Surplus: Expense Tracker2.9.0 - App Store

Surplus is a monthly expense tracker that takes into account your monthly income, expenses and upcoming payments to provide you with a clear overview of your leftover spend.

-- Spend Wisely --
Know how much you have left to spend, including your subscriptions and installments.

-- Profile Your Spend --
Categorize your expenses into meaningful groups that drive insights into your spend profile. This can include popular budgeting methods such as the “50/30/20 budget rule” or the “80/20 budget rule”.

-- Adaptable Workflows --
Manual or automatic, easily sync and categorize transactions from all your accounts.

-- Transaction Collections --
Group related transactions across buckets and time. They can be themed around trips, shared expenses or anything you'd like!

-- Widgets --
Customize your home and lock screens with widgets that showcase your leftover spend, upcoming transactions and buckets.

-- Interactive Reports --
Customizable reports for your historic and upcoming spend with support for CSV Export.

-- Shortcuts --
Automate your expense tracking with actions configurable via the Shortcuts app. Examples include triggering an expense entry when leaving your favorite coffee shop or scheduling spend summaries on a daily, weekly or monthly basis. Actions can be run via Siri, Apple Watch and the Shortcuts app.

-- Privately Synced with iCloud --
All financial data is stored on your device(s) and synced privately via your iCloud Account. We do not store any personal information or transaction data on our servers.

Surplus is free to use with pro features that can be activated via in-app purchases. Surplus Pro can be purchased as a one time payment or as a recurring subscription. Current pricing and purchase offers are available in the app.
By downloading and using Surplus you agree to our terms and conditions:
Terms of Use https://surplus.app/terms
Privacy Policy https://surplus.app/privacy

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam

Version History - Bug fixes 2.9.0 Jan 12 - Transactions added via Shortcuts now take into account automation rules set in the Surplus app
- Bug fixes and improvements 2.8.0 01/08/2024 - Bug fixes and improvements 2.7.1 09/02/2023 - Introduces support for Shortcuts! Automate your expense entry and reporting via convenient configurable actions. Examples include triggering an expense entry when leaving your favorite coffee shop or scheduling spend summaries on a daily, weekly or monthly basis. Actions can be run via Siri, Apple Watch and the Shortcuts app.
- Custom reports now support transaction collection filters
- Other bug fixes and improvements 2.7.0 08/13/2023 - Fixed a bug where bucket selection would overlap when manually adding transactions.
- Bug fixes and improvements for linking financial institutions.

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 2.6.0 03/12/2023 - Fixes a bug where total calculations displayed in weekly notifications would incorrectly include internal transfers
- Bug fixes and improvements when using the app on M1/M2 macOS devices

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 2.5.0 02/27/2023 - Improved transaction sync for linked financial accounts
- Transaction history for linked accounts can now go up to 24 months
- Fixed a bug where modifications on a pending transaction would not always transfer to it’s posted transaction
- Improved experience of editing linked financial accounts
- Introduces an alert center dedicated towards responding to important transaction sync related action items such as re-authentication

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 2.4.0 02/02/2023 - Introduces Income Mode! Income can now be configured as a set monthly amount or based on individual recorded income transactions.
- Fixed a bug that would display inconsistent week intervals across some charts and reports
- Additional bug fixes and imrpovements

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 2.3.0 01/24/2023 - Weekly and monthly reports now include comparison insights.
- Fixed a bug where inflows on graphs were displayed as negative values on home screen widgets.

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 2.2.0 12/24/2022 - Charts are now interactive. Drag across a chart to view more details about individual plot points.
- Introduces “Weekly Reports” with weekly notifications to keep you up to date on your spending habits.
- The “Spend Profile” has been updated to utilize charts!
- Bug fixes and improvements

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 2.1.0 12/14/2022 Surplus 2.0.0 is a big update that introduces new features and improvements to help you keep track of your expenses!

New Features:
- Introducing collections, a great way to group related transactions across buckets and time! They can be themed around recent trips, shared expenses or anything you'd like!
- Charts to help visualize your spend for the current week, month or year.
- New widgets for your home and lock screen

Bug fixes & Improvements:
- Improved support for devices on iOS 16

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 2.0 10/27/2022 Introducing custom categories for your buckets! Add and edit categories to customize your “Spend Profile” to match a particular budgeting approach or drive further insights into your spending habits.

This update also includes the following changes and bug fixes:

- “Sync Settings” have been updated to provide greater flexibility on how transactions from linked accounts are organized into your buckets.
- Fixed a bug where installment transactions were continuing to post despite completing all remaining payments

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 1.7.0 07/02/2022 - You can now view the current week, month or year’s progress in the “Spend Profile” screen.
- Improvements to editing income and currency settings.
- Fixed a bug where some synced transaction would duplicate across devices.

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 1.6.0 04/30/2022 - Bug fixes and improvements

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 1.5.0 03/24/2022 - Fixed a bug that would cause a crash when attempting to delete repeated transactions on iPad devices.
- You can now manage your Surplus Pro Subscription from within the “Settings” screen.
- General bug fixes and improvements.

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 1.4.0 03/08/2022 - Added a “Help” section, containing video tutorials on topics such as budgets, categorization and spend profiles.
- iCloud sync optimizations.
- General bug fixes and improvements.

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 1.3.0 02/16/2022 - The app should now properly detect when a synced bank account needs to be re-linked due to expired credentials
- Fixed a bug that would cause a hang when adding scheduled transactions
- General iPad bug fixes and improvements

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 1.2.1 12/17/2021 - You can now select and edit multiple transactions. Try it out by tapping on the “Edit” button.
- Quickly tally your selected transactions and apply a variety of actions such categorization, deletions and exports.
- In addition to CSV, you can now export your transactions in Markdown or plain text formats.
- Fixed a bug where transactions added at the last day of the month would show up temporarily as an upcoming transaction.
- Other bug fixes and improvements

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 1.2.0 11/01/2021 - Improvements to the transaction entry experience. Input fields now have Autocorrect enabled and are aligned appropriately
- Added a “Contact Support” feature to get in touch if you come across any issues
- Fixed bug where syncing transactions would appear to be syncing indefinitely
- Fixed a bunch of typos
- Other minor bug fixes and improvements

Surplus is an indie app developed and maintained by Omar Inam. If you have any questions or feedback please feel free to contact me through Twitter @_oinam 1.1.0 10/18/2021 v1 release! 1.0.0 09/30/2021 0.3.3 08/09/2021