Aequify
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Nur für iPhone
Kostenlos · Entwickelt für iPhone. Nicht für macOS überprüft.
Aequify helps you understand your money and stay on top of where you live, without the jargon.
SEE EVERYTHING IN ONE PLACE
Connect your accounts and see your net worth, balances, and recent transactions on one simple home screen. Pull down to refresh whenever you like.
ASK AEQUIFY AI
Have a question about your money? Ask in plain English and get a clear answer. Attach a statement or document and Aequify AI will read it for you.
TRACK WHERE YOU LIVE
If you split your time between countries, Aequify quietly keeps count of your days in each one. It can use your location in the background, or fill in past trips from your photos. Your street level location is never stored.
TALK TO YOUR ADVISOR
Message your advisor directly in the app, send a voice note, and share documents when they ask for them.
KEEP IT PRIVATE
Hide every balance with one tap. Lock the app with Face ID. Turn on two factor authentication for extra safety.
STAY INFORMED
Get a notification when something needs your attention, and choose exactly which alerts you want.
Aequify is free to download. Some features need a subscription, which you can manage inside the app.
mehr
Bewertungen & Rezensionen Your More tab now shows how many files are in My Vault at a glance. We also fixed an issue where the app could stop responding after unlocking with Face ID on iPhone, and made some behind the scenes improvements to keep the app running smoothly.
2.16.0 vor 4 Tagen
What's new in 2.15.0
• Safer sign up
New accounts now confirm their email with a 6 digit code. If it doesn't arrive, you can resend it, change your email or get help on the same screen.
• A fresh sign in
Sign in has a cleaner look. A checklist shows your new password meeting each rule as you type.
• Email links open the app
Tap a link in one of our emails and it opens the right screen in the app, not the website.
• Priority Actions on Home
Everything that needs you is in one list: banks to reconnect, and messages and tasks from your advisor. Finish an advisor's task right there and watch it tick off.
• See your partner's money
If your partner shares with you, pick them from Showing at the top of Home. You'll see their net worth, accounts and transactions, and each screen's header says whose money it is. You can only look, nothing can be changed, and your partner decides what you see.
• Residency, redesigned
See your year at a glance. Tap a country to see your days there month by month and each stay on a timeline. Days with no country are flagged so you can fix them quickly.
• A clearer More tab
Your profile, advisor and settings are easier to find. You'll also get a gentle reminder if two step sign in isn't on yet.
Keep an eye out for a small Halloween surprise until 1 November,2026.
2.15.0 28. Okt.
Bug fixes and security updates
2.14.0 27. Okt.
See whose money is whose
Mark each account as yours, your partner's or your business's. Then switch the view to see just that person's money.
Spot charges you don't know
We now flag charges that look new or unexpected, like a subscription that starts after a free trial. Tap "I Know This" or "Not Me" to sort them in seconds.
No more double accounts
If the same bank account shows up twice, we'll ask you once and tidy it up. Nothing gets deleted.
Tips on every screen
Short tips show you around each screen. You can replay the app tour any time from Help.
Smoother bank connections
Clearer messages when a bank can't connect, and a gentle reminder when one needs reconnecting.
Plus small fixes to make things faster and easier.
2.13.0 23. Okt.
New in the app: Lumi and easier bank connecting
Ask Lumi about your money or taxes by typing or speaking, and get simple answers. Connecting your first bank now takes one tap. Advisor invites now show on Home so you can accept them.
2.12.0 21. Okt.
**What's new in 2.11.0**
• **A fresh welcome.** Getting started is quicker. We ask one simple question at a time: where you hold citizenship, where you live for tax, what you want help with, and whether you plan to move. You can check your answers before you finish.
• **Smoother bank connection.** You can see what's happening while your bank links. When it's done, you can view your accounts or add another one right away.
• **Add your property anytime.** Adding a home or other property now has its own short guided steps, so you can do it whenever suits you.
• **Small fixes and polish** to make everything feel faster and more reliable.
2.11.0 18. Okt.
A fresh new look for Aequify
A fresh look
• One calm sky across every screen, with a top bar that turns solid as you scroll
• The tab bar now shows clearly where you are
• Choose light, dark or match your phone in one row
Home
• A friendly hello by name
• See how your net worth moved, in dollars and percent. Drag along the line to see any day
• Your banks and countries at a glance. A bank that needs you to sign in again says "Not updating"
Accounts
• Every account grouped by bank, with your total on top
• Banks that need your attention come first
• Money held in pounds or euros shows in that currency, with the dollar amount underneath
• A gentle reminder when a balance you added yourself is out of date, and "It hasn't changed" when nothing moved
More and Profile
• Search for any page or setting in everyday words
• A simple checklist to help keep your account safe
Fixes
• Sign in codes work on the first try
• Reconnecting a bank no longer gets stuck
• Home opens faster
• Documents we cannot read stop right away instead of making you wait
• Better support for screen readers
Thanks for using Aequify. Tell us what you think from Help in the app.
2.10.0 13. Okt.
What's new in 2.9.0
Business accounts, kept separate
You can now mark any account as a business account from its menu. It stays connected and keeps updating. It just no longer counts toward your net worth or totals. Changed your mind? Switch it back to Personal anytime.
Stay signed in without the code every time
Once you enter your two-factor code, we remember this phone. You won't be asked again each time you open or update the app. You'll only need a code when you sign in again.
Finish your 2FA setup in one tap
If you started setting up two-factor sign-in and didn't finish, you'll now see a Finish button that picks up where you left off.
Easier phone number entry
Your phone number now formats itself as you type, for whichever country you pick. If something looks off, we'll tell you in plain words.
Residency tracking you can trust
A status line tells you tracking is working and when we last saw your location. If something needs fixing, it shows you the one thing to change.
Missed a few days? We'll show the gap and suggest where you probably were. Confirm with one tap.
Just landed somewhere new? You'll see a welcome for that country, like "Welcome to Canada. Today counts.", along with your day count.
A sky that comes to life
Home and Sign in now have a gently moving sky. If you've turned on Reduce Motion, it stays still.
2.9.0 10. Okt.
Meet Lumi, your new assistant. Lumi is a friendly cloud that replaces the old sparkle. Pick its personality, money style and how it answers in 3 quick steps.
Accounts, redesigned
• Your accounts are grouped by bank, one line each
• A short note shows only when a balance needs updating
• Accounts you added yourself sit together under "Added by you"
• Add an account from one simple sheet
Calmer Transactions and Home
• Each purchase shows the shop's logo and your bank
• One card per day, with that day's total
• Only money coming in is green, so a normal week looks calm
• Home shows your latest 4 in the same style
Easier to find things
• One Sort and filter for Transactions and Accounts
Also new
• Clearer help when a bank won't connect, and more banks now connect
• The box you tap stays above the keyboard, and number pads have a Done button
• We'll tell you when a new version of the app is out
• Your first day of transactions now shows right away
• Bug fixes
2.8.0 8. Okt.
Thanks for using Aequify. This update includes stability improvements and small fixes to keep the app running smoothly.
2.7.1 2. Okt.
What's new in 2.7.0
• Dark mode is here. Choose Light, Dark, or let the app follow your phone, in Profile under Appearance.
• Find transactions faster. Search right from your transactions list, and filter by money in or out, amount or category. The filters you're using show at the top so you can clear them with one tap.
• Easier categories. Create or rename a category without leaving the transaction, and choose whether the change applies to just that one or to similar transactions too.
• Clearer bank names across your accounts and filters.
• Card payments from French banks now show the shop's name.
• Forgot your password? You can now reset it from the sign in screen. Signing in is simpler too.
• Alerts on your phone for the things that matter: a bank that needs reconnecting, partner invites, a removed partner link, and travel day changes made by your advisor. Tap one to go straight to the right place.
• If you turn location off, we now explain what that means for your travel day count. You can also hide the Residency card from Home and bring it back anytime from Profile.
• Clearer messages when something goes wrong, telling you what happened and what to do next.
• Security updates and bug fixes.
2.7.0 30. Sept.
What's new
• Hide what you don't use. Don't track your residency? Tap Hide on the
Residency tile to remove it from Home. Turn it back on anytime in
Profile, under Home Screen.
• Filter by country. See all your French or US accounts in one tap from
the Transactions filter, now simpler and easier to read.
• Clearer transaction names. Some bank payments showed a code instead of
the company name. They now show the real name.
• Archived accounts stay out of your filters and counts.
• Small fixes and improvements.
2.6.1 25. Sept.
• What's New, in the app. See what we just shipped from your Home
screen, with the full list under Profile then Support. We will let
you know when there is something new.
• Fixed: editing your personal info and tax residency opens properly
again, on every field.
• Fixed: you can raise a support ticket from the Help Centre again.
• Fixed: no more empty space at the top of your transactions list.
• Fixed: counts on the More and Profile screens are no longer cut off.
• Fixed: text now sits straight inside text boxes.
• Fixed: saving your UK day count answers no longer shows a false error.
Thanks for using Aequify. Something you would like us to build next?
Tell us from Help Centre, Contact us.
2.6.0 20. Sept.
Make Aequify AI yours: pick a name, colour and style, kept in sync with the web.
• Accept partner invites in the app
• Tap any notification to do what it asks
• New alert when a bank needs reconnecting, with an X to dismiss
• Residency tracking follows the real rules per country
• Net worth matches the web and holds steady while a bank imports
• Keyboard and pop-up fixes
• New app icon
2.5.0 18. Sept.
* Bug fixes
* UI Improvements
2.4.0 10. Sept.
* Add partner view
* Bug fixes and UI updates
2.3.0 9. Sept.
- A fresh Assets & Liabilities screen. See your money in simple groups and how each one changed this month or this year.
- What you hold: open any investment account to see what is inside it and when it was last updated.
- Manual accounts now show the bank or provider name, plus a reminder when a balance may be out of date.
- Home shows how many transactions still need a category, with a shortcut to sort them.
- UK residency tracker: your day limit now reflects your own situation, not a fixed 183 days.
2.2.0 8. Sept.
* Analytics and minor bug fixes
2.1.0 31. Aug.
Aequify 2.0 is a full redesign, built to make your money easier to understand at a glance.
NEW
- New home screen: your net worth, what needs your attention, where you have been, and your latest transactions, all on one page.
- Aequify AI: ask questions about your money in plain English and get clear answers. You can also attach a document to your question.
- Hide balances: one tap hides every amount in the app. Handy when someone is looking over your shoulder.
- Sign in with your email, or unlock the app with Face ID.
REDESIGNED
- Transactions and accounts: cleaner lists, easier editing, and clearer account summaries.
- Residency tracking: see your days in each country, and fill in past trips from your photo library.
- Advisor chat: message your advisor, send voice notes, and see unread counts.
- Profile and settings: manage your plan, turn on two factor authentication, edit your profile, and reach support from one place.
- Notifications: a tidier inbox with settings you control.
Plus many smaller fixes and speed improvements.
2.0.0 30. Aug.
* Use Photo Library to build historical residency
* Bug fixes where text input was not visible
* Minor UI fixes
1.3.0 16. Aug.
• Tax Outlook: see your estimated tax position for the year, right from the app
• Assets & Liabilities: view your accounts, holdings, and balance sheet on the go
• Redesigned tab bar for quicker navigation
• Explore charts with the new scrubber
• Smoother keyboard handling when entering details
• Residency tracking now shows full country names for every visited country
• Bug fixes and stability improvements
1.2.2 13. Aug.
• Fixed automatic location tracking not starting on iOS
• More accurate offline country detection
• Verify or edit residency dates by tapping a country
• Bug fixes and improvements
1.2.1 9. Aug.
* Verify your residency dates: tap any country on your dashboard to see exactly which dates count toward its tax residency threshold, then correct or remove any that are wrong.
* Automatic residency tracking now runs dependably in the background, so your days are logged even when the app is closed.
* Get a push notification the moment your advisor sends you a message.
* A quicker income step during onboarding.
* Fixes to Microsoft and other sign in options.
1.2.0 5. Aug.
This update adds new tools to manage your money in Aequify:
• Accounts: securely connect your bank, investment, and loan accounts, or add accounts manually, including real estate
• Transactions: browse and manage your full transaction history
• New dashboard: your balances and residency status together, at a glance
• Redesigned onboarding: get set up in minutes
Plus performance improvements and bug fixes.
1.1.0 1. Aug.
Your More tab now shows how many files are in My Vault at a glance. We also fixed an issue where the app could stop responding after unlocking with Face ID on iPhone, and made some behind the scenes improvements to keep the app running smoothly.
mehr Version 2.16.0 vor 4 Tagen
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