Balance icon Available on the App Store

Balance: Release Notes

What’s New in Version 2.1.2 (released Apr 25 2011)

Quick Clear

Tap-and-hold on a transaction and a new menu pops up. From there, you can mark a transaction as cleared or not. (This feature requires iOS 3.2 or later, although Balance still supports iOS 3.1.3.)

Duplicate Transactions

The ability to duplicate transactions has been added. A sheet pops up with all of the information of the original transaction pre-entered, although duplicates are given today's date rather than the original's date. You can also duplicate transactions from the Quick Clear menu.

Other Fixes and Changes

What’s New in Version 2.1.1 (released Aug 31 2010)

What’s New in Version 2.1 (released Aug 19 2010)

Recurring transactions (Pro only)

Balance 2.1 adds support for recurring transactions. With this addition, you can schedule transactions to occur according to complex rules and the transactions will be automatically created when necessary. This feature is only available as a part of the Balance Pro upgrade, which can be purchased at any time from within Balance’s settings screen via In App Purchase. If you’ve previously purchased Balance Pro, this feature is added free of charge when you upgrade to Balance 2.1.

Improved Backup and Smart Restore

Smart Restore is a new feature in Balance 2.1 that greatly improves the restore from backup process. When restoring from backup, Balance will do its best to merge information stored on your device with the information stored in the backup file. This means that the new Smart Restore can be used to manually keep data in sync across multiple devices. Additionally, on iOS 3.2 or higher, you can now restore directly from a backup file stored in your email account without having to restore via a Web browser.

Improved currency handling

Balance now allows you to set the currency for your accounts independently of your device’s Region Format. Additionally, if you are using Balance Pro, each account that you’ve set up can have a different currency.

Cleared balance and deposit/withdrawal totals

On the transactions list screen in Balance, you can now tap on the balance in the bottom toolbar to display the cleared balance of your account or to display the total of deposits or withdrawals.

Streamlined interface

In order to streamline the interface, the + button has been moved to the bottom-left corner of the screen in all places and the actions menu (with options to export, restore, etc.) has been moved to the settings screen.

Other notable changes and fixes

What’s New in Version 2.0.2 (released Jan 4 2010)

What’s New in Version 2.0.1 (released Dec 11 2009)

What’s New in Version 2.0 (released Nov 4 2009)

Multiple accounts (Pro only)

Balance 2.0 adds the ability to manage multiple accounts, each with its own list of transactions. Additionally, you can transfer money between accounts and Balance will automatically create the necessary deposit and withdrawal in the proper accounts. This feature is available for purchase by tapping on ņUpgrade to Balance Proî in the first-run Setup Assistant or at any time in the Settings screen.

Export Assistant and Export to .xlsx

Export in Balance now has an assistant on the device to ease the process for export. Additionally, a new export format has been added: Balance can now export data to a .xlsx Excel spreadsheet file (this is in addition to the tab-delimited text format present in version 1.3). The .xlsx files created by Balance can be read by most spreadsheet applications with support for the new Excel 2007/2008 file format.

Backup and Restore

In addition to export, Balance now has the ability to create a backup file which can then be restored back into Balance. The backup file preserves all of your settings and transactions; additionally, it can be used to migrate your data from one device to another. Please note that Balance can only restore from a backup file and not from an exported .xlsx or tab-delimited file.

Mark transactions as cleared

Balance 2.0 adds a new field to transactions that allows you to mark whether or not a transaction has cleared. The cleared status for each transaction can be shown in the transactions list with a checkmark next to the transaction amount. Additionally, there is a setting to hide cleared transactions.

Auto-hide transactions

A new setting has been added to auto-hide transactions after a certain number of days (Balance lets you choose between 7, 30, 60, and 90 days).

Other notable changes and fixes

What’s New in Version 1.3.1 (released Sep 9 2009)

What’s New in Version 1.3 (released Aug 15 2009)

Account Info

In anticipation for version 2.0, the Add button has been moved to its new location on the bottom toolbar and a new Account button has been added in its place. Tapping on the Account button brings up the new Account Info screen, which allows you to enter some account details, such as the account name or the type of account. For more information about version 2.0, please see the announcement.

In-App Email

Although Balance 1.3 does not require iPhone OS 3 to run, it does gain some new features on an iPhone or iPod touch running iPhone OS 3. Namely, when exporting via email, Balance now uses the new In-App Email feature of iPhone OS 3. This means that you don’t have to quit Balance to export via email anymore if you’ve update to iPhone OS 3. If you’re still running iPhone OS 2, don’t worry; you can still export via email using the old method.

Negative Balance Displayed in Red

If you have a negative balance, Balance now shows this by displaying it in red (like withdrawals) in addition to using the format for negative amounts for your region. Please note that some regions (including the United States) put a negative amount in parentheses rather than using a negative sign.

Improved International Support

Balance now exports using UTF-16 rather than UTF-8 when exporting via a Web browser or the new In-App Email (this fix does not apply to exporting via email in iPhone OS 2.x). This fixes some formatting bugs with currency symbols for some locales.

Other Notable Changes and Fixes

What’s New in Version 1.2.2 (released Jun 22 2009)

What’s New in Version 1.2.1 (released Apr 3 2009)

What’s New in Version 1.2 (released Mar 24 2009)

Export Via a Web Browser

Balance now allows you to export your transactions via a Web browser, like Safari or Internet Explorer. This feature requires you to be connected via Wi-Fi to the same network as the computer you are exporting to. If you cannot connect via Wi-Fi, the old email-based system is still available.

Improved Amount Entry Screen

The amount entry screen has been improved. The second decimal field has been eliminated. To enter 238.54, for example, you would type 2 3 8 5 4, and Balance automatically adds the decimal point between the 8 and the 5.

Improved International Support

A bug has been fixed which prevented currencies without decimal values to work properly.

Other Notable Changes and Fixes

What’s New in Version 1.1

Password Protection

Balance now supports password protection. Passwords of any length can be created and used to secure your data. By default, passwords are entered using the number pad; however, an option in the Settings app allows you to switch to the alphanumeric keyboard.


Balance now allows you to export your transactions to your computer as a CSV file (which can be imported into programs like Excel and Numbers).

Better International Support

Balance respects your region format setting for both currency and date. If it’s still showing the incorrect currency, go to Settings > General > International > Region Format and confirm that you’ve selected the proper format for your locale.

Updated Editor and Date Support

Balance now uses a table-based editor similar to the one in Contacts. In the future, it will be much easier to add additional fields. The first new field added is a date field, added in response to user feedback.

New Icon

Balance now has a new icon, courtesy of Ian Gordon. Many thanks to Ian for the icon and his generosity.

Other Notable Changes and Fixes