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BankFolio - Personal Finance

BankFolio - Personal Finance

Expense and Budget Tracker

14 ratings
5 reviews
📊 Productivity
💰 Finance

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • June 15, 2020
  • March 5, 2023

Developer

BankFolio LLC
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About

This app helps you manage your finances by tracking expenses, analyzing spending habits, and monitoring subscriptions. It offers bank-level security and provides insights into your financial health.

✓Subscription tracking and cancellation alerts
✓Monthly spending analysis with category breakdown
✓Expense vs. income budgeting tools
✓Transaction export to CSV
✓Loan tracking for various loan types
✓Financial news and tips feed
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What's New in BankFolio

5.4.0

March 5, 2023

You can now mark transactions as subscriptions with just a few taps. So go ahead and show those sneaky recurring charges who's boss!

User reviews

Most RecentHighest RatedLowest Rated

Bye Bye Mint Mobile

Honestly I don’t often leave reviews but this has been such an amazing experience! Bankfolio is a tiny premium but I don’t need to deal with the constant bombardment of advertisements of credit cards and similar products that you get with free products like nerd wallet or mint mobile! Intuitive interface and effective analytics!
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UrurnrnfjrudisjemeUrurnrnfjrudisjeme

Awesome Budgeting Features

Connecting all my accounts in one spot and being able to export the transactions is a super helpful feature and I’m glad this was released!

BankFolio seems like a great upcoming finance solution and their monthly updates have proven that they are only getting better.

I also like the fact that data is not shared or even stored in the app, although it makes data loading a bit longer, it makes me feel a lot more comfortable using it.

One suggestion I have is to please make the logout button the word “Log out.” It was confusing for me at first and I accidentally logged out a few times before figuring out the export button was actually on the transactions screen.

Otherwise, keep up the great work!
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Wonderful fjtugrhjgfWonderful fjtugrhjgf

Response from developer

Hello there, We appreciate your feedback and will rework our logout button appearance, on the Settings page, in our upcoming update. Thank you! - BankFolio Support Team

I like this app

I needed to view my IRA, mortgages, and loans in an organized fashion at a glance since it always changing but this app does that greatly.
KingZiad123KingZiad123

Response from developer

Thank you for your feedback. We’re glad you are finding our aggregated tracking features useful!

Great way to handle my money

Bankfolio is saving my account balance 😱
bentm172728bentm172728

Response from developer

We are glad to hear that!

I like this app

Very robust, good summary of accounts/transactions, keep you updated anytime you like with you accounts
Kameel65Kameel65

Response from developer

Thank you!

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FAQ

What is BankFolio?

BankFolio is an automated financial and budgeting tool designed to simplify expense tracking and spending analysis. It helps users monitor subscriptions, analyze monthly spending, and manage various types of loans.

How does BankFolio ensure security?

BankFolio utilizes bank-level security with SSL 256-bit encryption and TLS protocols. It also supports FaceID or TouchID for added privacy and does not store or access user banking credentials.

Can I track my subscriptions with BankFolio?

Yes, BankFolio offers subscription cancellation and tracking features. It helps identify recurring charges and alerts you before expected payments.

What kind of financial analysis does BankFolio provide?

BankFolio provides deep spending analysis with up to three months of transaction history, monthly top expense category breakdowns via pie charts, and expense vs. income analysis for budgeting.

Does BankFolio support loan tracking?

Yes, BankFolio supports tracking for various loan types including auto loans, mortgages, student loans, and credit lines, providing an up-to-date balance sheet.

Can I export my transaction data from BankFolio?

Yes, you can export your transactions across all accounts into a comma-separated-value (CSV) file. This allows for further analysis using spreadsheet software.

What devices is BankFolio available on?

BankFolio is available on iPhone, iPad, and iPod, leveraging FaceID or TouchID for enhanced security on compatible devices.

How often is BankFolio updated?

The latest version, 5.4.0, was released on March 5, 2023. Updates typically focus on improving features and security for a reliable user experience.