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Mint:Personal Finance & Money
Pennies – Budget and Expenses
Truebill Budget & Bill Tracker
MoneyWiz 2 - Personal Finance
Albert: Spend Smarter

Best Apps

Highest scored apps in the category

All your transactions in one spot
Mint:Personal Finance & Money

Mint:Personal Finance & Money

Mint.com

The best, cheapest way to manage your money.

Mint is an iPhone app that allows you to keep a budget with minimal effort. The service analyzes your bank accounts to see what you have been spending money on. The service works pretty well. To use it effectively, you will want to set up your budget realistically and check into the app throughout the week to see how you are doing. Mint is an essential budgeting app for the iPhone.

Pennies – Budget and Expenses
Pennies – Budget and Expenses

Pennies

Emile Bennett

Budgeting shouldn’t be hard work.

Pennies does all the hard work for you by telling you how much you have to spend today. Allows you to keep track of your paychecks and budgets.

Truebill Budget & Bill Tracker
Truebill Budget & Bill Tracker

Truebill Budget & Bill Tracker

Truebill, Inc.

● NBC: This Startup Is Helping People Find Forgotten Money

● NBC: This Startup Is Helping People Find Forgotten Money

● CNN: How To Shave Hundreds Off Your Credit Card Bill

● Fortune: There’s Now A Startup To Help You Cancel All Those Subscriptions

● TechCrunch: Truebill Wants To Help You Manage Your Online Subscriptions

● Consumer Affairs: Here’s An App To Turn Off All Those Auto Renewal Charges

● Chicago Tribune: 15-Minute Fixes For...

MoneyWiz 2 - Personal Finance
MoneyWiz 2 - Personal Finance

MoneyWiz 2

SilverWiz Ltd

Simplify your financial life with MoneyWiz

MoneyWiz 2 is a budget app that is packed with so much more. You can also access your online banking accounts and see your bills within MoneyWiz 2 as well. If you have issues with remembering to pay your bills on time, you’ll love this app. You can set up reminders and forecasts for your bills. MoneyWiz 2 is everything you need it to be with reports that’ll show you what you are spending versus what you are earning, a dashboard that you can fill up with widgets, the ability to sync between multiple devices, and the security you need for such important data. The app is priced fairly for what you can get, but there are additional services that you can get with an in-app subscription fee.

Albert: Spend Smarter
Albert: Spend Smarter

Albert

Albert Corporation

Albert is your financial genius – a smart and powerful financial assistant

Albert is your financial genius – a smart and powerful financial assistant.

Albert connects to all of your accounts and helps you put your financial plan on auto-pilot. Saving up for a rainy day, budgeting, tackling debt, investing, taking care of family and your retirement – we’ll help you set it up. Our team of human financial geniuses guide you...

Also Good

Apps with average score

Money Pro: Personal Finance
Money Pro: Personal Finance
Money Pro: Personal Finance

Money Pro: Personal Finance

iBear LLC

Manage money like a pro. Сhange your spending behavior for good.
Money Pro®  is the one place for bill planning, budgeting and keeping track of your accounts.
Money Pro works great for home budgeting and even for business use.

Easy sync and iPhone/iPad versions combined in one app. Money Pro is...

Checkbook HD: Personal finance
Checkbook HD: Personal finance
Checkbook HD: Personal finance

Checkbook HD: Personal finance

iBear LLC

Checkbook HD offers you a quick and simple way of managing your personal finances. Luxurious iPad-oriented design (check the screenshots). Easy sync and iPad/iPhone versions combined in one app! Buy now ►►

"In a nutshell, I can’t really find what’s missing from it." AppAdvice
“Essential ledger and budgeting app for iOS.” AppCraver

Manage...

Toshl Finance
Toshl Finance
Toshl Finance

Toshl Finance

Toshl Inc.

Track all your credit cards, bank accounts and cash in one place. Toshl Finance helps more than 2 million people keep track of their personal finances. Know your finances. Have fun!

"Of all the apps for monitoring spending, one of the hardest to beat is Toshl Finance.” - New York Times
"Now...

Clerkie - Financial Assistant
Clerkie - Financial Assistant
Clerkie - Financial Assistant

Clerkie - Financial Assistant

Henry Labs

2017 Editor's Choice as the easiest way to manage your money

Stop stressing about bills and money! Let Clerkie take care of it for you!


Clerkie is a FREE personal assistant that works for you 24/7:
* PAYS all your bills and credit cards for you
* GIVES your monthly billing STATEMENTS on...

Moneyboard: Budget money spent
Moneyboard: Budget money spent
Moneyboard: Budget money spent

Moneyboard: Budget money spent

Damien Vieira

Moneyboard is the easiest way to track your income and expenses. It’s a powerful personal finance app, intuitive and easy to navigate to get your balance in just with a few taps or swipes.

With Moneyboard you can easily see reports with all incoming and out coming flows. You can filter...

Debit & Credit
Debit & Credit
Debit & Credit

Debit & Credit

Ivan Pavlov Pty Ltd

If you are looking for a personal finance app that is convenient, easy to use and at the same time has enough features, then Debit & Credit is the right app for you.

• All Accounts in One App
Keeping financial records was always a bit of a hassle. But now...

PocketGuard: Money & Budgeting
PocketGuard: Money & Budgeting
PocketGuard: Money & Budgeting

PocketGuard: Money & Budgeting

Real.me Enterprises, Inc.

With all of your financial accounts in one place, PocketGuard helps you stay on top of your finance and make better financial decisions.

KNOW WHERE YOU STAND
• Easily sync all of your personal finance accounts in one place: bank accounts, credit cards, loans, savings, and investments
• Track your net worth change...

Foreceipt Receipt Tracker App
Foreceipt Receipt Tracker App
Foreceipt Receipt Tracker App

Foreceipt Receipt Tracker App

Relayin Corporation

Tired of managing your receipts in the shoebox? Foreceipt is the easiest way to turn your receipts, bills and invoices into digital data you can use. It tracks your taxes, incomes and daily expenses on Google Drive, directly from your iPhone. Wanna get ready for your tax season? Try Foreceipt...

Wela - Personal Finance
Wela - Personal Finance
Wela - Personal Finance

Wela - Personal Finance

WELA STRATEGIES, INC

Wela's personal finance app is changing the way financial advice is delivered. Wela is able to provide instant feedback on how to save and budget more effectively by analyzing your daily spending habits.

Finally a budget app that meets the needs of the individual rather than the general masses.

JOIN THE THOUSANDS...

Money for iPad
Money for iPad
Money for iPad

Money for iPad

iBear LLC

Manage your personal finances in the most comprehensive manner with Money. Track all your accounts, organize bills, budget your income and expenses, and keep full control over your personal finances.

Featured by Apple

Over 1.5 million people all over the world manage personal finances with Money.

Customers all over the world say...

Alzex Finance - Family budget
Alzex Finance - Family budget
Alzex Finance - Family budget

Alzex Finance - Family budget

Anna Shirokova

Elegant, super easy home accounting software.
"The app is very user friendly, easy to use and is full of functions that covers almost all needs for making and following personal budget. Great! 10 out of 10!" - Guntars Kaneps

Track family budget with fantastic ease!
The features which make this personal accounting software...

MoneyWiz 3 - Fiat & Crypto
MoneyWiz 3 - Fiat & Crypto

When you need your own financial assistant

MoneyWiz 3 - Fiat & Crypto

MoneyWiz 3 - Fiat & Crypto

SilverWiz Ltd

MoneyWiz 2 is the latest version of the popular MoneyWiz app. It is a slick way to help you keep track of your balances, transactions, and can assist you with setting up a budget for yourself.

Cost Track - Expense Tracker
Cost Track - Expense Tracker
Cost Track - Expense Tracker

Cost Track - Expense Tracker

Artezio LLC

Cost Track allows you to:
- Use your money wisely
- Keep track of your personal and family budget
- Quickly enter your income and expenses
- View income and expenses grouped by category and location
- Know exactly where your money goes, how to save money and where to get the best deals
-...

Money Monitor: Expense Tracker
Money Monitor: Expense Tracker
Money Monitor: Expense Tracker

Money Monitor: Expense Tracker

Maxwell Software

Get Money Monitor now, the most comprehensive personal finance management application!

You can track and organize all your transactions, accounts, budgets, bills, cash flow and payees in Money Monitor by easy operation but with powerful functions.

Money Monitor is your right choice if you want to track and control your expense...

Money Pro Lite: Finance
Money Pro Lite: Finance
Money Pro Lite: Finance

Money Pro Lite: Finance

iBear LLC

Manage money like a pro. Сhange your spending behavior for good.
Money Pro® is the one place for bill planning, budgeting and keeping track of your accounts. Money Pro works great for home budgeting and even for business use.

Easy sync and iPhone/iPad versions combined in one app. Money Pro is the...

Money Monitor Pro
Money Monitor Pro
Money Monitor Pro

Money Monitor Pro

Maxwell Software

Get Money Monitor now, the most comprehensive personal finance management application!

You can track and organize all your transactions, accounts, budgets, bills, cash flow and payees in Money Monitor by easy operation but with powerful functions.

Money Monitor is your right choice if you want to track and control your expense...

Sunbelt Money Manager
Sunbelt Money Manager
Sunbelt Money Manager

Sunbelt Money Manager

Central Sunbelt FCU

*** Important: You must have a Central Sunbelt Federal Credit Union account to use Sunbelt Money Manager***

Sunbelt Money Manager is a free automatic budgeting manager for members of Central Sunbelt Federal Credit Union.

Don’t have a Central Sunbelt Federal Credit Union account? Contact us to set one up.

Sunbelt Money...

Mr. Money - Personal Finance
Mr. Money - Personal Finance
Mr. Money - Personal Finance

Mr. Money - Personal Finance

Eugene Martinson

Mr. Money is a mint app to track your Incomes and Expenses, plan your Budget, control Debts, analyze cashflow, with bills/payments (scheduled transactions) support.

- Awesome! - said Lena after a few minutes of using this app, - I've been managing my finances for 4 years and tried a lot of...

Fentury
Fentury
Fentury

Fentury

SaltEdge

Fentury is your personal financial advisor. It uses data science, machine learning and advanced algorithms to analyze your personal finance decisions and help you make smarter choices with your money.

What else can it do? Our financial management app will help you set up goals, save money, plan your financial...

Cash Operator:Personal Finance
Cash Operator:Personal Finance
Cash Operator:Personal Finance

Cash Operator:Personal Finance

Dmitry Privalov

Cash Operator is the application for managing personal finances. Saving and tracking account operations, budgeting, bill planning, reporting, support in achieving financial goals and more.


Today

• See your actual financial picture.
• Be aware of total balance and its day / month change.
• Check how you spend planned budget.
• Track total progress...

Wallio: Wallet to Portfolio
Wallio: Wallet to Portfolio
Wallio: Wallet to Portfolio

Wallio: Wallet to Portfolio

Wallio, Inc

Wallio is a free, simple app to help you and your family make most out of the money you earn. We automated budgeting so that you can free your mind, get out of debt, grow your safety fund, protect your family, secure retirement and achieve your dream goals. Wallio uses...

Pennyworth : Budget & Expenses
Pennyworth : Budget & Expenses
Pennyworth : Budget & Expenses

Pennyworth : Budget & Expenses

Jack Xuan

Pennyworth presents a simple but powerful Personal Finance App designed to help you keep control of your spending. It's free!
--- Features ---
* Track daily income,expense and transfer transactions
* Make budgets to keep your spending under control
* Manage money in one place from account balances, debts, net worth and more.
* Simple...

Money Pro - Personal Finance
Money Pro - Personal Finance
Money Pro - Personal Finance

Money Pro - Personal Finance

Jacob Caraballo

Make your financial life easier with Money.

Money places all your accounts, transactions, budgets, and much more in one place. Simple to understand. Simple to manage. Simply beautiful. Just simple!

Money is your new financial manager!

Main Features:

* HOME: This is where your most important information lives. The home view has your accounts,...

Budget Expense Tracker|Manager
Budget Expense Tracker|Manager
Budget Expense Tracker|Manager

Budget Expense Tracker|Manager

1C Rarus MSK

Budget is the simple and efficient way to manage your finances right from the palm of your hand

Budget is a comprehensive and effective solution that gives you the power to carefully manage your money. With it, you will be able to monitor and control your funds on your way to...

Other Apps

Could be good for special cases

Money Focus - Account, Budget and Bill Management

Money Focus - Account, Budget and Bill Management

LINKLINKS LTD

A simple but comprehensive, brief and clear personal & business finance management app.
Be good at managing money matters will make your life relaxed and well-organized.

Check your Accounts transactions and balance;
Check Transactions under a Category;
Create Budgets and track transactions under them;
Track income and expense Bills and make sure they are paid on time.
View Transactions by date.

It supports multiple profiles; you can track yours, family members or business finance separately.
It can list your transaction by daily, weekly, monthly or yearly, and generate kinds of reports, so you can see clearly about your earnings and spending.

Key Features:
⁃ Add a transaction with photo of receipt, payees, account, category, budget, check number, and date.
⁃ Track total accounts balance and balance of each account.
⁃ Check transactions of each account.
⁃ Create categories and sub-categories.
⁃ Check transactions and amounts under a category.
⁃ Create budgets and transaction their transactions.
⁃ Calendar and list view of bills.
⁃ Mark bills as fully or partially paid.
⁃ Create bills reminders to make sure they are paid on time.
⁃ Calendar and list view of Bills.
⁃ Track income and expense bills with or without a repeat cycle.
⁃ Show all transactions by daily, weekly, monthly and yearly.
⁃ Copy transaction to quick add a new one.
⁃ Hide or show cleared transactions.
⁃ Add repeat and one time transactions.
⁃ Mark transaction as cleared or not.
⁃ Dividing one transaction to multiple.
⁃ Built-in calculator or default keyboard to enter amount.
⁃ Check total accounts balance chart view.
⁃ Supports multiple currencies.
⁃ Search transactions by payee, category, account, amount or note.
⁃ Over view of recently finance status.
⁃ Nine finance reports.
⁃ Supports multiple groups, manage your personal, family member and business finance separately.
⁃ Passcode protection.
⁃ Share data by email.
⁃ Supports AirPrint.
⁃ iCloud backup and restore.
⁃ Dropbox backup and restore.
⁃ Create multiple reminders.
⁃ Refresh exchange rate or change them manually.
⁃ Supports Today Widget.
⁃ Supports Apple Watch.
⁃ Supports universal version (available on both iPhone and iPad).

If you have any question or want to add more units, please email to [email protected]

MoneyBrilliant

MoneyBrilliant

MoneyBrilliant

MoneyBrilliant provides the tools to help you make better decisions about your money. Its like a personal financial assistant that never stops working for you – you’re the boss but we’ve got your back.

Features
--------
1. Connect all your accounts to see a complete picture
You can connect all your financial accounts and see all the details on whatever device you choose – your phone, tablet or computer. We connect to more institutions than anyone else

2. Understand your spending – so you can change it
Use our connections, intelligent transaction categorisation and spending reports to understand how you spend your money and find opportunities to spend less

3. Manage your bills
Identify your bills, view your upcoming bills calendar, track your spending by biller and set alerts for upcoming, due and missed bills

4. Get better deals on bills
Automatically find the cheapest gas and electricity deals based on your bills and energy usage data. We will regularly check the market to make sure you are on the best plans

5. Create a budget and track your progress
Automatically create a budget based on your historical income and spending, adjust your budgeted income and spending to achieve your goals and we will automatically track and report your progress - with no boring data entry

6. Set savings goals to achieve the important things
Use our Save and Invest tool to set savings goals for the things that really matter – calculate how much you need to save each month, whether you can afford it, and link your goals to specific accounts to automatically track your progress

7. Track your tax deductible expenses
Never forget to claim an allowable tax deduction again by automatically identifying possible tax deductible expenses and capturing receipts. At the end of year send a summary report to your tax accountant or adviser

8. Sort out your banking and bank efficiently
Get suggestions on how to improve your banking structure and habits to simplify your banking and bank more efficiently

9. Compare your income and spending to others
Use People Like Me to compare your spending and income to people like you – people with the same income, same net worth, live in the same area or have the same occupation

Highlights
----------
*Connect with over 200 banking products
*Smart and customisable categorisation system that learns from your preferences
*Advanced expense tracker and extensive spending reports
*Automatic and comprehensive budget planner
*Advanced savings calculator and investing options
*Bill Watch to save you money on your bills
*Automatic identification of possible tax deductions based on your occupation and transactions
*People Like Me to compare your income and spending with others
*Customisable alerts
*Activity Feed to receive alerts and insights about your money
*Bank level Security. We protect all data using advanced 256-bit encryption

Plans
-----
MoneyBrilliant is free to use for 30 days. Following that, the MoneyBrilliant subscription is $9.90 per month (automatically renews every month) or $99 per year (automatically renews every year).

For more details about our plans:
https://www.MoneyBrilliant.com/plans/

Payment will be charged to iTunes Account at confirmation of purchase.
Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period
Account will be charged for renewal within 24-hours prior to the end of the current period ($9.90 monthly or $99 yearly)
Subscriptions may be managed by the user and auto-renewal may be turned off by in Account Settings.
Any unused portion of a free trial period will be forfeited when the user purchases a subscription to that publication, where applicable.

Terms of Use
https://www.moneybrilliant.com.au/support/terms-of-access/
Privacy Policy
https://www.moneybrilliant.com.au/help/privacypolicy/

Money Lover: Expense Tracker

Money Lover: Expense Tracker

Finsify Technology Company Limited

Managing finance shouldn't be complicated and time-consuming, so Money Lover is the simplest finance application to keep track of expense and plan budgets ahead.

Download Money Lover today to better manage your money, stay on top of budgets and SAVE MONEY for your financial goals.

MONEY MANAGER & EXPENSE TRACKER
Keep track of your expense, income, debt, bill and payment within few taps on screen. It's quick, simple and fund. You will better understand where your money comes and goes with easy-to-read reports such as: total expense, total income, spending by each category or pending bills.

BUDGET PLANNER
Looking for a powerful budgeting app? With Money Lover, you can easily plan budget for your expenses. More than that, the app can predict future spending based on your spending history, then give you advice on how to stick to budgets.

CONNECT TO BANK ACCOUNTS
Link Money Lover to bank accounts and get updates. It helps you update account balance and your expense, income from bank accounts automatically. See all bank accounts report in one place, and better control your money.

Country supported: Vietnam, Thailand, Indonesia, Malaysia, India & USA, Hongkong....

STAY SECURE
Enable you to set up PIN code or Fingerprint on your phone. From our side, we encrypted data with bank-level security.

SYNC ACROSS DEVICES
Money Lover works seamlessly across devices and platforms: mobile app, Web and PC. It's so easy to track your spending and see budgets' reports from everywhere you go.

Other features:

- Recurring transaction: Set up recurring transactions and bill. Get notification before due date.
- Saving Planner: Set up saving goals and keep track your progress to save more money up.
- Debt: Track your debts and loans and payment & debt collection.
- Multiple currency and account supported.
- Build-in calculator

PREMIUM FEATURE

Manage personal finances more effectively and conveniently with premium version:
- Remove ads 100%
- Create unlimited numbers of Wallets, Budget and Saving plans
- Export your data to CSV file
- Attach pịcture to transaction

You can access to your data, track your money and view your budget, saving from any device you login thank to Cloud Syncing. We will store your data in one secure place.

--

Linked Wallet Subscription

We partner with Finsify Hub to provide Linked Wallet which enables user to connect and synchronize bank accounts: transactions and account balance with Money Lover.

The service fee is $2.49/ month, $14.49/ 06 month or $19.99/ year through iTunes auto-renew subscription. You will have 3-day Free Trial before subscription is charged to your credit card through your iTunes account.

You’re not able to cancel subscription during active period. Your subscription will automatically renew unless canceled at least 24h before the end of current period.

To manage your subscription, please go to Apple ID Account Settings.

Privacy and Terms of use

https://moneylover.me/policy.html

http://u.moneylover.me/finsify-account

--
Question or Need support? Please email to [email protected] or chat with us via in-app Help & Support.

Keep in touch to get the updates, tips and promotion:

Facebook: bit.ly/moneylover-fb
Twitter: bit.ly/moneyloverapp
Website: https://moneylover.me
Blog & Guide : http://note.moneylover.me

Money Dashboard Budget Planner

Money Dashboard Budget Planner

Money Dashboard

Money Dashboard helps you save money, budget more effectively, and make better financial decisions. Use it to keep track of your spending across your current, credit card and savings accounts, no matter who you bank with, and start making daily savings by understanding where all your money goes each month.

We make managing your money simple by categorising your spending for you and displaying all of your incoming and outgoing amounts on our helpful dashboard charts. This means you can quickly see exactly how much you spend on things such as groceries, leisure or household bills and use this to inform your spending and saving habits.

Money Dashboard supports all UK bank accounts and credit cards, and is a read-only app meaning no money can be moved in or out of any of your accounts. We use the same bank-level security and you log in to your online banking accounts through our secure portal.

BBC ‘Money Dashboard lets you take control through one central hub so you know what’s going on with your money.’

The Times ‘If you struggle to keep on top of your household finances, Money Dashboard can help.’

The Independent ‘An overall picture of your financial health is clever financial planning. Money Dashboard makes this easy.’

Evening Standard ‘An award-winning budget planner, this helps you keep track of personal spending across multiple accounts, pay off credit cards and even makes suggestions on how to manage your finances better.’

Money Dashboard is authorised and regulated by the Financial Conduct Authority, registration number 743264.

MoneyPad - Personal finance manager to track your budget, expenses, income, accounts plus bills reminder

MoneyPad - Personal finance manager to track your budget, expenses, income, accounts plus bills reminder

HAIYING LI

▲▲ Featured by Apple in "Staff Favorites" and "What's Hot" lists ▲▲
If you are looking for a smart, easy to use and feature-rich financial App to control budget/spending, track bills, replace paper checkbook, manage income and track as many accounts as you want, MoneyPad is the one. With MoneyPad application, you can reconcile transactions, transfer funds, view graphs & reports, export data etc.

"All in all, MoneyPad is a highly recommended app to keep track of your finances." --- CRAVEONLINE.COM
"Keep track of your spending and income, bills, budget, and monitor multiple accounts via a user-friendly interface." --- LIFEHACKER.COM
"When developers make it so easy to track your expenses I suppose there’s really no excuse for not getting on board." --- iPhoneMom

KEY FEATURES:

▸ Support two color themes
▸ Passcode protection.
▸ Global currencies supported.
▸ Can add photo for transaction.
▸ Calendar view of transactions.
▸ Ability to customize categories and subcategories.
▸ 200 icons for categories and subcategories.
▸ Export CSV report of transactions by e-Mail.
▸ Number Pad with calculation.
▸ Search function provided.
▸ Bills reminder to track your payments.
▸ Auto Increment Check#. Enter the first check number and MoneyPad will suggest the next one.
▸ Built-in User Guide and FAQ.
▸ Support passcode delay
▸ Sort bills list by time

▲ Budgeting
▸ Real-time statistics for spent vs. remaining budget.
▸ Based on last month's budget, budget rollover automatically on the first day of new month.

▲ Expenses/Income
▸ Create, add notes and organize by categories.
▸ View totals per category/date and overall.

▲ Accounts
▸ Ability to create separate accounts for your cash, bank accounts, credit cards, and assets.
▸ Multi-currency support. Each account can have different currency with user-input exchange rate to home currency.
▸ Reconcile your transactions by editing cleared/un-cleared status to see where you stand.

▲ Recurring & Bills
▸ Create, add notes and organize recurrings by expense, income and transfer.
▸ Ability to set reminders .

▲ Local Notifications
▸ Get reminded when your recurrings are due.

▲ Vendors
▸ Ability to create, edit and delete Vendor.
▸ Track vendor information including account numbers, websites, and phone numbers.

▲ Backups/Restore
▸ Backup your data in one tap and email the backup file to yourself for safekeeping.
▸ Import backup data via WiFi or iTunes file sharing.

▲ Charts and Reports
▸ Interactive 3D Pie charts for expense/income/assets/ liabilities break-down.
▸ Trend chart for expense and Income for the last 6 months.

NOTES:
▸ This app doesn't access your privacy and all of your data are stored only in your device.

Send your comments/suggestions to [email protected] or visit our website.

Expense Tracker with Pocket Budget

Expense Tracker with Pocket Budget

iCubemedia Inc.

ON SALE FOR LAUNCH WEEK ONLY. REGULAR PRICE 4.99
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Easily manage your personal budget and business accounts using powerful, advanced analysis and consolidation features. The application can be used to handle several accounts or budget simultaneously and sort them into different groups. Ability to sync your iPhone with your iPad in order to use same data on all your devices.

Features:
* More than 6 different themes or User Interface.
* Passcode protection
* Set Daily, monthly or annual budget
* Set recurring transactions.
* Create unlimited budget accounts
* Create unlimited expense or income budgets.
* Expense/Income categories are automatically created.
* Create or modify new Expense/Income categories
* Set budget name, amount, type, category, date range and if no cycle or cycle by a specific date range etc.
* Assign a budget to every category, and accurately monitor the evolution of your income and expenses.
* Add transactions to each budget.
* View history of past circular budget.
* Overview tools, allowing you to visualize the breakdown of your transactions
* Report to show percentage of each budget of a date range.
* Export your budgets in form of CSV.
* Custom date range of budgets to be exported.
* Search transactions by name, amount and note.

InstaFunds+ : Money Manager, Budgeting, Bill Calendar, Resources

InstaFunds+ : Money Manager, Budgeting, Bill Calendar, Resources

CapWay, LLC

InstaFunds+ offer unlimited accounts and transactions, a bill calendar, and resources that will help you in making financial decisions.

InstaFunds helps you to become more financially organized and disciplined, while also increasing your financial literacy. Our goal is to not only be a simple money tracking app, but a budgeting tool, bill manager, and educational tool.

With our register/log in option, you can access your transactions from any iOS device with InstaFunds+.


ACCOUNTS
The app allows you to manually enter past, present, and even future transactions. Use InstaFunds as your personal finance manager. The ability to add future transactions also means you are able to budget by knowing how much you should have in your account at the end of a certain time period based on the current and predicted future transactions that will come from an account.

Use InstaFunds as your digital checkbook with the option of identifying what you purchased or used with each transaction (i.e. check, receipt, picture of the purchased item from the store) by taking a photo and attaching it to any transaction.

You can separate your accounts as personal, business, or checking. You can also identify the type of account by labeling each as checking, savings, CDs, or numerous other options.


BILL CALENDAR

If you are a millennial, unbanked, underbanked, or have 4 different bank accounts, one thing that we all have in common is bills. Our bill calendar allows you to organize your bills and be sent reminders of when they are due. Our calendar monitors your bills by categorizing them as upcoming or past due.

Once you have paid a bill, simply mark the bill as paid and enter the confirmation number for your records.


RESOURCES

Through InstaFunds, we will offer your numerous resources and opportunities to become more financially literate. Our resources include interviews, helpful articles, recommendations, and definitions and explanations about things you may see when trying to get a loan, credit card, or something similar. We want to make sure you are knowledgeable enough to make the right decision.

With a focus on the unbanked, underbanked, and under-resourced, we understand that many people are getting loans with extremely high interest rates, cashing their checks at the local store for a fee, and/or so deep in debt that they become hopeless. We use our resource section as a way of putting people on the right path to financial freedom.


OTHER FEATURES

- E-mail yourself personal transactions or export full accounts.

- Import data Now you have a record of your finances on your mobile device and on your computer.

- turn Reconcile on or off

- turn Security Code on or off. If your Security Code is on, you must enter a 4 digit code in order to access your accounts.

- Search feature to easily search through your transactions in all your accounts. Search by name, amount, or date.

- Order your transactions by Date, Clearance, or Amount

- Categorize your transactions. By visiting the 'Category' page, you will be able to see the amount and percentage of money you have spent in each category. (You are free to add any category that is not already part of the app by default)

- Print off transactions. This includes printing off the picture that has been taken/assigned to each transaction.