Finances 2
Stress-Free Bookkeeping
FreeOffers In-App Purchases
1.8.7for iPhone, iPad and more
8.1
123 Ratings
Matthias Hochgatterer
Developer
44.3 MB
Size
Oct 12, 2020
Update Date
Finance
Category
4+
Age Rating
Age Rating
Finances 2 Screenshots
About Finances 2
Finances provides everything you need for your personal and business accounting. Record your transaction using a new kind double-entry bookkeeping system. This simple system doesn't use credit and debit, and makes bookkeeping easier than ever.
FEATURES
- New kind of double-entry bookkeeping system
- Statistics about your income, expenses and net income as bar charts
- History of balances as line chart
- Scan and attach invoices to transactions
- Scan QR-code on invoices to create transactions more easily
- Multiple currencies support including the cryptocurrenies Bitcoin and Ether
- Sync between all your devices using iCloud
- Import transactions from other finances apps and banks using a CSV file
- Create financial statements with an income & expense report, trial balance, and account- or transaction report
iOS 13 READY
- Create new transactions with Siri Shortcuts
- Use Face ID to secure your financial data
- On iPad use Drag & Drop to attach documents to transactions
Finances is also available for your Mac.
FEATURES
- New kind of double-entry bookkeeping system
- Statistics about your income, expenses and net income as bar charts
- History of balances as line chart
- Scan and attach invoices to transactions
- Scan QR-code on invoices to create transactions more easily
- Multiple currencies support including the cryptocurrenies Bitcoin and Ether
- Sync between all your devices using iCloud
- Import transactions from other finances apps and banks using a CSV file
- Create financial statements with an income & expense report, trial balance, and account- or transaction report
iOS 13 READY
- Create new transactions with Siri Shortcuts
- Use Face ID to secure your financial data
- On iPad use Drag & Drop to attach documents to transactions
Finances is also available for your Mac.
Show More
What's New in the Latest Version 1.8.7
Last updated on Oct 12, 2020
Old Versions
- Fixes an issue where duplicating a transaction with today's date was not available on specific iPhones
Show More
Version History
1.8.7
Oct 12, 2020
- Fixes an issue where duplicating a transaction with today's date was not available on specific iPhones
1.8.6
Sep 18, 2020
- Offers more time periods for bar and line charts
- Includes option to duplicate transaction with today's date
- Includes option to duplicate transaction with today's date
1.8.5
Jun 23, 2020
- Fixes issue where transaction with a lot of postings cannot be opened
- Removes dark appearance setting
- Removes dark appearance setting
1.8.4
May 4, 2020
Fixes a problem when enabling the trail or purchasing the full version
1.8.3
Mar 7, 2020
Improvements
- Add Bank Austria CSV preset
- Add search option "Number contains:..."
- Searching for transaction amount now ignores the sign (positive or negative)
- Duplicate of a repeating transaction does not repeat anymore
Bug Fixes
- Fixes wrong posing currency when viewing a transaction, where one of the accounts has a currency assigned to it
- Add Bank Austria CSV preset
- Add search option "Number contains:..."
- Searching for transaction amount now ignores the sign (positive or negative)
- Duplicate of a repeating transaction does not repeat anymore
Bug Fixes
- Fixes wrong posing currency when viewing a transaction, where one of the accounts has a currency assigned to it
1.8.2
Dec 21, 2019
- Supports exporting CSV data for specific accounts
- Fixes crashes on iPad
- Fixes crashes on iPad
1.8.1
Nov 11, 2019
- Fixes a crash when viewing transactions from an asset, liability or equity account
- Fixes an issue where the selected account is not visible by default when choosing a different account for a transaction
- Fixes an issue where the bar chart in weekly and monthly report notifications is hidden
- Fixes an issue where the selected account is not visible by default when choosing a different account for a transaction
- Fixes an issue where the bar chart in weekly and monthly report notifications is hidden
1.8.0
Sep 19, 2019
Compatibility update for newer iOS versions
1.7.0
Jun 8, 2019
New Features
- New data export options : You can now export your data as income & expense statement, balance report and trial balance. Also reports are now called transaction reports. Transaction reports don't show an account overview anymore. The sum of amounts (grand total) for every account is now shown under the list of transactions. You can also now change the exported period in the export configuration screens.
Improvements
- Disables editing of note, payee and number in transaction detail screen
- Supports Capital One CSV import
- Exports PDF document in smaller text sizes
Bug Fixes
- Fixes an issue where OTP Bank CSV files could not be parsed
- Fixes issue where new transaction could not be created from Quick Actions when Lock On Exit was enabled
- Fixes issues where cleared column is ignored when using the Automatic preset
- Fixes issue where importing a debit transaction for an asset account results in an expense
- New data export options : You can now export your data as income & expense statement, balance report and trial balance. Also reports are now called transaction reports. Transaction reports don't show an account overview anymore. The sum of amounts (grand total) for every account is now shown under the list of transactions. You can also now change the exported period in the export configuration screens.
Improvements
- Disables editing of note, payee and number in transaction detail screen
- Supports Capital One CSV import
- Exports PDF document in smaller text sizes
Bug Fixes
- Fixes an issue where OTP Bank CSV files could not be parsed
- Fixes issue where new transaction could not be created from Quick Actions when Lock On Exit was enabled
- Fixes issues where cleared column is ignored when using the Automatic preset
- Fixes issue where importing a debit transaction for an asset account results in an expense
1.6.2
Dec 20, 2018
Improvements
- Use selected account when creating new transaction
Bug Fixes
- Fixes crash when having large text sizes enabled
- Fixes an issue when entering diacritic at the end of an account name
- Fixes an issue when entering notes with asian keyboard
- Use selected account when creating new transaction
Bug Fixes
- Fixes crash when having large text sizes enabled
- Fixes an issue when entering diacritic at the end of an account name
- Fixes an issue when entering notes with asian keyboard
1.6.1
Nov 8, 2018
IMPROVEMENTS
- Add presets for YNAB and Banktivity CSV files
- Add option to specify account delimiter when importing CSV file
BUG FIXES
- Fixes duplicated repeating transactions
- Fixes an issue when entering decimal number
- Fixes an issue where changing the date of repeating transaction doesn't update future transactions
––– Version 1.6
NEW STATISTICS
Balances of your asset accounts are now visualised in a line chart.
Income and expense statistics are now more compact and give a better overview.
TRANSACTION TEMPLATES
Use transaction templates to predefine the postings, note and payee for new transactions.
On iOS 12 you can add transaction templates to Siri as shortcuts.
OTHER IMPROVEMENTS
- Peek into statistics from the list of transactions using force touch.
- Weekly and monthly report notifications now show bar charts of your income and expenses.
- Transaction reminder notifications lets you mark due transactions as cleared or uncleared.
- Add presets for YNAB and Banktivity CSV files
- Add option to specify account delimiter when importing CSV file
BUG FIXES
- Fixes duplicated repeating transactions
- Fixes an issue when entering decimal number
- Fixes an issue where changing the date of repeating transaction doesn't update future transactions
––– Version 1.6
NEW STATISTICS
Balances of your asset accounts are now visualised in a line chart.
Income and expense statistics are now more compact and give a better overview.
TRANSACTION TEMPLATES
Use transaction templates to predefine the postings, note and payee for new transactions.
On iOS 12 you can add transaction templates to Siri as shortcuts.
OTHER IMPROVEMENTS
- Peek into statistics from the list of transactions using force touch.
- Weekly and monthly report notifications now show bar charts of your income and expenses.
- Transaction reminder notifications lets you mark due transactions as cleared or uncleared.
1.6.0
Nov 6, 2018
This update brings new statistics, transaction templates and support for Siri Shortcuts on iOS 12.
NEW STATISTICS
Balances of your asset accounts are now visualised in a line chart.
Income and expense statistics are now more compact and give a better overview.
TRANSACTION TEMPLATES
Use transaction templates to predefine the postings, note and payee for new transactions.
On iOS 12 you can add transaction templates to Siri as shortcuts.
OTHER IMPROVEMENTS
- Peek into statistics from the list of transactions using force touch.
- Weekly and monthly report notifications now show bar charts of your income and expenses.
- Transaction reminder notifications lets you mark due transactions as cleared or uncleared.
Enjoy the new features.
NEW STATISTICS
Balances of your asset accounts are now visualised in a line chart.
Income and expense statistics are now more compact and give a better overview.
TRANSACTION TEMPLATES
Use transaction templates to predefine the postings, note and payee for new transactions.
On iOS 12 you can add transaction templates to Siri as shortcuts.
OTHER IMPROVEMENTS
- Peek into statistics from the list of transactions using force touch.
- Weekly and monthly report notifications now show bar charts of your income and expenses.
- Transaction reminder notifications lets you mark due transactions as cleared or uncleared.
Enjoy the new features.
1.5.2
Aug 1, 2018
Improvements
–––––––––––––
- Updates wording when editing or deleting repeating transactions
Bug Fixes
–––––––––
- Fixes bug where app hangs indefinitely
–––––––––––––
- Updates wording when editing or deleting repeating transactions
Bug Fixes
–––––––––
- Fixes bug where app hangs indefinitely
1.5.1
Jun 1, 2018
Resolves an issue when entering decimal numbers
1.5.0
May 30, 2018
ACCOUNT CURRENCY
You can now define a currency for an account. For example if you are abroad and make purchases in Euro, you can assign Euro as currency to your "Holiday" account.
RECENTLY IMPORTED
You now see your recently imported transactions at a glance.
DUPLICATE FINDER
Finances automatically analyzes your data to detect duplicate transcations. All of this is done locally on the device.
OTHER IMPROVEMENTS
- Authentication is only required if the last authentication was 30 seconds or longer ago
- Transaction can be duplicated
- Swipe actions let your mark a transaction as un-/cleared, duplicate and delete a transaction
BUG FIXES
- Fixes a bug where decimal number could not be entered
- Fixes issues with Cloud Sync
You can now define a currency for an account. For example if you are abroad and make purchases in Euro, you can assign Euro as currency to your "Holiday" account.
RECENTLY IMPORTED
You now see your recently imported transactions at a glance.
DUPLICATE FINDER
Finances automatically analyzes your data to detect duplicate transcations. All of this is done locally on the device.
OTHER IMPROVEMENTS
- Authentication is only required if the last authentication was 30 seconds or longer ago
- Transaction can be duplicated
- Swipe actions let your mark a transaction as un-/cleared, duplicate and delete a transaction
BUG FIXES
- Fixes a bug where decimal number could not be entered
- Fixes issues with Cloud Sync
1.4.2
Apr 27, 2018
Improvements
- Supports exporting report as PDF
- Exports attachments as separate files for report
- Allows adding new accounts when creating a new transaction
- Provides taptic feedback while scanning invoices
- Supports importing mBank (Poland), Money and iFinance app CSV files
- Makes sure that transactions, which occur at the same date, are ordered correctly
Bug Fixes
- Fixes crash when entering note or payee
- Fixes bug where description of current day were Yesterday, or Tomorrow
- Fixes CSV preset for Debit & Credit app
- Fixes a bug where attachment file is deleted if the same file is added on different devices
- Fixes a bug where attachment file is deleted after restoring a backup
- Supports exporting report as PDF
- Exports attachments as separate files for report
- Allows adding new accounts when creating a new transaction
- Provides taptic feedback while scanning invoices
- Supports importing mBank (Poland), Money and iFinance app CSV files
- Makes sure that transactions, which occur at the same date, are ordered correctly
Bug Fixes
- Fixes crash when entering note or payee
- Fixes bug where description of current day were Yesterday, or Tomorrow
- Fixes CSV preset for Debit & Credit app
- Fixes a bug where attachment file is deleted if the same file is added on different devices
- Fixes a bug where attachment file is deleted after restoring a backup
1.4.1
Apr 4, 2018
Bug Fixes
- Fixes a crash when deleting a journal
- Fixes a bug where list of transactions never finishes loading
- Fixes a crash when deleting a journal
- Fixes a bug where list of transactions never finishes loading
1.4.0
Apr 4, 2018
Invoice Scanning
You can now scan invoices and attach them to transactions. If your invoice contains a QR-code based on the European SEPA Credit Transfer guideline or the Austrian Registrierkassensicherheitsverordnung, Finances automatically fills in the transaction amount, date, note, payee and currency.
All New Features
- Scans invoices and attaches them to transactions as PDF document
- Recognizes QR-codes based on the European SEPA Credit Transfer guideline and the Austrian Registrierkassensicherheitsverordnung
- Sends weekly and monthly summary notifications of your income and expenses
- Suggests note and payee based on previous transactions similar to Finances 1
- Supports Ether cryptocurrency
- Allows exporting transactions for a specific period
Further Improvements
- Supports importing CSV files from the SEE Finances 2 app
- Select an account statistic to see the associated transactions
- Today and Last Month are now included by default in Quick Search suggestion
- Shows account balance only for currencies which are shown for a transaction
- Shows action sheet when creating new transaction using a Quick Action
Bug Fixes
- Fixes bug where user interface is not updated when transaction was edited
- Fixes bug where date of new transaction is not today
You can now scan invoices and attach them to transactions. If your invoice contains a QR-code based on the European SEPA Credit Transfer guideline or the Austrian Registrierkassensicherheitsverordnung, Finances automatically fills in the transaction amount, date, note, payee and currency.
All New Features
- Scans invoices and attaches them to transactions as PDF document
- Recognizes QR-codes based on the European SEPA Credit Transfer guideline and the Austrian Registrierkassensicherheitsverordnung
- Sends weekly and monthly summary notifications of your income and expenses
- Suggests note and payee based on previous transactions similar to Finances 1
- Supports Ether cryptocurrency
- Allows exporting transactions for a specific period
Further Improvements
- Supports importing CSV files from the SEE Finances 2 app
- Select an account statistic to see the associated transactions
- Today and Last Month are now included by default in Quick Search suggestion
- Shows account balance only for currencies which are shown for a transaction
- Shows action sheet when creating new transaction using a Quick Action
Bug Fixes
- Fixes bug where user interface is not updated when transaction was edited
- Fixes bug where date of new transaction is not today
1.3.1
Jan 30, 2018
New Features
- Quick Search: Search for transactions, filter transactions by keywords or quickly jump to specific sections in the app.
- Net Income Statistic: See your net income (income – expenses) in a beautiful bar chart.
Further Improvements
- Keeps you inside the app when showing the help webpages
- Groups transactions by quarter or year when using Quick Search
- In transations list shows the balance of the selected account – previously always the balance of the first posting account was shown
- Improves import for MoneyWiz, Quicken and Mint CSV files
- CSV import allows ignoring warnings
- CSV export includes the account hierarchy
Bug Fixes
- Fixes issue where exporting transaction as CSV file, report or backup couldn't be cancelled
- Fixes bug where statistic values were truncated
- Fixes bug where reordering accounts via Drag & Drop didn't work on iPhone
- Quick Search: Search for transactions, filter transactions by keywords or quickly jump to specific sections in the app.
- Net Income Statistic: See your net income (income – expenses) in a beautiful bar chart.
Further Improvements
- Keeps you inside the app when showing the help webpages
- Groups transactions by quarter or year when using Quick Search
- In transations list shows the balance of the selected account – previously always the balance of the first posting account was shown
- Improves import for MoneyWiz, Quicken and Mint CSV files
- CSV import allows ignoring warnings
- CSV export includes the account hierarchy
Bug Fixes
- Fixes issue where exporting transaction as CSV file, report or backup couldn't be cancelled
- Fixes bug where statistic values were truncated
- Fixes bug where reordering accounts via Drag & Drop didn't work on iPhone
1.3.0
Dec 14, 2017
This version introduces a new user interface which makes it easier to manage your finances.
Other improvements are
- New statistics
- Drag & Drop on iPad
- iPhone X and Face ID support
- Bitcoin support
- Dark Theme when using Smart Color Invert
Further changes
- Supports filtering of transactions by account and currency
- Supports showing only recurring or uncleared transactions
- Supports hiding accounts in the account list similar to Finance for Mac
- Supports adding attachments to new and existing transaction using Drag & Drop on iOS 11.
- Supports importing CSV files from Pocket Money and Erste Bank Hungary
- Exported CSV file includes cleared column
- Fixes CSV import issue if the amount contains + (plus)
Other improvements are
- New statistics
- Drag & Drop on iPad
- iPhone X and Face ID support
- Bitcoin support
- Dark Theme when using Smart Color Invert
Further changes
- Supports filtering of transactions by account and currency
- Supports showing only recurring or uncleared transactions
- Supports hiding accounts in the account list similar to Finance for Mac
- Supports adding attachments to new and existing transaction using Drag & Drop on iOS 11.
- Supports importing CSV files from Pocket Money and Erste Bank Hungary
- Exported CSV file includes cleared column
- Fixes CSV import issue if the amount contains + (plus)
1.2.1
Jul 28, 2017
- Improves CSV import
- Supports Bawag PSK, PayLife and Diners Club CSV files
- Supports Bawag PSK, PayLife and Diners Club CSV files
1.2
Jun 1, 2017
Enhanced CSV Import
- Imports CSV files from other financing apps and banks
- Exports transactions as CSV file
More New Features
- Adds payee and number field to transactions
Bug Fixes
- Fixes issue where introduction was not shown the first time the app was launched
- Fixes a crash when swiping from left to right in portrait orientation on iPad
- Imports CSV files from other financing apps and banks
- Exports transactions as CSV file
More New Features
- Adds payee and number field to transactions
Bug Fixes
- Fixes issue where introduction was not shown the first time the app was launched
- Fixes a crash when swiping from left to right in portrait orientation on iPad
1.1.1
Apr 14, 2017
- Adds Quick Actions to create new transaction for the first 4 journals
- Makes it easier to update the amount of existing transaction
- Imports currencies from CSV files
- Fixes bug where attachment disappeared
- Makes it easier to update the amount of existing transaction
- Imports currencies from CSV files
- Fixes bug where attachment disappeared
1.1
Apr 12, 2017
**FINANCES FOR MAC IS NOW AVAILABLE ON THE MAC APP STORE**
New Feature
- Lock on Exit: You can now lock the app with the device passcode and your fingerprint.
Enhancements
- Better syncing while the app is in the background
- Improved German translation
- Improved transaction search
- Fixes layout issue on iPad while searching transactions
- Fixes a time zone issue where transaction date is wrong
- Fixes an issue where the amount of a posting was not negative for pre-filled expense transactions
- Fixes bug where account balance is out-of-date if transaction becomes due while the app is in the background
New Feature
- Lock on Exit: You can now lock the app with the device passcode and your fingerprint.
Enhancements
- Better syncing while the app is in the background
- Improved German translation
- Improved transaction search
- Fixes layout issue on iPad while searching transactions
- Fixes a time zone issue where transaction date is wrong
- Fixes an issue where the amount of a posting was not negative for pre-filled expense transactions
- Fixes bug where account balance is out-of-date if transaction becomes due while the app is in the background
1.0
Mar 8, 2017
Finances 2 FAQ
Click here to learn how to download Finances 2 in restricted country or region.
Check the following list to see the minimum requirements of Finances 2.
iPhone
Requires iOS 10.0 or later.
iPad
Requires iPadOS 10.0 or later.
iPod touch
Requires iOS 10.0 or later.
Finances 2 supports English, German
Finances 2 contains in-app purchases. Please check the pricing plan as below:
iPhone 14-day Trial
$0.00
iPad 14-day Trial
$0.00
iPhone Full Version
$4.99
iPad Full Version
$9.99