iBank for iPad
By IGG Holdings, LLC
Open iTunes to buy and download apps.
All your finances, at your fingertips! For fast answers and great support including Live Chat, visit www.iggsoftware.com.
“In a word, stellar. As good as, or better than, anything you’re using." — macworld.com
"A serious financial application, comparable to anything on a PC." — 148apps.com
"The investment tools alone put iBank for iPad in a different class." — mac360.com
"Better than competing offerings such Mint.com." — AK Apple Users Group
√ GET ORGANIZED
iBank for iPad lets you see your complete financial picture instantly, in a clean, intuitive interface. Throughout the app, interactive bar graphs and pie charts deliver instant access to the info you need. Quickly navigate screens with swipe gestures, double-tap to edit data, and review your finances as if presented by a professional planner.
You can enter information manually, or sign up for iBank’s optional Direct Access* service — connecting to over 10,000 banks worldwide and automatically delivering your latest transaction data. Users of iBank 5 for Mac and iBank for iPhone can sync accounts, budgets and investments at no cost, or share a single Direct Access subscription.
√ TRACK EVERYTHING
iBank for iPad has the tools you need to set up checking accounts, savings, credit cards, mortgages, investments and more. Then track each and every transaction: fine-tune them by categorizing, splitting and making edits — or let transaction templates do the work for you. You can search globally or by account; track payments or transfers in any currency; and set reminders or manage repeating events with scheduled transactions. Never miss a due date again!
It’s easy to group accounts into custom “books.” You can update some books via Direct Access, and sync others with iBank 5 for Mac and iBank for iPhone; back up or move books among devices using iTunes document manager; manage account details such as minimum balances and interest rates; and download foreign exchange rates for multi-currency support.
√ CONTROL SPENDING, BUILD SAVINGS
iBank for iPad’s budgeting tools help you set saving and spending goals, control spending, and pay down debt.
In categorizing each expense and editing the budget itself, you can see where your money goes — and how to make it go further! iBank does this visually so that you can see your daily progress and compare past, current or projected budgets.
√ SECURE YOUR FUTURE
iBank for iPad’s investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more; categorize investment transactions; and retrieve quotes from Yahoo! Finance or foreign exchanges.
The app’s powerful tools let you review trades, positions, history, performance, realized and unrealized gains, market value and more. Its expert trading features include short and long puts and calls or stock option trading.
√ WE’RE THERE FOR YOU
With Direct Access, update accounts via Wi-Fi or data connection, any time and anywhere. You can edit or manually enter transactions on the go, or monitor accounts and balances for truly mobile finance management.
If you need help, get unlimited email support or Live Chat with us for answers in minutes. iBank offers built-in tool tips, plus a searchable Knowledge Base and tutorial screens at our site.
And rest assured: iBank for iPad is safe, secure and private. The app offers password protection for individual books. Login credentials [ and financial data ] are never stored on IGG's servers; user finances are never accessed, analyzed or aggregated; customer data is never shared with any marketers; no third-party services or offers are shown or sent to users. iBank is 100% ad-free.
* Direct Access subscriptions via In-App Purchase.
What's New in Version 2.5
Several small bug fixes
The most comprehensive personal finance iPad app
I purchased this app and iBank (desktop) after 23 years of using Quicken. The latter offered limited support for mobile platforms and iBank for iPad offered much more of what I wanted, including:
1. It can be used as a standalone app or synced with the OSX version.
2. Support for a full range of account types - investment, property, loans, mortgages, as well as banks and credit card accounts.
3. Ability to sync seamlessly, and above all, reliably, across platforms so that there is a "single source of truth"
4. Support for direct downloads to accounts, rather than relying solely on syncing with a desktop version.
5. Attractive, uncluttered interface.
6. Well thought out security.
I deducted 1 star for features that should be added to round out its capabilities, including:
1. No facility to reconcile accounts in iPad or IPhone versions.
2. Limited reporting capabilities, and no facility to create PDFs.
3. Longer pass codes, use of upper/lower case letters, numbers and special characters should be required.
4. No facility to store attachments - invoices, statements, etc. - in this release.
5. Limited ability to update prices of securities that aren't publicly traded, e.g., 401k funds.
Overall, what IGG got right in iBank for iPad far outweighs the feature requests above. I'm very pleased with it and look forward to the day I can rely solely on my iPad.
Love the Cloud Sync..good way to get started is to first create a cloud sync document and then make new files on other devices and syncing from that original file. Did not understand how to start using an old file that have never been sync from the new file. I use the Mac and iPhone and iPad apps and they are all working fine with the new cloud sync and direct access. Your cloud sync document is encrypted on your device and sent to the cloud of which only you can access with your key. This is a first. Think of all the files in the plain that users upload to Intuit using the mint and Quicken programs.
I've spent three days looking at Finance software to replace Pocket Money, which is now defunct.
This is the only serious app I found for the iPad, and it has everything bundled into one app.
Thanks iBook and IGG. Well worth the price. I've updated this review to 5🌟 based on use. Once past the learning curve and data migration, this app is supercharged!
Migration from other apps can be a challenge, depending on their ability to export data in the right file format. I've also purchased the MAC version, which is also fully loaded and beats the competition. Cloud Sync between the two apps works flawlessly, and with encrypted password, is secure.
There may be a steep learning curve for those not familiar with accounting/financial software and/or accounting. IGG has a complete instruction manual for the MAC version, but not a lot for the iPad version. They have online and phone support, but I haven't used either so can't give a rating on support.
I'd recommend to a friend
- Category: Finance
- Updated: Jan 15, 2015
- Version: 2.5
- Size: 13.0 MB
- Language: English
- Seller: IGG Holdings, LLC
- © IGG Software, Inc.
Compatibility: Requires iOS 8.0 or later. Compatible with iPad.
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