Account Tracker Pro

May 22, 2024

Fixed a crash when exporting splits. Fixed an issue when switching between quick and full screen editing of an amount. Tightened up the editing rules for recurring splits. These are only supported if the splits are the same for each occurrence.

February 7, 2024

Further streamlining of the options presented when cloning a transaction. Fixed a bug where the colours were wrong when exporting a (PDF) chart report.

January 24, 2024

Added an option to show the unreconciled balance of an account. This is set by double tapping the balance at the top of the account view (as it is for other balance types). Changed the way you add and edit split transactions. This is now done directly from the transaction edit screen, simply add multiple categories and set their amounts. When setting the details or category fields, an earlier update changed this to only show those for the selected transaction type (e.g. spending, income, transfers ... etc). A few users weren't setting the transaction type first, so I have changed this back but now show options for other transaction types in grey. Similarly when cloning a transaction, the others section will show non-selected transaction types.

January 8, 2024

Added features from the account views to most other transaction views. For example section totals (spending and income only), quick date editing (blue i buttons) and manual per transaction reconciling (swipe right to left). Added quick editing of a transaction amount, accessed by swiping right to left across the transaction. Changed the way you set negative balances and alert limits, to allow use of the bigger numbers keypad on the iPhone. When cloning a new transaction, the options presented are now based on the transaction type and are searchable. To clone a transaction, tap the + button a second time (as before). When exporting splits as a CSV file, include full transaction info per split. If you would prefer the splits total to be removed, let me know. Moved the sync confirmation button closer to the settings button to improve this workflow (iPad only). Fixed a bug when calculating group and overall totals for very large balances.

January 5, 2024

Added features from the account views to most other transaction views. For example section totals (spending and income only), quick date editing (blue i buttons) and manual per transaction reconciling (swipe right to left). Added quick editing of a transaction amount, accessed by swiping right to left across the transaction. Changed the way you set negative balances and alert limits, to allow use of the bigger numbers keypad on the iPhone. When cloning a new transaction, the options presented are now based on the transaction type and are searchable. To clone a transaction, tap the + button a second time (as before). When exporting splits as a CSV file, include full transaction info per split. If you would prefer the splits total to be removed, let me know. Moved the sync confirmation button closer to the settings button to improve this workflow (iPad only). Fixed a bug when calculating group and overall totals for very large balances.

October 4, 2023

When exporting your account balances, only those accounts visible will be included, e.g. if you are hiding hidden accounts. When searching for transactions, you can now narrow this down to a specific date by including //yyyymmdd at the end of the search text. yyyymm or yyyy also work, as does the range yyyymmdd-yyyymmdd. Added an option to view reconciled/historical reminders, by tapping the tick button on the top toolbar. Quickly skip to a specific report by tapping the Reports icon. Added a setting for short vs full screen notes. Added a setting to make the balance graph coloured based on the balance trend (rising is green, falling red, just like the stocks app). Months or weekends are always shown when touching the graph.

January 24, 2023

Fixed a bug where some budgets could not be deleted.

August 22, 2022

Fixed a rare timing condition that impacted iCloud syncing (only reported by one user). Minor changes to the balance graph. Scrolling improvements.

July 14, 2022

Added support for fixed (ad-hoc) budgets. Simply set a date range when you add a new budget.

May 11, 2022

Added section totals to the accounts, all transaction and recurring transaction views. Moved adding budgets and changing groups/accounts to the Edit button. The “all” budgets are now included in the spending, income and transfers sections. Added a setting per budget where you can view it across all periods (the current default) or restrict it to the period you set it for. This lets you separate your monthly budgets from your yearly ones (e.g.). Re-organised the settings and advanced settings screens. Fixed an issue with Dropbox authentication (i.e. linking to the app) timing out after 4 hours. Other minor bug fixes.