Categorized | Smart Phone App

EZ Balances II, an App for Easy Tracking of Income and Expenses

EZ Balances II, an App for Easy Tracking of Income and ExpensesWhat is the name and URL of your APP?

EZ Balances II –

Give a brief synopsis of your app:

EZ Balances II is an iPhone app that is ideal for small businesses, freelancers, and home-based businesses to track expenses, income, sales, petty cash, and other account activities. The app was designed to make it very easy to capture transaction information in real-time using an iPhone by providing a large numeric keypad and a description selection wheel that eliminates the need to re-type transaction descriptions on a small keyboard. You can request a “report” and the app creates an email containing a table of all of the transactions for the current account. The email also includes a comma separated value (CSV) file that can be imported into any spreadsheet, such as Microsoft Excel, for additional processing such as analyzing how you spent your money.

Why would a small business, entrepreneur, freelancer, etc use this app?

It is perfect for doing electronic Cash Payments/Cash Receipts Ledgers and emailing the information to your accountant or others. Specifically, with cash transactions there are no automatic records of the transaction, so by entering the information into EZ Balances II, you can easily create a permanent record of the transaction.

Who is your competition, and what do you do better?

EZ Balances II, an App for Easy Tracking of Income and ExpensesThere are many smart phone apps that manage account balances, however, ease of use distinguishes this app from the other apps in this category.

Specifically, with EZ Balances II you don’t need network access and you do not need to create any web accounts or user logon ids. You also do not have to learn how to navigate through a web of screens to enter or edit your transactions. At any time, you can review and change any of your transactions through the use of a custom-scrolling list.

With EZ Balances II, you only need to enter the amount of the transaction on a large custom numeric keypad and tap “Add” or “Spend” to record a transaction. If you want to enter a description, you can select one from the description selection wheel.

EZ Balances II maintains all of your account files locally on your iPhone and these files are automatically backed up when you backup your app.

Can you provide a list of features and benefits?

• 1-6 account balances to manage all of your accounts

• Account names & colors for ease of identification

• Large numeric keypad for easy data entry

• Keyboard clicks for audible confirmation

• Backspace key for ease of entry

• Date added automatically

• Optional description from selection wheel

• Optional pending flag

• Custom scrolling list to see all transactions

• Easy editing to correct any mistakes

• Adding and deleting descriptions for flexibility

• Auto decimal point placement for ease of use

• Account erase confirmation to prevent accidents

• Report of all transactions for an easy view

• Email report to yourself or anyone else

• CSV file attachment for additional processing

Do you have a blog that keeps users updated?

Users are notified automatically by the iTunes store when updates are available for EZ Balances II. We have a customer support website: and we respond very quickly to inquiries or issues that are brought to our attention. Working with customers through email works well for us and keeps us connected to our users. We have already added several new features based on the needs expressed by our users.

What are users saying about this app?

Nice app! ★★★★★

by tbusse – Version 2.3 – Jun 13, 2012

Great for all your accounts! Right here on my iPhone!

Love this ★★★★★

by Meuandus – Version 1.1 – Apr 5, 2012

Simple to use, don’t have to be a CPA. I just wanted to add & subtract from balance.

Debit Card ★★★★★

by Iphone 4 CD – Version 1.0 – May 16, 2011

Great and easy to use app. I wanted something simple to operate but provides top service and this is it. Well worth the price.

Excellent / 5 Stars+ ★★★★★

by benniefromthebronx – Version 1.0 – Mar 7, 2011

AWESOME AWESOME AWESOME This app is perfect for running totals on as many as 6 different accounts. Checking, savings, credit cards…you name it. Perfect for doing an electronic Cash Payments/Cash Receipts Ledger and E-mailing info to your accountant. This is made possible by EZ Balances II’s ability to place labels next to the numerical values/amounts. Now you can make an entry “on the fly” and always have an up-to-date total of expenses and know where your money goes. The author also has another great app (besides the above listed app) …”EZ2compare2″ which is an app that will save you money on your first comparison purchase.

Easy to use ★★★★★

by VoiceofReason2 – Version 1.0 – Feb 13, 2011

This app is so much easier to use than other apps that manage spending. Great to have a large numerical keyboard and a selection wheel to enter descriptions. Just what I needed to manage my accounts. I use it all of the time.

Is this a free app or how much is it?

This app costs $3.99.

Are there different pricing levels?

No, however there is a version of the app called EZ Balances that costs $0.99. It does not contain transaction descriptions, just transaction amounts.

What other apps would you recommend to entrepreneurs, business owners, or freelancers?

EZ Adder II is a very easy to use calculator with many of the characteristics that you find in EZ Balances II.

Why did you start this company?

EZ Balances II, an App for Easy Tracking of Income and ExpensesWe started the business on the simple premise that “ease of use” is all-important. As two former Apple employees, we saw this again and again. Specifically, we were using a calculator to total up some numbers, and we were never sure if the total was correct or not. When we added the numbers a second time, we got a different answer, then a third time, etc. We decided that our first app was going to be an easy to use calculator that would let the user see all of the numbers that they entered (much like using a traditional adding machine) but it would also allow the user to correct any mistakes without having to re-enter all of the data.

First, it needed numeric keys that were large enough to easily tap. So, instead of using the standard iPhone numeric keyboard, we created a custom numeric keypad with large keys.

Next, we knew we needed to give the user the ability to view and edit any of the amounts they entered. So, the app creates a local database to store all of the amounts and it allows the user to edit any of the amounts and it automatically recalculates the total.

However, instead of using a standard iPhone TableView to display the amounts (which would require the user to go to a new screen to view the amounts, and yet another screen to edit an amount), we display the amounts in a custom scrolling list. The custom scrolling list displays three entries at a time, and lets the user scroll through all entries and select any entry and edit the amount without going to a new screen view.

This work resulted in the app, EZ Balances.

One of our EZ Balances’ customers asked if we could add a transaction description to go along with the amount. At first, we did not think we could keep the ease of use with this new feature because it would require too much input on the tiny iPhone alphanumeric keyboard. Then, we came up with the idea of a Selection Wheel, where once a description is entered one time, it can easily be used again for another transaction with very little effort. This led to EZ Balances II.

How long have you been in business?

2 ½ years.

Was your company started on a shoestring budget or funded?

Shoestring budget.

How do you see your company in the next 2-5 years (more products or services)?

The company will concentrate on continued enhancements to our existing apps.

How many employees do you currently have working with you and/or freelance contractors?

Two. We do all of the development, marketing, and support ourselves.

Are you looking to hire more people or contractors? If so, what positions and skills are you looking for?


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