BalanceViewer

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 (for example, every 1st day of the month). To update balance tap on the account and select "Enter Current Balance", enter current balance and save.

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.

Income does not affect account balances, but it integrates with them in Charts. By tracking income, you can easily get detailed statistics about all your income for any month or year. To see the total amount of income for any period of time, open the Charts tab, click the “Pin” button and select the start and end points.

In addition, by tracking income, you can see the total amount of expenses, which is calculated AUTOMATICALLY based on account balances and income, using the following formula:
Start balance + Income for the selected period - End balance

For example:
The balance on April 1 is $10000
The balance on May 1 is $15000
Income from April 1 to May 1 is $7000
Expenses: $10000 + $7000 - $15000 = $2000

No, we recommend updating all account balances once a month. You can update your account balances after adding income, only if you want to check the total income or expenses for a new period of time, but this is not necessary.

There is no functionality to track expenses manually. Expenses are calculated AUTOMATICALLY on Charts based on account balances and income, using the following formula:
Start balance + Income for the selected period - End balance

For example:
The balance on April 1 is $10000
The balance on May 1 is $15000
Income from April 1 to May 1 is $7000
Expenses: $10000 + $7000 - $15000 = $2000

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 "Charts" tabs click on "List Name" field and select the created list. You will see total balance or chart only for the selected accounts.

To transfer or synchronize data to another device, open "Settings" and click "Sign in to sync data". You must sign in with Apple, Google or Facebook account, after authorization, all your data will be associated with your social account. Now you can sign in 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.