Description

Apple "New apps and games we love" (on the Mac), March 2017

Apple "Staff Favourite" in the UK (on iOS), Jul/Aug 2010

Account Tracker is a powerful personal finance app that helps you track spending and monitor balances across multiple accounts. Its clean, intuitive user interface, and features such as alerts, bill reminders, budgets, reports and full multi-currency support, make it easy to take control of your finances.

This PRO version adds support for automatic backups, database syncing, 3D Touch, Apple Watch, enhanced transaction searching, split screen multitasking, and more. If you already have Account Tracker, use the upgrade bundle to get a discount!

Also check out Account Tracker for Mac, now available on the Mac App Store! It requires Account Tracker PRO (to sync over iCloud or Dropbox), and macOS Sierra (10.12) or above.

ACCOUNTS
- Track multiple accounts: checking, current, savings, credit cards, loans/mortgages ... etc
- Separate your accounts into groups, e.g. personal vs business accounts
- Enter your recurring transactions using calendar-based repeat intervals, e.g. every 2 weeks, the last Friday of every month ... etc
- Quickly and simply enter one-off transactions as they happen (now even quicker with 3D Touch!)
- Reconcile your account data with your statements
- While it is useful to see where your money goes, you can also look FORWARDS, showing all of your future commitments
- Alerts if an account is likely to go overdrawn or hit its overdraft limit

BILLS
- Enable reminders for non-automatic transactions, e.g. bills that you have to pay manually
- View all transactions with reminders set
- Alerts to tell you when these transactions are due

BUDGETS
- Add budgets per category for spending, income and transfers across individual or multiple accounts
- View these as daily, weekly, fortnightly/biweekly, monthly, yearly or custom dates
- Monitor your transactions against the goals you set

REPORTS
- Detailed reports to really understand your financial position
- Account balance over time, cash flow, spending by category or payee detail, income by category or payer and transfers by category
- View these as daily, weekly, fortnightly/biweekly, monthly, yearly or custom dates
- Export or print reports as PDF files

DATA, BACKUPS AND SYNCING
- Import historical transactions or bank statements from a CSV file
- Export account statements, budgets and reports in CSV format for offline processing, e.g. in a spreadsheet
- Local backup and restore on your device, plus transfer of backups by email, AirDrop, iTunes file sharing, iCloud and Dropbox
- Support for database syncing across multiple devices (using either iCloud or Dropbox)
- PIN code protection, plus Touch ID and 1Password integration

PLUS
- Full multi-currency support, per account and per transaction
- The default currency is the one local to your device, but this can be overridden
- Supports sub-categories and splitting a transaction across multiple categories/subcategories
- Universal, Retina enabled app that works on the iPhone, iPod Touch and iPad - buy once, use it on ALL of your devices
- Also supports the Apple Watch, to display account balances and a snapshot of your main budgets
- In-app user guide

SUPPORT
Please use the link to my support page from the AppStore page or from the app itself (or simply go to http://grahamhaley.co.uk/accounts/).

Alternatively, contact me directly via my support pages and you will get a quick response.

What’s New

Version 5.9

This update adds 4 new features ...

Added options to quickly clone your most common transactions. Simply tap the + button again while adding a new transaction.
Added an option to quickly move a transaction to yesterday. When viewing an account, swipe right to left on a transaction and select More.
Added UK tax years to the budgets and reports. Set this in the settings (year start) then choose to view yearly budgets and reports, stepping through the tax years using the left and right arrows.
Added support for remembering and setting the most recently used custom date pairs. Simply tap the right arrow (use the left arrow to set new dates).

The following changes are also included ...

Minor improvements to the CSV export format when exporting transactions from the budgets and reports.

Bug fixes.

Ratings and Reviews

5.0 out of 5
37 Ratings

37 Ratings

TacoBeef ,

Exceptional and Reliable

I have been using this for a few years now(after iReconcile was abandoned). It is perfect and reliable and the developer keeps updating it (I’m pretty sure he uses it himself which keeps it up to date). So glad I have this app. Dropbox sync is rock solid. Really appreciate all the detailed functions. A very thoughtful and well laid out app. Recurring payments can be automatically setup and you can modify them individually. Brilliant. Upcoming overdrawn warning is a nice touch as well. Developer actually responds to inquiries. Categorization allows some flexible reporting options. This helps me to quickly identify yearly expenses. Wife and I have this synced to each phone.

One recommendation- it could be nice to be able to switch between two instances of this app so spouses could maintain anonymity with separate account info while syncing common accounts. Even if you just offered the exact same app with another name that would allow for this it would be awesome. Maybe “Account Tracker Pro 2” or something. I’m sure you can think of a more elegant solution.

bippy_b ,

Great application with no subscription required!

This is the app I have been searching for over 1 year for! I had even gone so far as to purchase the Apple Developer license and begin to start learning to program myself because I have literally bought about 10 different checkbook apps searching for something like this.

-Uses iCloud so that multiple devices can be used to enter data
-Uses iCloud so that no subscription is required

Those were the two main checkboxes I needed checked. I would advise anyone using it to Read The Freaking Manual (RTFM). It defaults to a reconciliation method I had not seen before (items today and in past are cleared) so that threw me off but the developer was very nice about it. Responded within minutes.

You can create your own categories which is nice and I had seen this in other apps. I like how it memorized the payees and I can go in and edit the list. I like it also has a backup feature too which gives me peace of mind (especially after having 3 different apps lose all of my data after using them about 3 months).

In order to use multiple devices make sure you read the pop ups which appear when turning SYNC on. They are very clear. From what I know about the iCloud sync, iOS can throttle the syncing so you will want to turn it on for your primary device and then wait a bit before turning it on for the second device.

Hope this helps everyone out there!

BigLan25 ,

Simply the Best!!

I actually believe Account Tracker Pro is the best kept secret in the App Store for a Checkbook/ Personal Finance app!

It has everything you would ever need to reconcile your account balances. An easy to use User Interface, Manual & Automatic transaction reconciliation, the ability to make Split Category (and subcategory) transactions for Daily and Recurring formats, Budget & Detail reports, the ability to make multiple accounts in multiple currencies, iCloud & Dropbox Back-up/Syncing for multiple devices all free for the cost of this very inexpensive app. But best of all, it offers the ability to look ahead on your recurring transactions to alert you if you're running short before the end of the month. Oh, and one more thing, it also supports Apple Watch!

The developer is very fast at responding to any issue you have with the app when reporting it to him by email.

Information

Seller
Graham Haley
Size
21.9 MB
Category
Finance
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© 2009-2019, Graham Haley
Price
$4.99

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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