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iBank
"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
Fixed several small bugs
Screenshots
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- Last changed:
- May 14, 2012
- Category:
- Finance
- Developer:
- IGG Software, LLC
- Version:
- 4.3.5
- Average Rating:
- 3.00 (14)
- Size:
- 16.2 MB
