Account Tracker XL 4+

Your iOS data on a big screen

Graham Haley

    • 4.5 • 31 Ratings
    • £14.99

Screenshots

Description

This is NOT a standalone Mac app - please read on for full details ...

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.

This companion app supports two-way syncing with your iOS app (over iCloud or Dropbox), letting you view, edit and manage your data on the bigger screen of your Mac. You can also add and bulk edit transactions and easily reconcile your accounts. Changes are automatically synced back to your iOS devices when the Mac app is closed.

Syncing requires Account Tracker or Account Tracker or Account Tracker Pro (for iOS) acting as a PRIMARY (sync) device.

As an alternative, the app can open and view (but not edit!) your iOS backup files. Again you will need Account Tracker or Account Tracker Pro (for iOS).

Note that NOT every feature of Account Tracker is supported on the Mac. A full comparison of these apps can be found on my support pages. If a feature that is really important to your workflow is not yet supported on the Mac, please let me know what is missing so I can prioritise adding these additional features and workflows.

ACCOUNTS
- Track multiple accounts: checking, current, savings, credit cards, loans/mortgages ... etc
- Separate your accounts into groups, e.g. personal vs business accounts (edit on iOS, sync to the Mac)
- 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

BILLS
- Enable reminders for non-automatic transactions, e.g. bills that you have to pay manually
- View all transactions with reminders set

BUDGETS
- Add budgets per category for spending, income and transfers across individual or multiple accounts (set/edit on iOS, sync to the Mac)
- 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

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
- Support for database syncing across multiple devices (using either iCloud or Dropbox)
- PIN code protection, plus Touch ID integration (on supported Macs)

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 (set on iOS, sync to the Mac)
- Supports sub-categories and splitting a transaction across multiple categories/subcategories (set/edit splits on iOS, sync to the Mac)
- 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/mac/).

Alternatively, contact me directly via my support pages and you will get a quick response.

What’s New

Version 7.2.1

Add support for autocompletion (exact match only) when manually entering the transaction details and category fields.

Ratings and Reviews

4.5 out of 5
31 Ratings

31 Ratings

Pilot Crazy ,

Couldn’t be without this great app.

Having been forced to look around after experiencing disadvantageous Quicken and MoneyWiz updates and policy changes over the years, I feel that I’ve finally found the ideal personal finance app. With 'his and hers' iPhones and iPads syncing to a joint DropBox, the Mac app on the family MacBook Pro rounds off the whole user experience to help reconcile bank accounts easily on the big screen. Customer support is second to none and it’s reassuring to know that help and advice from the developer Graham is readily available when needed. A little reading up on how shared syncing is achieved will be helpful to new users but once up and running, it just works! No cloud monthly subscription charges to worry about either. Keeping tabs on joint family income and expenditure couldn’t be any easier. Couldn't be without this great app.

StevieFarwest ,

Excellent App

Its difficult to find anything not to like about this app, its brilliant. I downloaded it in November and started by using a CSV file to enter the data from about a dozen bank accounts (I run 3 small business and with savings accounts they soon mount up) Not a glitch, hundreds of entries all in the appropriate account no problem.

Have since entered a couple of months transactions using my iPhone, again a doddle, just enter the start of description and up come a choice from what has been previously input along with the category, enter the amount and its done. Regular payments and receipts (DD’s etc.) are all handled as are transfer between accounts, reconciliations and more. You get a clear running balance on all the accounts, and lots of reports.

The syncing (I use the Dropbox option) works without a problem. I have both the Mac and IOS version. There are a couple of additional things a would like to see, but this does not detract from the app in any way. I also had one small issue and the support was both fast and helpful.

If your needing a personal finance app, or even one for a sole trader business don’t hesitate.

Cap'n Rubbish ,

Without doubt the most accomplished personal finance offering I have tried

I started using Account Tracker so long ago that I’ve forgotten exactly when! I must have tried every personal finance app that I could find over the years going back to the start of Quicken. Without doubt this is the finest piece of software I have used on any platform because of Graham’s amazing attention to detail and his attentive (and sometimes headmasterly ;)) support.

Updates and new features come along regularly and I’m delighted to be the first to review this new version.

Don’t hesitate - buy this app and be amazed!

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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