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How to choose a cash book app

There are many cash book and khata apps. This is a simple, honest checklist of what actually matters — so you pick one that fits your business and does not lock in your data.

What to look for

Use these eight criteria to compare any cash book app. Alongside each, here is how Daily Cash Entry approaches it — so you know where we stand.

Dead-simple entry

Can someone with no accounting background record an entry in seconds?

In Daily Cash Entry: Pick a party, enter the amount, tap Jama or Naam, save.
Party-wise khata

Does each customer and supplier get a running balance and full history?

In Daily Cash Entry: Every party has a live balance (Jama − Naam) and history.
Reports & export

Can you get daily/monthly reports and export to PDF, Excel or CSV?

In Daily Cash Entry: Daily & monthly reports with PDF/Excel/CSV export.
Payment reminders

Can it remind you to collect udhaar and pay bills on time?

In Daily Cash Entry: Reminders with due dates, priority and recurring schedules.
Offline + sync

Does it keep working without the internet and sync later?

In Daily Cash Entry: Keep recording offline; entries sync when back online.
Backup, export & privacy

Is your data backed up, exportable and private — never locked in?

In Daily Cash Entry: Secure storage, export any time, and an account-deletion option.
Multi-firm & roles

Can you run more than one business, with staff on the right access?

In Daily Cash Entry: Multiple firms under one login with role-based access.
Clear pricing

Is pricing transparent, with a real free trial before you pay?

In Daily Cash Entry: A free trial with full features, then clear plans.

How to test a cash book app before you commit

  1. List what you actually needWrite down your must-haves — party khata, reminders, reports, offline — before you compare apps.
  2. Start with a free trialPrefer apps that let you try the full product free, so you test with your real data.
  3. Test a daily entryRecord a few real Jama/Naam entries and see how fast and clear it is.
  4. Check reports and exportMake sure you can get a daily report and export it to PDF/Excel/CSV for your accountant.
  5. Check backup and data ownershipConfirm your data is backed up, exportable, and that you can delete your account if you ever want to.

Frequently asked questions

What makes a good cash book app?

A good cash book app is simple enough for anyone to use, keeps a running balance for every party, works offline, gives clear reports you can export, reminds you about payments, and keeps your data safe and exportable.

Should I choose a free or paid cash book app?

Start with an app that offers a genuine free trial of the full product. Test it with your real entries, then decide if a paid plan is worth it for the reports, reminders and limits you need.

Is an offline cash book app better?

If your shop has patchy internet, offline support matters a lot — you can keep recording and the app syncs later. Always check that nothing is lost when you reconnect.

How do I move from a paper khata to an app?

Enter your current party balances as opening balances, then record new Jama and Naam each day. Within a week the app holds your running balances and history for you.

Try it with your own entries

The best way to judge a cash book app is to use it. Daily Cash Entry has a free trial with full features — record a few Jama/Naam entries and see for yourself.