Finance Helper: Budget Planner

Finance Helper: Budget Planner

Expense Tracker & Net Worth

0 ratings
Free
In-App Purchases

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Released
June 25, 2026
Updated
October 12, 2026
Finance Helper: Budget Planner screenshot #1 for iPhone
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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

October 12, 2026

New in version 1.2: • iCloud Sync (Premium): your data stays up to date on iPhone, iPad and Mac automatically – pull down to sync right away. • New for iPad and Mac: a dedicated layout with a sidebar instead of an enlarged iPhone screen. • Bank import: your bank is detected automatically, and the import for other banks reads many more formats. • Multiple mortgages per property: split your mortgage into tranches with their own rate and term. • Delete transactions: one at a time or several at once via “Select”. • Monthly check-in in Budget: review your entries and account balances regularly. • Much faster switching between Overview, Budget and Analysis – even with thousands of transactions. • Net worth: mortgages are now subtracted everywhere. • Many bug fixes and 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 ⁉️