Released on June 10, 2024
Personal Finance AI Chat: Meet Fin, your own personal finance assistant. Fin is an AI-powered chatbot that can help you with questions about money, budgeting, loans, debt, investments, and practically anything related to finances.
UI improvements and enhancements.
Fixed an issue where transferring from one account to another could cause duplicate entries.
Released on April 21, 2024
Budgets & Goals: Set customized monthly budgets by categorized spending and create goals to save towards large purchases.
Net Worth: Get a sum of your total worth from your accounts, assets, and more. See how your net worth changes each month.
Loan Accounts: You can now select a loan as an account type.
Cash Flow Reports: See a new report of your expenses and income by category for each month.
Free Plan: Sign up and use the basic features of Balance Pro for free.
Updated billing and subscription page to better manage your subscription plan.
Fixed an issue where the contact form was not submitting correctly
Released on February 10, 2024
Added an option to enable a minus sign (-) for negative transactions
Various bug fixes and performance improvements
Released on February 5, 2024
Auto-Capture Receipt Scanner: You can now scan receipts with your camera or upload documents and Balance Pro will automatically capture key information like the merchant name, taxes, total, and date. This is an optional add-on to your subscription plan.
Change email address
Assets: New Assets account type for things like a house, car, and other assets.
Cash Flow: A new chart that shows how much money is coming in and out of all your accounts.
Updated expense and income pie charts with more information
The app's version number is now visible from the settings page
Minor improvements for a better experience
Fixes a bug that displayed -$0.00 for some accounts
Fixed issue where the Manage Subscription button did not work reliably
Standardized the color of amounts and transactions
Released on December 28, 2023
Try the app with a 7-day free trial
Minor enhancements and improvements
Fixed back navigation issue when entering a transaction
Released on December 21, 2023
A new option to mark all transactions in an account as cleared
Added the ability to refresh your account balances in the settings
Contextual menus with added quick links to settings
Bills has been renamed to Bills & Subscriptions
UI improvements throughout the app
Fixed scolling issue on the Add Transaction sheet
Released on December 7, 2023
Demo mode: allows new users to explore the app
Added a dark/light mode toggle
Speed enhancements to make the app faster
Improved performance for accounts with a large number of transaction
Fixed issue where search wasn’t working as expected
Released on October 10, 2023
Added ability to reset password from the My Account screen.
Transaction Duplicates: fixed issue where some transactions duplicate on their own.
Cleared Transactions Visibility: fixed issue where some cleared transactions were not being hidden when they should be.
Gaps in Transactions List: fixed issue that closes large gaps in transaction list.
Various Messaging Enhancements: more clear language around premium, bug reports, and feedback requests.
Released on September 15, 2023
Native App: completely revamped from the ground up to be a fast, native application.
Multi-Currency: you can now add accounts in different currencies.
Duplicate Transactions: you can now duplicate an existing transaction.
Repeating Transactions: you can now have repeating transactions in accounts.
Dark Mode: the app will adapt to light or dark mode based on your device's settings.
No Ads: no more advertisements in the app.
Support Knowledge Base: get quick answers to the questions you have.
Feature Requests: new feature request system where you can add and upvote on new app features.
Refreshed User Experience: updated to use modern app best practices.
What's New: added a What's New link to see the latest features.
See More Upcoming Bills: you can how see upcoming bills one year into the future.
Simplified user account management.
Added a check # field in transactions.
Much improved transaction and bill search.
More reliable account calculations.
Released on January 17, 2023
Fixed issue where bills did not delete as expected
Released on November 11, 2022
Import transactions: premium subscribers can now import transactions (located on the Settings page)
Minor performance improvements
Released on November 5, 2022
Transfer: you can now transfer money between accounts
Fixed updating overall total when adding a new account
Released on October 23, 2022
Reporting: new overview tab that includes transaction reports
Fixed Date/Time input stability
Fixed issue where bills may not fully delete correctly
Updated calendar input
Released on September 14, 2022
Custom categories: Create custom categories for your transactions
Released on June 3, 2022
No longer a restriction to add transactions in the past
Fixed issue where balances may be calculated incorrectly
Released on May 9, 2022
Color tags: add a color tag to your transactions for better organization
Added more transaction categories
Ability to delete past bills
Mark a bill as unpaid from past bills section
Released on March 21, 2022
Running balance: see a running balance on your transaction list
Cleared & pending balances: see seperate balances for cleared transactions and pending transaction totals
Bill totals: see the total amount due for all bills in a given month
Released on January 30, 2022
You can now delete your user account
Improvements to automated emails
Released on January 16, 2022
Attach and upload receipts: Added the ability to upload receipts and invoices—upload PDF, JPG, PNG or take a photo with your smartphone camera.
Released on December 30, 2021
Refreshed app design: with easier-to-use navigation for mobile, tablet, and desktop
Search: you can now search for transactions or bills
My Account: new "My Account" page to manage your account settings
Fixed issue where text would not show in a transaction or bill item
Accounts now show full list of accounts no matter how many are added
Various improvements where elements did not display correctly
Released on December 11, 2021
Foreign currencies: added the option to select a currency app-wide
Stability improvements
Released on December 4, 2021
New onboarding screens: also updated create an account page
Various small bug fixes
Released on September 17, 2021
Bill tracking: an easy way to add and manage all your bills in one place
Bill reminders: receive reminders when an upcoming bill is due via email and/or app notification
Bill auto pay: keep track of bills that have auto pay enabled
Time and date bug has been fixed to default to the current time
Transaction sorting now saves your setting correctly
Add up to 3 accounts, unlimited transactions, and 5 bills on the app for free
Add unlimited accounts and bills with Balance Pro Premium
Released on May 21, 2021
Export transactions: export your account transactions to a CSV spreadsheet (premium feature).
Smart Login: remembers your log in credentials and quickly logs you in via fingerprint or face authentication on mobile devices.
You can now add transactions as 0.00
Transactions will now show exact time instead of 5 minute intervals.
Password reset function restored.
Released on November 21, 2020
Add multiple financial accounts: Checking, Savings, Credit Cards, Investments, or Cash
Ability to mark a transaction as cleared or pending
See the total amount of money in all your accounts
Add notes to any of your accounts or transactions
Hide older transactions by set of time
Data synced and accessible through multiple devices
Embarking on the journey of creating a budget is a powerful and transformative step toward financial empowerment. It's not just about crunching numbers; it's about taking control of your financial destiny.
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Whether you accidentally paid the wrong person or the deal fell through, here's a guide on how to cancel a PayPal transaction, and what to do if cancellation isn't possible.
Bookkeeping relies on debits and credits to ensure that a company's financial records are balanced. Debits are used to increase asset or expense accounts, while decreasing liability, revenue or equity accounts. Credits do the opposite.
Balance Pro is a budgeting and personal finance app that helps you manage and optimize your money.
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