Account Tracker 4+

Personal finance with sync

Graham Haley

    • 4.8 • 128 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 7.2.2

Fixed a crash when exporting splits.

Fixed an issue when switching between quick and full screen editing of an amount.

Tightened up the editing rules for recurring splits. These are only supported if the splits are the same for each occurrence.

Ratings and Reviews

4.8 out of 5
128 Ratings

128 Ratings

EllesmerePortion ,

Best personal finances app I've found

This app is incredible, and over the many years of use, I couldn't imagine life without it. My partner and I use it to track all of our shared and individual accounts, including loans, current accounts, credit cards, loans, savings and pensions. All transactions, recurring payments, and transfers between accounts are easy to set up, and the layout is really logical, clear and easy to understand.

Probably the best feature is the way it deals with foreign transactions. You can enter a transaction in any currency, double tap, and it gives the value in Sterling (it may need a small adjustment when the transaction is properly processed by the bank a few days later, but it's only ever a few pence out from the final figure, but I suppose the app has no control over exchange rate movements).

If I had any criticisms, it would be that perhaps it could use a cosmetic makeover, as it hasn't changed much in 8 years. This is more than outweighed by its features, however.

Kevin (UK) ,

Quite simply the best app I own

I have used this app to manage my finances for years, it is easily the best and most used app on all of my devices.

The development of the app is well considered and updates are implemented in thoughtful ways to ensure that all new features introduced consistently make you think “yeah, that was a good idea!”. The developer has also been attentive to suggestions and feature requests over the years (not that you will need any now, as everything you could ever need to manage your finances is probably already here). There are never any bugs in the updates either so the testing done must be of the highest order - everything is always rock solid - I never have to think “should I do a back up before updating this?”.

I use the iCloud synching option and it works perfectly, keeping four devices in perfect harmony no matter what odd number of transactions I input into various devices during the day.

If you are looking for an intuitive way to help manage your finances, either for simple single-account cash flow management or like me for multiple-account tracking across multiple devices, this is what you need.

The perfect financial account management app.

Jinjo ,

Just brilliant

I found this app, whilst searching for a replacement for the once wonderful & now truly awful Pocketmoney. It's powerful, friendly, easy to use & I have had multiple contacts with the developer, who is interested, polite, very helpful & responsive - not only that, he gets back to you really really quickly (are you listening current owner of the Pocketmoney app, he's everything you aren't). Updates are frequent & excellent & the developer is clearly listening to his app's users.
I cannot recommend this app highly enough.
The app is easy to use & is quite intuitive - working as you would expect. It syncs across several iOS & Mac devices flawlessly
Buy it - you are unlikely to be disappointed...

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 based on, for example, the features you use or your age. Learn More

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