Finance

Finance

Manage bank accounts & budget

0 ratings
5 reviews
$18.99

Details

  • Released
  • Updated
  • December 16, 2011
  • April 2, 2026

Features

Finance screenshot #1 for iPhone
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Finance screenshot #7 for iPhone
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About

Track checking, savings, and credit card transactions, and create budgets. Syncs data across macOS, iOS, and iPadOS devices via iCloud. Offers time-saving features like custom descriptions, labels, and transaction duplication.

Transaction tracking
Budget creation
iCloud data sync
Custom descriptions and labels
Transaction duplication
Balance reconciliation
Transaction filtering and searching
Show original description

What's New in Finance

10.1.1

April 2, 2026

The 10.1.1 update fixes a user-reported issue (thanks) that could cause Finance to crash if you opened the account editor for an existing account (created before the new account currency formatting options introduced in Finance 10). Finance 10 is a major upgrade with over 290 refinements. Adding new features and making improvements while retaining the simplicity and ease-of-use I have always strived for in my apps. The new version introduces several key improvements, including enhanced data entry and greater consistency across macOS, iOS, and iPadOS with grouped forms, a new “Duplicate Transaction” feature so you don’t have to waste time entering data that is virtually identical to an existing transaction, and customizable currency formatting for accounts with different currencies. The upgrade now displays a sync status so you will always know when your data is being synced with iCloud, adds a new “Search All” feature to help you locate transactions across all of your accounts, a new preference setting to control how your filter selection is managed while using the app, and improved sidebar navigation. Additionally, Finance 10 offers a visual representation of budget distributions through a new chart feature.

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User reviews

rich a

easily the worst app i have ever purchased. the $15 is obscene for what this app does.

Waste of money

If I could give this app a 0 star, I would. I downloaded before reading the reviews and I am so mad at myself for that. It doesn’t do at all what it says it does.

This is CRAP

This program is nothing but a checkbook. Despite what the writeup says, you cannot create a household budget using this program. It’s false advertising and a waste of money. I wish I could get mine back.

I'll tell a friend! "Don't buy it!"

First, how is it that I "we" can't get our money back. I think a new trend for all vendors should be to include a "money back garantee" logo.
Anyway… I have input my checking data 3 times and each time is just disappears - I have to start over each time. DONT BUY!

I really really want to like this….

I really really want to like this. The app looks great, but freezes everytime I add a second budget. I've been in contact with the developer via e-mail, and it appears he is working on it.

Developer apps

FAQ

How secure is Finance with my financial data?

Finance uses iCloud to sync your data across your Apple devices, ensuring your information is stored securely within Apple's ecosystem. The app focuses on local data entry and synchronization, with no mention of cloud-based servers for data storage beyond iCloud.

What is the price of Finance?

Finance is a paid application, available for a one-time purchase of $18.99. This price grants you access to all its features without any recurring subscription fees or in-app purchases.

Does Finance have ads?

No, Finance does not contain advertisements. As a paid application, it provides an uninterrupted user experience free from any promotional content.

On which devices can I use Finance?

Finance is compatible with macOS, iPhone, and iPad devices. Its iCloud sync feature allows for seamless data management across all your Apple hardware.

How often is Finance updated?

The latest version of Finance is 10.1, with the last update occurring on March 30, 2026. This indicates a commitment to ongoing development and improvements.

Can I link my bank accounts directly with Finance?

The description for Finance focuses on manual transaction entry and budgeting. It does not mention direct integration or linking with external bank accounts for automatic data import.

What age rating does Finance have?

Finance has an age rating of 4+. This suggests it is suitable for a wide audience, including younger users who are learning about personal finance.

How does Finance handle transaction categorization?

Finance allows you to create custom descriptions and labels for your transactions, which can be used for organization and categorization. You can also filter transactions by category to gain insights into your spending habits.