swatAccounts is a simple yet powerful personal assets and bank accounts tracker.

swatAccount

Functions

Banks or asset group

• Create and delete bank or personal assets group

• Associate documents to a bank

• Add a logo to a bank

Account or asset

• Create or delete accounts (simple account, credit card, asset...) - other types of accounts (loan, shares...) are being developed

• Associate documents with an account

• Choice of account currency (EUR, GBP, USD available) - other currencies could be added

• Initial balance

• Current and validated balance

News

Operations

• Create or delete operations (amount, date, type...)

• Create planned and reccurring operations

• Possibility to add several sub-operation per operation

• Operation status

• Associate document to operation: photo, image, text, PDF, URL

• Transfer between accounts

• Validate operation against a bank statement

Categories

• Create or delete operation/sub-operation categories

• Create and delete sub-categories

Documents

• Create, link or delete documents from existing documents (PDF, image, photo, text or URL)

• Take a photo of a paper document and associate to a item

• Recognize paper document borders, recognize text in the document, and save a corrected image, a searchable PDF or a raw text file

• Associate a document to a bank, an account, a sub-operation or a validation.

Share

• Save your data in your iCloud storage

• Access your swatAccount data across all your Apple devices, including on you Apple silicon Mac with Catalyst.

• Export, backup, migrate all your swatAccount data to standard files (JSON for data, native (PDF, txt, JPEG) format for documents.

• Import swatAccount data from exported data

Version 0.17

Stocks, Funds and Indexes

• Add a stock, a fund, an index and update its value (manually or through internet service)

• Create a stock account

• Add stock operations

• Access the portfolio value

• Validate stock operation against a bank statement