balancebook is an iPhone app for keeping up with day-to-day finances. Record transactions, review spending, manage budgets, and separate personal, household, or business ledgers when needed.
balancebook supports everyday transaction tracking, monthly review, budgets, recurring entries, separate ledgers, shared access, bank imports, and data export. This list is ordered by the features most people are likely to use first.
Record transactions with categories, tags, dates, notes, and recurring entries.
Create category budgets and keep progress visible throughout the month.
Compare months, spot changes in spending, and see where money is going.
Keep personal, household, side-business, or shared finances in separate ledgers.
Organize transactions with custom categories and tags, then use them later for filtering and breakdowns.
Set up repeating income or expenses once and let the app handle the schedule going forward.
Import transactions automatically, review them before they are logged, and use rules to reduce repeat work.
Share a ledger with another person and choose whether they can view it or edit it.
Use the Sankey chart, category trends, tag breakdowns, and budget history to analyze how money moves over time.
Export ledger backups as JSON, export entries as CSV or JSON, and import data when you need to restore or move it.
Entries, review, categories, budgets, and cash flow are all available from the same core workflow, so the app stays consistent as your data grows.
Basic covers everyday tracking. Pro adds more ledgers, more analysis, shared access, and data import and export tools.
Everything important is in one place: pricing, limits, and Pro-only features.
| Feature | Basic | Pro |
|---|---|---|
| Entries | Unlimited | Unlimited |
| Ledgers | 1 | Unlimited |
| Categories | Up to 8 | Unlimited |
| Budgets | 1 | Unlimited |
| Manual entry mode | Included | Included |
| Recurring entries | Included | Included |
| Charts and review | Included | Included |
| Cloud backup | Included | Included |
| Shared ledgers | Not included | Included |
| Hybrid entry mode | Not included | Included |
| Auto entry mode | Not included | Included |
| Sankey cashflow chart | Not included | Included |
| Category trends | Not included | Included |
| Tag category breakdown | Not included | Included |
| Budget history | Not included | Included |
| Export ledger backup | Not included | JSON |
| Export entries | Not included | CSV or JSON |
| Import data | Not included | Included |
Start with the free plan and use it to track transactions, monitor budgets, and review your finances over time.
Download on the App Store