BalanceViewer

The easiest way to track your Net Worth!


Download for iPhone




What is BalanceViewer?



BalanceViewer is created for people who want to know their actual balance and monitor progress in achieving financial goals. Simply update current balance of all Assets & Liabilities at regular intervals and view detailed graphs! Select an update frequency that works for you; for example, the 1st day of the month, every Sunday or payday, and track your progress towards meeting your financial goals.

Features




Informative

Track your current balance across multiple accounts, weekly or monthly, and see detailed graphs of your progress.


Multicurrency

The app supports 162 world currencies, automatically converting them into the preferred currency of your choice.


Productive

With BallanceViewer you need only a few minutes per week/month to stay aware of your balance.


Unique design

Stylish and minimal, the app's dark color scheme and design provide an incredible user experience.


Cloud Synchronization

Store your data in the cloud to access it from any device. Monitor accounts and progress across multiple devices.

Screenshots

Versions



Features

Free Version

Pro Version

Accounts Up to 5 accounts Unlimited accounts
Customized lists 1 customized list Unlimited customized lists
Synchronization between devices
Graphs for Accounts 3 Months 3 Months / 6 Months / 1 Year / Lifetime
Graphs for customized lists
Passcode protection
No Ads

FAQ



Your net worth is everything you own of significance (your assets) minus what you owe in debts (your liabilities).

  • Assets include cash and investments, your home and other real estate, cars or anything else of value you own.
  • Liabilities are what you owe on those assets — including car loans, your mortgage, and student loan debt.

If you have $300,000 in total assets, and $125,000 in total liabilities, your net worth would be equal to $175,000 ($300,000 – $125,000).

The application is designed to track balances in your accounts. Add all your Assets and Liabilities into BalanceViewer to see your current net worth. To add an account click the "+" button in the upper right corner on the Accounts tab. All Assets must have a positive balance and all Liabilities must have a negative balance.

You should do this at regular basis. We recommend to do this at least once per month. Select an update frequency that works for you; for example, the 1st day of the month, every Sunday or payday. To update balance tap on the account and select "Enter Current Balance".

Yes, you can. Click on the existing account, select "Enter Current Balance", change the date from the current to the desired date in the past, enter Amount and save. Also you can do the same via History screen. Select History in account's menu, click the "+" button in the upper right corner on the History screen, change the date from the current to the desired date in the past, enter Amount and save.

Lists can be useful for tracking balances on some of your accounts. By default, there is only one list named "All Accounts". It consists of all your accounts and cannot be edited or deleted. If you want to track also the overall balance of only a few accounts (an example, you want to check the balance and chart only for your assets and exclude liabilities). To do this, click the "Lists" button in the upper left corner on the "Accounts" tab, click the "+" button to create a new customized list, name the list and check only the accounts you want to track, click to save changes. Now, on the "Accounts" and "Graph" tabs click on "List Name" field and select the created list. You will see total balance or graph only for the selected accounts.

To transfer or synchronize data to another device, open "Settings" and click "Login". You must login using your Google or Facebook account, after authorization, all your data will be associated with your social account. Now you can login using the same account on another iPhone. During authorization you will see the "Synchronization Conflict" screen. On the screen, you should select the most relevant data for synchronization:

  • Local data is the data that is currently present on the iPhone.
  • Cloud data is data that is associated with your social account.

Be careful when choosing the most relevant data: when choosing Cloud data, your Local data will be overwritten with data from Cloud and vice versa, when you select Local data, Cloud data will be overwritten by Local data. This action cannot be undone, and overwritten data cannot be restored.
After confirmation the selected data your iPhones will be synced/transfered. If you want to use the application on both devices, do not log out. If you just need to transfer data from one iPhone to another, after the process is complete, you can log out of the system on both devices and continue to use the application on the new iPhone.

To protect your data open "Settings" and click "Set up passcode". Turn on "Passcode" and set the passcode that you need. Depending on the model of your iPhone, you can also configure entering to the application using Face ID or Touch ID. When a passcode is set, all your data will be protected. Passcode is required after 1 minute of inactivity and every time after starting the application.

To change the order of accounts or lists, click the "two arrows" button in the upper right corner of the Accounts or Lists screen. Press and hold for 2 seconds the area next to the balance (right). Now you can reorder the selected account / list by dragging it. When the reordering is completed, click the confirmation button in the upper right corner.

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