# Finance Helper: Budget Planner — Expense Tracker & Net Worth

> Expense Tracker & Net Worth (iPhone/iPad app by Pere Dalic.)

- Source: https://appshunter.io/ios/app/finance-helper-budget-planner/id6774746939 (this page in markdown: same URL + `.md`)
- Developer: [Pere Dalic](https://appshunter.io/developer/6774746941)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 18.0 · 13 MB
- Languages: American English, Arabic, Croatian, Czech, Danish, Dutch, French (France), German (Germany), Hungarian, Italian and 10 more
- Released: 2026-06-25
- Data updated: 2026-10-13

## What is Finance Helper?

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/

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Finance Helper Pro Jährlich | $34.99 | per year |
| Finance Helper Pro Monatlich | $4.99 | per month |

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Finance Helper Pro Lifetime | $79.99 | one-time |


## Is Finance Helper safe?

Not enough ratings yet to assess Finance Helper.

## Is Finance Helper legit?

Finance Helper: Budget Planner has limited verification signals. The AppsHunter Legitimacy Score for Finance Helper is 50 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 3 releases)

### 1.2 — 2026-10-12

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!

### 1.1 — 2026-07-25

Frisch überarbeitet: das Finance-Widget!
• Widget in mehreren Größen – klein, mittel, groß und neu auch für den Sperrbildschirm. Mit Vermögensverlauf, Aktiva-/Schulden-Überblick und deinen Top-Konten auf einen Blick. Es passt sich automatisch deiner gewählten Themenfarbe an.
• Flüssigeres Scrollen im Budget und spürbar schnelleres Öffnen der Konten.
• Genauere PDF-Berichte
• Überarbeitete Zeitraum-Auswahl im Budget.
• Verbesserte Übersetzungen in allen Sprachen
Vielen Dank für dein Feedback und deine Unterstützung!

### 1.0 — 2026-06-25

No release notes.

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*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 2026-10-13.*