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Account Tracker

By Graham Haley

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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.

If you like it there is now a PRO version with additional features, including support for the Apple Watch, 3D Touch, automatic backups and database syncing over either iCloud or Dropbox. Search for "Account Tracker PRO" on the App Store.

Also check out Account Tracker for Mac(*) and ATB Viewer, both available on the (Mac) AppStore! Both require macOS Sierra (10.12).

* Account Tracker for Mac requires Account Tracker PRO (to sync over iCloud).

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
- Limited support for stock valuations - see support pages for full details
- 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 don't leave support requests on iTunes as these are anonymous and I have no way of contacting you if I have questions. Instead there is a link to my support page from iTunes and 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 5.2.2

If you like my app and appreciate the many FREE updates, please leave a review on iTunes (or update your previous review to version 5.2.2). Thank you!

Added support for syncing account and group deletions, i.e. these actions are now part of normal syncing. Note that if you are making radical changes to your data, I recommend that you disable syncing altogether, make the changes then set it up again.

Fixed an issue that caused the app to appear slow for a very small number of users.

Added a workaround for an iOS bug that caused PDF reports on the iPhone 7/7+ and iPad Pro 9.7" to show as black rectangles (instead of the usual graphs).

Screenshots

iPhone Screenshot 1
iPhone Screenshot 2
iPhone Screenshot 3
iPhone Screenshot 4
iPhone Screenshot 5
iPad Screenshot 1
iPad Screenshot 2
iPad Screenshot 3
iPad Screenshot 4
iPad Screenshot 5

Customer Reviews

Perfect Financial App

I have tried just about all of the financial app's out there and this one is the best of all. There is a bit of a learning curve, all things worth it have one. There are clear instructions built into the app explaining all the features. There are graphs and reports galore with print and export features. A great sync and backup system that are easy and straight forward to use. There are great category and split features and a good search engine to find something based on any word in the transaction or notes. If you want a no nonsense financial app this is the one for you.

Extremely happy with this app

This is why...It works and it's simple to use.
I've been using since I got an iPhone 5+years ago. I rely on it daily. Like any budget, once you get your categories set up, every transaction gets easier and easier. It's like having an electronic checkbook so you know where your money is now and in the future. Search button is awesome especially when you're looking for something in your notes. It works perfect keeping track of daily and reoccurring spending. I highly recommend this app.

Reliable and fast

I've been using this app for a few years and it's never given me a reason to look elsewhere. With a little practice, entering data is fast and easy—which means that you'll actually USE it over the long run. Good reporting, too.

Account Tracker
View in iTunes
This app is designed for both iPhone and iPad
  • $1.99
  • Category: Finance
  • Updated:
  • Version: 5.2.2
  • Size: 3.1 MB
  • Language: English
  • Seller:

Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

Current Version:
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