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
- Account Tracker iOS user guide (Oct 28, 2026)
- Account Tracker support and recurring-series changes (Oct 28, 2026)
- Account Tracker Mac companion and syncing (Oct 28, 2026)
