Account Tracker XL

macOS / Finance

This is NOT a standalone Mac app - please read on for full details ...

Apple "New apps and games we love" (on the Mac), March 2017
Apple "Staff Favourite" in the UK (on iOS), Jul/Aug 2010

Account Tracker is a powerful personal finance app that helps you track spending and monitor balances across multiple accounts.

This companion app supports two-way syncing with your iOS app (over iCloud or Dropbox), letting you view, edit and manage your data on the bigger screen of your Mac. You can also add and bulk edit transactions and easily reconcile your accounts. Changes are automatically synced back to your iOS devices when the Mac app is closed.

Syncing requires Account Tracker or Account Tracker or Account Tracker Pro (for iOS) acting as a PRIMARY (sync) device.

As an alternative, the app can open and view (but not edit!) your iOS backup files. Again you will need Account Tracker or Account Tracker Pro (for iOS).

Note that NOT every feature of Account Tracker is supported on the Mac. A full comparison of these apps can be found on my support pages. If a feature that is really important to your workflow is not yet supported on the Mac, please let me know what is missing so I can prioritise adding these additional features and workflows.

ACCOUNTS
- Track multiple accounts: checking, current, savings, credit cards, loans/mortgages ... etc
- Separate your accounts into groups, e.g. personal vs business accounts (edit on iOS, sync to the Mac)
- Enter your recurring transactions using calendar-based repeat intervals, e.g. every 2 weeks, the last Friday of every month ... etc
- Quickly and simply enter one-off transactions as they happen
- Reconcile your account data with your statements
- While it is useful to see where your money goes, you can also look FORWARDS, showing all of your future commitments

BILLS
- Enable reminders for non-automatic transactions, e.g. bills that you have to pay manually
- View all transactions with reminders set

BUDGETS
- Add budgets per category for spending, income and transfers across individual or multiple accounts (set/edit on iOS, sync to the Mac)
- View these as daily, weekly, fortnightly/biweekly, monthly, yearly or custom dates
- Monitor your transactions against the goals you set

REPORTS
- Detailed reports to really understand your financial position
- Account balance over time, cash flow, spending by category or payee detail, income by category or payer and transfers by category
- View these as daily, weekly, fortnightly/biweekly, monthly, yearly or custom dates

DATA, BACKUPS AND SYNCING
- Import historical transactions or bank statements from a CSV file
- Export account statements, budgets and reports in CSV format for offline processing, e.g. in a spreadsheet
- Support for database syncing across multiple devices (using either iCloud or Dropbox)
- PIN code protection, plus Touch ID integration (on supported Macs)

PLUS
- Full multi-currency support, per account and per transaction
- The default currency is the one local to your device, but this can be overridden (set on iOS, sync to the Mac)
- Supports sub-categories and splitting a transaction across multiple categories/subcategories (set/edit splits on iOS, sync to the Mac)
- In-app user guide

SUPPORT
Please use the link to my support page from the AppStore page or from the app itself (or simply go to http://grahamhaley.co.uk/accounts/mac/).

Alternatively, contact me directly via my support pages and you will get a quick response.

Quoi de neuf dans la dernière version ?

Add support for autocompletion (exact match only) when manually entering the transaction details and category fields.