Date	Author	Comment
2026-06-05	Pi*****	Trying to record a credit card bill over numerous categories. Does this split amounts into categories? Thank you.
Trying to record a credit card bill over numerous categories. Does this split amounts into categories? Thank you.
2026-04-11	Th*****	4/10/26 - I’m coming from MoneyWIZ [MW], for some perspective. (Please note that, Balance only imports CSV files, which most accounting software can export to.) I think this is going to be a great application, but, it is buggy, and, on macOS its UI is not strictly macOS standard. I have emailed the developer, recently, so let’s see how it goes. Anyway, yes it is quite buggy, but if it were not for that, this would be perfect for me, and I would recommend it for anyone wanting a basic bank account ledger that’s obvious, and, mostly intuitive to use. So, it’s a 3-Star now, but with all bugs fixed it’s an easy 4, if not, 5-Star app. (In no small part due to the flexibility of the subscription model. It’s the way all app subscriptions should be handled.) So that’s my review. Read on if you must. When adding database elements, to say, “Categories”, it is very slow to update. I believe this accounts for most of the complaints I’ve read for the IOs version. It’s so slow, and somewhat cumbersome, that it seems as though it’s not taking the changes or additions. I’ve even had to restart the app on mobile and desktop a couple of times, in order to get things sorted out. My suspicion is that the app is coming from a Windows development, based on some basic oversights in the macOS UI. None of them are deal-killers. Before MW I used Accounts 3, (and 2), for several years and really liked it, but the syncing was really unreliable and I grew weary of worrying about corrupting databases and etc. Now, that app seems to be abandoned. Balance is very much along those lines, nice and straightforward, and while syncing is a bit slow, it’s handling some pretty large accounts with ease, (in terms of syncing). I really have high hopes for Balance.
4/10/26 - I’m coming from MoneyWIZ [MW], for some perspective. (Please note that, Balance only imports CSV files, which most accounting software can export to.) I think this is going to be a great application, but, it is buggy, and, on macOS its UI is not strictly macOS standard. I have emailed the developer, recently, so let’s see how it goes. Anyway, yes it is quite buggy, but if it were not for that, this would be perfect for me, and I would recommend it for anyone wanting a basic bank account ledger that’s obvious, and, mostly intuitive to use. So, it’s a 3-Star now, but with all bugs fixed it’s an easy 4, if not, 5-Star app. (In no small part due to the flexibility of the subscription model. It’s the way all app subscriptions should be handled.) So that’s my review. Read on if you must. When adding database elements, to say, “Categories”, it is very slow to update. I believe this accounts for most of the complaints I’ve read for the IOs version. It’s so slow, and somewhat cumbersome, that it seems as though it’s not taking the changes or additions. I’ve even had to restart the app on mobile and desktop a couple of times, in order to get things sorted out. My suspicion is that the app is coming from a Windows development, based on some basic oversights in the macOS UI. None of them are deal-killers. Before MW I used Accounts 3, (and 2), for several years and really liked it, but the syncing was really unreliable and I grew weary of worrying about corrupting databases and etc. Now, that app seems to be abandoned. Balance is very much along those lines, nice and straightforward, and while syncing is a bit slow, it’s handling some pretty large accounts with ease, (in terms of syncing). I really have high hopes for Balance.
2026-02-27	fu*****	Well I have downloaded, installed the app on my MacBook and downloaded a QSV file from my bank and imported it. It put all the transactions in as deposits. This was my checking account so most of these are withdrawals. I am going thru and correcting all the transactions that are not deposits. Disappointed that I have to correct these. I don’t know if I will be keeping this app or not. If I have to correct every withdrawal so it doesn’t show as a deposit in this app what is the point? I can just enter the transactions manually as I have already been doing in MS Money Sunset in my Win 11 Lenovo.
Well I have downloaded, installed the app on my MacBook and downloaded a QSV file from my bank and imported it. It put all the transactions in as deposits. This was my checking account so most of these are withdrawals. I am going thru and correcting all the transactions that are not deposits. Disappointed that I have to correct these. I don’t know if I will be keeping this app or not. If I have to correct every withdrawal so it doesn’t show as a deposit in this app what is the point? I can just enter the transactions manually as I have already been doing in MS Money Sunset in my Win 11 Lenovo.
2025-11-22	Mo*****	I really like how it makes tracking my expenses fast and actually enjoyable. The detailed reports and simple budgeting tools are really helping me control my spending.
I really like how it makes tracking my expenses fast and actually enjoyable. The detailed reports and simple budgeting tools are really helping me control my spending.
2025-03-17	jo*****	I was hoping this would be a good app. It’s simple which is what I was looking for. When trying to change a description, most of the time, it won’t change. It’s adds duplicate transactions. Account balances are off. My search for a simple personal finance app continues….this app has too many bugs.
I was hoping this would be a good app. It’s simple which is what I was looking for. When trying to change a description, most of the time, it won’t change. It’s adds duplicate transactions. Account balances are off. My search for a simple personal finance app continues….this app has too many bugs.
2025-02-16	De*****	Slick design, rich and easy to read report, using it at everyday basis happy that finally fount it the best for me.
Slick design, rich and easy to read report, using it at everyday basis happy that finally fount it the best for me.
2024-09-23	So*****	Wonderful app. I’ve been a user of MoneyWiz for about 7 years now and though I appreciate the ever expanding features of that product, I was becoming concerned the app I loved was becoming something more than what I needed. I was afraid I wouldn’t find something simple enough for my needs. Alas, I discovered Balance. It’s straightforward and simple. For some it may not be enough, but if you’re like me and can appreciate the beauty in simplicity, this app is for you. The easy sync between all OSes sealed the deal for me. If you’re thinking of trying it, don’t hesitate!
Wonderful app. I’ve been a user of MoneyWiz for about 7 years now and though I appreciate the ever expanding features of that product, I was becoming concerned the app I loved was becoming something more than what I needed. I was afraid I wouldn’t find something simple enough for my needs. Alas, I discovered Balance. It’s straightforward and simple. For some it may not be enough, but if you’re like me and can appreciate the beauty in simplicity, this app is for you. The easy sync between all OSes sealed the deal for me. If you’re thinking of trying it, don’t hesitate!
2024-03-31	Re*****	EDIT: I’m confused. I seem to have a glitch. I use this app in my iPhone and iPad, and my current balance does not match in both devices. I have sync activated. I’m $10.94 off on the balance. I have determined there is a transaction missing on the iPad; however, when I add the transaction it subtracts on both devices without fixing the issue. I never write reviews, but I wanted to tell you how much I love your app. It is exactly what I have been searching for. It is simple to use, it contains all the features that I am looking for, I can use it on all devices and share it with my spouse. You have no idea how long I have been searching for an app like this. When I say that I have tried a majority of financial apps that are available, you have no idea how many! I am a former Quicken user, and I wanted something that was more mobile. Quicken has mobile features and an app, but I found it seriously lacking what I needed. This app is perfect, and I am so glad that I found it. I can keep up with my accounts like a regular checkbook, I can reconcile with my bank, and I can keep track of my bills and budget all in one app! I have literally used multiple apps to achieve this. It was crazy! Thanks so much for creating this app, and please keep up the good work!
EDIT: I’m confused. I seem to have a glitch. I use this app in my iPhone and iPad, and my current balance does not match in both devices. I have sync activated. I’m $10.94 off on the balance. I have determined there is a transaction missing on the iPad; however, when I add the transaction it subtracts on both devices without fixing the issue. I never write reviews, but I wanted to tell you how much I love your app. It is exactly what I have been searching for. It is simple to use, it contains all the features that I am looking for, I can use it on all devices and share it with my spouse. You have no idea how long I have been searching for an app like this. When I say that I have tried a majority of financial apps that are available, you have no idea how many! I am a former Quicken user, and I wanted something that was more mobile. Quicken has mobile features and an app, but I found it seriously lacking what I needed. This app is perfect, and I am so glad that I found it. I can keep up with my accounts like a regular checkbook, I can reconcile with my bank, and I can keep track of my bills and budget all in one app! I have literally used multiple apps to achieve this. It was crazy! Thanks so much for creating this app, and please keep up the good work!
2024-01-30	Se*****	It does what I need without the bloat while still retaining all the data I’m interested in. Once you use it a little, it’s very easy to add transactions, just entering an amount and a few letters of the payee name and a swipe, literally takes a couple of seconds. Also, it looks nice.
It does what I need without the bloat while still retaining all the data I’m interested in. Once you use it a little, it’s very easy to add transactions, just entering an amount and a few letters of the payee name and a swipe, literally takes a couple of seconds. Also, it looks nice.

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