Finance Helper: Budget Planner

Finance Helper: Budget Planner

Expense Tracker & Net Worth

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Free
In-App Purchases

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Details

Released
June 25, 2026
Updated
November 5, 2026

Features

Finance Helper: Budget Planner screenshot #1 for iPhone
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Finance Helper: Budget Planner screenshot #7 for iPhone
Finance Helper: Budget Planner screenshot #8 for iPhone
iphone
iphoneDuo
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About

Finance Helper is your personal finance app for iPhone, iPad and Mac – simple, secure and with no developer cloud at all. Keep track of your accounts, spending and savings goals. Everything on your device, everything under your control. --- START FOR FREE --- 1 profile, 3 accounts, 10 budget entries, 1 savings goal Dashboard with net worth & cash flow Manual bookings & transactions Finance Score – your personal financial health score Basic budget planning --- FINANCE HELPER PRO --- All limits removed – for everyone who wants more: Unlimited profiles, accounts, budgets & goals iCloud Sync: your data on all your devices Bank import: CSV import from 40+ Swiss banks (UBS, ZKB, Raiffeisen, Neon, Yuh, PostFinance, Migros Bank, Swisscard and more) – your bank is detected automatically; plus a flexible import for other banks Automatic categorization with custom rules Duplicate detection & bulk editing Budget planner: plan vs. actual, Sankey diagram, AI suggestions Goals tracker: forecast, priority, emergency-fund buffer Wealth forecast over 1, 5, 10 and 20 years Asset allocation: cash / investments / debt / retirement savings Export: PDF report & CSV export of all data Home Screen widget: your balance always in view --- YOUR DATA BELONGS TO YOU --- Finance Helper does not store any data on its own servers. No tracking, no ads, no sign-up required. All data stays on your device – with iCloud Sync turned on, only in your own Apple account. --- EULA --- https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
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What's New in Finance Helper

1.2.1

November 5, 2026

New in version 1.2.1: • Made for iPhone Duo: the essentials when folded, a two-column overview with a large projection chart when unfolded. • Notifications: reminders for your monthly check-in, your next bank statement, yearly subscriptions and goals within reach – on your device only, never with amounts. • Reset profile data: delete all data of a profile at once in Settings and start fresh. • Delete an account right from its edit form. • Net worth: an overdrawn account now counts as debt. • Deleted profiles and accounts no longer come back after syncing. • iCloud sync: no more false error message right after launch. • Account list: the planned amount below the balance is now labelled “/ mo.”. • Budget amounts no longer get cut off on small screens. • Improved translations. Thank you for your feedback!

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Subscriptions & In-App Purchases

Finance Helper Pro Jährlich

Alle Pro-Funktionen, jährlich kündbar

$34.991 Year
How to cancel Finance Helper subscription ⁉️