Screenshots

Description

Finances provides everything you need for your personal and business accounting. Record your transaction using a new kind double-entry bookkeeping system. This simple system doesn't use credit and debit, and makes bookkeeping easier than ever.

FEATURES

- New kind of double-entry bookkeeping system
- Statistics about your income, expenses and net income as bar charts
- History of balances as line chart
- Scan and attach invoices to transactions
- Scan QR-code on invoices to create transactions more easily
- Multiple currencies support including the cryptocurrenies Bitcoin and Ether
- Sync between all your devices using iCloud
- Import transactions from other finances apps and banks using a CSV file
- Create financial statements with an income & expense report, trial balance, and account- or transaction report

iOS 12 READY

- Create new transactions with Siri Shortcuts
- Use Face ID to secure your financial data
- On iPad use Drag & Drop to attach documents to transactions

Finances is also available for your Mac.

What’s New

Version 1.7.0

New Features

- New data export options : You can now export your data as income & expense statement, balance report and trial balance. Also reports are now called transaction reports. Transaction reports don't show an account overview anymore. The sum of amounts (grand total) for every account is now shown under the list of transactions. You can also now change the exported period in the export configuration screens.

Improvements

- Disables editing of note, payee and number in transaction detail screen
- Supports Capital One CSV import
- Exports PDF document in smaller text sizes

Bug Fixes

- Fixes an issue where OTP Bank CSV files could not be parsed
- Fixes issue where new transaction could not be created from Quick Actions when Lock On Exit was enabled
- Fixes issues where cleared column is ignored when using the Automatic preset
- Fixes issue where importing a debit transaction for an asset account results in an expense

Ratings and Reviews

3.9 out of 5
62 Ratings

62 Ratings

bjmcg ,

My budget app of choice

I cycled thru a bunch of budgeting apps before finally deciding on Finances. The manual control of accounts and expense categories really nailed it for me. It makes it easy to track every cent that flows in and out of my accounts, including repeating transactions.

Its design is clean and fits well with the iOS aesthetic. Sync between devices, including Mac, is rock solid.

I do feel like it's lacking in a few features. On the iPad, I wish it had even basic external keyboard shortcuts. Sub accounts in the list can’t expand and collapse like they can on the Mac. When editing a transaction, it would be smoother to remove the Edit button and just bring up edit controls if a parameter is tapped in the pop up window.

Tao-ish ,

Solid Finance App

Finances 2 is a solid, customizable, personal finance app.

I appreciate the ease of use and the smart automatic "double-entry" system. It just makes simple sense to enter a transaction once and have it auto-deduct from the source(s) of payment.

I also appreciate that I can solidly track and back up my personal financial information—on my own terms—without having to rely on releasing my day-to-day banking information to "free" third party financial apps.

For a variety of reasons, I prefer NOT to willingly hand over my financial information (to organizations beyond my own banking institutions) to then have it be mined for data in order to market and target financial sales and other products back to me. There's enough of that craziness going on.

And finally I am not interested in paying monthly fees to balance my personal and business finance. That's just not necessary with easy capture and entry systems; smart tools like Finances 2.

funkmaster.general ,

Best app of its kind

I’ve been looking for a truly capable book keeping app like this for ages. It’s powerful and incredibly useful, but be warned that if you’re looking for a tool that doesn’t require much work on your end, there are probably better tools for you.

I recommend manual book keeping in addition to whatever other finance management tools you use.

Expensive, but worth it if you’re going to use it long term. I recommend trying it out before purchasing the full version or the macOS version.

Information

Seller
Matthias Hochgatterer
Size
44.7 MB
Category
Finance
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English, German

Age Rating
Rated 4+
Copyright
© 2017 Matthias Hochgatterer
Price
Free
In-App Purchases
  1. iPhone 14-day Trial Free
  2. iPad 14-day Trial Free
  3. iPhone Full Version $4.99

Supports

  • Family Sharing

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

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