Apps > Paid Apps > Finance


This app is designed for both iPhone and iPad

Price: $2.99

Category: Finance

Updated: May 29, 2012

Version: 3.8.1

Size: 2.8 MB

Language: English

Seller: Graham Haley

Rated 4+

Requirements: Compatible with iPhone, iPod touch, and iPad.Requires iOS 3.1.3 or later


Customer Ratings

Current Version
     

(78 Ratings)



Account Tracker by Graham Haley

Account Tracker Screenshots



Description

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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.

Top paid iPhone finance app in the UK for much of 2011 (#2 throughout 2010)
Top paid iPad finance app in the UK, Oct 2011-Feb 2012
Best personal accounting app, "The Top 500 Apps In The World", The Sunday Times, 13th Feb 2011
Apple "Staff Favourite" in the UK, Jul/Aug 2010

KEY FEATURES
Full multi-currency support, both per account and per transaction
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
Group accounts into one or more account groups, for example to separate personal accounts from your business ones
While it is useful to see where your money goes, you can also look FORWARDS, showing all of your future commitments up to 2 years in advance
Set up alerts, if an account is likely to go overdrawn, or hit its overdraft limit
Set up bill reminders for non-automatic transactions
Add payee/payer details and categories/subcategories to each transaction to track where you are spending your money and on what
Split a transaction across multiple categories/subcategories
Reconcile your account data with your statements, either manually or automatically (based on transaction date)
Search for transactions that match a category, payee/payer details, notes or amount
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/subcategory
Budgets and reports can be viewed per account, per account group or across all accounts
Export account statements, budgets and reports in CSV format, for offline processing (e.g. in a spreadsheet)
Export reports as PDF files
Local backup and restore (on your device), plus transfer of backups by email, Bluetooth, WiFi, iTunes file sharing, Dropbox and iCloud
Account data can be secured using a PIN code
Universal app, works on the iPhone, iPod Touch and iPad

GET STARTED IN 5 EASY STEPS
Create an account in the app for each account you want to track, setting an opening balance on a date you choose
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
Use the alerts, reminders, budgets and reports to track your finances

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, contact me directly via my support pages and you will get a quick response.

What's New in Version 3.8.1

It seems that a few of you didn't like the transaction views I added in my last update. I have therefore hidden these by default, but you can enable them again from the Edit screen.

Changed the left and right arrows to step through the different balance views (today, available, minimum and reconciled). Previously they scrolled the account list, which I think is unnecessary given the likely number of accounts.

Changed the transaction screens to always display amounts in the currency of the transaction itself (rather than your default currency).

When using manual reconcile mode, reversed the actions on the tick button. By default this will go into reconcile mode, and if you tap and hold, it will switch between showing and hiding reconciled transactions.

Now that transfer budgets take into account the direction, added the ability to choose between transfers in and transfers out when setting the budget. The former is like income, and the latter like spending.

Added an "update rates now" option at the bottom of the settings screen, together with a note telling you when they were last updated. You shouldn't really need to do this as it happens automatically (every hour on WiFi, less frequently on 3G).

Added a few reset options, for example if you wanted to start over or simply restore the default settings.

Finally, if you like my app, please consider leaving a review on iTunes, or updating your previous review to version 3.8.1. Your feedback is always appreciated!

Customer Reviews

Great App (4 stars)
This is a great app for both iPhone and iPad. The interface is easy to use, and data entry is very straightforward. Useful reports and budgeting options are available. It's easy to share data using bluetooth or iCloud, so if you have multiple iOS devices you can access your data from all of them. The iCloud support is limited to backups and retrieval, the author has said he's working on making it live update across multiple devices. Graham H

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