Cashflow Pilot

Cash Flow, Bills & Net Worth

Free · Designed for iPad. Not verified for macOS.

A fresh iPhone and iPad experience for your money. Track spending, recurring bills, investments and business finances, without sharing your banking login. Your finances, clearly in view. Cashflow Pilot brings everyday spending, upcoming bills, investments and business finances into one organized experience. Import statements without connecting your bank account, review your activity and see what may be coming next. THREE WORKSPACES, ONE CLEARER PICTURE PERSONAL FINANCES • Import supported bank and credit card statements in CSV, PDF and OFX formats. • Review transactions, organize merchants, categorize spending and identify transfers. • Track income, expenses, budgets and recurring bills. • Forecast cash flow using transaction history and upcoming activity. • Follow savings goals and debt repayment progress. • Compare statement balances to help spot missing or incorrect transactions. • Review trip spending, including advance bookings and expenses during your travels. PORTFOLIO & NET WORTH • Track investments, accounts and financial holdings in one place. • Review asset allocation, account balances, gains and losses, and net worth. • Explore portfolio and account value history over time. • Add holdings manually or use supported import and connection workflows. BUSINESS FINANCES • Keep business transactions separate from personal finances. • Review bank activity, invoices, customers, suppliers and bills. • Explore financial reports and cash flow insights. • Access additional bookkeeping, Canadian payroll, tax and year-end tools through the full web experience. MADE FOR IPHONE AND IPAD Navigate with focused dashboards, clear financial charts, quick transaction review and an interface designed for touch. iPad layouts make it easier to inspect transactions, holdings and invoices side by side. YOUR DATA, YOUR CONTROL Cashflow Pilot works without a bank connection and stores financial data locally by default. You can export backups to keep a copy of your records. Account sign-in and optional Cloud Sync for supported information are available where enabled; some sensitive details and source documents remain on your device. Supported features and import formats vary by institution and platform. Forecasts are estimates based on available data and are not financial advice.

Ratings & Reviews

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Cashflow Pilot 1.0.5 brings a major iPhone and iPad refresh, alongside expanded financial tools. • Redesigned Personal, Portfolio and Business workspaces with faster, clearer navigation. • New iPad-friendly layouts for reviewing transactions, holdings and business invoices. • More useful investment and net-worth views, including account and holding history. • Improved recurring cash flow forecasts and controls for upcoming income and bills. • Trip spending insights that bring advance bookings and travel expenses together. • Better statement imports, transaction classification and reconciliation workflows. • Expanded everyday business finance tools, with advanced accounting features on the web. • More consistent dark mode, accessible controls, smoother performance and reliability fixes. Cashflow Pilot remains local-first. Optional Cloud Sync is available only for eligible accounts.

Version 1.0.5

The developer, Trevor Dodds, 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:

    • Location
    • Diagnostics

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

Accessibility

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

Information

Seller
Trevor Dodds
Size
24.6 MB
Category
Finance
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPad
    Requires iPadOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
English
Age Rating
4+
Copyright
© Trevor Dodds
  • Developer Website
  • Privacy Policy

    • More by Trevor Dodds

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