Account Tracker 4+

Personal finance with sync

Graham Haley

    • 5.0 • 15 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

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 FREE version requires a subscription, either quarterly or yearly. When you sign up, the first month is free, to give you a chance to try the app before being charged. You can manage or cancel your subscription at any time by going to your account settings on the AppStore. If you prefer a subscription-free alternative, Account Tracker Pro gives you the same content, plus basic support for Apple Watch.

Also check out Account Tracker for Mac, now available on the Mac App Store. It requires Account Tracker version 6 or above (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
- 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 (e.g. tax years)
- 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 (e.g. tax years)
- 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 AirDrop, email, Dropbox or iCloud
- Support for database syncing across multiple devices (using either Dropbox or iCloud)
- PIN code protection, plus Face/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, iPad and iPod Touch - buy once, use it on ALL of your devices
- 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.

MORE INFORMATION

Privacy policy: http://grahamhaley.co.uk/privacy/

Terms of use (EULA): http://www.apple.com/legal/itunes/appstore/dev/stdeula

What’s New

Version 7.2.1

Further streamlining of the options presented when cloning a transaction.

Fixed a bug where the colours were wrong when exporting a (PDF) chart report.

Ratings and Reviews

5.0 out of 5
15 Ratings

15 Ratings

wanderm ,

Smart tracking

Much as I like the App Store, Account Tracker is that rare app that renders an iDevice essential. The app has been almost like a friend in good times and lean; a digital friend that points out the way to get through this pay cycle and the next.

The principal and novel feature is displaying future balances: very useful for planning ahead. The reports, including average account balance/s are terrific. Carrying, accessing and backing up to the cloud years (decades!) of financial data is straighforward and most valuable. This is also the only known app that correctly categorises refunds as just that and not as income.

Easy to use for those willing to invest some time, and offers further layers of detail for tinkerers.

burwd001 ,

Very trusted app!

I have been using this app for many years, it’s reliable and has always been supported and updated consistently the entire time. I thoroughly recommend this app to anyone who wants to track their accounts and expenditure. The reports created are helpful and informative. Once you get in the habit of recording your incoming and outgoing transactions you really begin to better forward plan, track and organise your spending. It allows you to add as much information as you feel necessary to better help you understand where your money is coming from and going.

jdsydney ,

Best of the Best

Account tracker is easy to use and it has a lot of options that work well. Started using on iPhone 4 and it has worked seamlessly through iOS and phone upgrades since 2013. I have thousands of transactions in the app and can review spending over the years by category or by supplier. It’s brilliant at everything and entering data is so quick you can do it at point of sale. Developer support needed once and it was provided quickly. No downsides so it gets five stars.

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

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