See the full picture
Bring assets, liabilities, income, expenses, and transfers into one organized view with net worth and monthly summaries.
Personal finance, clearly organized
BalanceBuddy
Track accounts and transactions, plan a monthly budget, and understand where your money is going.
Plan month by month
Build category budgets, use optional rollover, review recurring bills, and check cash outlook and safe-to-spend estimates.
Review useful patterns
Explore spending and income charts, account history, transaction calendars, monthly reviews, and recurring charge suggestions.
Move your records when you choose
Import bank CSV files, export selected transactions to CSV, and create or restore a full JSON backup through system file and sharing tools.
Your records, in your iCloud environment
BalanceBuddy stores app data on your device and uses your private iCloud database to synchronize it across eligible devices signed in to the same Apple Account. It does not connect directly to financial institutions or sell user information. Files leave the app only when you choose to import, save, or share them.
BalanceBuddy Pro
Monthly and annual auto-renewable plans provide editing access, with a 14-day introductory trial when eligible and Family Sharing support. Without an active subscription, you can continue to view existing records and use backups, exports, and deletion controls.