Account Tracker

grahamhaley.co.uk ↗

Personal account forecasts with recurring series and budget progress markers

SI Score
80/100
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Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the Account Tracker homepage

What it does

Graham Haley’s Account Tracker records personal balances, recurring transactions and budgets. It includes future running balances, cash-flow reports and account groups, with a related Mac companion.

Build a balance forecast

Give each account an opening balance and date, then add recurring salary and bills. The account view projects its running balance from those entries. Budget bars include a marker for today, so spending can be compared with how far the period has progressed.

Change a series or move to a Mac

To change a recurring amount, edit the series from its first affected occurrence. Changing its account or series date requires a new series. CSV exports are readable outside the app; restore backups are for Account Tracker itself.

The Mac companion needs iCloud Drive or Dropbox syncing with iOS for editing. Opening an iOS backup directly on the Mac is view-only.

The standard app offers a one-month trial before its subscription starts. Account Tracker Pro is a subscription-free alternative.

Strengths

  • Future running balances from scheduled entries
  • Budget progress includes a date marker

Watch out for

  • Changing a recurring series account or date requires a new series
  • The Mac companion requires syncing with iOS to edit data

Best for

  • People planning personal account balances from regular income and bills

Sources