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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Take control of your financial future with Balance Pro, the comprehensive personal finance solution designed to transform how you manage, track, and optimize your money. This powerful yet intuitive app brings clarity to your financial life through a suite of thoughtfully designed features. Connect your bank accounts for automatic transaction syncing or utilize the virtual checkbook register for precise manual control. Track spending across multiple financial accounts - checking, savings, credit cards, investments, and cash - all from one centralized dashboard. Set custom budgets tailored to your lifestyle and create financial goals that keep you motivated. The intuitive visual displays make tracking your progress engaging and straightforward. Never miss another payment with the comprehensive bill tracker that provides a clear overview of all upcoming bills and their due dates, complete with customizable reminders. Streamline record-keeping with the receipt scanning feature - simply snap a photo or upload documents and Balance Pro automatically captures merchant information, date, and total. Every transaction can include notes and attached documentation for complete financial organization. Gain valuable insights through detailed spending reports that illuminate your financial habits. The cash flow analysis shows exactly how money moves through your accounts, empowering better decisions. Create custom categories to organize transactions exactly how you prefer. Start with the free plan and upgrade when you're ready to unlock premium features. Join thousands of users who have discovered how the right tools can transform financial management from a stressful chore into an empowering practice.

Description

Eliminate the stress of financial management and bring enjoyment back into your life with our innovative finance software. Effortlessly oversee your finances while on the go with our online personal finance platform. You can download our desktop version for Windows computers and access our mobile app available for both Android devices and Apple products like iPhones and iPads. With our highly secure 2048-bit encrypted connection, you can link to your bank and download real-time transactions, or you may choose to manually upload your bank statements. Our user-friendly import feature allows you to easily transfer data from Quicken and Microsoft Money into our personal finance software. Capture receipts using the BankTree Mobile app and seamlessly sync them with your desktop, so all your receipts are conveniently available on your computer. Alternatively, utilize our online application to back up your receipts securely in the cloud, ensuring you have access to them anytime, anywhere. This comprehensive approach allows you to manage all aspects of your finances effortlessly and enjoyably.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Quicken

Integrations

Quicken

Pricing Details

$3.99 per month
Free Trial
Free Version

Pricing Details

$40 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Balance Pro

Founded

2014

Country

United States

Website

www.balancepro.app

Vendor Details

Company Name

BankTree

Website

www.banktree.co.uk

Product Features

Product Features

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