About Account Tracker
Apple "New apps and games we love" (on the Mac), March 2017 Apple "Staff Favourite" in the UK (on iOS), Jul/Aug 2010 Account Tracker is a powerful personal finance app that helps you track spending and monitor balances acr
Apple "New apps and games we love" (on the Mac), March 2017
Apple "Staff Favourite" in the UK (on iOS), Jul/Aug 2010
Account Tracker is a powerful personal finance app that helps you track spending and monitor balances across multiple accounts. Its clean, intuitive user interface, and features such as alerts, bill reminders, budgets, reports and full multi-currency support, make it easy to take control of your finances.
This FREE version requires a subscription, either quarterly or yearly. When you sign up, the first month is free, to give you a chance to try the app before being charged. You can manage or cancel your subscription at any time by going to your account settings on the AppStore. If you prefer a subscription-free alternative, Account Tracker Pro gives you the same content, plus basic support for Apple Watch.
Also check out Account Tracker for Mac, now available on the Mac App Store. It requires Account Tracker version 6 or above (to sync over iCloud or Dropbox), and macOS Sierra (10.12) or above.
ACCOUNTS
- Track multiple accounts: checking, current, savings, credit cards, loans/mortgages ... etc
- Separate your accounts into groups, e.g. personal vs business accounts
- Enter your recurring transactions using calendar-based repeat intervals, e.g. every 2 weeks, the last Friday of every month ... etc
- Quickly and simply enter one-off transactions as they happen
- Reconcile your account data with your statements
- While it is useful to see where your money goes, you can also look FORWARDS, showing all of your future commitments
- Alerts if an account is likely to go overdrawn or hit its overdraft limit
BILLS
- Enable reminders for non-automatic transactions, e.g. bills that you have to pay manually
- View all transactions with reminders set
- Alerts to tell you when these transactions are due
BUDGETS
- Add budgets per category for spending, income and transfers across individual or multiple accounts
- View these as daily, weekly, fortnightly/biweekly, monthly, yearly or custom dates (e.g. tax years)
- Monitor your transactions against the goals you set
REPORTS
- Detailed reports to really understand your financial position
- Account balance over time, cash flow, spending by category or payee detail, income by category or payer and transfers by category
- View these as daily, weekly, fortnightly/biweekly, monthly, yearly or custom dates (e.g. tax years)
- Export or print reports as PDF files
DATA, BACKUPS AND SYNCING
- Import historical transactions or bank statements from a CSV file
- Export account statements, budgets and reports in CSV format for offline processing, e.g. in a spreadsheet
- Local backup and restore on your device, plus transfer of backups by AirDrop, email, Dropbox or iCloud
- Support for database syncing across multiple devices (using either Dropbox or iCloud)
- PIN code protection, plus Face/Touch ID and 1Password integration
PLUS
- Full multi-currency support, per account and per transaction
- The default currency is the one local to your device, but this can be overridden
- Supports sub-categories and splitting a transaction across multiple categories/subcategories
- Universal, retina enabled app that works on the iPhone, iPad and iPod Touch - buy once, use it on ALL of your devices
- In-app user guide
SUPPORT
Please use the link to my support page from the AppStore page or from the app itself (or simply go to http://grahamhaley.co.uk/accounts/).
Alternatively, contact me directly via my support pages and you will get a quick response.
MORE INFORMATION
Privacy policy: http://grahamhaley.co.uk/privacy/
Terms of use (EULA): http://www.apple.com/legal/itunes/appstore/dev/stdeula
Feb 7, 2024
Version 7.2.1
Further streamlining of the options presented when cloning a transaction.
Fixed a bug where the colours were wrong when exporting a (PDF) chart report.
Previous Versions
Here you can find the changelog of Account Tracker since it was posted on our website on 2016-10-02 09:31:20.
The latest version is 7.2.1 and it was updated on 2024-04-22 09:05:13. See below the changes in each version.
Account Tracker version 7.2.1
Updated At: 2024-02-07
Changes: Feb 7, 2024
Version 7.2.1
Further streamlining of the options presented when cloning a transaction.
Fixed a bug where the colours were wrong when exporting a (PDF) chart report.
Account Tracker version 7.2
Updated At: 2024-01-24
Changes: Jan 24, 2024
Version 7.2
Added an option to show the unreconciled balance of an account. This is set by double tapping the balance at the top of the account view (as it is for other balance types).
Changed the way you add and edit split transactions. This is now done directly from the transaction edit screen, simply add multiple categories and set their amounts.
When setting the details or category fields, an earlier update changed this to only show those for the selected transaction type (e.g. spending, income, transfers ... etc). A few users weren't setting the transaction type first, so I have changed this back but now show options for other transaction types in grey.
Similarly when cloning a transaction, the others section will show non-selected transaction types.
Account Tracker version 7.1.1
Updated At: 2024-01-08
Changes: Jan 8, 2024
Version 7.1.1
Added features from the account views to most other transaction views. For example section totals (spending and income only), quick date editing (blue i buttons) and manual per transaction reconciling (swipe right to left).
Added quick editing of a transaction amount, accessed by swiping right to left across the transaction.
Changed the way you set negative balances and alert limits, to allow use of the bigger numbers keypad on the iPhone.
When cloning a new transaction, the options presented are now based on the transaction type and are searchable. To clone a transaction, tap the + button a second time (as before).
When exporting splits as a CSV file, include full transaction info per split. If you would prefer the splits total to be removed, let me know.
Moved the sync confirmation button closer to the settings button to improve this workflow (iPad only).
Fixed a bug when calculating group and overall totals for very large balances.
Account Tracker version 7.1
Updated At: 2024-01-05
Changes: Jan 5, 2024
Version 7.1
Added features from the account views to most other transaction views. For example section totals (spending and income only), quick date editing (blue i buttons) and manual per transaction reconciling (swipe right to left).
Added quick editing of a transaction amount, accessed by swiping right to left across the transaction.
Changed the way you set negative balances and alert limits, to allow use of the bigger numbers keypad on the iPhone.
When cloning a new transaction, the options presented are now based on the transaction type and are searchable. To clone a transaction, tap the + button a second time (as before).
When exporting splits as a CSV file, include full transaction info per split. If you would prefer the splits total to be removed, let me know.
Moved the sync confirmation button closer to the settings button to improve this workflow (iPad only).
Fixed a bug when calculating group and overall totals for very large balances.
Account Tracker version 7.0.1
Updated At: 2023-11-06
Changes: Nov 6, 2023
Version 7.0.1
Added more receipt verification checks.
Account Tracker version 7.0
Updated At: 2023-10-04
Changes: Oct 4, 2023
Version 7.0
When exporting your account balances, only those accounts visible will be included, e.g. if you are hiding hidden accounts.
When searching for transactions, you can now narrow this down to a specific date by including //yyyymmdd at the end of the search text. yyyymm or yyyy also work, as does the range yyyymmdd-yyyymmdd.
Added an option to view reconciled/historical reminders, by tapping the tick button on the top toolbar.
Quickly skip to a specific report by tapping the Reports icon.
Added a setting for short vs full screen notes.
Added a setting to make the balance graph coloured based on the balance trend (rising is green, falling red, just like the stocks app). Months or weekends are always shown when touching the graph.
Account Tracker version 6.9.2
Updated At: 2023-01-24
Changes: Jan 24, 2023
Version 6.9.2
Fixed a bug where some budgets could not be deleted.
Account Tracker version 6.9.1
Updated At: 2022-08-22
Changes: Aug 22, 2022 Version 6.9.1
Fixed a rare timing condition that impacted iCloud syncing (only reported by one user).
Minor changes to the balance graph.
Scrolling improvements.
Account Tracker version 6.8
Updated At: 2022-05-11
Changes: May 11, 2022 Version 6.8
Added section totals to the accounts, all transaction and recurring transaction views.
Moved adding budgets and changing groups/accounts to the Edit button.
The “all” budgets are now included in the spending, income and transfers sections.
Added a setting per budget where you can view it across all periods (the current default) or restrict it to the period you set it for. This lets you separate your monthly budgets from your yearly ones (e.g.).
Re-organised the settings and advanced settings screens.
Fixed an issue with Dropbox authentication (i.e. linking to the app) timing out after 4 hours.
Other minor bug fixes.
Account Tracker version 6.7.4
Updated At: 2022-03-30
Changes: Mar 30, 2022 Version 6.7.4
Fixed an issue where restoring purchases could give the wrong app version.
Fixed a performance issue introduced in my last update (large databases only).
Minor changes to the reports.
