www.balanceviewer.com Open in urlscan Pro
151.101.1.195  Public Scan

URL: https://www.balanceviewer.com/
Submission: On May 31 via api from US — Scanned from DE

Form analysis 0 forms found in the DOM

Text Content

Toggle navigation BalanceViewer
 * Intro
 * Features
 * Versions
 * Download
 * FAQ
 * Testimonials
 * Contact

 * 
 * 
 * 


BALANCEVIEWER


TAKE CONTROL OF YOUR FINANCES AND KNOW YOUR TRUE NET WORTH

--------------------------------------------------------------------------------







WHY BALANCEVIEWER?

--------------------------------------------------------------------------------


BalanceViewer shows your entire financial picture at a glance. Get control over
your net worth in less time by tracking only account balances on a monthly
basis. Observe your assets, liabilities, stock and crypto portfolios in one app.





FEATURES

--------------------------------------------------------------------------------




SIMPLE

See the big picture - keep track of account balances, not every transaction.



--------------------------------------------------------------------------------


INFORMATIVE



Monitor your portfolio in real time. Get an interactive chart of your financial
life.

--------------------------------------------------------------------------------


SECURE

Use the app anonymously, without registration or linking a bank account.



--------------------------------------------------------------------------------


WORKS WORLDWIDE



The app supports 162 world currencies, 8000+ cryptocurrencies, and cover all US
stocks, ETFs, and Mutual Funds (more than 120 000 in total).

--------------------------------------------------------------------------------


FAST SYNCHRONIZATION

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





VERSIONS

--------------------------------------------------------------------------------



FEATURES


FREE VERSION


PRO VERSION

Accounts Up to 5 accounts Unlimited accounts Customized lists 1 customized list
Unlimited customized lists Custom categories Up to 3 custom categories Unlimited
categories Filter for Income Monthly Monthly/Yearly/All Synchronization between
devices Charts for Accounts 3 Months 3M / 6M / 1Y / 3Y / 5Y / Lifetime Charts
for customized lists Passcode / Touch ID / Face ID protection Backups No Ads
Price Free Starting from $0.99/month*

*Price based on yearly subscription. May differ depending on the region


DOWNLOAD FOR FREE

--------------------------------------------------------------------------------





FAQ

--------------------------------------------------------------------------------



WHAT DOES "NET WORTH" MEAN? WHY IS IT IMPORTANT TO KEEP TRACK OF YOUR NET WORTH?

Net worth is the single most important financial metric that can be tracked. It
represents the sum total of your entire financial life, reduced to a few
numbers. 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).


WHAT SHOULD I TRACK?

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.


HOW OFTEN SHOULD I UPDATE BALANCES?

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.


CAN I ADD BALANCE FOR PREVIOUS MONTHS/YEARS?

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.


HOW DOES "INCOME" FUNCTIONALITY WORK?

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


DO I HAVE TO UPDATE BALANCES EVERY TIME I ADD A NEW INCOME?

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.


HOW CAN I TRACK EXPENSES?

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


WHAT DOES THE "LIST" MEAN?

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.


HOW CAN I SYNCHRONIZE OR TRANSFER DATA TO ANOTHER IPHONE?

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.

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.


HOW DOES BACKUP WORK?

By creating backup you will get a copy of all your current data in .json file
that can be saved on your iPhone, iCloud, sent via messages to your financial
advisor etc. Do not edit data manually in .json file, since it may lead to
problems with importing it into the app. To create a backup go to settings and
click "Create a backup".
Using "Import data from backup" option which is also located in settings you can
restore previously saved data. All you need to do is select the correct .json
file. Please take a note that all your current data will be replaced by data
from the selected file and can't be restored.


HOW CAN I PROTECT MY DATA?

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.


HOW DO I REORDER MY ACCOUNTS OR LISTS?

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 1 second
"two arrows" next to the balance. Now you can reorder the selected account /
list by dragging it. When the reordering is completed, click the "two arrows"
button in the upper right corner again.


HOW DOES THE APPLICATION STORE MY DATA?

The app uses FireBase (Google server) with Anonymous Authentication. It helps
you to use the app anonymously, without creating account or providing any
sensitive data about yourself. Each device has a unique identifier, therefore,
even if you deleted the application by accident, just install it again and all
the data will be in the app. Do not worry, there is no way to associate a unique
identifier with any of the users, unless the user will provide it by himself to
our support (for example in case of problems).

If you want to synchronize data between devices or transfer data from one device
to another you must to authorize using Apple, Google or Facebook accounts. If
you choose sign via Apple instead your personal email address will be created a
random address. So your personal email address isn't shared with the app during
the account setup and sign in process. While authorization using Google or
Facebook identifier will be your email. But even in this case, we do not store
your password or any other information about you, except your email address. If
you want to use the same account with someone on different devices or do not
want to share your personal email, you can create a new email through
Google/Facebook and use it for these purposes.


HOW CAN I DELETE ALL THE DATA?

To delete all data, you must delete all your accounts from the application. If
you synchronized your data via Apple, Google or Facebook, first log into Apple,
Google or Facebook account via application and delete all accounts, then log out
and make sure that there are no accounts in the app, if they still exist remove
them as well. After that all the data will be completely removed. In case you
want to use a new device, transfer all the data to a new iPhone using
instruction from FAQ section. After that log out from social account on old
device and delete all the accounts.

Watch Tutorial
×



TESTIMONIALS FROM THE APPSTORE

--------------------------------------------------------------------------------


 1. 
 2. 
 3. 
 4. 
 5. 

Great way to keep track of your finances

This app is fantastic. It simplifies the process of keeping an eye on your
general finances. It’s extremely easy to add different accounts and update them
to the latest amounts. The whole UI of the app is nice and simple and makes the
data easy to see how your money has changed over time. I’ve always found it
complicated to manage this in other ways and ended up with a complicated multi
sheet spreadsheet that was a pain to update. This is a polar opposite - easy and
simple. I’d recommended this to anybody who wants to track their general
finances over longer periods of time Rather than daily budgeting.

CarlosT99, United Kingdom

It does what you need

It shows you a history of your currency balance, without the hustle of updating
it with each payment. I’ve other apps with a similar purpose but this is the
most useful for me, as I don’t have the time to update my expenses all the time.
This one is easy to use and highly informative. The pro version is definitely
worth it.

tudorss, Romania

So easy to use!

I really like BalanceViewer app because it is very easy way to track your money.
Here we don’t need to enter expenses. This app only focus on overall balance, so
I think that is a great idea. In addition, BalanceViewer app provide graphs,
exchange rate and reminder.There is a video explaining how to use the app that
will help you to understand more. BalanceViewer app is really good one.

sreelakshmi kainattil, United States

A++

This app is absolutely amazing! UI is intuitive and everything looks great on my
new iPhone. Love that you can select multiple currencies and rates are updated
so you can see all your savings in different currencies. Graphs are very helpful
when you try to save for something big and it gives you a visual how far you are
from your goals :)

Margaretwax, Canada

Great Viewer!

Really great and simple Balance Viewer. Good structured user-interface which is
not overloaded that you can see the most important informations on the first
view.

eddiquick, Germany


GET IN TOUCH

--------------------------------------------------------------------------------


We love to get feedback from our users. Email us at support@balanceviewer.com
and we'll get back to you as soon as possible.

INFORMATION

 * Privacy Policy
 * Terms & Conditions
 * support@balanceviewer.com

FOLLOW US

 *  
 *  
 * 


Copyright © 2022 BalanceViewer. All rights reserved
The site uses Cookies I agree


COMING SOON!

The app is under development and will be released soon. Follow us in social
networks to get the latest news.

 *  
 *  
 * 


OK