# BalanceLens AI — Private finance dashboard > Private, local-first personal finance dashboard for iPhone and iPad. (iPhone/iPad app by Adam Torabi.) - Source: https://appshunter.io/ios/app/balancelens-ai/id6775942615 (this page in markdown: same URL + `.md`) - Developer: [Adam Torabi](https://appshunter.io/developer/1846453618) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 26.5 · 1 MB - Languages: American English - Released: 2026-08-04 - Data updated: 2026-08-14 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/balancelens-ai/id6775942615/reviews.md ## What is BalanceLens AI? BalanceLens AI is a private, local-first personal finance dashboard for iPhone and iPad. Import PDF bank statements from any institution and get a clear picture of your net worth — without ever connecting your bank accounts. YOUR DATA STAYS YOURS Unlike traditional finance apps, BalanceLens AI never asks for your bank login, never connects to your accounts, and never stores your data on our servers. Everything syncs privately through your own iCloud account. Only you can see your finances. IMPORT ANY STATEMENT Drop in PDF statements from your bank, brokerage, or credit union. BalanceLens AI automatically recognizes statements from dozens of institutions including Bank of America, Fidelity, Chase, Citibank, Charles Schwab, American Express, and more — all parsed directly on your device. For an institution it doesn't recognize, the statement text is sent over an encrypted connection to Anthropic's Claude API to identify account names and balances, then discarded. That text is never stored on our servers, and you can turn AI parsing off entirely in Settings. SEE YOUR COMPLETE PICTURE -Net worth dashboard showing assets minus liabilities -Cash, investments, CDs, and debt broken down at a glance -Allocation chart showing how your wealth is distributed -All accounts organized by institution -Track net worth changes over time with every import HOME SCREEN WIDGET Add the BalanceLens AI widget to your home screen and see your net worth at a glance — in small, medium, or large size — without opening the app. TRACK YOUR PROGRESS Every time you import statements, BalanceLens AI records a snapshot of your net worth. Watch your wealth grow over time with a clear history chart showing month-by-month progress. SUPPORTED INSTITUTIONS Bank of America · Fidelity · Chase · Citibank · Charles Schwab · American Express · Digital Federal Credit Union · Alpaca · E*TRADE · Computershare · Star One Credit Union · Coinbase · and many more via AI parsing PRIVACY BY DESIGN -No account sign-up required -No bank credentials ever entered -Data encrypted in your personal iCloud -AI parsing is optional and can be turned off -Works offline after import -We never store your financial information BalanceLens AI is built for people who want a clear view of their finances without trusting a third party with their most sensitive data. BalanceLens AI is an independent app and is not affiliated with, endorsed by, or partnered with any of the financial institutions mentioned. ## Key features - Local-first finance dashboard - Import PDF bank statements - Net worth tracking - Data privacy focused - Home screen widgets - Offline functionality ## Frequently asked questions about BalanceLens AI ### How does MintLiteAI protect my financial data? MintLiteAI is designed with privacy at its core. It never asks for bank logins, connects to your accounts, or stores your data on its servers. All data is encrypted and synced privately through your personal iCloud account, ensuring only you can access your finances. ### Can MintLiteAI import statements from any bank? Yes, you can import PDF statements from virtually any bank, brokerage, or credit union. For institutions it doesn't automatically recognize, it uses Anthropic's Claude API to identify account names and balances, with the text being discarded immediately after processing. ### What financial information can I track with MintLiteAI? MintLiteAI provides a comprehensive view of your finances, including a net worth dashboard (assets minus liabilities), breakdowns of cash, investments, CDs, and debt, allocation charts, and organized accounts by institution. It also tracks net worth changes over time with each import. ### Does MintLiteAI require an internet connection to work? After importing your PDF statements, MintLiteAI works offline. This means you can access and review your financial data even without an active internet connection, enhancing its usability and privacy. ### What devices is MintLiteAI available on? MintLiteAI is available for iPhone and iPad, allowing users to manage their finances across Apple's mobile ecosystem. It also offers home screen widgets for quick access to your net worth. ### How often is MintLiteAI updated? The app was last updated on August 6, 2026, with version 1.1. This indicates a recent update, suggesting ongoing development and support for the application. ### What is the user rating for MintLiteAI? MintLiteAI has a perfect 5.0-star rating based on 1 review. This indicates a highly positive initial reception from its users. ### Is MintLiteAI free to use? Yes, MintLiteAI is available for free. There are no in-app purchases or subscription fees required to use its core features for tracking your personal finances. ## Version history (last 3 releases) ### 1.2 — 2026-08-11 MintLite AI is now BalanceLens AI. Same app, same private on-device statement parsing — new name. Your data and settings are unchanged. AI parsing is now optional. Turn it off in Settings to keep every statement on your device. ### 1.1 — 2026-08-06 Fixes AI parsing for statements from institutions without a built-in parser. Statements from Coinbase, Morgan Stanley, Acorns, Apple Wallet, and other unrecognized formats now import correctly. Fixes statements from unsupported banks being incorrectly filed under Chase. All connections to the AI parsing service now use HTTPS. ### 1.0 — 2026-08-04 No release notes. ## More apps by Adam Torabi - [Bill Splitter - HesabApp](https://appshunter.io/ios/app/bill-splitter-hesabapp/id6754048134) - [HokmAI](https://appshunter.io/ios/app/hokmai/id6775993598) All apps by Adam Torabi: https://appshunter.io/developer/1846453618 ## Related topics [excelerate finance 2026](https://appshunter.io/ios/topics/excelerate-finance-2026) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-14.*