You are using an outdated browser. Please upgrade your browser to improve your experience.
BankFolio - Budget & Expenses

Keep Better Track of Your Finances

Instead of having to switch between multiple banking apps to keep track of your finances, BankFolio makes that task much easier

BankFolio - Budget & Expenses

by BankFolio LLC
BankFolio - Budget & Expenses
BankFolio - Budget & Expenses
FREE in the App Store

Instead of having to switch between multiple banking apps to keep track of your finances, BankFolio makes that task much easier. It’s designed to show all of your transactions from multiple banks in one organized list.

What is it about?

Do you finance with more than one institution? Do you struggle with tracking your expenses? Do you need control over your budget? If so, BankFolio is for you.

App Details

Version
2.8.5
Rating
(10)
Size
37Mb
Genre
Finance Utilities
Last updated
April 5, 2021
Release date
June 15, 2020
More info

App Screenshots

BankFolio - Budget & Expenses screenshot-0
BankFolio - Budget & Expenses screenshot-1
BankFolio - Budget & Expenses screenshot-2
BankFolio - Budget & Expenses screenshot-3
BankFolio - Budget & Expenses screenshot-4
BankFolio - Budget & Expenses screenshot-5

App Store Description

Do you finance with more than one institution? Do you struggle with tracking your expenses? Do you need control over your budget? If so, BankFolio is for you.

Start tracking everything from one place today.

BankFolio shows you all of your transactions from multiple financial institutions in one neat list organized by date. Add your credit cards, debit cards, checking accounts, and savings accounts, and get unique insights into your spending habits with a quick overview of your equity, account balances, and month-to-month expense analysis.

Simplifying banking through aggregation; With over 10,000 financial institutions supported, with the help of Plaid, we aim to replace the hassle of switching between multiple desktop or mobile banking apps.

Let us do the math for you. Your transactions are intelligently categorized, and your top expense categories, along with their accompanying transactions, are calculated and prepared continuously for your review in a neat pie chart, to help you budget quicker.

Your accounts and transactions data is NEVER shared with BankFolio or shared with third-parties. You have full control over your bank privacy, and any bank information that you see is only visible to you.

A complete budgeting tool to help you stay informed and up to date on all your finances including bank accounts and transactions while ensuring your private data is never stored or shared with third parties.

Key Features:

- SUMMARY pie chart with automatically identified categories for budgeting.
- MONTHLY expenses vs. income analysis to also help you budget.
- View account TRANSACTIONS all in one list on the second tab view or view each account's transactions separately by clicking on the account in the first tab view.
- EQUITY overview and total assets vs. liabilities calculated across all banks and financial institutions. We do the math for you!
- LOAN tracking supported for auto loans, commercial loans, consumer loans, home equity credit lines, mortgages, pre-approved overdraft accounts, pre-approved credit lines, and student loans.
- SIMPLE user interface optimized for quick, knowledge-infused sessions to save your time.
- SECURE; We’ve added extra measures to separate your bank account and financial institution keys across multiple platform solutions to ensure your access keys are invisible to any attempting intruders. This guarantees you are the only one with access to your data.
- PRIVACY and enhanced security; Your data is only visible to you and no account passwords or logins are stored anywhere.
- Account removal; Remove a bank account or financial institution, and the access key for it will be destroyed forever.
- View specific transaction information, including the exact bank account or financial institution subaccount that a transaction was processed through.
- A customizable FINANCIAL NEWS section filled with financial resources and financial tips.
- High-quality bank account and financial institution photos.

Please refer to our FAQs at bankfolio.app/FAQ.

We are always looking to add more features and if you have any recommendations or questions, feel free to reach out to us at bankfolio.app/contact-us or at [email protected]

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to [email protected] and your information will be removed.