# CostBook Ledger — Everyday spending, organized > Personal finance tracker for everyday spending, investments, and budgeting. (iPhone/iPad app by 启弘 夏.) - Source: https://appshunter.io/ios/app/costbook-ledger/id6825209800 (this page in markdown: same URL + `.md`) - Developer: [启弘 夏](https://appshunter.io/developer/1895114528) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 17.0 · 9 MB - Languages: American English, French (France), Japanese, Korean, Russian, Chinese (Simplified, China), Chinese (Traditional, Taiwan) - Released: 2026-10-22 - Data updated: 2026-11-01 - Monetization: free ## What is CostBook Ledger? Keep the everyday details of your money in one clear place. CostBook brings quick entry, flexible organization and useful reports together, from a coffee purchase to a trip or a recurring subscription. YOUR INVESTMENTS, WITH THEIR OWN VIEW Create investment books and manually record cost, profit or loss, fees and holding dates. Distinguish pending and settled entries, review net returns, return rates, annualized returns and win rate, and explore category/account contributions and monthly reports. Tap question marks for calculation rules. Investment records support bulk editing, complete backups and CSV migration. ENTER IT YOUR WAY Add a transaction from the home screen or use the full editor for accounts, categories, tags, notes and attachments. Record expenses, income, transfers, borrowing and lending, including zero-value transactions. Edit, duplicate or delete existing entries. Show or hide the home quick-entry panel to suit your routine. KEEP DIFFERENT PARTS OF LIFE ORGANIZED Create separate books for daily spending, travel or a home project. Manage account balances, use parent and child categories, and group transactions with tags. Categories can be available across books or assigned to one book. UNDERSTAND YOUR SPENDING Review income, expenses and balance by month, year or a custom date range. Explore category charts, line and bar trends, and weekly, monthly or annual summaries. Open the transactions behind a report, including records in archived books. PLAN WITH BUDGETS Set weekly, monthly or annual limits for total spending and individual categories. See progress, remaining amounts and overspending. Parent-category budgets include their child categories. FOLLOW REFUNDS AND REIMBURSEMENTS Record partial or full refunds and distinguish pending reimbursements from paid ones. Expense totals deduct refunds and paid reimbursements. Unposted transactions and those excluded from totals remain in your records without adding to income or expense totals. FIND AND ORGANIZE Search related names and notes, or match an original amount converted to CNY. Combine eight filters for type, book, account, category, tag, inclusion in totals, unposted transactions and pending reimbursement. Bulk-edit amounts, categories, accounts, books, notes, dates and tags, or delete multiple transactions together. KEEP YOUR RECORDS USEFUL Schedule daily, weekly, monthly or yearly transaction rules. Choose a display currency, record multiple currencies and adjust exchange rates. Import or export transaction CSV files, or create complete backups with attachments and settings. Choose local or iCloud folders for manual and automatic backups, and hide amounts when you need to. Available in Simplified and Traditional Chinese, English, Japanese, Korean, French and Russian, or follow your system language. ## Key features - Quick transaction entry - Investment tracking - Customizable books and categories - Spending reports and charts - Budgeting tools - Refund and reimbursement tracking - Transaction search and filtering ## Is CostBook Ledger safe? Not enough ratings yet to assess CostBook Ledger. ## Is CostBook Ledger legit? CostBook Ledger has limited verification signals. The AppsHunter Legitimacy Score for CostBook Ledger is 58 out of 100 points across 7 verification signals from App Store and developer data. ## Frequently asked questions about CostBook Ledger ### How does CostBook Ledger handle investments? CostBook Ledger allows you to create separate investment books to manually record cost, profit or loss, fees, and holding dates. You can distinguish pending and settled entries, review net returns, return rates, and explore category/account contributions. ### Can I organize different aspects of my finances with CostBook Ledger? Yes, you can create separate books for daily spending, travel, or projects. CostBook Ledger supports account balances, parent and child categories, and transaction grouping with tags. ### What kind of reports does CostBook Ledger offer? CostBook Ledger provides reports on income, expenses, and balance by month, year, or custom date ranges. It includes category charts, line and bar trends, and weekly, monthly, or annual summaries. ### Does CostBook Ledger support budgeting? Yes, you can set weekly, monthly, or annual limits for total spending and individual categories. The app shows your progress, remaining amounts, and any overspending. ### How does CostBook Ledger help with refunds and reimbursements? You can record partial or full refunds and distinguish pending reimbursements from paid ones. Expense totals automatically deduct refunds and paid reimbursements. ### What are the backup and export options for CostBook Ledger? CostBook Ledger supports local or iCloud backups, including attachments and settings. You can also import or export transaction CSV files for data migration. ### Is CostBook Ledger available in multiple languages? Yes, CostBook Ledger is available in Simplified and Traditional Chinese, English, Japanese, Korean, French, and Russian, or it can follow your system language. ### Does CostBook Ledger have ads? No, CostBook Ledger does not contain advertisements. ## Version history (last 5 releases) ### 1.3 — 2026-10-30 What's new in 1.3 • New investment books and overview: record profit/loss, cost, fees and holding dates; review net returns, return rates, annualized returns and win rate. • Explore category and account contributions, related transactions and monthly reports in table, line or bar views. • Bulk-edit investment transactions, with improved backup and CSV import/export support. • Fixed daily investment totals showing zero. Daily totals now use settlement dates and net profit/loss after fees. • Amount entry and chained calculations retain more decimal places, with final amounts rounded to cents. • Improved date filters, category selection, account scope and import mapping. ### 1.2 — 2026-10-27 • Track desire spending and restraint savings separately, with category breakdowns and trends. • Manage installment transactions, including principal, fees, and payment periods. • Share books through iCloud with separate read, write, and management permissions for each member, plus local member nicknames. • Restore accidentally deleted transactions from the Recycle Bin. • Edit either spending-choice amount to calculate the other, or fill the full transaction amount in one tap. Quick Entry categories rank by use in the past 24 hours; tags and swipe actions are consistent across lists. • Updated full backups and CSV transfers to preserve installment and spending-choice fields, recycled transactions, and new preferences. ### 1.1.1 — 2026-10-26 Easier entry. Clearer records. • Add expenses from Home with guided category-to-amount entry. Show or hide Quick Entry in Bill Settings. • Track pending transactions, refund notes, and reimbursement status. See the actual posted amount after refunds and completed reimbursements. • Long-press income or expense records to select several, bulk-edit their fields and tags, or delete them together. • Filter Search by pending transactions or pending reimbursements, with results grouped by date. Archived books remain available for browsing and reports. • Assign parent categories to one book or share them across books; subcategories inherit the selection. Reorder parent categories. • Hide amounts in lists and reports without hiding editable amounts while entering a transaction. • Improved zero-value entries, date selection, recent-account defaults, icons, and button touch areas, with updated backup and CSV support. ### 1.1 — 2026-10-23 What's new in 1.1 • Plan weekly, monthly, and yearly budgets for all spending or individual parent/child categories. Track progress on Home and Statistics when a budget is configured. • Create TODO bookkeeping reminders with due dates, completion status, and individual local-notification switches. Schedule daily, weekly, monthly, or yearly recurring entries. • Explore all-ledger statistics, bar/line trends, yearly/monthly/weekly summaries, and related transaction lists with swipe-back navigation. • Search and switch multi-select filters more smoothly with large transaction collections. Use compact pickers and shared grouped tags. • Improved borrowing/lending records, fees, refunds, and currencies. New entries retain their contextual ledger and recent active account. Copies preserve the original date and open for editing before saving. • Calculate with the = key and continued operations. See an amount cursor and missing-information prompts. Enjoy improved note/date keyboard transitions and direct year/month selection. • Reorder ledgers and accounts, use clearer icons and colors, and export backups with readable date/time filenames. Complete backups include budgets, reminders, and recurring rules. ### 1.0 — 2026-10-23 No release notes. ## More apps by 启弘 夏 - [MonthLedger](https://appshunter.io/ios/app/monthledger/id6792454045) All apps by 启弘 夏: https://appshunter.io/developer/1895114528 --- *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 2026-11-01.*