Wallet Story - Expense Manager

iOS Universel / Finance

Recording income and expenses is the simplest first step in financial planning. Wallet Story comes equipped with comprehensive features to cover all your financial planning needs. Let's start tracking your income and expenses. Begin your journey to financial freedom with us!

Unlimited and Customizable Tracking
- Log unlimited income and expense transactions.
- Create main categories with subcategories as needed. For example, categorize 'Food' into 'Coffee' or 'Pizza,' making your reports more detailed and comprehensive.
- Add tags for specific events, like #ChiangMaiTrip, or instantly attach photos of your slips/receipts.

Control Your Accounts and Debts Like a Pro

- Read Slips and Receipts: Simply take a photo of a transfer slip or receipt, and the app will automatically read the information and create an income-expense entry for you, significantly reducing manual data entry time.

- Simulate Bank Accounts: Easily manage deposits, withdrawals, and transfers.

- Manage Debts and Receivables: Accurately track the status of your debts and outstanding income.

- Recurring and Scheduled Transactions: Set up recurring income and expenses, such as salaries or mortgage payments, and the app will automatically create the entries each month.

- Transaction Templates: Create templates for frequently used transactions to make logging faster without repetitive data entry.
- Simulate Credit Cards: Systematically record and track your credit card spending with notifications for upcoming statement dates.

Make Your Financial Future a Reality

- Savings Goals: Set goals and track your savings progress in percentages.

- Budgeting System: Define daily, monthly, or yearly budgets, both overall and for specific categories, to keep your spending in check.
- Asset Tracking System: Manage your various assets, whether it's land, a house, or a car, to get a true overview of your net worth.
- Investment Tracking System: Record your investments in stocks and various funds, including dividend information received, allowing you to systematically and easily monitor your investment returns.

Easy-to-Understand Summaries and Reports

- Various Summary Reports: View income and expense summaries daily, weekly, monthly, or yearly.

- Charts and Graphs: Reports are presented with beautiful charts and graphs to give you a clear financial overview.

- Calendar Summary: See your finances displayed in a calendar format, making it easier to understand and track your daily financial activities.

Secure and Convenient

- Data Backup: Easily export your data to back up as an Excel or Google Sheets file.

- Customizable Icons: Choose from a wide variety of icons to personalize your entries and make them unique.

- Customizable Themes: Change the app's color and style to your liking. Whether you prefer a light or dark theme, you can adjust it to fit your user style.

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Terms and conditions
https://walletstory.app/terms

Privacy policy
https://walletstory.app/privacy

# Credit
Icons by icons8.com

Quoi de neuf dans la dernière version ?

Version 16.0 is our biggest update of the year.

Budget envelopes
A budget for one thing, not one month: pick the categories, tags and dates it covers. Built for a trip, a wedding, a renovation. Split it into lines with their own amounts, see how much of the money is gone against how much of the time, get a warning at 50-100%, pin a transaction in or out, and see what it actually cost when you close it. One free, unlimited with Pro.

Reading Log
A new sub-app for your books: a bookshelf you can fill by scanning the ISBN barcode, reading sessions with streaks and a contribution heatmap, and a yearly reading challenge.

Voice entry and Siri
Say "coffee 60, lunch 120, paid cash" and the transaction form opens already filled in, one row per item. Speech is recognised on your device, you can edit the transcript before it is read, and you always review the form before anything is saved. Plus adding a transaction through Siri, the Action Button, Apple Watch and Shortcuts.

Money Flow
A new tab on the monthly, quarterly and yearly summary that draws where the money came from and where it went. Overspend shows as money that came from outside the month, so the picture always adds up.

Credit cards
• Pay a bill with a round number — the extra becomes credit on the card and is deducted from the next statement automatically, editable every time.
• Cash advance done properly: the amount, the fee and where the money goes.
• A temporary credit limit that ends by itself on the date the bank set.
• Undo a statement payment recorded on the wrong date.

Investing
Photograph a broker's buy slip and the purchase is filled in for you — shares, price, fee, date and the exchange rate. Buy and sell foreign stocks paid for in another currency.

Look and insight
62 new themes, previewed as miniatures of the app rather than colour squares. Six new Insight cards that answer what is about to hit you. Eleven charts under the AI analysis, drawn from your own numbers.

Backups
iCloud backup now really writes a file you can see in Files and Finder. Encrypt a backup with your own password instead of a key tied to your account, and export or restore with no connection at all.

Device management
Every install counts as its own device, so two phones of the same model no longer share a slot. Name them, and see how many of your 5 are in use.