Balance Pro: Money & Budget

Master your money with Balance Pro: the all-in-one app to budget, track your finances, gain valuable spending insights, and effortlessly achieve your financial goals.

KEY FEATURES

— Sync Bank Accounts —
Connect to your bank or financial institutions to sync all your accounts in one place, automatically.

— Track Spending —
Capture a detailed record of your financial transactions, assets, and other expenses with automatic categorization.

— Budgets & Goals —
Set your own budgets for categorized spending and goals to help track saving for large purchases.

— Bills & Subscriptions —
Oversee all your bills in one place. View upcoming bills and their corresponding due dates. You can even opt to get a notification when a bill is due, ensuring you never miss a payment again.

— 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.

— Auto-Capture Receipt Scanning —
Scan receipts and Balance Pro will automatically and capture key information like the merchant name, total, and date.

— Categories & Organization —
Automatic categorization makes it easy to organize your transactions. You can also create your own custom categories.

— Cash Flow —
As transactions are added to your accounts, Balance Pro will automatically sum the income and expenses and create a cash flow report so you can see the ins and outs of your money over time.

— Net Worth —
Get a sum of your total worth from your accounts, assets, and more. See how your net worth changes each month.

— Reports —
Make sense of your finances with visual reports that give you comprehensive insights into your spending habits.

— Multi-Currency —
Now, instead of one primary currency for the whole app, every account and bill can have its own currency.

— Repeating Transactions —
Add repeating transactions for expenses or income that happen frequently.

— Reconcile Transactions —
Keep track of transactions that are pending or have cleared. Mark a transaction with a tap of a button.

— Export & Import —
Import or export your transactions to a CSV spreadsheet. Balance Pro empowers you to transfer your financial information, providing an easy way to manipulate your data.

— Bill Reminders —
Never miss a bill payment again. Choose when to receive reminders when a bill is due so that you can plan ahead.

— Search —
Easily search all your transactions or bills so that you can get access to what you need quickly.

— Notes —
Every bill and transaction has a notes field to keep track of any special details or notes for that item.

— Upload & Attach Receipts —
Snap a photo or select an image of a receipt or document and attach it right to a transaction.

— Security —
We take security seriously. All your data is encrypted and secured with 256-bit SSL and industry standards.

- - -

Privacy Policy: www.balancepro.money/privacy
Terms of Use: www.balancepro.money/terms

Recent changes:
New Features
- Connect Bank and Sync Transactions
- New Categories with Emojis
- Automatic Categorization of Transactions
- Transaction Location Map
- Set Financial Account Photo

Enhancements
- Updated designs and visual enhancements
- Updated onboarding experience
- AI chatbot has been upgraded to be faster/smarter
- Updated support articles

Bug Fixes
- Budget bugs fixed
- Push notification request only appears when enabling notifications
- Appearance setting will remember your selection