The Smarter Way to Track Your Finances

One app to budget, track spending, gain valuable financial insights, and effortlessly achieve your money goals.

Balance Pro App Overview Screen
A list of income and expensesTop Expenses by Category Widget
Download the app for free
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Simple to Use and Packed with Features

Connect a Bank or Institution graphic

All Your Transactions in One Place

Track all your purchases, subscriptions, income, and more with Balance Pro. Get a comprehensive overview of your financial transactions, helping you stay organized.

Connect Bank Accounts

Seamlessly sync all your financial accounts in one place by connecting to your banks and institutions. Balance Pro automatically categorizes incoming transactions, saving you time and effort.

Repeating Transactions

Set up recurring payments and income sources that happen on a regular schedule. Balance Pro will automatically enter these transactions for you, eliminating repetitive manual data entry.

Upload & Attach Receipts

Capture and store digital copies of your financial documents by uploading photos or PDFs of receipts and attaching them directly to any related transaction for easy reference.

Import and Export

Easily transfer your financial data in and out of Balance Pro with our versatile import and export tools. Move your transaction history wherever you need it for maximum flexibility.

Reconcile Transactions

Gain greater visibility into your actual available funds by marking transactions as pending or cleared. This feature helps you avoid overdrafts and manage your cash flow more effectively.

Categories & Color Tags

Organize your financial life with customizable categories and visual color tags. These features make identifying and analyzing your spending patterns quick and intuitive at a glance.

Notes & Check Number

Add important details to any transaction with our dedicated notes field. For traditional banking, we provide a specific field to record check numbers for simplified account reconciliation.

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Budgets and Goals Made Simple

Be in control of your money by setting customized budgets made just for you. Get a clear picture of how much money you have and prevent overspending. Set goals and save for large purchases.

Monthly Budgets

Track your spending in specific categories with customizable monthly budgets. Balance Pro clearly displays your expenditures against allocated amounts, helping you maintain financial discipline.

Set Goals

Plan for your future by creating targeted savings goals for important purchases or milestones. Whether it's an emergency fund or a house down payment, Balance Pro helps you stay on track.

Prevent Overspending

Keep your finances in check by creating multiple category-specific budgets. Balance Pro helps you allocate your money wisely, ensuring you never exceed your planned spending limits.

See Progress Over Time

Monitor your financial journey with intuitive visual reports and dashboards. Balance Pro provides comprehensive overviews of your spending patterns and budget adherence at a glance.

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A screenshot of budgeting in the Balance Pro app
Connect a Bank or Institution graphic

Track Your Bills and Subscriptions

View all your bills and subscriptions in one place. Take control of your subscriptions, ensure timely payments, and avoid late fees with automated bill reminders.

Bill Reminders

Never miss a payment deadline with customizable bill alerts. Balance Pro sends timely notifications when your bills are due, helping you maintain perfect payment records.

Auto Pay

Keep track of all recurring automatic payments that deduct from your accounts. Balance Pro helps you monitor these scheduled transactions for better financial awareness.

Monthly Totals

View a comprehensive list of all upcoming bills organized by month. Balance Pro gives you clear visibility of your total monthly obligations for improved financial planning.

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Auto-Capture AI Receipt Scanning

With Balance Pro’s intelligent receipt scanner, you can turn your receipts into data without having to manually input your expenses. Digitize your paper receipts and keep them all in one place.

AI & OCR Scanner

Our intelligent receipt scanner automatically extracts merchant names, totals, and dates from your receipts. Save time and reduce errors by eliminating manual data entry for all your transactions.

Digitize Paper Receipts

Transform physical receipts into digital records with a simple photo upload. Replace that overflowing shoebox with a secure digital storage system where all your receipts are organized and accessible.

Never Lose a Receipt

End the frustration of misplaced or damaged receipts forever. Balance Pro keeps all your financial documentation in one centralized location, making retrieval quick and stress-free.

Tax & Audit Ready

Prepare for tax season with confidence knowing your digital receipt images are officially accepted by both the Internal Revenue Service and Canada Revenue Service during audits and tax filing.

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Screenshot of searching and categorization

Search, Organize, and Categorize

Our personal finance app makes it simple to organize your transactions into categories. You can even add your own custom categories to organize the way you want. Quickly search entries and find what you need in a snap.

Automatic Categorization

Save time with smart transaction sorting when connecting to your financial institutions. Balance Pro intelligently assigns categories to all incoming transactions.

Custom Categories

Personalize your financial organization system with user-defined categories tailored specifically to your unique spending patterns and budgeting needs.

Search

Quickly locate any financial transaction across all your connected accounts with our powerful and responsive search tool, eliminating time-consuming manual lookups.

Color Tags

Enhance visual identification by assigning color codes to transactions. This simple visual system makes scanning and finding specific entries effortless.

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Cash Flow

Get a report on your expenses and income each month and see how much money you are spending across different categories. Use this information to make adjustments on your spending habits.

Spending History

Review and analyze your financial patterns across multiple time periods. Balance Pro enables month-by-month comparisons to track your spending evolution.

Categorized Spending

Gain comprehensive insights through detailed reports that break down both your expenses and income by category for clearer financial understanding.

Income vs Expenses

Visualize the relationship between what you earn and what you spend. Balance Pro's intuitive charts help ensure your income consistently exceeds expenses.

Grow Your Money

Leverage powerful cash flow tools to identify opportunities for reducing expenses and increasing savings, helping your financial assets expand over time.

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Screenshot of cash flow in Balance Pro app
A grid of charts and graphs showing different types of reports in Balance Pro

Visualize Your Money with Reports

Get valuable insights on your spending and get a comprehensive overview of your income, expenses, budgets, and more. Be equipped with the tools you need to make informed financial decisions.

Net Worth

Track your complete financial picture by calculating assets minus liabilities. Balance Pro shows monthly changes, helping you monitor your growing wealth over time.

Visualize Your Money

Understand your finances through intuitive visual representations. Balance Pro's charts and graphs illustrate spending patterns for quick financial insights.

Budget & Goals

Take control of your financial future with personalized spending limits and targeted savings plans. Balance Pro helps you prepare for significant expenses.

Cash Flow

Monitor the movement of money through your accounts with comprehensive tracking. Balance Pro categorizes all transactions for clearer financial awareness.

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Customers Love Our App

Real people, real results. Read how Balance Pro has helped thousands of people take control of their finances.



This app is simple to use and I like it.

- LAURA T.



I really like the support help, I just signed up but I am very pleased!

- DESIGNBUILD



It's easy to use and the developer is very responsive if it comes to questions or feedback.

- RGROOT



Tried many free ledgers. This one was the most intuitive and easiest to use. Has everything I need outside of my banking apps. Would recommend!

- ECE113

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I've been looking for a tool like this for a while. A simple app to manually balance your accounts to keep your financial big picture updated.

- JPH



I have used this app for several years. It has always been my go to for balancing my account. Thank you for keeping it updated!

- AHGOURMET



It's easy to use and the developer is very responsive if it comes to questions or feedback.

- RGROOT



Great app! Very user friendly!

- NICOLE G.

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I am so glad I came across this app, it is amazing and does everything I need it to do!

- CARLETHA W.

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All in all a nice app with great potential. Will use it and recommend to give it a try.

- USER901



I’ve been using this app for years. It’s straight-forward and simple to use. The developer also got back to me ASAP when I had an issue logging in.

- BUNZILLA6



I absolutely love this app! It's easy to use and I love the many features that it has!

- ADDIE S.



I've been using it for a couple of months now and It's honestly so worth it … I recommend it 100%.

- JOMELLO



Really like this check register. Shows all bills due, paid and auto deduct paid bills from checking account.

- ANNA C.



Best app ever. I have tried numerous apps but Balance Pro is the absolute best.

- EVELYN D.



...I heard back directly from the creator, and not only did he fix the issue, he was very kind and great to work with … I definitely recommend.

- HEIDI S.



This app is fabulous! I appreciate the ability to change dates if needed and have the checkbook in chronological order! So easy to use!!!

- SUE B.



This is the only app I use every day. It truly wins in its simplicity. It’s basically a virtual checkbook, which is exactly what I needed.

- MOONIESMAILBOX

Balance Pro User Headshots
Trusted By 10,000+ Users

Pricing Plans for All Your Needs

Features

Basic

Free

Premium

$47.99/year

Ultra

$99.99/year

Transactions

Track all income and expenses in one place

Unlimited

Unlimited

Unlimited

Financial Accounts

Monitor all your accounts in a unified dashboard

2

Unlimited

Unlimited

Budgets & Goals

Create personalized plans to achieve financial targets

3

Unlimited

Unlimited

Bills & Subscriptions

Never miss a payment with reminders and due date tracking

5

Unlimited

Unlimited

Cash Flow & Net Worth

Visualize your financial health at a glance

Included
Included

Custom Categories

Organize transactions your way for clearer insights

Included
Included

Repeating Transactions

Set up automatic entries for recurring bills and income

Included
Included

Import & Export

Move financial data to and from spreadsheets

Included
Included

Upload & Attach Receipts/Photos

Keep digital proof of purchases for better record-keeping

Included
Included

Personal Finance AI Chatbot

Get instant answers to your money questions anytime

Included
Included

Connect to Banks

Automatically sync transactions for effortless tracking

Included

Automatic Categorization

Save time with smart expense classification for connected accounts

Included

Receipt Scanning AI/OCR

Capture receipt details instantly without manual entry

Included

Included with All Plans

Included

Search

Find any transaction or bill quickly with powerful search tools across your entire account.

Included

Multi-Currency

Set different currencies for individual accounts and bills to manage international finances seamlessly.

Included

Sync Across Devices

Access your financial data instantly on any device with automatic cross-platform synchronization.

Included

Transfer Between Accounts

Move money between accounts with easy tracking and complete transaction history.

Included

Reconcile Transactions

Track which transactions have cleared your bank and which are still pending for accurate balances.

Included

Reports

See where your money goes with visual breakdowns of spending patterns and financial trends.

Included

Color Tags for Transactions

Organize and identify transaction types visually with customizable color-coding system.

Included

Notes

Add custom details to any transaction or bill for better record-keeping and future reference.

Included

Bill Reminders

Get timely alerts for upcoming payments so you never miss a due date or incur late fees.

Included

Bill Auto Pay

Track automatic payments from your accounts to maintain awareness of recurring withdrawals.

Included

Mobile App

Manage finances on the go with our native mobile application available on the App Store or Google Play.

Included

Web App Access

Use the full application through any web browser without installing software on your computer.

Frequently Asked Questions

Why do I need a personal finance app like Balance Pro?
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Can I sync my bank transactions?
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How secure is my financial data with Balance Pro?
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Can I use Balance Pro across multiple devices, and will my data sync?
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How do budgets work?
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Can I export my financial data for tax purposes or personal records?
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How does the AI chatbot assist with personal finance?
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Does Balance Pro share my financial data with third parties?
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Who is Balance Pro best suited for?
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What does the receipt scanner do?
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Can I cancel at any time?
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Can I try Balance Pro before committing to a subscription?
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Can I add custom categories for my transactions?
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Can I track recurring expenses, such as subscriptions and bills?
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The Money Tracking App That Works for You

Balance Pro makes it easy to budget and track your personal finance, so you always know where your money is going.

Get Started for Free  

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Download on the App StoreDownload on Google Play
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