Account Tracker by Graham Haley (Universal)
(198)
Released: Sep 13, 2009
Version: 5.9
Size: 20 MB
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Ranking - Finance (iPhone)

Ranking - Finance (iPad)

Account Tracker

Graham Haley
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.

If you like it there is now a PRO version, adding support for automatic backups, database syncing, 3D Touch, Apple Watch, enhanced transaction searching, split screen multitasking, and more. If you already have Account Tracker, use the upgrade bundle to get a discount!

Also check out Account Tracker for Mac, now available on the Mac App Store! It requires Account Tracker PRO (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
- 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
- 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 email, AirDrop, iTunes file sharing, iCloud and Dropbox
- PIN code protection, plus 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, iPod Touch and iPad - 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.

What's new in version 5.9
This update adds 4 new features to Account Tracker PRO (now up to 17 and counting). See the user guide section on upgrading for full details ...

Added options to quickly clone your most common transactions. Simply tap the + button again while adding a new transaction.
Added an option to quickly move a transaction to yesterday. When viewing an account, swipe right to left on a transaction and select More.
Added UK tax years to the budgets and reports. Set this in the settings (year start) then choose to view yearly budgets and reports, stepping through the tax years using the left and right arrows.
Added support for remembering and setting the most recently used custom date pairs. Simply tap the right arrow (use the left arrow to set new dates).

The following changes are included in all versions ...

Minor improvements to the CSV export format when exporting transactions from the budgets and reports.

Bug fixes.
Screenshot #1 (iPhone)
Our verdict: Good
  • + Account Tracker is a highly rated app (4.5-star).
  • + Account Tracker is currently ranked #195 in paid Finance apps for iPhone, as well as #55 in paid Finance apps for iPad.
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