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.