Now on iPhone

See your full financial picture.

Log transactions, review cash flow, track budgets, and keep personal, household, or business ledgers separate when you need to.

balancebook net worth screen
balancebook Sankey cashflow screen
Private by default No ads, no trackers, and we do not sell your data.
Cloud backup Your data stays available across devices and can be restored when you sign back in.
Multi-ledger and sharing Keep finances separate and share a ledger with a partner or teammate when needed.
Fast daily use Add entries, review activity, and check budgets without extra setup or clutter.
Features

Simple, intuitive, and feature rich.

Track by hand or auto-import transactions, set budgets, and keep the routine simple. When you need more, add recurring entries, account syncing, shared ledgers, net worth tracking, and exports.

Fast manual entry

Record transactions with categories, tags, dates, notes, and recurring entries.

Budgets

Create category budgets and keep progress visible throughout the month.

Monthly review

Compare months, spot changes in spending, and see where money is going.

Multiple ledgers Pro

Keep personal, household, side-business, or shared finances in separate ledgers.

Categories and tags

Organize transactions with custom categories and tags, then use them later for filtering and breakdowns.

Recurring entries

Set up repeating income or expenses once and let the app handle the schedule going forward.

Bank import and review Pro

Import transactions automatically, review them before they are logged, and use rules to reduce repeat work.

Shared ledgers Pro

Share a ledger with another person and choose whether they can view it or edit it.

Cash flow and trends Pro

Use the Sankey chart, category trends, tag breakdowns, and budget history to analyze how money moves over time.

Net worth tracking Pro

Track connected account balances, assets, liabilities, and net worth history in Review.

Import and export Pro

Export ledger backups as JSON, export entries as CSV or JSON, and import data when you need to restore or move it.

App

A screenshot is worth 1,000 words.

Add an entry, review the month, scan categories, then check budgets or cash flow.

Entries
Review
Net Worth
Cashflow
Categories
Budgets
Pricing

Use Basic for everyday tracking. Add Pro for bigger setups.

Basic covers everyday tracking. Pro adds multiple ledgers, shared access, connected accounts, net worth, deeper review, and export tools.

Basic Free For everyday tracking
Pro $x.xx / mo

Compare plans

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
Auto transaction syncing Not included Included
Sankey cashflow chart Not included Included
Net worth tracking 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

Download balancebook for iPhone.

Download on the App Store