Accounts and Balances

Accounts and Balances

Plan your money with insights

2 ratings
2 reviews
$1.99

Details

  • Released
  • Updated
  • August 11, 2025
  • July 16, 2026
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About

Manage your finances privately and simply across your Apple devices. Track accounts, bills, and income, and visualize your future cash flow with a forward-looking timeline. Get smart notifications and insights to stay in control of your money.

βœ“Timeline planning with projected balances
βœ“Recurring and one-time transaction scheduling
βœ“Widgets for outlook and reminders
βœ“Smart notifications for account thresholds
βœ“On-device AI financial summary
βœ“Account type organization
βœ“Financial history charts
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What's New in Accounts and Balances

6.1

July 16, 2026

Version 6.1 adds startup privacy controls for balances and net worth, snapshot change indicators, and a set of UI refinements for charts, navigation, toolbar actions, and text consistency. What's New: Startup Privacy Controls - Choose whether account balances and net worth are shown or hidden at startup, and reveal or hide them anytime. Value Change Indicators - Account snapshots now show both the value change amount and percent change for the selected range. UI and Navigation Polish - Charts now include colors and shading. Date range selection is remembered when switching between accounts. Account navigation order is now Timeline, Snapshots, Entities. Account buttons were updated so Reconcile is a primary toolbar action. Font sizing is more consistent across views, and Reconcile page text wrapping was fixed.

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User reviews

Freezing

Every time I add an entry, it keeps freezing and kicks me out.

Response from developer

Thanks for the feedback – while I couldn't duplicate the freezing, Accounts and Balances is up-to-date with iOS releases, so I hope that helps! If not please reply with the device you are using.

Not really what I was hoping for

Very basic which is what I wanted, but for some reason when entering a transaction into a credit card account it reduces the balance instead of increasing it. You have to enter it as if you are receiving money from the company you are paying to make the balance work out.

Response from developer

Thank you for your feedback! As of Release 2.0, Accounts and Balances now has Account Types so you can categorize your accounts as Assets or Liabilities. Credit cards show a Balance Due and you enter charges as positive numbers as expected. Since your review of version 1.6.3, Accounts and Balances has come a long way. Please update your review if you appreciate the updates.

FAQ

What is the price of Accounts and Balances?

Accounts and Balances is a one-time purchase priced at $0.99. This purchase includes all versions for iPhone, iPad, and Mac.

Does Accounts and Balances have ads?

No, Accounts and Balances is ad-free. The app is designed to provide a calm and private financial planning experience without advertisements.

What devices does Accounts and Balances support?

Accounts and Balances is available on iPhone, iPad, and Mac. It syncs seamlessly across all these Apple devices.

How does Accounts and Balances handle security and privacy?

The app emphasizes privacy with no tracking and offers private on-device AI summaries on supported devices. Financial planning is designed to be simple and in your control.

What kind of financial accounts can I track with Accounts and Balances?

You can track a variety of accounts including checking, savings, credit cards, and retirement accounts. The app allows for organization with account types and icons.

How often is Accounts and Balances updated?

The latest version is 4.1, last updated on March 20, 2026. This indicates a commitment to regular updates and improvements.

What are the main benefits of using Accounts and Balances for financial planning?

Key benefits include timeline planning with projected balances, smart notifications for account thresholds, and helpful charts for reviewing financial history.

Is Accounts and Balances suitable for beginners in finance?

Yes, Accounts and Balances is built for everyday use and provides the essentials without tedious setup or noise, making it accessible for beginners.