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Accounts and Balances

Accounts and Balances

Plan your money with insights

2 ratings
2 reviews
💼 Business
💰 Finance
$1.99

Details

Released
August 11, 2025
Updated
October 29, 2026

Features

Developer

Matt Rajkowski
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About

Manage your finances privately and simply across your Apple devices. Track accounts, bills, and income with a forward-looking timeline to see your financial future. Get smart notifications and insights without ads or tracking.

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

7.0

October 29, 2026

Version 7.0 adds transaction spending summaries and a new transactional timeline, alongside faster ways to enter and manage transactions, and refinements across iPhone, iPad, and Mac. What's New: Transaction Summaries - See an entity's total spending for this year, the previous year, the last two years, and all time. Transactional Timeline - Choose a traditional list view to see both upcoming and past transactions. Navigation, Widget, and Platform Updates - Added iPhone Duo, refreshed onboarding, improved the Today widget when there are no transactions today, refined the iPad interface, and added more context-sensitive menus. Reconciliation Improvements - Reconciled transactions are easier to review, and Reconcile opens full screen on iPad. Faster Transaction Management - Transfer amounts between accounts without specifying an entity. When adding an Account, the form now remembers your default view selection the first time. Please rate Accounts and Balances in the App Store so others will know how useful it is. Thanks for your support!

More

User reviews

Most RecentHighest RatedLowest Rated

Freezing

Every time I add an entry, it keeps freezing and kicks me out.
11RGB

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.
SSPM552

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 $1.99. 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 these Apple devices.

How does Accounts and Balances handle user data privacy?

The app emphasizes privacy with no tracking of user data. It also offers private on-device AI summaries on supported devices.

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 customization with account types and icons.

How often is Accounts and Balances updated?

The latest version, 7.0, was last updated on October 29, 2026. Updates are released to improve functionality and add features.

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

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

What is the age rating for Accounts and Balances?

Accounts and Balances has an age rating of 4+. This indicates it is suitable for a wide range of users.