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  • Accounts and Balances screenshot 1
  • Accounts and Balances screenshot 2
  • Accounts and Balances screenshot 3
  • Accounts and Balances screenshot 4

About 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.

What’s new

Version 6.1 · Updated July 16, 2026

Version 6.1 adds startup privacy controls for balances and net worth, snapshot change indicators, and a set of UI refinements for charts, navigation, toolbar actions, and text consistency. What's New: Startup Privacy Controls - Choose whether account balances and net worth are shown or hidden at startup, and reveal or hide them anytime. Value Change Indicators - Account snapshots now show both the value change amount and percent change for the selected range. UI and Navigation Polish - Charts now include colors and shading. Date range selection is remembered when switching between accounts. Account navigation order is now Timeline, Snapshots, Entities. Account buttons were updated so Reconcile is a primary toolbar action. Font sizing is more consistent across views, and Reconcile page text wrapping was fixed.

App privacy

The developer, Matt Rajkowski, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to Accounts and Balances

Looking for apps like Accounts and Balances? Here are 6 similar apps on the App Store. The highest rated is The Collextion: Balance (5.0/5), and 2 of the 6 are free to download.

Accounts and Balances vs. alternatives
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Accounts and Balances 4.5 / 5 (2 ratings) 1.99 USD July 16, 2026
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