Press kit

BudgetXP+ Desktop

A native personal finance app for macOS: accounts, budgets, reconciliation, and reporting, synced automatically with BudgetXP+ on iPhone and iPad.

macOS 15.6+ Version 1.6 View on the Mac App Store

Line items

What it does

Transaction ledger

A sortable table view with multi-column sort, full-text search, and keyboard shortcuts for editing, duplicating, and adding transactions.

Reconciliation mode

Enter your bank statement's closing balance and check off cleared transactions, with a running difference that updates live.

CSV import & export

Import any bank CSV export with smart column mapping, or export the current month to a properly formatted CSV. Print a monospaced ledger register.

Split transactions

Divide one transaction across multiple categories, with a live remaining balance as you split.

Reports

The same charts as iOS, sized for a wide desktop canvas, plus a 12-month net worth line chart.

Menu bar companion

Net worth sits right in the menu bar, and one click opens a quick view of account balances and recent transactions. The number can be hidden in Settings.

Contact manager

Store business contacts for your finances, such as a banker or accountant, right alongside your accounts.

Private by design

No BudgetXP+ servers and no account. Data syncs through the user's own iCloud with the companion iPhone and iPad app.

Statements

Screenshots

Click any image to download the full-resolution 2880 x 1800 PNG.

BudgetXP+ Desktop on a Mac beside BudgetXP+ on an iPhone, both showing the same accounts and net worth — Mac and iPhone, in sync

Spending reports with a category donut chart and breakdown — Reports

Adding a purchase split across three categories, balanced to the penny — Split transactions

Monthly budgets with progress rings per category — Budgets

Reconciliation with a statement balance and a running difference — Reconciliation

The menu bar companion with net worth, account balances, and recent transactions — Menu bar companion

Recurring bills and paychecks with a Post All button — Recurring bills and income

The ledger split between dark mode and light mode — Light and dark mode

The CSV import sheet with column mapping and a row preview — CSV import

Ready to use

Descriptions

One line

BudgetXP+ Desktop is a native personal finance app for macOS with a transaction ledger, reconciliation mode, and reports, synced with BudgetXP+ on iPhone and iPad.

Short paragraph

BudgetXP+ Desktop brings the full BudgetXP+ picture to the Mac: a sortable transaction ledger with full-text search, bank-statement reconciliation, split transactions, CSV import and export, and a 12-month net worth chart, plus a menu bar companion that keeps net worth in view and opens a quick look at balances with one click. It shares the same accounts and transactions as BudgetXP+ for iPhone and iPad, kept in sync automatically over iCloud. There are no BudgetXP+ servers or accounts. BudgetXP+ Desktop was built by independent developer Alexander Rohr as the Mac half of a personal finance app that started as a Windows desktop project twenty years ago.

Balance sheet

Fact sheet

DeveloperAlexander Rohr, independent

PlatformMac

DownloadMac App Store

RequiresmacOS 15.6 or later

Current version1.6

Release dateOctober 5, 2026

PriceFree download; BudgetXP+ Pro $12.99 one-time

FreeUp to 3 accounts and 50 transactions, reconciliation, reports, CSV import/export

ProUnlimited accounts and transactions, one-time purchase, no subscription

PrivacyNo account, no BudgetXP+ servers, iCloud sync via CloudKit

Also availableBudgetXP+ for iPhone and iPad

Built withSwiftUI, AppKit, SwiftData, CloudKit

Developer

Rohr Software logo

The logo of Rohr Software, Alexander Rohr's independent company and the developer of BudgetXP+ Desktop. You are welcome to use it alongside coverage of BudgetXP+ Desktop. Please don't recolor or stretch it.

Download SVG · Download PNG, 512 x 512

Wire details

Press contact

For interviews, review codes for BudgetXP+ Pro, or full-resolution assets:

alex@rohrsoftware.dev

Alexander is available to talk about bringing a twenty-year-old personal finance project natively to the Mac, and building a two-platform app as a solo developer.