Finances

For cash flow, Finances supports tracking expenses and income, and includes support for budgets, accounts, payees, and bill tracking.

For investments, Finances supports tracking cash and stock investments and automatically fetches daily stock prices.

Finances allows flexible cycles for managing your cash-flow: Monthly (default), Weekly, Every 2 weeks, Every 4 weeks, and Semi-monthly.

The Finances application provides the ability to group your expenses into categories and sub-categories, and lets you set a budget and track expenses at the category/sub-category level.

The features within Finances are well integrated such that a bill can become an expense (when you pay for it) and adjust the account balance at the same time.

Finances includes Cloud Sync that automatically backs up your data, and syncs entries across multiple devices (iPhone, iPad).

Create/Edit/Delete expenses and recurring expenses

Browse expense entries by month, by category/date with the ability to drill-down

Optionally associate an account and payee with an expense

Attach photo images of receipts; drag and resize images on screen

Support for multiple currencies and automatic exchange rate conversion

Create/Edit/Delete income and recurring income

Optionally associate an account with the income

Create/Edit/Delete bills and recurring bills

Support for Payees, and track payments by Payee.

Make payment on bills either an as expense or as a transfer (to avoid double accounting your expenses)

Bill reminders

Create/Edit/Delete expense categories and sub-categories

Set a budget, and track expenses at the category/sub-category level.

Associate icons with the categories

Budget rollover

Support for one-time budgets

Classify expenses into fixed, variable and discretionary and compute your disposable income

Support for Accounts such as Checking, Savings, Credit, Debit, Cash, etc.

Associate your expense and income entries with your accounts and accurately track account balances.

View transactions, and do transfer between accounts.

Ability to choose a different base currency for each account

Support create/edit/delete of Investment accounts

Support for add/edit/delete of investments

Support for Cash and Stock investments

Automatic fetching of stock prices every for accurate tracking of investment values

Trend chart for Expense, Budget and Income for the last 6 months

Trend chart for Accounts and Investments for the last 6 months

Pie/Bar charts for expense break-down (Available in the Expenses screen).

Export reports in PDF/CSV format by email or via WiFi

Automatic backups

Automatically sync entries across multiple devices (iPhone, iPad, iTouch)

Sync works over 4G and WiFi

Ability to work within a single budget with other members of the household

Import data in OFX/CSV format into accounts

Large numeric keypad for expense/income amount entry

Finances follows the locale/region setting on your device and shows date and currency symbols appropriate for your region