Financial Sidekick

Clear financial insights

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

Take control of your finances with Financial Sidekick – the all-in-one app for tracking expenses, setting budgets, and managing your expenses. Whether you’re planning monthly expenses, tracking income, or analyzing your financial habits, Financial Sidekick provides powerful tools in a beautifully simple interface. Terms of Use (EULA): https://github.com/aashton1968/Support/wiki/Terms-of-Use-(EULA) Privacy Policy: https://github.com/aashton1968/Support/wiki/Privacy-Policy

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What's New Import accuracy Fixed an issue where re-importing the same bank export could create duplicate transactions in certain cases. The deduplication logic now uses a consistent algorithm across all import and cleanup paths. Smarter category matching Category search terms now require a whole-word match when auto-categorising imported transactions. Short keywords like "art" or "park" will no longer incorrectly fire on unrelated descriptions (e.g. Walmart, departures). Transaction filters now reflected in page totals When filtering by date or account in the Transactions list, the page count and row range now correctly reflect your filtered results instead of always showing the full unfiltered total. Account deletion now removes associated transactions Deleting an account now cleanly removes its transactions. Previously, those transactions remained in the database as invisible orphaned records. Balance initializer accuracy The Set Current Balance calculation in Account Detail now waits for all transactions to load before computing the initializer amount, preventing an incorrect value being applied if you tapped "Apply" immediately on opening the view. Performance improvements - Transaction list filtering and chart rendering are faster, particularly on large datasets - Charts update more smoothly when switching between date and account filters - Category auto-assignment during import requires fewer database reads Stability - Cancelling or navigating away from a CSV import now reliably stops the import without committing a partial result - Deleting category data is now an atomic operation — it either fully succeeds or fully rolls back - Various internal code quality improvements and dead code removal

The developer, Alan Ashton, 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 Linked to You

    The following data may be collected and linked to your identity:

    • Purchases
    • Financial Info
    • Identifiers

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

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
Alan Ashton
Size
29.3 MB
Category
Finance
Compatibility
Requires iOS 18.6 or later.
  • iPhone
    Requires iOS 18.6 or later.
  • iPad
    Requires iPadOS 18.6 or later.
  • Mac
    Requires macOS 15.6 or later and a Mac with Apple M1 chip or later.
Languages
English
Age Rating
4+
In-App Purchases
Yes
Copyright
© @Ashton IT Consulting