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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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.

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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.

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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.

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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.

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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.

A screenshot of budgeting in the Balance Pro app

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.

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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.

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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.

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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.

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.

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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.

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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.

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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.

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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.

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.

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Automatic Categorization

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

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Custom Categories

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

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Search

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

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Color Tags

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

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.

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Spending History

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

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Categorized Spending

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

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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.

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Grow Your Money

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

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.

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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.

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Visualize Your Money

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

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Budget & Goals

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

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Cash Flow

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

The Smarter Way to Track Your Finances

Simple to Use and Packed with Features

All Your Transactions in One Place

Connect Bank Accounts

Repeating Transactions

Upload & Attach Receipts

Import and Export

Reconcile Transactions

Categories & Color Tags

Notes & Check Number

Budgets and Goals Made Simple

Monthly Budgets

Set Goals

Prevent Overspending

See Progress Over Time

Track Your Bills and Subscriptions

Bill Reminders

Auto Pay

Monthly Totals

Auto-Capture AI Receipt Scanning

AI & OCR Scanner

Digitize Paper Receipts

Never Lose a Receipt

Tax & Audit Ready

Search, Organize, and Categorize

Automatic Categorization

Custom Categories

Search

Color Tags

Cash Flow

Spending History

Categorized Spending

Income vs Expenses

Grow Your Money

Visualize Your Money with Reports

Net Worth

Visualize Your Money

Budget & Goals

Frequently Asked Questions

The Money Tracking App That Works for You

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