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What’s New Version 1.8.3
- Connected bank reliability updates
Description
**balancebook — Cashflow tracking for everyday life**
balancebook is a private, modern personal finance tracker for everyday cash flow — built to help you bring intention to where your money goes.
**Track money your way**
• Auto-sync bank transactions (pro) or add manual entries in seconds: type an amount, pick a category, done.
• Connect your bank and let transactions import automatically. Per ledger, choose to auto-accept imports or route them to a Needs Review tray so nothing hits your numbers without your sign-off.
• Split your finances into separate ledgers — household, business, side project, anything — each with its own categories, budgets, and history.
**Budgets and tags that fit your life**
• Set monthly, weekly, or custom budgets per category with recurrence built in.
• Add tags to slice spending however you actually think about it: trips, kids, projects, anything.
• Schedule recurring entries (subscriptions, rent, paychecks) and let them appear automatically each cycle.
**Understand where your money goes**
• Net worth tracking when your bank accounts are connected.
• Income, expense, and net income at a glance.
• Category trends and budget history over time.
• Sankey diagrams showing the flow from income straight through to spending categories.
**Built for iOS, made to be private**
• Native iOS 26 design — Liquid Glass, dark mode, Dynamic Type, the modern toolkit.
• Six home screen widgets: today's spend, monthly chart, weekly pattern, budget progress, calendar heatmap, and more.
• Sign in with Apple or with email. No ads. No selling your data.
• Export your full data anytime as CSV or JSON.
**Share with the people you share money with**
• Invite family members or partners to a shared ledger (Pro). The owner sets roles (editor or viewer), and everyone sees the same numbers in real time.
**Pro subscription (optional for enhanced features)**
Upgrade for unlimited ledgers and budgets, shared ledgers, advanced analytics including Sankey breakdowns, and more.
• Monthly: $7.99
• Yearly: $59.99
Subscriptions automatically renew unless cancelled at least 24 hours before the renewal date. Manage or cancel in your Apple ID settings.
Privacy Policy: https://balancebook.app/privacy
Terms of Use: https://balancebook.app/terms
In-App Purchases US pricing
Pro Subscription
Monthly Pro · Monthly$7.99
Annual · Yearly$59.99
Capabilities
In-App Purchases
Accessibility
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Version history 18 versions
Build 887879660v1.8.32026-07-06 21:19:10
- Connected bank reliability updates
Build 887809329v1.8.22026-07-04 16:08:10
- Bank connection reliability fixes
- Minor UI enhancements
Build 887672435v1.8.12026-07-01 17:10:31
- Add expenses with Siri — just say "Hey Siri, add an expense in balancebook.".
- Get spending summaries with Siri — ask "Show me my balancebook summary" (for last month, this week…) for a spoken recap plus a full report card: totals, top categories, biggest purchase, budgets, and how you compare to the period before.
- Smaller refinements and fixes.
Build 887556150v1.8.02026-06-28 22:54:06
- Budget alerts — get notified when a budget reaches a percentage you set
- Merchant logos on imported transactions (can be reverted back to displaying categories in ledger connected bank settings)
- Pending transactions are now shown
- Bug fixes and polish
Build 887471108v1.7.92026-06-26 18:39:57
- Faster, automatic transaction syncing
- Smoother navigation and reliability improvements
Build 887424610v1.7.82026-06-25 18:34:46
- Bug fixes and performance improvements
Build 887245356v1.7.62026-06-22 03:00:58
- Add Forecast view
- Fix Cashflow chart issue
- Consolidate Review charts
- Add language support
Build 887060551v1.7.52026-06-17 18:05:04
- Sankey cashflow chart is free!
- Fixed an issue that could occasionally show a false "storage error" alert.
Build 886941775v1.7.42026-06-14 20:40:57
- Automatic categorization, down to subcategories enhancements
- Budget trend enhancements
- General UI fixes
Build 886657603v1.7.32026-06-08 17:11:09
- Category trends are now scrollable, so you can swipe back through your full history.
- Select multiple months at once to see them combined (budgets and categories), and tap again to clear.
- Budget details now update the full summary as you tap through past cycles.
Build 886512611v1.7.22026-06-04 22:58:53
- Update timeframe selector
- Minor tweaks to NW chart
- Add timeframe selector to sankey
- Minor UX update to ledger settings
Build 886415493v1.7.12026-06-02 19:10:09
- App icon update
Build 886366913v1.7.02026-06-01 19:49:13
- Updated entries chart
- Enable free tier auto sync
Build 886331637v1.6.92026-05-31 05:07:09
- Add support for detailed categories
Build 886273805v1.6.72026-05-29 16:38:22
- Ledger UI/UX updates
- Budgets management moved out of Settings
- Chart UI updates
Build 886304349v1.6.82026-05-29 22:53:30
- Minor UI fix charts
Build 886216436v1.6.62026-05-28 17:18:31
• Imported transactions now properly create their categories per-ledger
• New bank connections default to auto-import mode
• Create new budgets directly from budget view
• Create new categories directly from add entry form
Build 883386887v1.6.52026-05-26 22:39:44
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| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
US | en-US | Free | 5 | 5.0 | 1.8.3 |
Change log 22 changes · US
✎
releaseNotes updated
- Connected bank reliability updates
✎
description updated
**balancebook — Cashflow tracking for everyday life**
balancebook is a private, modern personal finance tracker for everyday cash flow — built to help you brin
✎
subtitle updated
cashflow and expense tracker
✎
name updated
balancebook: Budget & Money
◆
Version 1.8.3 released
- Connected bank reliability updates
◆
Version 1.8.2 released
- Bank connection reliability fixes
- Minor UI enhancements
◆
Version 1.8.1 released
- Add expenses with Siri — just say "Hey Siri, add an expense in balancebook.".
- Get spending summaries with Siri — ask "Show me my balancebook summary" (for last month, this week…) for a spoken recap plus a full report card: totals, top c
◆
Version 1.8.0 released
- Budget alerts — get notified when a budget reaches a percentage you set
- Merchant logos on imported transactions (can be reverted back to displaying categories in ledger connected bank settings)
- Pending transactions are now shown
- Bug
◆
Version 1.7.9 released
- Faster, automatic transaction syncing
- Smoother navigation and reliability improvements
◆
Version 1.7.8 released
- Bug fixes and performance improvements
◆
Version 1.7.6 released
- Add Forecast view
- Fix Cashflow chart issue
- Consolidate Review charts
- Add language support
◆
Version 1.7.5 released
- Sankey cashflow chart is free!
- Fixed an issue that could occasionally show a false "storage error" alert.
◆
Version 1.7.4 released
- Automatic categorization, down to subcategories enhancements
- Budget trend enhancements
- General UI fixes
◆
Version 1.7.3 released
- Category trends are now scrollable, so you can swipe back through your full history.
- Select multiple months at once to see them combined (budgets and categories), and tap again to clear.
- Budget details now update the full summary as y
◆
Version 1.7.2 released
- Update timeframe selector
- Minor tweaks to NW chart
- Add timeframe selector to sankey
- Minor UX update to ledger settings
◆
Version 1.7.1 released
- App icon update
◆
Version 1.7.0 released
- Updated entries chart
- Enable free tier auto sync
◆
Version 1.6.9 released
- Add support for detailed categories
◆
Version 1.6.8 released
- Minor UI fix charts
◆
Version 1.6.7 released
- Ledger UI/UX updates
- Budgets management moved out of Settings
- Chart UI updates
◆
Version 1.6.6 released
• Imported transactions now properly create their categories per-ledger
• New bank connections default to auto-import mode
• Create new budgets directly from budget view
• Create new categories directly from add entry form
◆
Version 1.6.5 released