Financial Organizer: Your Virtual Wallet by Mike File (Universal)
(11)
Released: May 5, 2013
Version: 3.0
Size: 3 MB
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Ranking - Finance (iPhone)

Ranking - Finance (iPad)

Financial Organizer: Your Virtual Wallet

Mike File
Replace all the files and stacks of paper that you have scattered around your house! Use your iPhone/iPod or iPad to store ALL your financial information securely and have it easily accessible when needed!!!

Go shopping and have your receipts emailed to you, then simply do a screenshot and save it to the appropriate category. (Then you can delete the screenshot from your camera roll and it will remain in the app.)

NOW . . . . A section has been added to allow you to use this app as a “Virtual Wallet”. Store pictures of your IDs, Credit Cards, Medical Cards or any other items carried in your wallet or purse. Password protected and backed up to your iCloud. An absolute necessity if your wallet or purse is lost or stolen!

With Financial Organizer, you can save all your financial materials by category, and then also by sub-category under convenient to use tabs. Simply take a picture or screenshot of your information, then pick the sub-category tab in which you want to store the document (or you can take the picture from the sub-category). Category Tabs include:

-Wallet
-Receipts
-Coupons
-Banking
-Home
-Insurance
-Medical
-Investments
-Taxes
-Retirement
-Custom Tabs that let you add any category you need

Also included is a tab called "Imported Materials" that lets you save documents, PDFs, spreadsheets and presentations.

Under each "Category" Tab are prepared "Sub-Categories" that lets you organize information by type (example: under the "Insurance" tab you will find "Health", "Life", "Automobile" & "Property") and the ability for you to create your own "Sub-Category" tabs to fit you personal financial situation.

As a bonus, you have the ability to move all your data to your computer through iTunes File sharing. All saved information in this app can be backed up to your computer so you can easily keep information from past months or years. (We recommend backing up at least once a month.)

In addition, the app can be password protected, and your information can be saved to iCloud and accessed on all your iOS devises. For security purposes, once the picture of the information is copied from your camera roll into the app sub-category, you may delete the picture from your camera roll.

Keep all your finances organized and always at your fingertips with your own mobile Financial Organizer!

Optimized for iOS 7, but will still work correctly using iOS 6.

Note to Users: this app does require a camera to function, thus it it will not work with the original iPad 1.

What's new in version 3.0
Works in all versions of iOS up to iOS 9.
Screenshot #1 (iPhone)
Our verdict: Ok
  • + Financial Organizer: Your Virtual Wallet is an ok, 3.5-star app.
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