Account Tracker Pro 4+

Subscription free

Graham Haley

    • £4.99

Description

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.

This Pro version is a subscription-free version of Account Tracker, with exactly the same content plus basic support for Apple Watch. Try Account Tracker before you buy, it is free to download and supports a 1 month FREE TRIAL. Simply cancel before being charged.

Also check out Account Tracker for Mac, now available on the Mac App Store. It requires Account Tracker version 6 or above (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 (e.g. tax years)
- 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 (e.g. tax years)
- 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 AirDrop, email, Dropbox or iCloud
- Support for database syncing across multiple devices (using either Dropbox or iCloud)
- PIN code protection, plus Face/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, iPad and iPod Touch - buy once, use it on ALL of your devices
- Also supports the Apple Watch, to display account balances and a snapshot of your main budgets
- 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

Version 7.2.1

Further streamlining of the options presented when cloning a transaction.

Fixed a bug where the colours were wrong when exporting a (PDF) chart report.

Ratings and Reviews

4.9 out of 5
316 Ratings

316 Ratings

PosyRosy10 ,

A Happy Return

I used this app several years ago but stopped when I got in a muddle with it [entirely my fault and Graham could not have been more helpful at the time]. I have just started using it again after finding other apps quite cumbersome and it has taken less than 24 hours for me to become totally besotted with it again [yes I know it is just an app, but really it’s so much more than that].

The UI is clean, intuitive and easy to use. The options for customisation are amazing, which means you can set up all your transaction categories to make sense for your own life rather than using pre-set ones that a developer thought would work. I love having all my accounts, including the cash in my purse, on the same screen so that I can see the impact of my spending on the bigger picture. The ability to look forward several months, as well as backwards at what has already been spent, is great for forward planning. I am more confident of managing my money better with this app and also of reaching my savings targets, which is something I’m really focusing on at the moment.

All in all this app is awesome and I am sure there is functionality I have yet to discover!

Pounds in hand ,

Very comprehensive app and well designed

I have used this app for all our domestic accounts since Jan 2016 so that’s over 7 years now. If you take the time to read the manual and enter some test data you will be well rewarded. The UI is clean and intuitive. The app is flexible so you can tailor it to your own circumstances. It is so easy to enter transactions, reconcile accounts, set budgets, back up data and sync across devices. A truly brilliant app. The only improvement I can think of would be to have the option to retain past years budgets as the present budget figures are used across all time periods. But that is a nice to have. All the essentials are there.

Edit: Soon after the above was posted Graham contacted me to let me know that in fact you can use fixed dates which allows different budgets per year. So I shall definitely be trying that! Another example of excellent support from Graham.

Laurenstacey88 ,

Long term user, been a great help.

I’ve been using Account Tracker Pro for a number of years now and it’s helped grow my confidence in money management. The ability to create and edit a broad range of accounts, transactions and categories allows for a highly personalised experience which works exactly as I need it.

The interface is clear and, after some initial experimenting, it’s very easy to use. There is a detailed User Guide in the settings and support is easily accessible should it be required.

The Reports tab is particularly useful in evaluating outgoings through a simple, colour-coded pie chart and other features. This, along with the Budgets tab, helped me make savings which has had a positive long term effect on my finances.

The transaction input on this app manual and this could be deemed as time consuming when compared to those apps which sync directly with your bank accounts. However I would say that the increased opportunity for personalisation, ability to be precise and the considerable lower cost counters this balance for me. I also use the app to project my future financial position by experimenting with future transactions and as yet, I haven’t found another app which caters for this.

I recommend this app to anyone wanting to take control of their finances, keep an eye on multiple accounts or plan for their financial future.

App Privacy

The developer, Graham Haley, 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:

  • Usage Data

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

Supports

  • Family Sharing

    Up to six family members can use this app with Family Sharing enabled.

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