Managing your personal finances is crucial to achieving financial stability and reaching your financial goals. A personal finance tracker app is an essential tool to help you get there. By tracking your income and expenses, you can create a budget that works for you, make informed spending decisions, and build your savings.
The key to personal finance tracking is to start by understanding your current financial situation. Our app simplifies this process by allowing you to track all your financial accounts and transactions in one place. From there, you can categorize your expenses, track your progress towards your goals and keep an eye on your spending habits.
ORGANIZE ACCOUNTS
- Create multiple accounts to keep track of all your personal finances
- Keep track of your cash, debit, credit, loan and mortgage accounts
- Sort and rearrange accounts
- Archive accounts, once these are no longer in use
MANAGE TRANSACTIONS
- Record all personal income, expenses and transfer transactions
- Tag your transactions with relevant Categories and Payees
- Add notes to any of your tracked transactions
- Create and manage scheduled transactions
SEARCH AND FILTER
- Search for Accounts, Transactions, Categories and Payees
- Filter transactions by date, transaction type, accounts, payees or categories
- Our search is integrated with Spotlight on your device
BUDGET
- Create your personal monthly budget
- Track your income and expenses against your budget.
- Review and analyse your spending habits
- Estimate your monthly savings
- Budget tracking happens automatically as long as you categorize all your transactions.
INSIGHTS
- Check your cashflow and monitor your expenses and income over last 6 months
- Keep track of your Balance across all accounts
- Keep track of your expenses by Categories and by Payees
- Keep an eye on your spending trends using our forecast and savings charts
CURRENCIES
- Track finances in your local currency
- Upgrade to premium to get access to additional currencies
- Get currency exchange rates automatically
- Create accounts and track your spending in multiple currencies
- Record transfers between accounts using different currencies
PROTECT DATA
- All data is stored locally on your devices and synced to your iCloud account
- Local backups are created automatically
- Protect access to all your data with a password
- Touch ID and Face ID are supported on eligible devices
- Reset and remove all your data if this app is not suitable for you
IMPORT AND EXPORT
- Import and export data stored in QIF or CSV formats
- Import and export data in our own JSON format
WIDGETS
- Use the Balance widget and get an overview of your total balance across all accounts
- Use Scheduled transactions widget to keep an eye on incomings and outgoings so you don’t miss a payment
Finally, Our app is secure and does not share your data with analytics providers so you can rest assured that your financial data is safe. This app is not affiliated with any of the financial institutions. It comes with sample data that highlights the major features of the app.
Check our website for more information and support materials! If you are having issues with the app please send us a message to
[email protected]
In-app purchases and subscriptions are handled, managed, maintained and governed by Apple Media Services. In line with these terms, the subscription will automatically renew unless turned off in your iTunes Account Settings at least 24 hours before the current period ends.
You can go to your iTunes Account settings to manage your subscription and turn off auto-renew. Your iTunes Account will be charged when the purchase is confirmed. Please note, that your monthly or yearly subscription will automatically start after your free trial has finished.
Please check our Privacy Policy (https://indigosoft.co.uk/privacy-policy) and Terms & Conditions (https://indigosoft.co.uk/terms-and-conditions) for more details.