Wallet Story - Expense Manager

Description

Recording income and expenses is the simplest first step in financial planning. Wallet Story comes equipped with comprehensive features to cover all your financial planning needs. Let's start tracking your income and expenses. Begin your journey to financial freedom with us! Unlimited and Customizable Tracking - Log unlimited income and expense transactions. - Create main categories with subcategories as needed. For example, categorize 'Food' into 'Coffee' or 'Pizza,' making your reports more detailed and comprehensive. - Add tags for specific events, like #ChiangMaiTrip, or instantly attach photos of your slips/receipts. Control Your Accounts and Debts Like a Pro - Read Slips and Receipts: Simply take a photo of a transfer slip or receipt, and the app will automatically read the information and create an income-expense entry for you, significantly reducing manual data entry time. - Simulate Bank Accounts: Easily manage deposits, withdrawals, and transfers. - Manage Debts and Receivables: Accurately track the status of your debts and outstanding income. - Recurring and Scheduled Transactions: Set up recurring income and expenses, such as salaries or mortgage payments, and the app will automatically create the entries each month. - Transaction Templates: Create templates for frequently used transactions to make logging faster without repetitive data entry. - Simulate Credit Cards: Systematically record and track your credit card spending with notifications for upcoming statement dates. Make Your Financial Future a Reality - Savings Goals: Set goals and track your savings progress in percentages. - Budgeting System: Define daily, monthly, or yearly budgets, both overall and for specific categories, to keep your spending in check. - Asset Tracking System: Manage your various assets, whether it's land, a house, or a car, to get a true overview of your net worth. - Investment Tracking System: Record your investments in stocks and various funds, including dividend information received, allowing you to systematically and easily monitor your investment returns. Easy-to-Understand Summaries and Reports - Various Summary Reports: View income and expense summaries daily, weekly, monthly, or yearly. - Charts and Graphs: Reports are presented with beautiful charts and graphs to give you a clear financial overview. - Calendar Summary: See your finances displayed in a calendar format, making it easier to understand and track your daily financial activities. Secure and Convenient - Data Backup: Easily export your data to back up as an Excel or Google Sheets file. - Customizable Icons: Choose from a wide variety of icons to personalize your entries and make them unique. - Customizable Themes: Change the app's color and style to your liking. Whether you prefer a light or dark theme, you can adjust it to fit your user style. -------------------------- Terms and conditions https://walletstory.app/terms Privacy policy https://walletstory.app/privacy # Credit Icons by icons8.com

Calendar day notes - Write a memo on any day, with no money attached. A day can hold several notes, and a shared book shares them with its members. - Repeat monthly or yearly, and get a reminder at a set time or 1, 3 or 7 days ahead. - An all-notes screen with search, and an Insight card for the next 7 days. - Turn a note into a transaction, prefilled with its text and day. - Tags, people, photos and files on a note, and a filter by tag or person. - Tick a note off as done, each time a repeating note comes round, and restore a deleted note from the recycle bin. Slips - Auto-record: new slips from your photo library are read and saved as expenses for you. - Anything uncertain, such as a possible duplicate, a transfer between your own accounts or a missing amount, waits for your review, and every recorded slip can be undone. - When saving many slips at once, choose to take the money from cash or a bank account, and ignore a picture that is not a slip for good. Secret notes - Trash, pin, archive and templates. - Encrypted attachments, secure share links, backup and restore, an emergency kit and a security score. Also new - Stocks and crypto: transfer out or pay a fee in units. - Cash history: pages, monthly totals, filters and search. - On a computer: a glance panel beside your transactions, quick add, bulk edit, and drop a slip image to read it. - On a computer: Ctrl+K jumps anywhere, the side bar fits the window, and badges show payments due soon. - Desktop layouts for Home Supply, Splitting, Health and more. Key fixes - Payments, edits and deletes that involve a wallet or a debt of another book now move money in the right book. - Cash transfers and adjustments use the cash you chose, and a cross-currency transfer keeps its rate and date. - Receiving several receivables at once gives each its own amount. - A multiple-item transaction paid from a bank account shows each row on its own date in the account history. - Excel and Google Sheets exports carry the sign of each category. - A broken gold price quote is rejected instead of rewriting every gold holding. - Notification taps on iOS open the right screen and never appear above the PIN screen. - The iOS 27 small widget amount no longer shrinks to half size.

Information

Seller

WALLET STORY COMPANY LIMITED

Category

Finance

Version

16.12.1

Requires

iOS 15.0+

Size

178.9 MB

Age Rating

4+