# BankFolio - Personal Finance — Expense and Budget Tracker > Automated financial and budgeting tool for expense tracking and spending analysis. (iPhone/iPad app by BankFolio LLC.) - Source: https://appshunter.io/ios/app/bankfolio-personal-finance/id1503931886 (this page in markdown: same URL + `.md`) - Developer: [BankFolio LLC](https://appshunter.io/developer/1448098508) - Category: Finance, Productivity - Price: Free - Rating: 5.00/5 from 14 App Store ratings · 5 written reviews indexed - Age rating: 4+ - Requires: iOS 15.0 · 44 MB - Languages: English - Released: 2020-06-15 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/bankfolio-personal-finance/id1503931886/reviews.md ## What is BankFolio? BankFolio is your automated financial and budgeting tool, created to make your finances quick and easy. BankFolio shows you all your accounts and transactions, helps you keep track of your subscriptions, provides you with monthly spending analysis, and much more! Your account and transaction data are NEVER stored nor shared with BankFolio or any third parties. You have complete control over your data privacy with bank-level security. FEATURES: ● Subscription cancellation and tracking to help you identify recurring charges you pay for and alert you before an expected charge. ● Deep spending analysis with up to three months of transaction history across every account. ● A pie chart that automatically calculates your monthly top expense categories. ● A list showing all your expenses in categories with spending percentages. ● Expense vs. income analysis on a month-to-month basis to help you budget. ● Export your transactions across your accounts into one comma-separated-value (CSV) file and conduct further analysis with your favorite spreadsheet software. ● Your equity overview with an up-to-date balance sheet. BankFolio does the math for you! ● A financial news feed filled with financial resources and financial tips. ● Loan tracking is supported for auto loans, commercial loans, consumer loans, home equity credit lines, mortgages, pre-approved overdraft accounts, pre-approved credit lines, and student loans. BANK-LEVEL SECURITY: ● BankFolio uses a combination of SSL 256-bit encryption, the same security protocol that banks use, and TLS, a more modern and secure version of SSL, to protect your data as it travels over the internet. ● The BankFolio app uses FaceID or TouchID fingerprint authentication to add security and privacy. ● BankFolio does not store nor has access to your banking credentials. Please refer to our FAQs at bankfolio.app/faq. If you have any questions or suggestions, please contact bankfolio.app/#contacts or support@bankfolio.app. ## Key features - 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 ## Recent user reviews (5 of 5) All indexed reviews: https://appshunter.io/ios/app/bankfolio-personal-finance/id1503931886/reviews.md ### 5/5 — Bye Bye Mint Mobile *2021-10-30, version 4.0.1* 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! ### 5/5 — Awesome Budgeting Features *2021-04-13, version 2.9.0* 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! **Developer response:** 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 ### 5/5 — I like this app *2021-04-11, version 2.8.5* 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. **Developer response:** Thank you for your feedback. We’re glad you are finding our aggregated tracking features useful! ### 5/5 — Great way to handle my money *2021-03-09, version 2.7.8* Bankfolio is saving my account balance 😱 **Developer response:** We are glad to hear that! ### 5/5 — I like this app *2020-06-27, version 1.1.2* Very robust, good summary of accounts/transactions, keep you updated anytime you like with you accounts **Developer response:** Thank you! ## Frequently asked questions about BankFolio ### 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. ## Version history (last 2 releases) ### 5.4.0 — 2023-03-05 You can now mark transactions as subscriptions with just a few taps. So go ahead and show those sneaky recurring charges who's boss! ### 5.3.0 — 2023-02-25 Customize your recurrent transactions. You can now mark any transaction as a subscription, bill, or rent to be included in your summaries and notify you ahead of that charge! ## Apps similar to BankFolio | App | Rating | Price | Category | | --- | --- | --- | --- | | [CardFree Pay](https://appshunter.io/ios/app/cardfree-pay/id1549905406) | 5.0 (4) | Free | Finance | | [Surplus: Expense Tracker](https://appshunter.io/ios/app/surplus-expense-tracker/id1578612881) | 4.8 (27) | Free | Finance | | [UNi.Global: Web3 APP & Card](https://appshunter.io/ios/app/uniglobal-web3-app-and-card/id1609195134) | 5.0 (1) | Free | Finance | | [Greenpenny](https://appshunter.io/ios/app/greenpenny/id1485460670) | 4.7 (12) | Free | Finance | | [Pockt App](https://appshunter.io/ios/app/pockt-app/id1570738880) | 3.5 (2) | Free | Finance | | [Pitch - Share Costs w/ Friends](https://appshunter.io/ios/app/pitch-share-costs-w-friends/id1568938734) | 4.8 (20) | Free | Finance | ## More apps by BankFolio LLC - [Travl — Travel Saving Goals](https://appshunter.io/ios/app/travl-travel-saving-goals/id1249735808) - [DeFi Dashboard - Token Tracker](https://appshunter.io/ios/app/defi-dashboard-token-tracker/id1601155803) All apps by BankFolio LLC: https://appshunter.io/developer/1448098508 --- *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 2026-06-10.*