Finance Helper: Budget Planner
Expense Tracker & Net Worth
Free · In‑App Purchases
Finance Helper is your personal finance app for iPhone, iPad and Mac – simple, secure and with no developer cloud at all. Keep track of your accounts, spending and savings goals. Everything on your device, everything under your control.
--- START FOR FREE ---
1 profile, 3 accounts, 10 budget entries, 1 savings goal
Dashboard with net worth & cash flow
Manual bookings & transactions
Finance Score – your personal financial health score
Basic budget planning
--- FINANCE HELPER PRO ---
All limits removed – for everyone who wants more:
Unlimited profiles, accounts, budgets & goals
iCloud Sync: your data on all your devices
Bank import: CSV import from 40+ Swiss banks (UBS, ZKB, Raiffeisen, Neon, Yuh, PostFinance, Migros Bank, Swisscard and more) – your bank is detected automatically; plus a flexible import for other banks
Automatic categorization with custom rules
Duplicate detection & bulk editing
Budget planner: plan vs. actual, Sankey diagram, AI suggestions
Goals tracker: forecast, priority, emergency-fund buffer
Wealth forecast over 1, 5, 10 and 20 years
Asset allocation: cash / investments / debt / retirement savings
Export: PDF report & CSV export of all data
Home Screen widget: your balance always in view
--- YOUR DATA BELONGS TO YOU ---
Finance Helper does not store any data on its own servers. No tracking, no ads, no sign-up required. All data stays on your device – with iCloud Sync turned on, only in your own Apple account.
--- EULA ---
https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
New in version 1.2:
• iCloud Sync (Premium): your data stays up to date on iPhone, iPad and Mac automatically – pull down to sync right away.
• New for iPad and Mac: a dedicated layout with a sidebar instead of an enlarged iPhone screen.
• Bank import: your bank is detected automatically, and the import for other banks reads many more formats.
• Multiple mortgages per property: split your mortgage into tranches with their own rate and term.
• Delete transactions: one at a time or several at once via “Select”.
• Monthly check-in in Budget: review your entries and account balances regularly.
• Much faster switching between Overview, Budget and Analysis – even with thousands of transactions.
• Net worth: mortgages are now subtracted everywhere.
• Many bug fixes and improved translations.
Thank you for your feedback!
The developer, Pere Dalic, 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 Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Pere Dalic
- Size
- 13.5 MB
- Category
- Finance
- Compatibility
Requires iOS 18.0 or later.
- iPhone
Requires iOS 18.0 or later. - iPad
Requires iPadOS 18.0 or later. - Mac
Requires macOS 15.0 or later.
- iPhone
- Languages
English and 19 more
- English, Arabic, Croatian, Czech, Danish, Dutch, French, German, Hungarian, Italian, Japanese, Norwegian Bokmål, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Spanish, Swedish, Turkish
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- Finance Helper Pro Monatlich $4.99
- Finance Helper Pro Jährlich $34.99
- Finance Helper Pro Lifetime $79.99
- Copyright
- © 2026 Pere Dalic