Accounts and Balances 7.0
Accounts and Balances is a simple, private way to plan your money across iPhone, iPad, and Mac.
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About Accounts and Balances
Accounts and Balances is a simple, private way to plan your money across iPhone, iPad, and Mac.
Track accounts, balances, bills, and income in one place, then use a forward-looking timeline to see where your money is headed next. From everyday checking, to savings, credit cards, and retirement accounts, you get a clear picture of today and the weeks and months ahead.
What makes Accounts and Balances different:
- Timeline planning with projected daily balances so you can prepare before bills hit
- Recurring and one-time transactions with flexible scheduling
- Widgets and accessories for due today/tomorrow counts, upcoming transactions, and a 7-day outlook
- Smart notifications for account thresholds and reminders
- Insights and monthly trends, including private on-device AI summary on supported devices
- Account types and icons for better organization of assets and liabilities
- Helpful charts and snapshots to review your financial history over time, including visual comparisons of your payments to the previous year
Built for everyday use:
- Syncs across iPhone, iPad, and Mac
- One-time purchase includes all versions
- No ads
- No tracking
Financial planning should feel simple, calm, and in your control. Accounts and Balances gives you the essentials, without the tedious setup and noise.
License: Commercial
Track accounts, balances, bills, and income in one place, then use a forward-looking timeline to see where your money is headed next. From everyday checking, to savings, credit cards, and retirement accounts, you get a clear picture of today and the weeks and months ahead.
What makes Accounts and Balances different:
- Timeline planning with projected daily balances so you can prepare before bills hit
- Recurring and one-time transactions with flexible scheduling
- Widgets and accessories for due today/tomorrow counts, upcoming transactions, and a 7-day outlook
- Smart notifications for account thresholds and reminders
- Insights and monthly trends, including private on-device AI summary on supported devices
- Account types and icons for better organization of assets and liabilities
- Helpful charts and snapshots to review your financial history over time, including visual comparisons of your payments to the previous year
Built for everyday use:
- Syncs across iPhone, iPad, and Mac
- One-time purchase includes all versions
- No ads
- No tracking
Financial planning should feel simple, calm, and in your control. Accounts and Balances gives you the essentials, without the tedious setup and noise.
License: Commercial
| Release info | New Release on Oct 29, 2026 |
|---|---|
| Release notes | Version 7.0 adds transaction spending summaries and a new transactional timeline, alongside faster ways to enter and manage transactions, and refinements across iPhone, iPad, and Mac. What's New: Transaction Summaries - See an entity's total spending for this year, the previous year, the last two years, and all time. Transactional Timeline - Choose a traditional list view to see both upcoming and past transactions. Navigation, Widget, and Platform Updates - Added iPhone Duo, refreshed onboarding, improved the Today widget when there are no transactions today, refined the iPad interface, and added more context-sensitive menus. Reconciliation Improvements - Reconciled transactions are easier to review, and Reconcile opens full screen on iPad. Faster Transaction Management - Transfer amounts between accounts without specifying an entity. When adding an Account, the form now remembers your default view selection the first time. Please rate Accounts and Balances in the App Store so others will know how useful it is. Thanks for your support! |
| Listing data | App Store |
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