Description
An easy to use account tracking, budgeting and expense management application that helps you keep track of your money.
Best personal accounting app, "The Top 500 Apps In The World", The Sunday Times, 13th Feb 2011
"Top 10 iPad Financial Apps", money.co.uk, 26th Jan 2011
"iTunes Rewind 2010, Top Paid iPhone Finance Apps", 2nd in the UK and Ireland
"10 top money saving iPhone apps", Which? magazine, 19th Oct 2010
"Making the most of your mobile - Best for keeping track of cash", Daily Mail Online, 14th Oct 2010
"Apple Staff Favourite" in the UK, Jul/Aug 2010
OVERVIEW
Account Tracker is designed to help you track activity across multiple accounts, e.g. your current or checking account, savings, credit cards, expense accounts ... etc.
✔ Create an account in the app for each account you want to track
✔ Import any historical transactions using the CSV import feature, perhaps downloaded from your online bank accounts or from another app
✔ Set up all of your recurring transactions using powerful, calendar-like repeat intervals (e.g. weekly, every 2 weeks, monthly, the last Friday of every month ... etc)
✔ Enter each transaction as its happens. You can quickly copy existing transactions to today, e.g. if you regularly withdraw cash, or shop at the same store or garage. Once you get the hang of it, entering transactions usually takes seconds
KEY FEATURES
✔ Full multi-currency support, both per account and per transaction
✔ Group accounts into one or more account groups, for example to separate business accounts from your personal ones
✔ While it is useful to see where your money goes, you can also look FORWARDS, showing all of your future commitments up to a year in advance
✔ If an account is likely to go overdrawn, or hit its overdraft limit, an alert can be displayed, either when you start the application or while running in the background (supported devices only)
✔ Set up bill reminders for non-automatic transactions
✔ Set spending, income and transfer budgets, to track your cash flow over time
✔ View detailed and powerful reports showing account balances, and cash flow, as well as a breakdown of spending, income and transfers by category
✔ Budgets and reports can be viewed per account, per account group or across all accounts
✔ Local backup and restore (on your device), plus transfer of backups by email, Dropbox, Bluetooth, WiFi and iTunes file sharing
OTHER FEATURES
✔ The default currency is the one local to your device, i.e. $ in the US, £ in the UK, € in Europe ... etc, but this can be overridden
✔ Add details and categories to each transaction to track where you are spending your money and on what
✔ Split a transaction across multiple categories
✔ Search for transactions that match a category, transaction details, notes or amount
✔ Reconcile your account data with your statements, either manually or automatically (based on transaction date)
✔ Hide or show reconciled transactions
✔ Export data in CSV format, for offline processing (e.g. in a spreadsheet)
✔ Account data can be secured using a PIN code
TRY IT FOR FREE
Search for Account Tracker Free on the AppStore. It has all the functionality of the full version, but is limited to 25 transactions. If you buy the full version, you can quickly transfer your settings and transactions from the settings screen.
SUPPORT
Please don't leave support requests on iTunes as these are anonymous and I have no way of contacting you if I have questions. Instead there is a link to my support page from iTunes and from the app itself (or simply go to http://grahamhaley.co.uk/accounts/). Alternatively, PLEASE contact me directly via my support pages and you will get a quick response.
Best personal accounting app, "The Top 500 Apps In The World", The Sunday Times, 13th Feb 2011
"Top 10 iPad Financial Apps", money.co.uk, 26th Jan 2011
"iTunes Rewind 2010, Top Paid iPhone Finance Apps", 2nd in the UK and Ireland
"10 top money saving iPhone apps", Which? magazine, 19th Oct 2010
"Making the most of your mobile - Best for keeping track of cash", Daily Mail Online, 14th Oct 2010
"Apple Staff Favourite" in the UK, Jul/Aug 2010
OVERVIEW
Account Tracker is designed to help you track activity across multiple accounts, e.g. your current or checking account, savings, credit cards, expense accounts ... etc.
✔ Create an account in the app for each account you want to track
✔ Import any historical transactions using the CSV import feature, perhaps downloaded from your online bank accounts or from another app
✔ Set up all of your recurring transactions using powerful, calendar-like repeat intervals (e.g. weekly, every 2 weeks, monthly, the last Friday of every month ... etc)
✔ Enter each transaction as its happens. You can quickly copy existing transactions to today, e.g. if you regularly withdraw cash, or shop at the same store or garage. Once you get the hang of it, entering transactions usually takes seconds
KEY FEATURES
✔ Full multi-currency support, both per account and per transaction
✔ Group accounts into one or more account groups, for example to separate business accounts from your personal ones
✔ While it is useful to see where your money goes, you can also look FORWARDS, showing all of your future commitments up to a year in advance
✔ If an account is likely to go overdrawn, or hit its overdraft limit, an alert can be displayed, either when you start the application or while running in the background (supported devices only)
✔ Set up bill reminders for non-automatic transactions
✔ Set spending, income and transfer budgets, to track your cash flow over time
✔ View detailed and powerful reports showing account balances, and cash flow, as well as a breakdown of spending, income and transfers by category
✔ Budgets and reports can be viewed per account, per account group or across all accounts
✔ Local backup and restore (on your device), plus transfer of backups by email, Dropbox, Bluetooth, WiFi and iTunes file sharing
OTHER FEATURES
✔ The default currency is the one local to your device, i.e. $ in the US, £ in the UK, € in Europe ... etc, but this can be overridden
✔ Add details and categories to each transaction to track where you are spending your money and on what
✔ Split a transaction across multiple categories
✔ Search for transactions that match a category, transaction details, notes or amount
✔ Reconcile your account data with your statements, either manually or automatically (based on transaction date)
✔ Hide or show reconciled transactions
✔ Export data in CSV format, for offline processing (e.g. in a spreadsheet)
✔ Account data can be secured using a PIN code
TRY IT FOR FREE
Search for Account Tracker Free on the AppStore. It has all the functionality of the full version, but is limited to 25 transactions. If you buy the full version, you can quickly transfer your settings and transactions from the settings screen.
SUPPORT
Please don't leave support requests on iTunes as these are anonymous and I have no way of contacting you if I have questions. Instead there is a link to my support page from iTunes and from the app itself (or simply go to http://grahamhaley.co.uk/accounts/). Alternatively, PLEASE contact me directly via my support pages and you will get a quick response.
What's new in Version 3.3.1
Fixes a crash while reconciling transactions.
Version 3.3
This update contains a number of UI improvements ...
- Better use of screen space on the Accounts screen, particularly on the iPhone and iPod devices. The top toolbar is now hidden by default, and it can be shown using the down arrow button. Note that to add accounts, you need to select Edit first.
- Showing hidden accounts. This is now more obvious, as it is an option on the toolbar. The same is true for the various balance options (e.g. today, available, minimum or reconciled).
- More intuitive use of the top toolbar on the Account screen. On the iPhone and iPod Touch, this now contains all the more common options, and tapping on the right arrow button lets you filter the visible transactions. No change on the iPad as there is enough space to show all options.
- If there are no account reminders to display, I now show the account notes. I have found this to be very useful to record interest rates and maturity dates, to help me visualise all of my accounts together.
- Delete button for transactions has been moved to the bottom of the screen. Having this at the top right made it too easy to tap by mistake.
- When viewing the pie charts, made it more obvious what the top right button does (i.e. switch between List view and Charts view).
- Exporting by CSV. Instead of using the email icon, or Export buttons, I now specifically use a CSV button whenever exporting is an option.
- Minor fixes to cope with iOS 5.
In addition the following features have been added ...
- Budget change. Following my last update, I realise that a few people rely on the sum of the budgeted items (sorry Tony). This is now possible again by leaving the overall budgets at 0, i.e. by setting the overall spending budget to 0, and setting a few per-category budgets, the "All Spending" budget row will show all budgeted spending against the sum of the budgeted categories.
- Ability to edit notes for each occurrence of a recurring transaction. You can still have default notes for the whole series, but this can be overridden for each occurrence.
- Calendar view for transaction dates is now optional. While I prefer the calendar view, it is not ideal for entering very old transactions, or as I found out recently, blind people who rely on the accessibility features built into iOS. If disabled in the settings, the more standard scroll wheels are used instead.
- When entering foreign amounts, you can now set the bottom amount and have the top amount calculated from the exchange rates. This is actually a complex input screen. If you set both amounts, the exchange rate will be calculated for you, and f you only set one amount, and enter or look up the exchange rate, the other amount will be calculated for you.
A note about backups ...
If you value your data, you MUST take regular backups and also EXPORT these OFF your device (I recommend using Dropbox since it is more or less automatic). If you haven't exported your backup files, and you accidently delete your app, YOU WILL LOSE YOUR BACKUP FILES TOO! All too often I get emails from people who have lost their data - please don't let this happen to you!
Finally, if you like this update, please consider leaving a review on iTunes, or updating your previous review to version 3.3.1. Your feedback is always appreciated!
Version 3.3
This update contains a number of UI improvements ...
- Better use of screen space on the Accounts screen, particularly on the iPhone and iPod devices. The top toolbar is now hidden by default, and it can be shown using the down arrow button. Note that to add accounts, you need to select Edit first.
- Showing hidden accounts. This is now more obvious, as it is an option on the toolbar. The same is true for the various balance options (e.g. today, available, minimum or reconciled).
- More intuitive use of the top toolbar on the Account screen. On the iPhone and iPod Touch, this now contains all the more common options, and tapping on the right arrow button lets you filter the visible transactions. No change on the iPad as there is enough space to show all options.
- If there are no account reminders to display, I now show the account notes. I have found this to be very useful to record interest rates and maturity dates, to help me visualise all of my accounts together.
- Delete button for transactions has been moved to the bottom of the screen. Having this at the top right made it too easy to tap by mistake.
- When viewing the pie charts, made it more obvious what the top right button does (i.e. switch between List view and Charts view).
- Exporting by CSV. Instead of using the email icon, or Export buttons, I now specifically use a CSV button whenever exporting is an option.
- Minor fixes to cope with iOS 5.
In addition the following features have been added ...
- Budget change. Following my last update, I realise that a few people rely on the sum of the budgeted items (sorry Tony). This is now possible again by leaving the overall budgets at 0, i.e. by setting the overall spending budget to 0, and setting a few per-category budgets, the "All Spending" budget row will show all budgeted spending against the sum of the budgeted categories.
- Ability to edit notes for each occurrence of a recurring transaction. You can still have default notes for the whole series, but this can be overridden for each occurrence.
- Calendar view for transaction dates is now optional. While I prefer the calendar view, it is not ideal for entering very old transactions, or as I found out recently, blind people who rely on the accessibility features built into iOS. If disabled in the settings, the more standard scroll wheels are used instead.
- When entering foreign amounts, you can now set the bottom amount and have the top amount calculated from the exchange rates. This is actually a complex input screen. If you set both amounts, the exchange rate will be calculated for you, and f you only set one amount, and enter or look up the exchange rate, the other amount will be calculated for you.
A note about backups ...
If you value your data, you MUST take regular backups and also EXPORT these OFF your device (I recommend using Dropbox since it is more or less automatic). If you haven't exported your backup files, and you accidently delete your app, YOU WILL LOSE YOUR BACKUP FILES TOO! All too often I get emails from people who have lost their data - please don't let this happen to you!
Finally, if you like this update, please consider leaving a review on iTunes, or updating your previous review to version 3.3.1. Your feedback is always appreciated!
iPA size 2.2 MB
LANGUAGES: English
REQUIREMENTS: Compatible with iPhone, iPod touch, and iPad. Requires iOS 3.0 or later
Download HERE
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