Screenshots

Description

This is NOT a standalone Mac app - please read on for full details ...

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.

This helper app supports two-way syncing with your iOS app (over iCloud or Dropbox), letting you view, edit and manage your data on the bigger screen of your Mac. You can also add and bulk edit transactions and easily reconcile your accounts. Changes are automatically synced back to your iOS devices when the Mac app is closed.

Syncing requires Account Tracker or Account Tracker or Account Tracker Pro (for iOS) acting as a PRIMARY (sync) device.

As an alternative, the app can open and view (but not edit!) your iOS backup files. Again you will need Account Tracker or Account Tracker Pro (for iOS).

Note that NOT every feature of Account Tracker is supported on the Mac. A full comparison of these apps can be found on my support pages. If a feature that is really important to your workflow is not yet supported on the Mac, please let me know what is missing so I can prioritise adding these additional features and workflows.

ACCOUNTS
- Track multiple accounts: checking, current, savings, credit cards, loans/mortgages ... etc
- Separate your accounts into groups, e.g. personal vs business accounts (edit on iOS, sync to the Mac)
- 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
- 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

BILLS
- Enable reminders for non-automatic transactions, e.g. bills that you have to pay manually
- View all transactions with reminders set

BUDGETS
- Add budgets per category for spending, income and transfers across individual or multiple accounts (set/edit on iOS, sync to the Mac)
- 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

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
- Support for database syncing across multiple devices (using either iCloud or Dropbox)
- PIN code protection, plus Touch ID integration (on supported Macs)

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 (set on iOS, sync to the Mac)
- Supports sub-categories and splitting a transaction across multiple categories/subcategories (set/edit splits on iOS, sync to the Mac)
- 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/mac/).

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

What’s New

Version 6.7

Changes to bring the app inline with v6.7 on iOS, specifically ...

From the budgets you can now export the values in CSV format (File menu).

Backend changes to currency rate lookups. They now cover more currency combinations but the rates are not live (they are indicative only).

Ratings and Reviews

4.3 out of 5
3 Ratings

3 Ratings

glj104 ,

Great companion app a few things missing

I love the app to go along with the ios app on my iphone. A few things I would love to see in future updates. Month dividers in the ledger and a lighter font for past transactions, just like the ios app. Otherwise it is really good, almost perfect.

Thanks

thenullmaster ,

Great sync with iOS version, and a great start for the first Mac version

I switched to Account Tracker after my previous financial utility went kaput (Koku for those who remember it). There were a ton of choices in the market, and Account Tracker seemed to have the best repute among the tools that don’t have a huge number of ridiculous bells and whistles. It’s straightforward and entry is smooth as silk. The iOS version has been rock solid for the past year, and I haven’t looked back.

The eagerly anticipated (for me anyway) Mac version syncs via iCloud with ease, which is probably the most important feature for my use case. As the first Mac build, there are some rough edges and idiosyncracies that I fully expect to be ironed out over time. Buying on day one was a given for me, and I do not regret my purchase whatsoever.

It is obvious Mr. Haley has worked hard to get this tool developed for the Mac, and I sincerely hope he is able to sustain this part of the business going forward. For an indispensable tool on my iPhone to now sync to my desktop, this application is worth its weight in gold.

123me&2 ,

Best app on the iPhone but needs improvement on mac

This is the very best program I found to track persnal & business finances. I use the program on the Mac more as a viewer rather then what I would prefer to use it justy like on the iPhone. I almost wish it looked and functioned exactly the same

App Privacy

The developer, Graham Haley, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

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

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