 30 there.. you know how that goes..for what I call incomplete apps that you eventually even forgtet you purchased and that may not get developped next year.. it all adds up.. just save you money instead of jumping onto "fairly cheap" apps that are almost one-trick-poneys (ok 2 or 3 tricks.. so what) and get ONE real product that really empowers you and that is truly well-supported.

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Version 4.5
Bichufo Member IconReview+2

So far I think this app is great. In just under an hour I managed to put in order a ton of .tiff and .pdf files of my internet transactions I had captured with Grab.

Record Manager allows me to visualize all my documents, ordered by forders and subfolders using only one application. I am soon getting my scanner hooked up to keep a digital record of all my transacions, checks written out, etc. This seems like a very handy app. Did not find any other like it in my quick searches. And 60 days is plenty of time to evaluate. The price is great!

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Version 2.92
Anonymous Member IconReview

This seems like a nice idea however I'm not sure how advisable it is to scan in paper records. I wouldn't like to bet that the Tax office would accept such copies if they audited you (not that I'm an expert on this kind of thing).

Reply1 reply
Version 1.0
Dave Creek

Actually, the IRS (and the California's Franchise Tax Board--I don't know about other states) DOES accept pdf's ( and other facimile formats, I suppose) of tax documents.

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> 5 3


Current Version (10.x)


Downloads 21,503
Version Downloads 98
Type Business / Finance
License Shareware
Date 12 Jun 2014
Platform OS X / PPC 32 / Intel 32
Price $24.00
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