top of page

BALANCE

You Record,
BALANCE DOES THE REST

Simple & Beautifully Organized.

Adobe Express - file.png
Adobe Express - file 1.png
Adobe Express - file-2.png

One Home For Your Money.

CASH/BANK

Track cash, checking accounts, savings, digital wallets, and business accounts with complete clarity.

INVESTMENT

Monitor stocks, mutual funds, ETFs, crypto, gold, and every long-term investment in one place.

ASSET

Cars, homes, electronics, land, collectibles, jewelry, and other valuable possessions.

MONEY LENT

Track borrowed money, repayments, due dates, and outstanding balances effortlessly.

MONEY OWE

Manage personal loans, borrowed money, and upcoming obligations with confidence.

Advanced Analytics

ChatGPT Image Jun 30, 2026 at 08_25_55 PM.png

Every Decision Starts With Clarity.

Balance transforms everyday transactions into meaningful insights, so you can understand your money instead of simply tracking it.

SMART CAPTURE

Bank SMS Intelligence

Balance securely reads supported bank SMS messages on your device, automatically extracts the amount, merchant, date and category, then prepares the transaction in seconds. Every correction teaches the system, making future captures even more accurate.

58DDFBA7-6298-44E6-84F1-C1C3DB9C85CB.PNG

✓ Works completely on-device

✓ Supports multiple languages

✓ Learns from your corrections

✓ Auto detects Income & Expense

✓ Smart merchant recognition

✓ One tap review before saving

Set it once. Let Balance handle the rest.

Automation Engine

Automate recurring salaries, subscriptions, bills, savings, loans, and expenses. Balance keeps everything running on schedule without requiring manual updates.

​

✓Salary

Automatically record monthly salary on payday.

​

✓Bills

Electricity, internet, rent and utilities run automatically.

​

✓Savings

Move money into savings every week or month.

​

✓Subscriptions

Never forget recurring memberships again.

​

✓Transfers

Automatically move money between accounts.

​

✓Loans

Track repayments until the final installment.

​

✓Smart Reminders

Receive notifications before every scheduled automation.

 

✓Execution History

View every completed automation with detailed records.

ChatGPT Image Jul 14, 2026 at 07_30_16 PM.png
Fairly divide every shared payment.

Split Expenses

Split shared expenses with friends, family and groups while keeping your personal finances organized. Every payment, settlement and outstanding balance is automatically reflected in your Money Lent, Money Owe and account records, so your finances stay complete without extra bookkeeping. Everything works completely offline, giving you full privacy and control.

✓ Connected Home Accounts

✓ Smart Settlements

✓ Flexible Split Methods

✓ Multi-Currency Support

✓ Complete Expense History

✓ Privacy by Design

✓ No Bank Connection Required​

ChatGPT Image Jul 14, 2026 at 10_13_09 PM.png
Stay in control before you overspend

Smart Budgets

Create personalized budgets for every category, monitor spending as it happens, view live progress, and receive timely reminders before reaching your limits.

6615769A-E8D9-4B9A-8B35-ED0AE25CFA23 3.PNG

✓ Daily, Weekly & Monthly Budgets

Create flexible spending plans for every time period.

​

✓ Category Budgets

Separate limits for Food, Shopping, Travel, Bills and more.

​

✓ Live Progress Tracking

See exactly how much you’ve spent and how much remains.

​

✓ Overspending Alerts

Get notified before exceeding your budget.

​

✓ Budget Widgets

Monitor your budgets directly from your Home Screen.

​

✓ Detailed Insights
Understand where every dollar goes with visual summaries.

MAKE GIVING A LIFELONG HABIT

Donation & Giving

Create recurring giving plans, donate fixed amounts or income percentages, organize recipients, monitor your giving history, and track your long-term charitable impact, all in one beautiful dashboard.

ChatGPT Image Jul 14, 2026 at 11_17_42 PM.png
ONE APP. UNLIMITED FINANCIAL IDENTITIES

Multi Profiles

Create separate financial profiles for yourself, your family, your business, travel, or any life goal. Every profile has its own accounts, budgets, reports, widgets, automation, analytics, avatars, and settings, keeping everything perfectly organized and completely independent.

ChatGPT Image Jul 14, 2026 at 11_56_17 PM.png
Smart reminders that adapt to you.

Adaptive Reminders

Balance studies when you actually manage your money, not just when you open the app. It automatically learns your routine, discovers your peak activity hours, and reminds you at the moments you’re most likely to record expenses. Add your own reminder times anytime for complete control.

64EC8FB9-3113-4D38-B94D-769151CC58AC.PNG
YOUR FINANCES. YOUR PRIVACY.

Privacy Mode

Hide sensitive financial information across the entire app with a single tap. Perfect for public places, meetings, screen sharing, or whenever you want extra privacy.

Shield All Financial Data

Balances, net worth, account totals, gains, losses, budgets, reports, and transaction values are instantly replaced with secure placeholders.

One Tap Everywhere

Enable Privacy Mode once and every supported screen automatically protects sensitive information across the app.

Always Remembers

Your preference is saved securely, so Privacy Mode stays exactly how you left it until you choose to disable it.

ChatGPT Image Jul 15, 2026 at 12_53_16 AM.png

APP-WIDE PRIVACY SHIELD

ChatGPT Image Jul 15, 2026 at 12_53_16 AM.png
Celebrate every financial milestone

Achievements

Unlock achievements by saving consistently, maintaining budgets, reducing unnecessary spending, tracking goals, and building healthy financial habits over time.

ChatGPT Image Jul 15, 2026 at 12_32_49 AM.png

Review the rules, responsibilities, and conditions for using Balance.

Your Privacy. Protected.

Your financial information belongs to you. Balance is designed with privacy, transparency, and security at its core. Learn exactly how your data is protected and how we keep you in control.

Learn what information we collect, how it’s used, and the choices you have.

LEGAL & Trust

Understand the security measures we use to protect your financial information.

Get Balance Anywhere

Elevate your wealth management. Available now for iOS.

bottom of page