About Account Tracker Pro
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 Pro version is a subscription-free version of Account Tracker, with exactly the same content plus basic support for Apple Watch. Try Account Tracker before you buy, it is free to download and supports a 1 month FREE TRIAL. Simply cancel before being charged.
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
- Also supports the Apple Watch, to display account balances and a snapshot of your main budgets
- 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.
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 Pro since it was posted on our website on 2016-10-03 06:38:42.
The latest version is 7.2.1 and it was updated on 2024-04-22 10:56:34. See below the changes in each version.
Account Tracker Pro 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 Pro 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 Pro 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 Pro 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 Pro 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 Pro 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 Pro version 6.7
Updated At: 2021-07-01
Changes: Jul 1, 2021 Version 6.7
Moved exporting your budgets from the reports to the budgets screen itself (top right).
Added support for exporting budgets in CSV format (in addition to PDF).
If you use group or account budgets, you can switch between accounts using the action button (top right).
If you have budgeted for more than one category, the app now automatically adds a "budgeted" row to track your totals.
From the reports, you can now double tap the pie charts to switch to list view. Quickly return by tapping the reports icon itself.
Backend changes to currency rate lookups. They now cover more currency combinations but the rates are not live (they are indicative only).
Account Tracker Pro version 6.6
Updated At: 2021-05-12
Changes: May 12, 2021 Version 6.6
Moved exporting your account balances from the reports to the accounts screen (top right). You can now export in CSV format (in addition to PDF).
From the reports you can now export the selected transactions in CSV format (in addition to PDF).
From any list of transactions you can now export in PDF format (in addition to CSV).
Added an advanced setting to set the export format for CSV files (defaults to Windows but sometimes this can give extra blank rows, if so switch to macOS/Unix).
Added a look ahead option that will go as far as your last transaction, beyond the previous limit of 24 months.
Improved the handling of closed accounts, e.g. the last transaction date is now shown while editing your accounts.
Fixed a bug when importing CSV files with non-default date formats.
Account Tracker Pro version 6.5.4
Updated At: 2021-04-05
Changes: Apr 5, 2021 Version 6.5.4
AppStore marketing changes.
Account Tracker Pro version 6.5.2
Updated At: 2021-01-19
Changes: 19 jan. 2021 Version 6.5.2
Fixed a bug that could cause recent changes to be lost when dealing with very large numbers of transactions (15-30k or more).
