BalanceBook: Money & Portfolio

Get to financial independence sooner. BalanceBook brings together expense tracking and portfolio management in one simple app. Start working towards your financial goals with just a few minutes a day. Get started for FREE today.
► All your money in one place
Spending and investing are both important parts of your personal finances. Unlock new insights by combining your cash, credit card, savings, stocks, crypto and more. Know what’s happing in your accounts and get the full picture of your capital and cash flow. Why limit yourself to just expense tracking?
► Monitor cash flow and save more
Visualize where each penny is going and get smarter about how you spend. Easily add new transactions to stay up-to-date with your money. Powerful charts and graphs will help to improve your behaviour. Form better spending habits to reach your goals.
► Grow your net worth
Keep tabs on your stocks and cryptocurrencies to see your total net worth updated in real-time. Foreign stocks are automatically converted to your local currency. Stay in touch with your investments and get detailed reports.
► Compare to the market
Benchmark your portfolio against the S&P500 and become a better investor. By tracking your assets you will know if you’re outperforming and if your DCA (dollar-cost average) strategy is working.
► Deep analysis
BalanceBook comes with many insights to inspect your data from multiple angles. Go broad to see the big picture or drill down in a specific investment or spending habit. Navigate all your money matters with a few simple taps.
► Get methodical
Building your wealth requires attention and focus. Stay ahead of your bills and clear your mind to focus on your long term progress. BalanceBook takes just a few minutes a day and can get you on top of your financial life. Small changes over a long period do add up.
► Stay focused on your financial goals
Grow your wealth and retire early with a tool that helps you get a bird’s-eye view of all your money. BalanceBook will give you the peace of mind and motivation to plan for the future. Our easy and intelligent planner will make your finances fun again and make you actually stick to your plans.
► Private and secure
Your finances are private, and should stay that way. We store your data securely in your private iCloud and don’t share it with any third parties. Because your data is linked to your phone and your existing Apple account, there is no need to sign up.
KEY FEATURES
▸ Track and categorize all your spending
▸ Stock & crypto portfolio
▸ Benchmark against the S&P500
▸ No ads, 100% private
▸ No account required
BalanceBook is free to use for as long as you like, but some features require a monthly or yearly Premium subscription. This allows us to provide a private and secure experience without ads, and to keep improving on the app.
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Terms & Conditions: https://balancebook.app/terms-and-conditions