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Screenshots

  • The Reserve: Budget Planner screenshot 1
  • The Reserve: Budget Planner screenshot 2
  • The Reserve: Budget Planner screenshot 3
  • The Reserve: Budget Planner screenshot 4

About The Reserve: Budget Planner

Take control of your money with The Reserve, a clean and focused budgeting app designed to make everyday financial planning simple. Build your monthly budget, organize income and spending categories, record transactions, and see how much money you have left—all from one streamlined dashboard. The Reserve gives you the structure you need without overwhelming you with complicated charts, unnecessary features, or clutter. PLAN YOUR MONTH Create categories for income, bills, everyday spending, savings, and anything else that matters to you. Set budget amounts and quickly see how your monthly plan is progressing. ADD TRANSACTIONS QUICKLY Record income and expenses in seconds using the Quick Add menu. Select a category, enter the transaction, amount, and date, then save it directly to your budget. SEE YOUR FINANCIAL HEALTH View your year-to-date income, spending, and surplus in one clear summary. Review monthly history and compare your financial progress over time. ORGANIZE YOUR BUDGET YOUR WAY Customize categories and sections to match how you manage your money. Whether you prefer a simple budget or a more detailed monthly plan, The Reserve adapts to your approach. PERSONALIZE YOUR EXPERIENCE Choose between light and dark themes, select your preferred currency symbol, set the start of your week, and adjust your time zone for accurate dates and summaries. FEATURES • Monthly budget overview • Income and expense tracking • Custom categories and sections • Quick transaction entry • Year-to-date financial summary • Monthly budget history • Surplus tracking • Light and dark themes • Currency customization • Sunday or Monday week start • Time-zone settings • Clean, modern interface The Reserve is built for people who want a straightforward way to understand their money, stay organized, and make more intentional financial decisions. Your budget should feel clear—not complicated. Start building your reserve today.

What’s new

Version 2.1 · Updated October 4, 2026

• Improved Quick Add keyboard behavior so fields stay visible while typing. • Added split transaction percentage support for assigning portions of a total. • Improved custom amount keyboard reliability and focus handling. • Made search results tappable so categories and transactions open directly. • Scoped transaction name suggestions to the selected category. • Added expanded Surplus mode with actual vs budgeted details under categories. • Improved reminder scheduling layout for once, weekly, biweekly, and monthly alerts. • Added monthly reminder handling for shorter months. • Updated the in-app info popup with the latest feature guidance.

App privacy

The developer, Jude Riley, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to The Reserve: Budget Planner

Looking for apps like The Reserve: Budget Planner? Here are 6 similar apps on the App Store. The highest rated is Penniva: Budget Planner (5.0/5), and all 6 are free to download.

The Reserve: Budget Planner vs. alternatives
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