Account Tracker v5 by Graham Haley (Universal)
(14)
Released: Sep 13, 2009
Version: 5.9.6
Size: 25 MB
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Ranking - Finance (iPhone)

Ranking - Finance (iPad)

Account Tracker v5

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

Support for this old version (5) of Account Tracker will end on 31st December 2020, as it has been replaced by Account Tracker Pro (now at version 6).

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.

The Pro version adds 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 for 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 5.9.6
Improved and added colour coding to the lists of transactions. Blue is the most recent (as before), grey is reconciled and everything else (unreconciled or future) is red. While reconciling, future transactions are also greyed, leaving just those to be reconciled as red (iOS only).

Added an advanced setting to grey out the transaction details if reconciled (iOS only).

Moved all the copy and move transaction options to the blue accessory buttons rather than having some on the swipe buttons (Pro version only).

Added support for doughnut charts (as an alternative to pie charts). These can be enabled in the advanced settings (Pro version only).

Upgraded to the latest Dropbox framework.

Bug fixes.
Screenshot #1 (iPhone)
Our verdict: Good
  • + Account Tracker v5 is a highly rated app (4.5-star).
  • + Account Tracker v5 is currently ranked #110 in paid Finance apps for iPhone, as well as #65 in paid Finance apps for iPad.
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