Wallet Story - Expense Manager

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

Fixes an issue where the app could not open for some users after updating to 17.0.

Credit cards

• Auto set-aside: every purchase on a card moves the same amount from a source account to a set-aside account, so the bill is covered when it arrives.
• Skip or change any one charge, and deleting, editing or refunding a purchase offers to return or top up the money set aside.
• Type the bank's total on a bill to see the difference and the charges most likely to explain it.
• An annual fee waiver spend target, with an alert when you are falling behind.
• Installment plans in one place, points per card, and the best card for each category.
• Estimated interest when a bill is paid partly, a usage alert, and a foreign transaction fee.
• An automatic debit account: a reminder on the due date and a one-tap record of the payment.

Dividends

• A dividend chart tab on the stock screen: monthly, quarterly and yearly, by stock, industry or market.
• Growth, where the income comes from, income by currency, and announced dividend cuts and raises.
• Dividends against your monthly expenses, and a 15-year projection with and without reinvesting.
• A notification when a stock you hold announces a dividend cut or raise, and a Dividend income card on the Insight tab.
• Dividend history: pick from every symbol ever paid, with remembered filters.

People

• A page for each person: what you spent together, a 6-month trend, categories, and who owes whom.
• People this month on the Insight tab: the three people your spending went with.
• Select several people to move them to a group or delete them, and restore deleted people.

Also new

• Exchange rates: read a row either way, the change since last month, a 12-month history, and your own currencies first.
• Light or dark per widget on iOS.
• Google Drive backups: automatic backup status and cleaning up old backups.
• Export: grouped tabs, one Summary tab, and redo an export from the history.

Key fixes

• Cash is no longer counted twice after signing in on a new device.
• Budgets: per-period plans sync, alerts use the same figures as the budget screen, and lending and refunds no longer count as budget spending.
• People figures in Summary follow your start day of the month.
• Paying a credit card no longer deposits a cashback bigger than the bill.
• Deleting a slip also deletes its picture on the device.