iBank
By IGG Software, LLC
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Description
"iBank is an excellent personal finance application that should easily replace any you’re currently using. Beautifully designed and easy to use." — Macworld.com ★★★★
"Based on functionality, ability to replace Quicken, and price, i give iBank 4 four out of five stars." — MacNN.com
"Hits the sweet spot between power and simplicity, at an affordable price." — CNET
★★★★★
The Gold Standard for Mac money management. Compare these features:
√ COMPLETE IMPORT & EXPORT OPTIONS
— set-up assistant imports data from Mac or PC versions of Quicken*, MS Money, or other apps
— import file types including QIF, OFX, QFX or CSV
— use Direct Connect for automated updates from financial institutions
— easy web downloads via iBank's built-in browser
— export data to QIF, TXF or CSV
√ TOTAL ACCOUNT MANAGEMENT
— checking, saving, credit cards, loans, mortgages, line of credit, money market, etc.
— Smart Accounts dynamically show transactions by account, payee, memo, amount and/or category
— group accounts into folders or hide unused accounts
— manage account details: set minimum balances, link to bank sites, store account numbers + more
— track interest vs. principal, variable interest rates or payment schedules on loans
√ POWERFUL INVESTMENT TOOLS
— track stocks, bonds, mutual funds, IRAs, 401Ks, ETFs, CDs and other asset types
— track buys, sells, splits, dividends, ROI + more
— expert trading features include short and long puts and calls or stock option trading
— use Investment Summary report for detailed performance analysis
— review the Portfolio Summary report to see your securities in one place
— retrieve quotes from Yahoo! Finance or foreign exchanges
— free iBank Investor iOS app syncs to your portfolio for review at a glance
√ FLEXIBLE TRANSACTION MANAGEMENT
— edit transactions directly in the account register
— transaction templates memorize your edits and changes
— split transactions multiple ways
— categorize or sub-categorize for accurate budgeting and reporting
— post scheduled transactions to iCal, get reminders for bills or set repeating events
— reconcile transactions to monthly statements
— attach any image or file to transactions
— search transactions by account
√ DYNAMIC REPORTS & EASY BUDGETS
— built-in report templates analyze Income & Expense, Net Worth, Payee Summary + more
— instantly generate colorful graphs and charts
— drill down for detail with a click
— drag-and-drop report tables to spreadsheets
— print reports or save to PDF
— envelope budgeting to set saving and spending goals
— move "cash" among envelopes or carry over savings
√ SIMPLIFIED TAX SUPPORT
— categories or transactions can be assigned tax codes
— built-in U.S. tax codes and descriptions
— create custom tax codes for additional flexibility or non-U.S. use
— export to TurboTax or other software
√ GO MOBILE
— iBank Mobile app (sold separately) for iOS devices
— enter transactions on the go
— monitor balances and sync to iBank for Mac
— multiple iOS devices can sync to separate documents
√ GREAT SUPPORT
— free Live Chat available for answers in minutes
— extensive built-in Help files
— online video tutorial library covers basic and advanced features
— downloadable PDF user manual and Quick Start guide
— unlimited email support
— searchable Knowledge Base
√ EVEN MORE FEATURES
— password protection of personal documents
— print standard, voucher and wallet checks
— download foreign exchange rates for multi-currency support
— open registers or reports in separate windows for easy comparison
— 64-bit optimization
— automated data back-up
* Quicken Essentials does not export to QIF
What's New in Version 4.3.5
Fixed several small bugs
Screenshots
Customer Reviews
It's great.
I tried lots of different apps after it was clear Quicken was a dead-end. I settled on iBank and could not be happier. The interface took some getting used to and the transfer from Quicken was not problem-free. I spent several hours transferring 15 years of data. The reconciling took some getting used to, but at least it has that feature, unlike Mint. But once you settle into it (I've been using it for a year), it's simple yet very powerful. The investment interface, too, took some adjustments, but is far superior to anything I've ever used.
The most important feature is the iPhone app, which allows my wife and I to keep up-to-date registers on all accounts. The reports are excellent, especially the tax-related reports.
Minor complaint is that I wish you could attach bank statements to the reconciliations, the same way to can attach files to a transaction.
Dissapointing
A word to the wise, if you want to use this app to it's full potential, chances are you'll have to pay a monthly fee to your bank to allow the app to have "direct access". Even when you do that, it's not worth it though…because the app symply isn't accurate.
I had been using it on and off for a year, but it would always slip out of sync by a few dollars here and there. After I did my taxes for 2011, the numbers were so off that I had to start a NEW ibank document for the new year and redo everything. I thought, well, the interface is clean and friendly, maybe I'll just create a new document every year. But, even that failed…to the point where I stopped using it for months. I just checked in today to see where it was at and it literally was off by over two thousand dollars.
If you bought this program, you have 90 days to get a refund. Obviously, I can't get a refund now. Just know if you buy this and it's not working for you the way you want, DO NOT EXPECT it to get better. You'll only wish you hadn't started in the first place…with $60 less in your pocket.
Pretty Good
I have used lots of accounting software, including quicken and quickbooks. I thought this program is pretty easy to use and has adequate reports. I think the budgeting and reporting features could be expanded to be more powerful. Easy downloads from my bank. Overall I think it offers a good experience, with an emphasis is on simplicity over power.
- $59.99
- Category: Finance
- Updated: May 14, 2012
- Version: 4.3.5
- Size: 16.2 MB
- Languages: English, French
- Seller: IGG Software, LLC
- © 2011-2012 IGG Software, Inc.
Requirements: OS X 10.5 or later
