iPhone Finance iPhoneApps Account Tracker Free

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Account Tracker Free

Account Tracker Free - Graham Haley
Original Release Date for this iPhone App: September 28, 2009
This is a free/lite version of Account Tracker, an easy to use account tracking, budgeting and expense management application that lets you enter then track income, spending and balances across multiple accounts. It has all the features and functionality of the full version but it is limited to 25 transactions.

*** Apple Staff Favourite, July and August 2010 ***

*** Which? Money magazine's favourite budgeting app, Summer 2010 ***

KEY FEATURES
✔ Supports multiple accounts, e.g. current, checking, savings, credit cards, expense accounts, ... etc
✔ Group accounts into one of three account groups, for example to separate business accounts from your personal ones
✔ Supports one off transactions and complex recurring transactions
✔ The default currency is the one local to your device, i.e. $ in the US, £ in the UK, € in the rest of Europe ... etc, but this can be overridden
✔ Add details and categories to each transaction to track where you are spending your money and on what
✔ Search for transactions that match a category, transaction details or notes
✔ Add spending, income and transfer budgets per category, to track your cash flow over time
✔ View reports and charts showing account balances, cash flow and a breakdown of spending, income and transfers by category and transaction details. These can be displayed per account, per account group or across all accounts
✔ Reconcile your account data with your statements, either manually or automatically (based on transaction date)
✔ Hide reconciled transactions
✔ If an account is likely to go overdrawn, or hit its overdraft limit, an alert can be displayed when you start the application. These accounts are also highlighted on the main account page
✔ Local backup and restore (on your device), plus export of backups by email and import/export of backups over your WiFi network
✔ Export of statement data in CSV format, for offline processing (e.g. in a spreadsheet)
✔ Account data can be secured using a PIN code

USAGE
Start off by creating an account entry for each of your main bank accounts, credit cards and savings accounts, and assign it to one of three account groups.

Enter all of your recurring transactions, whether these are daily, weekly, monthly or yearly, every two or more days, weeks, months or years, or something more complicated like the last Friday of every third month. Use the reports to show your balances and cash flow, now and into the future. You will also see when payments are due and if any account is likely to go overdrawn.

To track exactly how much is in each account, quickly enter one-off transactions as they happen. Reconcile this data against your statements by checking off transactions that have been processed.

For each transaction, specify who you are paying or receiving money from and assign it a user-defined category. Use the reports to show a breakdown of spending and income per month or year, both by category and by transaction details. You can add cheque numbers and notes to each transaction too!

Add budgets for spending and income per category to track your cash flow over time.

Track expenses by creating accounts for each source of expense data, e.g. one per employer or perhaps one per business trip. Add a transaction to these accounts for each item you will be expensing, and use the balance to show what you are owed. Once reimbursed, simply add a transfer from the expense account back to your own account.

SUPPORT
There is a link to my support page from iTunes and from the app itself (select the Help button at the top left of the settings screen). Alternatively, visit my website at http://www.grahamhaley.co.uk.