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  • Finance Helper: Budget Planner screenshot 1
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  • Finance Helper: Budget Planner screenshot 3
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About Finance Helper: Budget Planner

Finance Helper is your personal finance app for iPhone, iPad and Mac – simple, secure and with no developer cloud at all. Keep track of your accounts, spending and savings goals. Everything on your device, everything under your control. --- START FOR FREE --- 1 profile, 3 accounts, 10 budget entries, 1 savings goal Dashboard with net worth & cash flow Manual bookings & transactions Finance Score – your personal financial health score Basic budget planning --- FINANCE HELPER PRO --- All limits removed – for everyone who wants more: Unlimited profiles, accounts, budgets & goals iCloud Sync: your data on all your devices Bank import: CSV import from 40+ Swiss banks (UBS, ZKB, Raiffeisen, Neon, Yuh, PostFinance, Migros Bank, Swisscard and more) – your bank is detected automatically; plus a flexible import for other banks Automatic categorization with custom rules Duplicate detection & bulk editing Budget planner: plan vs. actual, Sankey diagram, AI suggestions Goals tracker: forecast, priority, emergency-fund buffer Wealth forecast over 1, 5, 10 and 20 years Asset allocation: cash / investments / debt / retirement savings Export: PDF report & CSV export of all data Home Screen widget: your balance always in view --- YOUR DATA BELONGS TO YOU --- Finance Helper does not store any data on its own servers. No tracking, no ads, no sign-up required. All data stays on your device – with iCloud Sync turned on, only in your own Apple account. --- EULA --- https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

What’s new

Version 1.2 · Updated October 12, 2026

New in version 1.2: • iCloud Sync (Premium): your data stays up to date on iPhone, iPad and Mac automatically – pull down to sync right away. • New for iPad and Mac: a dedicated layout with a sidebar instead of an enlarged iPhone screen. • Bank import: your bank is detected automatically, and the import for other banks reads many more formats. • Multiple mortgages per property: split your mortgage into tranches with their own rate and term. • Delete transactions: one at a time or several at once via “Select”. • Monthly check-in in Budget: review your entries and account balances regularly. • Much faster switching between Overview, Budget and Analysis – even with thousands of transactions. • Net worth: mortgages are now subtracted everywhere. • Many bug fixes and improved translations. Thank you for your feedback!

App privacy

The developer, Pere Dalic, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

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