About Gem - Money tracker
Loved by users. Gem helps you log expenses fast and stay on any budget, designed to save you time and money. FLEXIBILITY: - Unlimited organization: Categories, budgets, wallets, accounts, tags - Categories appearanc
Loved by users. Gem helps you log expenses fast and stay on any budget, designed to save you time and money.
FLEXIBILITY:
- Unlimited organization: Categories, budgets, wallets, accounts, tags
- Categories appearance: Set colors & icons (450 icons from SF Symbols by Apple)
- Custom behavior: Set default categories, accounts, input types…
- Track your way: Track just what you care about, choose card styles
- Calculator & calendar for logging yesterday’s purchases
- (English only) AutoTag organizes your tags: Tagging an expense as “Rent” will offer a new tag under “Household”
SPOT TOXIC HABITS:
- Track almost anything: Expenses, savings, repeating expenses, category, account and any tag
- Budgets: Avoid overspending, set a budget to any report
- View account balance, transfer money between accounts
- View reports on a weekly/monthly/yearly basis, custom starting day
- View current spending, average spending, budget status, breakdown by category, comparison to “same day, last month”, category trends
- View how much you saved, compare to past savings, review past income
BILLS & SUBSCRIPTIONS:
- Manage all repeating expenses
- Bill periods: weekly, bi-weekly, monthly, bi-monthly
- Bills reports: View paid payments, upcoming ones, trends & breakdown by category
WIDGETS:
- See spending & top categories
- Adjust period by monthly/weekly/daily
- Shortcut for logging expenses, even from Lock Screen
- Upcoming bills & recently paid ones
POWERFUL SEARCH:
- Search entries by text, category, budget - anything!
- See total spending for your search results (all those donuts!)
IMPORT & AUTOMATIONS:
- Automatically log your expenses when you tap to pay (requires setting a shortcut and iOS 17)
- Rules for setting category based on entry’s merchant (“Venue DZ MX” → Coffee)
- Works with 99% of CSV files, custom date formats
- Import categories, subcategories & notes
- Choose your fields (optional)
MORE:
- Daily iCloud backup
- Daily reminder to record expenses (optional)
- Stay on top of your categories: Merge unused, view usage
- Manage your money: Currency, income, bills, amount formats, default accounts…
- Export to CSV file: All expenses, or just last month, specific accounts or reports
- Customize: Theme accent color, app icon, app bottom menu, category list appearance
Need help? Have a suggestion?
Email me at
[email protected]
Terms & privacy: shelftwo.com/gem/terms
Apr 5, 2024
Version 3.2
- Emerald is now Gem, hello there!
- Daily backup to iCloud
- Set starting day for budgets & reports, like 2nd of the month
- Change appearance of category list: long list or compact grid
- Advanced import options: Keep records uncategorized, add records to your default accounts and more
- Customize app menu & theme colors
- Powerpack: Some features now require a one-time purchase to unlock
- Improved app settings, especially for setting your recording behavior
- Many bug fixes: Reports showing wrong budget info when report style is set to show “your usual”
Thank you dear friends! Please share feedback & ideas.
I read every email at
[email protected]
Previous Versions
Here you can find the changelog of Gem - Money tracker since it was posted on our website on 2022-08-07 08:29:56.
The latest version is 3.2 and it was updated on 2024-04-19 19:25:52. See below the changes in each version.
Gem - Money tracker version 3.2
Updated At: 2024-04-05
Changes: Apr 5, 2024
Version 3.2
- Emerald is now Gem, hello there!
- Daily backup to iCloud
- Set starting day for budgets & reports, like 2nd of the month
- Change appearance of category list: long list or compact grid
- Advanced import options: Keep records uncategorized, add records to your default accounts and more
- Customize app menu & theme colors
- Powerpack: Some features now require a one-time purchase to unlock
- Improved app settings, especially for setting your recording behavior
- Many bug fixes: Reports showing wrong budget info when report style is set to show “your usual”
Thank you dear friends! Please share feedback & ideas.
I read every email at
[email protected]
Gem - Money tracker version 3.1.1
Updated At: 2024-03-28
Changes: Mar 28, 2024
Version 3.1.1
Fixes report for "Food" sill showing just "Food" in its breakdown
Gem - Money tracker version 3.1
Updated At: 2024-03-09
Changes: Mar 9, 2024
Version 3.1
All new: You asked for it
- Balance reports: View your total balance or any account's balance
- Log money transfers between accounts
••••••••
Quality of life
- “Unknown” categories now show up in report breakdowns (and transfers!)
- Improved report suggestions when adding a new report
••••••••
Bug fixes
- Fixes imported entries missing notes, even though you’ve provided them
- Fixes expenses not being recorded when you tap-to-pay (hopefully those pesky “Automation failed” notifications are gone, please email me if it’s still happening)
- Fixes app crash when editing a report after deleting its account
- Fixes widget crash when viewing budget
- Fixes app crash on iOS 16 when choosing some category icons (please upgrade to iOS 17 to get more icons)
- Fixes layout issues of your expenses list when using an iPhone Max in Hebrew language
- Fixes column names in export
••••••••
Thanks y’all for sharing feedback & reporting bugs!
Your support is amazing, keep it coming :)
I read every email at
[email protected]
Gem - Money tracker version 3.0
Updated At: 2024-02-11
Changes: Feb 11, 2024
Version 3.0
Celebrating 3 years of Emerald!
All new
······•······
- Reports: Track on a weekly/yearly basis. Including budgets!
- Report cards: New style showing spending compared to your avg. (instead of budget)
- Customization: new category colors & icons (450 beautiful SF symbols from Apple)
- Export: last month’s entries, accounts, reports and mostly from anywhere!
- Review entries in reports & export them
Quality of life
······•······
- When logging expenses: improved category selection, more suggestions (thanks for the feedback!)
- New “entry style” settings: set your amount accuracy, your default categories/accounts, preferred input style
- Improved design for budget and breakdown in reports
- Category reports are colored so it’s easier to tell what report you’re looking at
Bug fixes
······•······
- Fixes many crashes, especially when reseting budgets in reports (sorry about that)
- Fixes missing icons in search suggestions while typing
- Fixes bad housekeeping of repeating expenses, excluding them from past reports
- Fixes trimmed text in widgets even though there’s plenty of space for that
- Fixes keypad issues when amount formatting is “1.000,99”
- Fixes glitches when typing in category field in new entry screen
- Fixes keypad glitches when starting a new entry
- Fixes various issues in RTL
Appreciate your valuable feedback, my friends!
I’m reading every email, write me at
[email protected]
Gem - Money tracker version 2.6.2
Updated At: 2023-12-11
Changes: Dec 11, 2023
Version 2.6.2
Hopefully last bug fix: "+" buttons should work this time :)
Sorry and thanks for hanging in there!
Gem - Money tracker version 2.6
Updated At: 2023-11-30
Changes: Nov 30, 2023
Version 2.6
In loving memory of grandma Sarah~
All new
······•······
- Reports tab: Easy access to your spending reports
- Adding expenses using main “+” button now shows a confirmation message :)
- Redesigned settings so it’s easier to find stuff (hopefully)
- Income settings: Review next paycheck, manage past salaries (Settings > Income)
- Bills settings: Review upcoming bills, manage paid bills (Settings > Recurring)
- Tags settings: Your tags now show as “Categories” (and “Accounts” if you had them before)
- Categories settings: Decluttered navigation, every category has its own screen
- Categories settings: Explore how you use each category, with new stats and quick access to category report and recent expenses
- New organization screen in settings (use it to create new “collections” for organizing your expenses, like “Events” or “Payment methods”)
- First localization: Hebrew. If you’re interested in translating Emerald to your language, email me at
[email protected]
Quality of life
······•······
- Search finally shows “no results” when none were found (it’s about time)
- Search always shows “cancel” button to reset search without starting a new one
- Updated tabbar design
- Limits are now called budgets, hopefully it’s easier for everyone to understand :)
Bug fixes
······•······
- Fixes savings calculation & disappearing income in Savings report (no more showing just last 3 months)
- Fixes & improves progress bar of Savings report (available even with no savings goal)
- Fixes search not showing section title when there’s just 1 section in the results
- Fixes search losing "x" button when re-entering app, blocking you from clearing search
- Fixes search visual glitches when switching light/dark mode
- Fixes items in settings staying “pressed” when moving around
- Fixes sliding to choose report cover style choosing the wrong style
- Fixes shortcut always creating new categories when note includes unknown merchant (now it keeps the entry uncategorized and places the merchant in the note field)
- Fixes ghost spacing in some pickers/sheets
- Fixes numpad so it appears a bit sooner
- Fixes formatting of entry details when entry has just category and no other details
- Fixes placement of bottom buttons and bars in settings
- Fixes visual glitches of non-styled categories in settings
- Fixes various dark mode glitches
Thanks everyone for your amazing feedback, bug reports and support!
I’m always available -->
[email protected]
Gem - Money tracker version 2.5
Updated At: 2023-11-02
Changes: Nov 2, 2023
Version 2.5
All new
······•······
- iOS 17: Emerald can automatically log your expenses whenever you tap to pay (requires setup, see shelftwo.com/emerald)
- “Import transaction” shortcut for logging expenses. Tip: Add to automation in Shortcuts app
- Set once & forget: Found a funny merchant, like “Venue DZ MX”? Set its category to “Coffee” and let Emerald repeat that for new entries from that merchant (Emerald creates import rules you can edit and remove)
- You asked, it’s here: Log expenses from anywhere in the app with new “+” button on the bottom of the screen. Don’t like it? Go to Settings > Appearance to hide it
Quality of life
······•······
- Emerald can now import entries without a category. They appear semi-transparent on your list (also, they’re excluded from category breakdowns in your reports until you categorize them)
- Entry details screen shows “Added using import” for imported entries
- Category names are no longer lowercased (sorry about that)
- iOS 17: Small-size widgets allow tapping “+” to log expenses AND tapping the widget itself to open Emerald
- When setting a category, scrolling up expands the sheet so you see more categories
- Updated animations when viewing or adding entries
- Smarter import: Supporting more amount and date formatting
Bug fixes
······•······
- Fixes widgets looking funny on iOS 17
- Fixes searching entry notes not working
- Fixes embarrassing crash when initiating a search from entry details screen
- Fixes keyboard obscuring entry’s note field on smaller devices
- Fixes entry not being updated when editing it from search results
- Fixes import failure when some rows are missing some columns
- Fixes import failure when a row has a comma within quotation marks
- Fixes items in Settings appearing “pressed” after you tapped them
- Fixes some visual glitches
Thanks buds for your valuable feedback and help!
I’m always available, even if fashionably late -->
[email protected]
Gem - Money tracker version 2.4
Updated At: 2023-08-08
Changes: Aug 8, 2023
Version 2.4
All new
······•······
- Make expenses repeat weekly or bi-weekly
- Import your own tag system into Emerald. Select the required fields for creating parent/child tags (like "Food” and below it “Groceries” and “Drinks”)
Quality of life
······•······
- Import: Smarter “guessing” of data formats, finally granting your device’s locale its respect
- Import: That smarter thing on the top failed you? Choose your own date format
- Export: Includes up to 3 levels deep (Food/Groceries/Fruits)
- Export: Includes tags from all kinds (not just the main one) and repeaet schedule
- Import data messed things up? Tap “Data” > “Delete all entries” to clear things up
Bug fixes
······•······
- Fixes “05/08/2020” dates being imported into Emerald as “08/05/2020” even though your device clearly says it’s your date format of choice
- Fixes export ignoring your preference to actually use decimal amounts
- Fixes sketchy code written very late at night which in very rare instances at night delete all your entries and all history of you from this world (actually just the former)
Thanks buds for your valuable feedback and help!
I’m always available -->
[email protected]
Gem - Money tracker version 2.3.2
Updated At: 2022-12-08
Changes: Dec 8, 2022
Version 2.3.2
Hello pals!
Fixes importing entries from a CSV file with peculiar date formats :)
Thanks for using Emerald
Gem - Money tracker version 2.2
Updated At: 2022-07-09
Changes: Jul 9, 2022 Version 2.2
All new
- AutoTag is back: Save time, let Emerald organize your tags
- When tagging an expense as “Rent”, AutoTag will suggest a new tag under “Household” (English only)
- Tagging "Sandwich" --> "Food", "Flight" --> "Vacation", you got the idea ;)
- Clean up duplicate tags by merging it with other tags
Improvements & changes
- AutoTag can detect 1.5x more words and brands
- New budget defaults: "Spending" for expenses and "Savings" for income
Bug fixes
- Fixes totals calculation when using them pesky decimals
- Fixes some AutoTag bad word detection
Thanks folks for the ongoing feedback & hugs!
Share more & bugs -->
[email protected]
:)
