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.

Version 6.0 features 1 less tap, which makes everyday account management faster with a streamlined startup experience, improved sharing and export workflows, and new reconcile tools. What's New: 1 less tap! - The app now opens directly to the full account list, reducing taps and making navigation between folders and accounts quicker. More Graphs - Account graphs are shown next to account names, either timeline or trend graphs based on your account preferences. Compacted Views - Timeline views hide days without transactions for a clearer, more compact list. New Sharing - You can now share and copy simple lists of accounts, entities, and upcoming transactions, with a tap. New Reconcile Tools - Reconcile lets you compare your transactions with statements. If there's a discrepancy then you can make simple adjustments. Add Entities - Creating entities is faster from the toolbar. Reliability and Fixes: - On iPhone: Timeline, Entities, and Snapshots are now shown as tabs instead of being nested in a menu. - Fixed an iPhone issue where navigating away and back could scroll the list to Today. - Improved account list balance refresh behavior after transaction edits. - Removed duplicate transfer transactions showing in the Upcoming Transactions widget. - Minor updates throughout

Developer

Matt Rajkowski

Main Category

Finance

Version

6.0

Version Release

2026-06-16

Initial Release

2025-08-11

Size

5 MB

Age Rating

4+

Price

USD 1.99

Languages

EN

Bundle ID

com.zeroio.Accounts

Version Rating

★ 4.50 (2)

First Seen

2026-06-03

Metadata updated 2026-06-22

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