Balance – Personal Finance

Name: Balance – Personal Finance
Rating: 4.7 (15 reviews)
Author: Anatoliy Gershman

by Anatoliy Gershman

iPhone · iPad

Active Last checked 31 Jul 2026

App Store ↗

Quick verdict

What it is: Store information collected; independent summary not yet available.
At a glance: Free to download
In-app purchases

Categories and search queries

Official categories

Finance

AppCorpus categories

Finance

Key functions

Function	Availability	Access	Scope	Evidence
Family Sharing	Yes	Unknown	App Store	Store published
Free app	Yes	Free	—	Store published
In-app purchases	Yes	Limited free	—	Store published

Screens

App Store

23 store screenshots

Pricing & paywalls

App Store

Free to download
In-app purchases

Last verified 31 Jul 2026

Ratings & reviews

App Store

4.7 15 ratings · App Store

5/5Surprisingly good
It does what I need without the bloat while still retaining all the data I’m interested in. Once you use it a little, it’s very easy to add transactions, just entering an amount and a few letters of the payee name and a swipe, literally takes a couple of seconds. Also, it looks nice.

Sennhs · 31 Jul 2026
5/5My new go-to finance app
Wonderful app. I’ve been a user of MoneyWiz for about 7 years now and though I appreciate the ever expanding features of that product, I was becoming concerned the app I loved was becoming something more than what I needed. I was afraid I wouldn’t find something simple enough for my needs. Alas, I discovered Balance. It’s straightforward and simple. For some it may not be enough, but if you’re like me and can appreciate the beauty in simplicity, this app is for you. The easy sync between all OSes sealed the deal for me. If you’re thinking of trying it, don’t hesitate!

SomeRandomG · 31 Jul 2026
5/5Great app for you day to day money control
Slick design, rich and easy to read report, using it at everyday basis happy that finally fount it the best for me.

Degussa81 · 31 Jul 2026
5/5Too many issues!
I was hoping this would be a good app. It’s simple which is what I was looking for. When trying to change a description, most of the time, it won’t change. It’s adds duplicate transactions. Account balances are off. My search for a simple personal finance app continues….this app has too many bugs.

johnski · 31 Jul 2026
5/5Love it
I really like how it makes tracking my expenses fast and actually enjoyable. The detailed reports and simple budgeting tools are really helping me control my spending.

AliZZoro · 31 Jul 2026

Privacy & accessibility

App Store

Privacy

Data Not Collected Developer declared

Accessibility

Dark Interface — SUPPORTED Store published
Differentiate Without Color Alone — SUPPORTED Store published
Larger Text — SUPPORTED Store published
Reduced Motion — SUPPORTED Store published
Sufficient Contrast — SUPPORTED Store published
VoiceOver — SUPPORTED Store published

Versions

App Store

1.16.0
New Features - Added tag color customizations. - Added tag indicators to transactions in the transactions view. - Added a setting to adjust the accent color. - Added a setting to manually select the theme. Fixes and Improvements - Minor fixes and improvements.
1.17.0
New Features - Added support for collapsible account groups in the accounts view. - Added alternate app icons. - Added support for tag indicators style customization. Fixes and Improvements - Minor fixes and improvements.
1.17.1
New Features - Added support for collapsible account groups in the accounts view. - Added alternate app icons. - Added support for tag indicators style customization. - Added an option to pay and edit scheduled transactions. Fixes and Improvements - Minor fixes and improvements.
1.18.0
New Features - Added support for refunding expense transactions. - Added an option to change text field alignment in the transaction edit view. Fixes and Improvements - Added color preview for amount text color options in Settings. - Fixed a crash that could occur when activating the next or previous text field in the transaction edit view in rare cases. - Other minor fixes and improvements.
1.18.1
New Features - Added support for refunding expense transactions. - Added an option to change text field alignment in the transaction edit view. Fixes and Improvements - Added color preview for amount text color options in Settings. - Fixed a crash that could occur when activating the next or previous text field in the transaction edit view in rare cases. - Other minor fixes and improvements.
1.19.0
New Features - Added support for batch editing transactions. - Added support for iOS 18 app icon customization. - Added an iOS 18 Control Widget to add transactions. - Added an App Intent to add transactions. Fixes and Improvements - Minor fixes and improvements.
1.20.0
Fixes and Improvements - Fixed a bug causing the transaction type switch in the transaction edit view to be displayed in an incorrect position in some cases. On an iPad, it will now be displayed at the top of the transaction edit view. - Fixed a bug causing the transaction edit view to use the default currency instead of the selected account currency to format the amount for new transfer transactions when the transfer target account is not yet selected. - Fixed a bug causing the window title and subtitle to display the current account name and balance in the locked state. - Fixed a bug causing the scheduled transaction edit view to focus on the repeat frequency text field when the repeat type is set to never when tapping on the repeat row. - Other minor fixes and improvements.
1.21.0
New Features - Added an option to display transaction account, category, and tags in the transactions list screen. - Added an option to display and change transaction reconcile state in the transaction edit screen. - Added an option to disable transaction time display and only display date. Fixes and Improvements - Fixed a bug causing template categories to be added twice in rare cases. - Fixed a bug causing the email feedback form to not work properly in some cases. - Other minor fixes and improvements.
1.22.0
New Features - Added an optional note field for transactions. - Added a note field for accounts. Fixes and Improvements - Added more color options for expense amount text colors customization. - Improved transactions list screen and report screen layouts. - Improved transactions search performance. - Updated report customization screen and internal reporting engine to support additional report types in future updates. - Fixed passcode lock screen not being displayed in rare cases. - Fixed window title and subtitle displaying current account name and balance in the locked state in rare cases. - Fixed some sheet-style screens using incorrect sizes. - Other minor fixes and improvements.
1.23.0
New Features - Added more alternate app icons. - Improved the alternate app icons selection screen. Fixes and Improvements - Fixed a bug causing window title and subtitle to not properly update in some cases. - Other minor fixes and improvements.
1.24.0
New Features - Added an option to track transaction cleared/pending status. Fixes and Improvements - Minor fixes and improvements.
1.25.0
New Features - Added support for split category transactions. Fixes and Improvements - Fixed a bug causing budgets to not update after transaction editing and batch editing in some cases. - Fixed a bug causing property select screen to not update after property deletions in some cases. - Fixed a bug causing transaction edit screen to attempt to adjust the transaction type switch vertical position in some cases. - Fixed a bug causing a parent category to be allowed to be selected as a transaction category in rare cases. - Fixed a bug causing fully refunded transaction amounts to use wrong color. - Fixed a bug causing previously selected category of a transaction to change after selecting a payee in some cases. - Fixed a bug causing category edit screen to display a delete button when no category is selected. - Fixed a bug causing property select screen to reset selection checkmark for selected items in some cases. - Fixed a bug causing iCloud sync displayed state to be stuck on "Upgrading Database" in some cases. - Fixed a bug causing confirmation alert for template categories creation during onboarding to not appear in some cases. - Fixed a bug causing CSV exports to produce malformed CSV files in some rare cases. - Fixed a bug causing error messages to not appear during CSV import in some cases. - Fixed a crash that could occur when importing malformed CSV files. - Other minor fixes and improvements.
1.25.1
New Features - Added support for split category transactions. Fixes and Improvements - Fixed a bug causing budgets to not update after transaction editing and batch editing in some cases. - Fixed a bug causing property select screen to not update after property deletions in some cases. - Fixed a bug causing transaction edit screen to attempt to adjust the transaction type switch vertical position in some cases. - Fixed a bug causing a parent category to be allowed to be selected as a transaction category in rare cases. - Fixed a bug causing fully refunded transaction amounts to use wrong color. - Fixed a bug causing previously selected category of a transaction to change after selecting a payee in some cases. - Fixed a bug causing category edit screen to display a delete button when no category is selected. - Fixed a bug causing property select screen to reset selection checkmark for selected items in some cases. - Fixed a bug causing iCloud sync displayed state to be stuck on "Upgrading Database" in some cases. - Fixed a bug causing confirmation alert for template categories creation during onboarding to not appear in some cases. - Fixed a bug causing CSV exports to produce malformed CSV files in some rare cases. - Fixed a bug causing error messages to not appear during CSV import in some cases. - Fixed a crash that could occur when importing malformed CSV files. - Other minor fixes and improvements.
2.0.0
Redesigned to support Liquid Glass on iOS 26 and iPadOS 26.
2.0.1
Redesigned to support Liquid Glass on iOS 26 and iPadOS 26.
2.0.2
Redesigned to support Liquid Glass on iOS 26 and iPadOS 26.
2.0.3
Redesigned to support Liquid Glass on iOS 26 and iPadOS 26.
2.0.4
Minor fixes and improvements.
2.1.0
Fixes and Improvements - Improved VoiceOver support. - Other minor fixes and improvements.
2.1.1
Minor fixes and improvements.
2.2.0
New Features - Added an option to group transactions by date in transactions list. Fixes and Improvements - Minor fixes and improvements.
2.2.1
New Features - Added an option to group transactions by date in transactions list. Fixes and Improvements - Minor fixes and improvements.
2.2.2
Minor fixes and improvements.
2.2.3
Fixes and Improvements - Fixed a bug causing incorrect category and title suggestions in the transaction edit screen in some cases. - Fixed a bug causing incorrect layout of the transaction type switch in the transaction edit screen in some cases. - Other minor fixes and improvements.
2.3.0 · 6 Apr 2026
Fixes and Improvements - Added a keyboard shortcut to change transaction currency. - Other minor fixes and improvements.

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Alternatives

Balance Pro: Money & Budget — Same category + similar ratings
Checkbook Wiz — Same category + similar ratings

Availability by market

Data quality & evidence

Page completeness: Live store listing
Last verified: 31 Jul 2026
Sources: App Store

Independent summary has not been published yet.

Report a correction

Use this page with an AI agent

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Example prompt

Compare Balance – Personal Finance with Balance Pro: Money & Budget.

View JSON

GET /api/v3/apps/1606536498

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          "rating": 5,
          "title": "Surprisingly good",
          "body": "It does what I need without the bloat while still retaining all the data I’m interested in. Once you use it a little, it’s very easy to add transactions, just entering an amount and a few letters of the payee name and a swipe, literally takes a couple of seconds. Also, it looks nice.",
          "author": "Sennhs",
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          "date": "31 Jul 2026"
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          "title": "Great app for you day to day money control",
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          "author": "Degussa81",
          "date": "31 Jul 2026"
        },
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          "body": "I was hoping this would be a good app. It’s simple which is what I was looking for. When trying to change a description, most of the time, it won’t change. It’s adds duplicate transactions. Account balances are off. My search for a simple personal finance app continues….this app has too many bugs.",
          "author": "johnski",
          "date": "31 Jul 2026"
        },
        {
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          "date": "31 Jul 2026"
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      "version": "1.18.1",
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      "notes": "New Features - Added support for refunding expense transactions. - Added an option to change text field alignment in the transaction edit view. Fixes and Improvements - Added color preview for amount text color options in Settings. - Fixed a crash that could occur when activating the next or previous text field in the transaction edit view in rare cases. - Other minor fixes and improvements."
    },
    {
      "store": "apple",
      "version": "1.19.0",
      "released_at": null,
      "notes": "New Features - Added support for batch editing transactions. - Added support for iOS 18 app icon customization. - Added an iOS 18 Control Widget to add transactions. - Added an App Intent to add transactions. Fixes and Improvements - Minor fixes and improvements."
    },
    {
      "store": "apple",
      "version": "1.20.0",
      "released_at": null,
      "notes": "Fixes and Improvements - Fixed a bug causing the transaction type switch in the transaction edit view to be displayed in an incorrect position in some cases. On an iPad, it will now be displayed at the top of the transaction edit view. - Fixed a bug causing the transaction edit view to use the default currency instead of the selected account currency to format the amount for new transfer transactions when the transfer target account is not yet selected. - Fixed a bug causing the window title and subtitle to display the current account name and balance in the locked state. - Fixed a bug causing the scheduled transaction edit view to focus on the repeat frequency text field when the repeat type is set to never when tapping on the repeat row. - Other minor fixes and improvements."
    },
    {
      "store": "apple",
      "version": "1.21.0",
      "released_at": null,
      "notes": "New Features - Added an option to display transaction account, category, and tags in the transactions list screen. - Added an option to display and change transaction reconcile state in the transaction edit screen. - Added an option to disable transaction time display and only display date. Fixes and Improvements - Fixed a bug causing template categories to be added twice in rare cases. - Fixed a bug causing the email feedback form to not work properly in some cases. - Other minor fixes and improvements."
    },
    {
      "store": "apple",
      "version": "1.22.0",
      "released_at": null,
      "notes": "New Features - Added an optional note field for transactions. - Added a note field for accounts. Fixes and Improvements - Added more color options for expense amount text colors customization. - Improved transactions list screen and report screen layouts. - Improved transactions search performance. - Updated report customization screen and internal reporting engine to support additional report types in future updates. - Fixed passcode lock screen not being displayed in rare cases. - Fixed window title and subtitle displaying current account name and balance in the locked state in rare cases. - Fixed some sheet-style screens using incorrect sizes. - Other minor fixes and improvements."
    },
    {
      "store": "apple",
      "version": "1.23.0",
      "released_at": null,
      "notes": "New Features - Added more alternate app icons. - Improved the alternate app icons selection screen. Fixes and Improvements - Fixed a bug causing window title and subtitle to not properly update in some cases. - Other minor fixes and improvements."
    },
    {
      "store": "apple",
      "version": "1.24.0",
      "released_at": null,
      "notes": "New Features - Added an option to track transaction cleared/pending status. Fixes and Improvements - Minor fixes and improvements."
    },
    {
      "store": "apple",
      "version": "1.25.0",
      "released_at": null,
      "notes": "New Features - Added support for split category transactions. Fixes and Improvements - Fixed a bug causing budgets to not update after transaction editing and batch editing in some cases. - Fixed a bug causing property select screen to not update after property deletions in some cases. - Fixed a bug causing transaction edit screen to attempt to adjust the transaction type switch vertical position in some cases. - Fixed a bug causing a parent category to be allowed to be selected as a transaction category in rare cases. - Fixed a bug causing fully refunded transaction amounts to use wrong color. - Fixed a bug causing previously selected category of a transaction to change after selecting a payee in some cases. - Fixed a bug causing category edit screen to display a delete button when no category is selected. - Fixed a bug causing property select screen to reset selection checkmark for selected items in some cases. - Fixed a bug causing iCloud sync displayed state to be stuck on \"Upgrading Database\" in some cases. - Fixed a bug causing confirmation alert for template categories creation during onboarding to not appear in some cases. - Fixed a bug causing CSV exports to produce malformed CSV files in some rare cases. - Fixed a bug causing error messages to not appear during CSV import in some cases. - Fixed a crash that could occur when importing malformed CSV files. - Other minor fixes and improvements."
    },
    {
      "store": "apple",
      "version": "1.25.1",
      "released_at": null,
      "notes": "New Features - Added support for split category transactions. Fixes and Improvements - Fixed a bug causing budgets to not update after transaction editing and batch editing in some cases. - Fixed a bug causing property select screen to not update after property deletions in some cases. - Fixed a bug causing transaction edit screen to attempt to adjust the transaction type switch vertical position in some cases. - Fixed a bug causing a parent category to be allowed to be selected as a transaction category in rare cases. - Fixed a bug causing fully refunded transaction amounts to use wrong color. - Fixed a bug causing previously selected category of a transaction to change after selecting a payee in some cases. - Fixed a bug causing category edit screen to display a delete button when no category is selected. - Fixed a bug causing property select screen to reset selection checkmark for selected items in some cases. - Fixed a bug causing iCloud sync displayed state to be stuck on \"Upgrading Database\" in some cases. - Fixed a bug causing confirmation alert for template categories creation during onboarding to not appear in some cases. - Fixed a bug causing CSV exports to produce malformed CSV files in some rare cases. - Fixed a bug causing error messages to not appear during CSV import in some cases. - Fixed a crash that could occur when importing malformed CSV files. - Other minor fixes and improvements."
    },
    {
      "store": "apple",
      "version": "2.0.0",
      "released_at": null,
      "notes": "Redesigned to support Liquid Glass on iOS 26 and iPadOS 26."
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      "version": "2.0.1",
      "released_at": null,
      "notes": "Redesigned to support Liquid Glass on iOS 26 and iPadOS 26."
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      "version": "2.0.2",
      "released_at": null,
      "notes": "Redesigned to support Liquid Glass on iOS 26 and iPadOS 26."
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      "version": "2.0.3",
      "released_at": null,
      "notes": "Redesigned to support Liquid Glass on iOS 26 and iPadOS 26."
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      "version": "2.0.4",
      "released_at": null,
      "notes": "Minor fixes and improvements."
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      "version": "2.1.0",
      "released_at": null,
      "notes": "Fixes and Improvements - Improved VoiceOver support. - Other minor fixes and improvements."
    },
    {
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      "version": "2.1.1",
      "released_at": null,
      "notes": "Minor fixes and improvements."
    }
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      "name": "Balance Pro: Money & Budget",
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      "reason": "Same category + similar ratings"
    },
    {
      "app_id": 964371097,
      "name": "Checkbook Wiz",
      "url": "https://appcorpus.com/apps/checkbook-wiz-964371097",
      "reason": "Same category + similar ratings"
    }
  ],
  "evidence_summary": {
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    "evidence_level": 1,
    "level_label": "Live store listing",
    "indexable": true,
    "last_verified_at": "2026-07-31",
    "unknown_fields": [
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}