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Import from Quicken to get your accounts, transactions, categories and investments ready and waiting to suit your needs. Or begin with scratch - iBank s streamlined setup assistant can have you planning no time. video tutorial
iBank 5 offers improved bank connections for direct downloads. Optionally, Direct Access gets updates from thousands more banks, and shares that data with iBank for iPad and iBank for iPhone, too. video tutorial
iBank 5 delivers online bill pay to setup, schedule and send payments, track those transactions, and categorize the price. Requires an OFX account connection; consult your bank for availability. video tutorial
With advanced budgeting tools, it is possible to build savings, view your spending habits, monitor daily progress, incorporate scheduled income and bills, compare goals vs. results, and sync budgets to iBank for iPad. video tutorial
Track your spending patterns: assign categories or sub-categories to each transaction, use enhanced import rules for speedy categorization, and split transactions multiple methods for detailed budgeting and reporting.
Cloud sync done efficiently: device-based, end-to-end encryption so nothing gets sent or stored insecurely. Its the most beneficial model for just a true cloud sync experience as well as its free! video tutorial
iBank makes it simplallows you to go to your whole financial picture on iPad, iPhone and Apple Watch. Our private Cloud Sync seamlessly keeps everything informed.
Personal finance apps to help with making your life much easier and your future slightly brighter.
Free 30-day trial. Purchase for 59.99 using a 90-day guarantee.
Minimum OS requirement is 10.9. Works great with Mac OS X 10.11 El Capitan.
November 24, 2015 10 Comments
I really don t like going many months between blog articles. The last time I wrote from my office in Vermont, there have been plenty of summer crickets chirping away. Today, as we approach Thanksgiving, the temperatures have dropped substantially there's still thick frost from the shady areas on the surface. I ll reiterate what I Read More
If you want you had an improved handle on your own finances, get iBank 5 for Mac. 20% off sale ends in the dark EST. /xhqFn1MsfW
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Intuitive, full-featured personal finance software with easy, powerful, familiar Mac interface
Monitor account balances in a flash, track investments, maintain budgets, and manage money
Compatible with Mac OS X 10.8 Mountain Lion
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Mac OS X 10.6 Snow Leopard, Mac OS X
IBank 4 from iGG Software is the top personal finance software for OS X. Easy powerful and full-featured iBank allows you to import data from MS Money or Quicken for PC and Mac download transactions from online banks export to TurboTax print custom checks actively manage your portfolio or simply just view balances and net worth instantly. iBanks beautiful Mac interface is easy and familiar so you are able to start to organize your accounts analyze your investment funds track your spending and plan your financial future within a few minutes. With new tools for downloading transactions budgeting expenses creating reports and much more iBank 4 would be the Gold Standard for Mac management of their money. features: Easily put in place and manage existing accounts. Import Mac or PC data from Quicken or Money. Set budgets to view spending by category. Import bank data with direct downloads. Create save and print custom reports. Password-protect private data. Reconcile data with bank statements. Print checks to standard or custom formats. And additional!AWARDS PRAISE: iBank supplies a comprehensive pair of financial tools with the awesome Mac look. MacWorld If youve been looking for any full featured personal finance tracking and reporting program iBank is a great choice. It is all that Quicken Essentials really should have been. iBank is full-featured financial software with extensive data-crunching and sorting features and built-in analytical tools to offer you powerful insight and treating your personal finances. MacLife iBank combines a substantial feature set simple interface and streamlined import process to develop a very attractive financial application. mac. Requirements: Mac OS X 10.6 or Higher. Minimum screen resolution 1024x768. Format: Mac OS X 10.6 or Higher
iBank 4 delivers a new standard for intuitive, full-featured personal finance software. Monitor account balances in no time, track your investment funds, maintain budgets, and manage your plastic cards, savings, checking and loans-all inside an easy, powerful, familiar Mac interface.
iBanks setup assistant gets you working in insufficient time. Import data from Quicken for Mac or PC, Microsoft Money, along with other financial programs with minimal effort, or start which has a clean slate within a few minutes.
iBank includes tools for keeping a record of all within your real-world financial accounts: checking and savings, cash and bank cards, investment and retirement accounts, even mortgages and loans.
Many banks offer direct download for one-click updates; to the rest, iBank includes an internal browser that you'll be able to use to import data directly from your banks website. iBank allows you to clean up the newest transactions and take away duplicates automatically. Manually record and edit transactions when necessary.
Set up category hierarchies, assign categories to your entire transactions, and split transactions for additional detailed category tracking. Best of all, iBank learns how we categorize the transactions you download and assigns categories automatically after you update your accounts!
Create beautiful and detailed reports on the account balances, spending categories, investments, net worth and even more with the as easy as pie. Click on any part of a report to drill down and examine more detailed information, then print precisely what you see onscreen, or save as PDFs.
Due to popular demand, iBank now props up envelope means of budget tracking. Plan your upcoming expenses, then save money in envelopes until payments are due. Carry over savings every month, and move cash between envelopes at the appropriate time.
With iBank Mobile for iPhone, iPad and iPod touch sold separately, you are able to keep your bank account balances and transaction history synchronized involving the Mac and mobile devices with all the click of a button. Transfer data more than a local wireless network, remotely via MobileMe, or employing your own WebDAV server.
iBanks powerful investment management features permit you to record the shares you acquire and sell, track the prices of one's securities as time passes, and analyze the performance of the portfolio with reports tailored especially for investors.
For individuals who prefer to keep an eye on what finance institutions do with our money, iBank provides convenient statement reconciliation features. Each month every time a paper statement arrives on the bank, develop a virtual statement in iBank, check from the transactions that go with, and earn any adjustments necessary to maintain your accounts properly balanced.
iBank has a host of other functions to help you keep control of where your hard earned money goes. Use scheduled transactions to monitor recurring expenses, and post the crooks to your iCal calendar. Attach receipts, statements, pictures, or other files for a transactions for better record-keeping. Maintain accounts in multiple currencies and perform currency conversions that has a minimum of hassle.
Youll uncover substantially more capabilities in iBank, including robust data export to programs including TurboTax, custom check printing, and password protection to your iBank documents. Youll also discover a library of video clips at the IGG Software website, a terrific community of active users in the IGG forums, if you need us, a keen support team always happy to help.
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Release Date: September 22, 2010
Product Warranty: For warranty information regarding this product, please just click here
I transferred to Mac over six in the past and have were required to maintain a Boot Camp partition and multiple versions of Windows this all time as the Quicken for Mac products cannot even compare to the versions of Quicken for Windows I had used since 1994.
I have purchased and uninstalled no less than 4 versions of Quicken for Mac such as the latest Mint-inspired Quicken Essentials for Mac with the poor buyer and truncated feature set cant track my 401k - - seriously?. I have also tried a slew of Mac financial products like Cashculator, Jumsoft Money, MoneyDance, MoneyWell and Cha-Ching. None of them came near to Quicken for Windows and into your trashcan they went.
I figured I was stuck maintaining a Windows partition and paying Intuit another 69-89 for your annual Quicken update which strangely generally seems to not add many useful extra features, however, some years got prettier because I always wanted the actual release, in the event that.
Then I came across iBank 4 I had previously tried and uninstalled iBank 3 and figured I would have another shot whats that specification of insanity, again?.
I did a QIF export of my Quicken accounts and imported it into iBank 4 plus it populated the info, transactions, categories and just about everything I needed I was required to reset within the online access, but that had been anticipated - - including my 401k and IRA accounts. I can now click on the download button and literally within just a few seconds every single account - - charge cards, bank, savings, bank, investments - - are updated and able to import in their correct accounts having a single click Quicken takes much, for a long time and errors out frequently. Read more
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Like a great many others, Im a longtime Quicken for Mac user who had previously been greatly disappointed with all the release recording of Quicken Essentials for Mac. For a long set of its deficiencies, understand the reviews - and another star rating - of Quicken Essentials for Mac here on Amazon - basically its Accounting Lite instead of a real program for adults with complicated finances.
I had investigated prior versions of IBank but was put off by its not enough comprehensive reporting features. This past weekend I was delighted to master IBank 4 featuring customize-able reporting. You can directory only one payee or category, or every combination of accounts.
Although, in a way I wont need reports as much - you'll be able to search by Payee, Category, or almost any keyword from the main Document window for every account, and see all of your transactions. EDIT: I had said inside first draft in this review that you simply cant seek out keywords across accounts but now I stumbled upon the remedy: If you put your active accounts right into a Group mine is named 2011 Credit Cards, then enter a keyword in this Group window view - the many transactions in different of that Groups accounts containing the keyword will pop right up inside a list. I had also thought you couldnt search using numbers but that's also incorrect - I had just been going about it the wrong manner. You absolutely can hunt for numbers with your accounts, either individually or by group, and that is incredibly helpful in case you reconcile personally as I transactions containing amounts like 12.87 or 5.34 are instantly available once entered at a search windows. Read more
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I switched from Quicken over a PC to iBank with an iMac throughout a weekend. Overall a huge step up.
Our house switched to Macs five in the past but kept a classic PC in order to run Quicken. Over time the project keeping a Windows PC happy caused it to be not worth whatever benefits Quicken offered. The switch was a simple transfer of QIF files. On the plus side the graphics have become user friendly and reports more clear-cut. Also I find less complicated to follow transactions and debug small problems, for instance our dreaded Quicken issue of account transfers arriving as income. The iPhone app is really a treat and syncs flawlessly through home wifi network. If you are advanced user you might sync your iphone using MobileMe. Just the iphone app makes video Quicken-beater. My wife and I develop the mobile app on two iPhones total expense 5 and then use it happily. On the minus side loan company downloads aren't as smooth as Quicken along with to pay more attention on the process. Also, Quicken has lots of more bells and whistles-which my wife and I found messy and rarely used. Reports might be much more comprehensive in Quicken. iBank includes a limited search feature rendering it hard to search a particular payee among multiple accounts easier in Quicken. However, iBank truly does the job, and that we are more over our finances than ever before. As a computer klutz the conversion spent about four hours of fussing with a weekend, but I felt time was well-spent rewarding instead of frustrating. The help feature and support which I used twice are well-done. Quicken only agreed to be used to follow household expenses. iBank continues to be so satisfactory is likely to start tracking investments too.
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Much much easier to use than Quicken. Quicken necessitates ofx download format. The Harborlight Credit Union in Whitehall MIchigan will not use the revolutionary format. Read more
They made some improvements over prir version.
I still liked the existing Quicken version but they also changed the format so were required to change.
Published 10 days ago by F. Treibel
More difficult that Quicken but I good program, in excess of I needed for my purpose.
Published 11 days ago by L. Stewart
Not very efficient or flexible. I keep wishing for improvements, though the updates all seem minor. Too lazy revisit Quickbooks, but wish I hadnt converted.
Not competitive with Quicken, but it really does the position.
Published 5 months ago by Kenneth W. Scott
Works well, user friendly, produces useful reports, a great alternative to also known competitors. Ill be keeping this with the long run.
Having both my Windows PC and laptop fail and being disappointed with Quicken Deluxe for PC; Ive gone after my Macbook a vintage one that still very effective. Read more
Just okay, Im looking for just a better program that is more simple to use.
Thought it had been gonna replace Quicken personally, but horrible chat-only or email with around the clock response time left me frustrated and mad that I even wasted time. Read more
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Help files not searchable in 4.7
In ZMK Zambian Kwacha currency account, decimal numbers following the, are dropped
Cant open attachments within transactions in iBank 4.6 and Mac OS X 10.7.x
Unable to import some OFX files into iBank 4.6
Added to be able to view, trust, reject unknown certificates in built-in web browser
Fixed this brief when direct downloading a lot of data from some banks, including Wells Fargo and Chase
Fixed a smart investment transaction bug where certain numbers 75.579 would change their decimals when entered into your price or share fields in Mountain Lion only
Fixed a bug where CSV files with negative amounts would imported as 0.00 while using system region set to Swedish
Fixed a bug that prevented sync setup with iBank for iPad 1.1 running in iOS 6
Fixed a bug where quotes in memos would sync to iBank Mobile as quot;
Source metadata is nil. unhealthy, cant migrate when upgrading from 4.3.5 to 4.5
Save As command fails in Mountain Lion, ought to be removed
iBank 4.5 sync stalls when conflict resolver is needed
Cant activate OFX debugging in 10.8
Error during WIFI sync the file couldnt be removed after upgrading to 4.3. 4
Some documents WIFI synced in the past versions crash when syncing in 4.3. 4
When shorting an alternative, percent gain is displayed as positive but needs to be negative
When exporting multiple accounts to TXF, iBank includes transactions outside requested tax year
Deleting Scheduled Transactions in 4.1.2 caused iBank to crash
After quitting in full-screen mode, iBank launches in windowed mode Lion
About box still is the term for IGG Software, LLC. Should be Inc.
Update from iBank 3.5 fails in Lion
Currency symbol required when entering amounts in 10.5
Swiss Franc transactions round to nearest.05
Budget Crashes When Amount is Nil?
Dont remove hidden accounts from reports, smart accounts, etc.
Alert for duplicate account names only mentions accounts, not categories
Cant Migrate from V3.5 Data File
Streamlined, more intuitive interface
Simple, reliable Quicken and MS Money import
2010-2011 IGG Software, Inc.
The Gold Standard for Mac management of their bucks! For fast techniques to any questions, find great support including Live Chat at Free trial downloads available.
iBank is a good personal finance application which should easily replace any youre currently using. Beautifully designed as well as simple to
Hits the sweet spot between power and simplicity, cheaply.
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5.0 from 5 stars A Quicken for Windows Competitor for Mac
By S. L. Patterson on December 15, 2010
I gone to live in Mac over six in years past and have was required to maintain a Boot Camp partition and multiple versions of Windows this time for the reason that Quicken for Mac products could hardly even compare to the versions of Quicken for Windows I had used since 1994.
I have purchased and uninstalled no less than 4 versions of Quicken for Mac such as latest Mint-inspired Quicken Essentials for Mac with the poor consumer experience and truncated feature set cant track my 401k - - seriously?. I have also tried a slew of Mac financial products like Cashculator, Jumsoft Money, MoneyDance, MoneyWell and Cha-Ching. None of them came all-around Quicken for Windows and in the trashcan they went.
I figured I was stuck maintaining a Windows partition and paying Intuit another 69-89 for your annual Quicken update which strangely generally seems to not add many useful the latest features, however some years got prettier because I always wanted the latest release, should.
Then I found iBank 4 I had previously tried and uninstalled iBank 3 and figured I would provide it with another shot whats that specification of insanity, again?.
I did a QIF export of my Quicken accounts and imported it into iBank 4 and it also populated the info, transactions, categories and just about all I needed I was required to reset in the online access, but that had been anticipated - - including my 401k and IRA accounts. I can now click on the download button and literally within just a few seconds every single account - - plastic cards, bank, savings, lending institution, investments - - are updated capable to import within their correct accounts which has a single click Quicken takes much, considerably longer and errors out frequently.
The most essential thing personally was seeing my checkbook register and if you know I know the amount of is in there with the next calendar month I schedule bills 30 days in advance. Something that only Quicken for Windows seems to get mastered previous to my knowledge about iBank 4.
I can simply add a recurring bill through right-clicking about it in my bank register and selecting Make scheduled transaction from selection. It adds it to your running list in sequential order and future bills is usually scheduled I reimburse them online via my lending institutions website with a single click to post to your register.
I manipulate this successfully including a great single-click backup ability - - even going to my Dropbox take into account almost two weeks and possess not felt the desire to launch Quicken for Windows because entire some time and I am an every day updater/checker.
I think I finally are finding a winner from the Mac financial software sweepstakes.
1.0 outside of 5 stars Wish could say something nice to say of it
By Dying4MacSoftware on December 4, 2010
After 20 years using a PC, couldnt be happier as a Mac user for that last four years. With Macs and Mac software, no aggravation, no frustration, and it is all totally beautiful, really visually pleasing.
Then, theres iBank. Its aggravating, frustrating, and sub-par with regard to looks and buyer experience.
However, after 36 months of searching and searching, three years of using trial or paid versions of just about every Mac home financial software on the market, I must say it will be the best of an extremely bad lot.
Its not what iBank does or doesnt do that could be the problem; its the way does it. I could list 30 items that, each of them by itself, will not be any real problem. The problem could be the combination of all the so-called little issues that add up to a general experience of aggravation and frustration.
Example: Its very, very slow to react. Im in my 2nd click nevertheless the 1st one hasnt triggered anything yet. Click on, say, Checking Account, and have absolutely to wait a period of time for your program to exchange to that account. Youd naturally think that you just could proceed and start clicking the icon to start adding a transaction because whenever you clicked the account name, something should happen, right? Instead, you have to hold back and lose time waiting for that account to spread out. The additional clicks from trying to proceed at what really should be a normal pace when actually iBank hasnt caught up in your 1st click yet causes this system to crash. Crashing is one area iBank does well, and sometimes.
Example: Click after click after click in order to accomplish one little thing. Lets do Apple stock this session. How many shares of Apple stock do I are in possession of? Click with a Portfolio Report youve created. How well has my investment for the reason that stock done as time passes? Click upon an Investment Summary report that youve created. Lets convey a dividend reinvestment for Apple stock. Click on that account to go into the transaction. 3 clicks plus a total of 5 minutes to obtain info you want to make 1 transaction because nothing is inside same place. cannot view everything about your Apple stock during one screen since you easily can in other such programs.
Another example: entering a transaction in, say, Checking Account and also assign the expenses to a category, but dont recall exactly how the category was named. Was that the sub family of Misc as well as Other Expense category? Or, will it be a sub sounding Food that Im after? Cant click inside the Category box to find out all available categories and scroll to obtain the one needed. Must know precisely what the category name is, then type in the 1st letter for everything to appear inside Category drop down box. Enter M for Misc and also the Misc category appears as well as its sub categories also as the other categories starting with M. Nope, not there. Lets try F for Food. Nope, none either. Well, lets go towards the Category list and discover for sure which category I need. Ooops, must click Cancel as a way to leave this Checking Account screen, and so loose the fact that was started. Click on Categories. Find the category needed. Oh, OK, thats what its called. Now, time for Checking Account you need to the transaction again. transaction was I looking to add? This one or that you?
None in this wasted some time to aggravation could be necessary should you could basically able to find out all available categories from inside the category drop down box. Such a straightforward thing. Other programs are put in place this way. Not iBank.
Another example: include with your 2010 monthly budget expenses, say, Christmas. Only need to provide it for maybe eight weeks - Nov Dec. Except, iBank will not likely allow you to accomplish that. Can only budget how iBank programmers i would love you to budget, which can be monthly, quarterly, or yearly. They is not going to allow you to budget a line item for virtually every other period for instance 2 months. So, its impossible to build within your 2010 Budget a line item to the Christmas category and budget X in Nov and X in Dec.
Another example: Its now Dec 4. Want to see how we did together with your budgeting for Nov? Cant, you silly goose. iBank programmers dont i would love you to see how we did in every previous month where your budgeting v. actual. They is not going to allow you to change dates to see previous periods. Can view only the present months budgeting v. actual.
Another example: when splitting a transaction and desire to perform a little math to discover the split amounts, need to utilize the Macs calculator concerning isnt one from the software like there's with other such software. So, you will need to click for the calculator icon in iBank which opens the Macs calculator, then click the calculator to pick it, then do your figuring, then click back on iBank to pick it, then double click inside the area you want to go into the amount you simply calculated. Click click click click, thats all that you do in iBank is click. Other financial programs possess a built-in calculator right where you will need to do the figuring which eliminates the advantages of all those additional clicks.
iBank just about does what you may need it to perform. But, it unnecessarily adds so much some time to aggravation to your process that dealing with your hard earned money becomes so additional of a chore personal computer has being. And, it isn't nice to consider nor well-laid on top of their. Yet, its still the top Mac home money software around. Youd think nowadays someone available would have gotten this right.
I gone to live in Mac over six years back and have were required to maintain a Boot Camp partition and multiple versions of Windows all of this time since the Quicken for Mac products can't even compare to the versions of Quicken for Windows I had used since 1994.
I have purchased and uninstalled at the very least 4 versions of Quicken for Mac such as latest Mint-inspired Quicken Essentials for Mac due to poor consumer experience and truncated feature set cant track my 401k - - seriously?. I have also tried a slew of Mac financial products for example Cashculator, Jumsoft Money, MoneyDance, MoneyWell and Cha-Ching. None of them came all-around Quicken for Windows and into your trashcan they went.
I figured I was stuck maintaining a Windows partition and paying Intuit another 69-89 to the annual Quicken update which strangely generally seems to not add many useful latest features, however, some years got prettier because I always wanted the actual release, in case.
Then I found iBank 4 I had previously tried and uninstalled iBank 3 and figured I would have another shot whats that meaning of insanity, again?.
I did a QIF export of my Quicken accounts and imported it into iBank 4 and yes it populated your data, transactions, categories and food items . I needed I were required to reset the online access, but that had been anticipated - - including my 401k and IRA accounts. I can now click on the download button and literally within around 10 secs every single account - - plastic cards, bank, savings, bank, investments - - are updated and able to import within their correct accounts having a single click Quicken takes much, for a longer time and errors out frequently.
The most crucial thing for me personally was seeing my checkbook register and with the knowledge that I know how much is in there for that next 1 month I schedule bills 30 days in advance. Something that only Quicken for Windows seems to obtain mastered previous to my exposure to iBank 4.
I can simply add a recurring bill just by right-clicking onto it in my bank register and selecting Make scheduled transaction from selection. It adds it towards the running list in sequential order and future bills might be scheduled I outlay cash online via my banks website using a single click to post for the register.
I purchase this successfully including an excellent single-click backup ability - - even going to my Dropbox are the cause of almost two weeks and possess not felt the desire to launch Quicken for Windows as entire serious amounts of I am a regular updater/checker.
I think I finally are finding a winner from the Mac financial software sweepstakes.
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Like a great many others, Im a longtime Quicken for Mac user who was simply greatly disappointed while using release a few months ago of Quicken Essentials for Mac. For a long listing of its deficiencies, view the reviews - the other star rating - of Quicken Essentials for Mac here on Amazon - basically its Accounting Lite instead of a real program for adults with complicated finances.
I had investigated prior versions of IBank but ended up put off by its deficiency of comprehensive reporting features. This past weekend I was delighted to master IBank 4 presenting customize-able reporting. You can set of only one payee or category, or practically any combination of accounts.
Although, in this way I wont need reports as much - you are able to search by Payee, Category, or practically any keyword inside main Document window per account, then see all of your transactions. EDIT: I had said within the first draft of the review that you simply cant seek out keywords across accounts but now I stumbled upon the perfect solution: If you put your active accounts in to a Group mine is referred to as 2011 Credit Cards, then enter a keyword because Group window view - every one of the transactions in a of that Groups accounts containing the keyword will pop right up inside a list. I had also thought you couldnt search using numbers that is also incorrect - I had just been going about it the wrong manner. You absolutely can hunt for numbers inside your accounts, either individually or by group, that's incredibly helpful in case you reconcile manually , as I transactions containing amounts like 12.87 or 5.34 are instantly available once entered at a search windows. These search windows also make finding Payees and whatever youve written within the blissfully-not-truncated Notes field quite simple. The search is instant, as opposed towards the slow, clunky, single-transaction view supplied by Quicken 2007.
There are a handful of features in IBank 4 that will make me nearly weep with relief after my struggles with Quicken 2007. Firstly, it is possible to CUT AND PASTE TRANSACTIONS!!!! Its so wonderful!! How many times have I spent hours attempting to remove mistakenly-downloaded transactions from of my accounts in Quicken. If you accidentally import or perhaps your bank accidentally downloads transactions into your wrong account or re-downloads transactions, you might have countless bad transactions that may take you literally hours to eliminate in Quicken 2007. Quicken 2007 wont let you select in excess of one transaction for deletion - ever; contains are you sure type prompts you cant switch off any time you seek to delete a transaction; and possesses no deletion-related keyboard shortcuts. It makes a tedious task, hitting an are you sure you wish to delete this: OK button dozens, or hundreds, of times to take out error-filled transactions. Of course, you can always restore your Quicken file from your backup you have made before the bad data was entered, however youd also lose every other good changes you needed made since that backup was developed.
Quicken will even only permit the user to maneuver transactions one-at-a-time between, without having multiple transaction selection or keyboard shortcuts allowed. In IBank 4 deleting and moving multiple transactions takes literally seconds. Actually, its so simple one worries about mistakenly altering something. Fortunately, the inclusion connected with an UNDO last action in addition to REDO option from the Edit menu prevents disaster. You can also export your transactions to QIF or TXF format, or back them up once you like. Additionally, it is possible to set up IBank 4 to backup your transactions if you quit this program. This means restoring from backup is an alternative here too.
Another vastly improved area over Quicken may be the use of Categories in IBank 4. Its this is the same methodology - you have different Categories Grocery, Restaurants, Books, since you use a lot more flexibility. When I migrated onto IBank 4 I was competent to reassign transactions easily - IBank 4 will permit you to reassign current transactions to your new category when you decide to delete one of the previous ones. Also, its easier to never mistakenly re-create similarly named categories mine will always be Grocery and Groceries with IBanks easy pull-down window which autopopulates after you start typing. IBanks IPhone client IBank Mobile likewise helps create uniform Payees and Categories - forget about variations over a business name and street address for that same location, since you makes use of the same Categories and Payees for both versions of IBank. My better, more accurate reports will certainly come in handy at tax time.
IBank Mobile is really a piece of cake at the same time. Your data syncs with single click - in seconds and error free, making a mirror copy of one's desktop software. This feature alone, which allowed me to ditch the many other IPhone apps I had cobbled together to work with with Quicken, will probably be worth the cost of admission. Its the end of year, I have 3200 or so transactions that I exported outside of Quicken and imported to IBank 4 which has been a smooth, near-totally bug-free process, I might add. IBank Mobile imported all of them in literally seconds, following simple syncing setup between my IPhone and MacBookPro. Its destined to be SO NICE not to obtain to make use of the IPhone Checkbook app to export each account manually with an email which is just not secure, then re-import yourself to Quicken 2007.
My jurys still mildly out - this device runs so quickly which is so user friendly that its making me paranoid whether all of my transaction results are still there - but currently I should say, Im completely, utterly thrilled with IBank 4.
Id perform five stars however it still has a bit bit of functionality left to feature. Id like to view the developers add Class functionality which can be basically methods to sort Categories by subcategory. To some extent theres a workaround with this - you may simply add another Category to be a subcategory with the one youre using the services of - however, you cant then sort those subcategories independently. I have been using the Class capability in Quicken in order to the different sales taxes I pay on various products, but I think for the moment Im going to obtain to manually split transactions in order to the sales tax. Id as an easier, automatic way to accomplish this, but for the time being I dont think thats obtainable in either IBank 4 or Quicken 2007. This is a large deal in my opinion, because I live in a very state with VERY high sales tax and I need to monitor it for deduction in my Federal returns. I buy things occasionally from outlets that do not charge sales tax, so I cant just apply % to each and every transaction to obtain my total; also, my state includes a different sales tax rate for groceries as well as other incidentals.
Note: I dont use my software to print checks in order to download transactions from my bank Id really rather reconcile my accounts personally, which implies I can review each transaction more thoroughly. However, I tried importing some transactions simply to see the actual way it worked, and again - smooth, easy, crash-free.
UPDATE, 11/30/10: Apparently theres ways to integrate IBank 4 with Turbotax, through exporting your transactions right into a specific format. To utilize this I assume you'll need to assign Categories to be able to portions on the tax code, and employ that to come up with your export.
Overall Im pleased with this system, and Im much more happy the reason is currently being actively supported. Intuit has sent clear signals so it isnt taking Mac users needs seriously, while IGG Software is actively soliciting input from users for even more added features for IBank. So far, its been really worth money not should spend a whole lot hands-on time managing my finances, and correcting the errors Quicken 2007 kept baking into my accounts. Thanks IGG!!
UPDATE, 12/3/10: After having completely migrated my finances and used the product for the few days, I have details. First, the program is staggering as to what it does well - the reporting features are fast and comprehensive; I can start to see the big picture of my finances in a flash, and that is quite an exotic feeling to me. ; Im really very pleased with features much like the automatic Scheduled Transactions and the cabability to add those to ICal.
On the side effects, to some extent it is possible to tell this is often a program being put together by independent software programmers and never a gigantic corporate conglomerate like Intuit. Its got some glitches - I had some trouble building a Category within the IPhone client and thus far Ive had several hangs requiring me to hard-reset this program.
However - which is a large however - nothing Ive found to date has resulted in almost any data loss what-so-ever. Ive now tried out exporting and importing data from my backups, and Im convinced this is just not something Im going to own to keep inside the forefront of my head.
So yes, it is not quite 100% with regard to stability, but when it comes to functionality its to date ahead of Quicken 2007 it is just not even funny.
One other feature Id like to find out added could be the ability to find out ones Budget inside the IPhone client but it is possible to see your bank account totals in real time if youve synced your phone; it is possible to even go to your running totals by Category. Obviously this is often a minor quibble - Quicken doesnt get an IPhone client.
IGG is building a software forum where you may report issues with all the program and place in feature requests. So far Ive found the developers responsive and quite reasonable.
Im in excess of prepared to recommend miracle traffic bot package to everyone comers. I have seen some difficulty with folks whod like to be capable of reconcile statements with downloads instantly, which can be a feature I assume is obtainable in Quicken for Windows I can tell you it isn't in Quicken 07 for Mac.
Again, this is often a program being put together by programmers but not a giant faceless corporation, so Im personally more than prepared to wait for some with the issues being ironed out as the latest features are developed.
UPDATE, 2/17/11 Im upgrading to stars. This program is so user friendly, have not lost any one my data whatsoever, and is particularly so fast what has like a horrible nightmare to keep in mind my experiences with Quicken 2007. Yes, I do still have to go into my sales tax manually ,, there are a few more features Id like to determine, but my expense tracking and account reconciliation has taken about 10% of enough time I used to own to spend, thanks on the easy, fast search functions of IBank.
I realize other bands opinions can vary - I dont employ this program to follow stocks, as an example - but also for what I was looking for the simple program to follow my spending, reconcile my accounts and assist me budget the program has changed my entire life. As in, Ive gotten many of it back, as an alternative to struggling for hours wanting to perform simple functions in Quicken 2007. Thanks IGG!!
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I switched from Quicken on the PC to iBank with an iMac over a weekend. Overall an enormous step up.
Our house switched to Macs five years back but kept a vintage PC in order to run Quicken. Over time the effort keeping a Windows PC happy got not worth whatever benefits Quicken offered. The switch was a fairly easy transfer of QIF files. On the plus side the graphics have become user friendly and reports more clear-cut. Also I find it less complicated to follow transactions and debug small problems, like our dreaded Quicken issue of account transfers turning up as income. The iPhone app is really a treat and syncs flawlessly through the house wifi network. If you are advanced user you could potentially sync your iphone using MobileMe. Just the iphone app makes slideshow Quicken-beater. My wife and I possess the mobile app on two iPhones total extra expense 5 and then use it happily. On the minus side loan company downloads will not be as smooth as Quicken and you've got to pay more attention on the process. Also, Quicken has numerous more bells and whistles-which my wife and I found messy and rarely used. Reports might be much more comprehensive in Quicken. iBank includes a limited search feature that makes it hard to search a unique payee among multiple accounts easier in Quicken. However, iBank does indeed the job, therefore we are more along with our finances than any other time. As a computer klutz the conversion spent about four hours of fussing on the weekend, but I felt some time was well-spent rewarding in lieu of frustrating. The help feature and support which I used twice are well-done. Quicken only agreed to be used to follow household expenses. iBank continues to be so satisfactory will likely start tracking investments also.
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I purchased iBank as being a replacement for Quicken for Mac. As many Mac users fully understand, when Apple upgraded their OS to Lion, that broke Quicken for Mac v. 7 or earlier, due on the removal in the Rosetta code on the Mac OS. Quicken Essentials has not been an option for me personally, because of its almost complete inability to follow investments. I researched the many alternatives Mint, Moneydance, Quicken Essentials, and chose iBank. Im overall satisfied with iBank, but cant provide 5 stars with there being still things Id like to find out improved or added.
The Pros for iBank personally were: 1. Ease of Transition. I exported my Quicken file I was using Quicken Deluxe for Mac v. 6 and followed iBanks very detailed instructions about the import process plus it worked just great. 2. Thirty day fully functional trial. I initially downloaded the trial from iBanks website. I was capable to use all its functions for calendar month without paying, also it gave me an excellent opportunity for getting the feel with the program and choose if I liked it. 3. Ease of use. While it can do do some things differently from Quicken, just as one almost 20 year user of Quicken I found iBank pretty easy to know to use, and Im very at ease with it now. 4. Online Banking and Transaction downloading. I decided to try and start taking selling point of these features in iBank, since that basically didnt work too well personally in Quicken, and Im glad I did. iBank is effective, either downloading transactions directly on the banks that support it, or using iBanks Web Connect feature to download them from your banks website using iBanks built-in browser. Its been a good timesaver. 5. Mobile Device Sync. While I havent tried this yet, iBank comes with an iPhone mobile version plus the two can sync data that Ive heard works as good as. I may be giving vid try later.
The Cons these arent really bugs, similar to feature requests: 1. No inbuilt Bill Pay. I became a Quicken Bill Pay customer, without Quicken alternative includes a built-in bill pay feature like this. I use bill pay through my bank now, which works fine, but I still have to penetrate those transactions into iBank if I want to get able to find out them reflected as upcoming transactions. I cant make them by downloading from my bank till the day they will really post. 2. Options tracking in investments. While it is possible to enter Options as investments, therefore you even put inside Option Ticker after you set it up, iBank doesnt download daily quotes for the Option, which means your final result about the option isnt reflected as part of your portfolio till you close the Option. iBank says these are working on adding this feature. 3. Account Reconciliation. This feature just doesnt flow right somehow. It works, and I think it truly might be more efficient than Quickens, nonetheless it still just feels off and a bit clunky in my experience. I think this can be improved.
Thats my two cents on iBank. Its definitely worth an attempt if you will need to move beyond Quicken on the Mac.
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After 20 years on the PC, couldnt be happier as being a Mac user with the last several years. With Macs and Mac software, no aggravation, no frustration, and it is all totally beautiful, really visually pleasing.
Then, theres iBank. Its aggravating, frustrating, and sub-par with regard to looks and consumer experience.
However, after three years of searching and searching, 36 months of using trial or paid versions of just about every Mac home financial software in existence, I must say it will be the best of an extremely bad lot.
Its not what iBank does or doesnt do that may be the problem; its the way does it. I could list 30 issues that, every one by itself, is just not any real problem. The problem will be the combination of all the so-called little issues that add up to a standard experience of aggravation and frustration.
Example: Its very, very slow to retort. Im in my 2nd click however the 1st one hasnt generated anything yet. Click on, say, Checking Account, and also have to wait a period of time to the program to interchange to that account. Youd naturally think that you just could proceed and start clicking the icon to start with adding a transaction because if you clicked the account name, something should happen, right? Instead, you have to wait patiently and watch for that account to open up. The additional clicks from trying to advance at what really should be a normal pace when actually iBank hasnt caught up in your 1st click yet causes this course to crash. Crashing are some things iBank does well, and sometimes.
Example: Click after click after click only to accomplish one little thing. Lets do Apple stock this session. How many shares of Apple stock do I have? Click over a Portfolio Report youve created. How well has my investment for the reason that stock done after a while? Click while on an Investment Summary report that youve created. Lets put in a dividend reinvestment for Apple stock. Click on that account to penetrate the transaction. 3 clicks plus a total of 5 minutes to obtain info you want making 1 transaction because nothing is from the same place. cannot view everything about your Apple stock during one screen when you easily can in other such programs.
Another example: entering a transaction in, say, Checking Account and would like to assign the price to a category, but dont recall exactly how the category was named. Was a sub sounding Misc and the Other Expense category? Or, can it be a sub family of Food that Im after? Cant click from the Category box to find out all available categories and scroll to discover the one needed. Must know just what the category name is, then get into the 1st letter for almost anything to appear from the Category drop down box. Enter M for Misc as well as the Misc category appears and its sub categories also as other categories starting with M. Nope, not there. Lets try F for Food. Nope, none either. Well, lets go towards the Category list and pay attention to for sure which category I need. Ooops, must click Cancel so as to leave this Checking Account screen, therefore loose the fact that was started. Click on Categories. Find the category needed. Oh, OK, thats what its called. Now, to Checking Account and initiate the transaction yet again. transaction was I looking to add? This one or that you?
None on this wasted some time and aggravation will be necessary should you could just be able to find out all available categories from inside the category drop down box. Such an easy thing. Other programs are create this way. Not iBank.
Another example: include inside your 2010 monthly budget expenses, say, Christmas. Only need to cover it for maybe eight weeks - Nov Dec. Except, iBank won't allow you to make it happen. Can only budget the best way iBank programmers would love you to budget, which can be monthly, quarterly, or yearly. They is not going to allow you to budget a line item for virtually every other period for example 2 months. So, its impossible to put together within your 2010 Budget a line item for your Christmas category and budget X in Nov and X in Dec.
Another example: Its now Dec 4. Want to see how we did with the budgeting for Nov? Cant, you silly goose. iBank programmers dont would love you to see how we did in different previous month in terms of your budgeting v. actual. They will never allow you to change dates to look at previous periods. Can view only the latest months budgeting v. actual.
Another example: when splitting a transaction and wish to perform some math to discover the split amounts, need to makes use of the Macs calculator since there isnt one inside software like there's with other such software. So, you will need to click around the calculator icon in iBank which opens the Macs calculator, then click the calculator to pick it, then do your figuring, then click back on iBank to choose it, then double click within the area you want to penetrate the amount you merely calculated. Click click click click, thats all that you do in iBank is click. Other financial programs possess a built-in calculator right where you will need to do the figuring which eliminates the requirement for all those additional clicks.
iBank basically does what you'll need it to accomplish. But, it unnecessarily adds so much some time to aggravation towards the process that dealing with your cash becomes so considerably more of a chore pc has to get. And, it isn't nice to think about nor well-laid from top of the. Yet, its still the most beneficial Mac home money software on the market. Youd think nowadays someone around would have gotten this right.
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Posted 1/11/11. Updated 1/4/13. Updates appear is square brackets.
iBank is improving rapidly, and I am getting employed to it. After 11 weeks, I was more at ease and productive with iBank that I ever was with Quicken for Mac, and after 6 months iBank now leaves Quicken 2007 for Mac within the dust. iBank is with a path to rival Quicken for Windows. Not there yet.
I first purchased iBank 3 for Mac in July 2010, thoroughly disgusted by Quicken Essentials. Id been using Quicken for countless years, so I knew that switching could well be tedious, but without improvements I wanted since 2007, and using the Essentials not printing checks, I jumped. I imported Quicken 2007 without having serious issues, but nevertheless, with 13 active accounts going back to two decades, there have been enough minor issues to use several hours within the next few days. I often recall a cheery recommendation on the iBank folks on the effect: Its fun to begin over! Nuts compared to that.
ibank is improving rapidly, maybe like Quicken inside good old days. Forums are active, and seller support is outstanding. Quicken support is moribund, along with the most recent advice I got at a Quicken forum is to interchange to Windows. Example: my first try and download from a standard bank failed, so I wrote support. Within hours, they responded that they tweaked something, and it worked. I am now linked to several banks and several brokerage accounts without further problems. Forums are already largely or completely replaced using a knowledge base. Maybe they got tired with reading when might you fix this?. Works seems to possess slowed down.
Unlike Quicken, iBank is usually a thoroughly Mac application, so getting utilized to iBank for the Mac user mostly is unlearning Quicken, but after many years with Quicken, that may time, so wait and see. Example: Checks print inside the order listed from the register, definitely not in numerical order. Two-click workaround: click inside the heading with the transaction table to sort by check number, before printing, then after printing click Date to return towards the usual sort by date. The makes using a feature common to most good Mac tools.
One impediment to downloading transactions will be the hundreds of manual entries I made because Quicken wouldn't connect for just a long time that differed from those for being downloaded. For example, I might call a vendor Sack N Save, however the bank might refer to it as FOODLAND 4536 KINOOLE ADFIMAR DEBIT ACCOUNT TRANS. Yuck. And while I properly classify the transaction as POS Point of Service, the financial institution calls it a Withdrawal. Such differences lead to an ugly and confusing transaction table and will lead to duplicate entries that I must avoid or edit out. iBank 4 contains an outstanding tool to map financial institutions verbiage to mine. Its easy and natural, and I utilize it extensively for bank transactions. For investment transactions, I up to now choose never to use it, and instead to take the brokers verbiage, for example the all-caps shouting. Quickbooks for Mac has since added something similar, although Ive not ever done it. Quicken also?
I only recently cleaned up a few of my legacy accounts after many years of neglect throughout the dark times of Quicken for Mac, to your point where I can really use reports on these accounts. Reports are uneven: some are excellent with good drill-down features; some not. Works beginning. Im still learning. Check out the IGG iBank forums for further. Reports are now somewhat better.
Yesterday 1/12/11 I found a bug from the Payee Summary report: some totals are incorrect, not matching the sums with the drill-down entries. Switching completely to another report and back corrects the big mistake. Today 1/13/11 the program froze twice, requiring Forced Shutdown. I lost no data. Ive never lost data, so Im not sweating throughout these bugs. This band of bugs is corrected.
The youth of iBank is seen from the tiny 3-pane Preferences panel. Getting started is thereby faster, but youll later chafe on the lack of options and customization. This may not last long, however, because iBank is improving rapidly. iBank 3 crawled, but iBank 4 is responsive in my iMac. iBank 3 didnt use or barely used secondary menus; iBank 4 uses them extensively, though with room for even more improvement. Several other weaknesses disappeared above the last a few months. At the present rate of progress, I would expect some in the weaknesses further down to disappear inside next 6 months. I dont anticipate here we are at Quicken unless iBank goes belly up. Preferences remain sparse. The only thing that might force money to Quicken isn't any support for electronic payments. An increasing pain.
o discount on major upgrades for existing users not in Mac App store, I suppose
o nicer, easier indirect download support via files or web pages
o really nice approach to map downloads out of your institutions verbiage to yours has Quicken embroiled?
o nicely organized number of reports.
o limited editing of reports content and format, although default choices pleasing
o no built-in calculator corrected, works great
o Still some bugs and stalls, but data is just not lost havent stalled in a very long time
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We have already been using Quicken 2001 forever with a PC, nevertheless the PC was able to die, therefore we were tired in the PC we bought an iMac. Its our second iMac, actually, therefore we love it. But I
We never upgraded Quicken since 2001 version. In my opinion, Quicken is a lot of stuff we didnt have the need for and werent going to work with that much, therefore we didnt really possess a good reason to ever upgrade. The reviews on Quicken for Mac scared us clear of it, but a majority of reviews on this device seemed okay, and then we gave it an attempt, and possess liked it enough to convert from your 30-day free trial to your licensed version. So far, its working well. The auto-downloads from the plastic cards are great. We use small, local banks where account activity downloads aren't supported, but I doubt Quicken could have supported them either. I imported the whole Quicken accounts, which was essentially painless. I possess a brokerage account that I downloaded from Ameritrade, and I did should hassle just a little with that to demonstrate purchases I made more than a year ago, and I were forced to do an entry then to the cash balance, but Im a cpa, so in my opinion it wasnt it is a shame. Other peoples mileage with less experience adjusting account balances are vastly different.
The only place Im planning to ding this product slightly is account reconciliation. I do like the best way Quicken performs this better, but iBank will not be awful in any respect. You just have to repay a bit more attention once you do the position. All in most, I think we'll like this device. We manipulate it for just a month and also have gone through a complete month banking cycle, so I feel excellent about recommending the product.
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Ive been using Quicken for Mac provided that I can remember maybe fifteen years. Its always sorta sucked, but it really was the only real game around town. Then, as years passed, it started sucking a whole great deal more. Last year, I switched to Quicken Essentials for Mac. Wow! That was suckage worthy associated with an Olympic medal. Seriously awful. I just finished getting ready for my 2010 taxes, and I honestly have no clue if some of my details are accurate. So, not merely did Quicken make my financial life hell, but it really left me with questionable results. Goodbye, Quicken.
In early November of a year ago 2009, I decided to look for a new app for my finances. I read a great deal of reviews of iBank and also other apps. I was surprised and delighted by how many financial apps had sprouted to fill the enormous vacuous black hole of suck left by Quicken. I downloaded several demos, and gave each a week of my own time. After much testing, I concluded on iBank.
I used iBank for all December, and now for your first few days this year. Its awesome! It worked just like described, and managed it without making me check-recheck-and-re-recheck the details. Its includes a very clean, easy to find out interface, clear of distractions. It includes a solid report generator, as well as a nifty looking envelope style budgeting tool that Ill probably never use. It downloads transactions and not using a hitch and keeps me posted using its progress. It elegantly assigns categories based in this little previous entries. all as described. There are a couple things Id like to determine changed, but theyre all really easy and mostly cosmetic. Hardly worth complaining about.
All in most, Im thrilled using the purchase, and Im looking forward to your next 15 years using this app. Hello iBank!
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I would have been a windows user most my entire life. I faithfully owned every version of Money Microsoft produced and after that they did a finish of life on the website software so I switched to Quicken. Well then I got a mac and went along to quicken for mac and yes it was nice. I used Quicken 2007 for mac for quite a while and finally Quicken released what they called Quicken Essentials which only agreed to be a useless program. They stripped out most the useful features, etc. So I downgraded time for Quicken 2007 as my primary finance tool and in parallel started messing around with iBank. iBank is NOT as pretty as Quicken 2007 was that is sort of unfortunately. But it does everything I need it to try and do. Then when Apple announced OSX Lion and Quicken announced Quicken 2007 may not work well that merely sealed the offer. I left quicken 2007 and have absolutely been using iBank 4. Ive used iBank for probably a couple of months now off and on plus the last 14 days daily as my primary tool. It would be a slow transition as I planned to get utilized to it slowly before I upgraded to Lion.
What I like will it be works. Its simple as well as the web connect download of transactions is very fast. Quicken familiar with take a long time to download my transactions, iBank is often a meere a few seconds.
iBank has the one feature almost every other software is missing, the bucks flow forecast. A vital tool with how I do my budgets.
iBank is NOT the most polished computer program Ive ever used. But in the limited finance software around the mac it really could be the best. Plus in the event you use the add-on iphone app and sync your computer data to it, you might have one more way to maintain track of one's money. The app can be a few bucks within the app store but it really is more than worth it.
Im happy with this particular, I wish they'd fix some graphic issues, result in the forecast chart look better, but thats really really the only complaint I have and thats minor.
If you would like finance software I recommend you download an attempt version in this software through the developers website at iggsoftware after which if you like it enough to acquire it, understand it here on amazon which is cheaper then buying it completely from the developer or perhaps the apple app store.
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I was obviously a Quicken user for several years. After switching to Mac, I researched financial software and bought iBank 3. I has not been satisfied so I tried Quicken for Mac AWFUL switched to Moneydance a great program but started having download problems. There were features in iBank that I really liked while iBank 4 arrived, I ever done it again. What a difference! iBank includes a bit of a learning curve. After reading some with the reviews ie: iBank not having to be able to enter split TRUE, it lets you do I realize a lot on the complaints are received from people not fully reading how make use of it. My favorite feature could be the ability to scan receipts and attach those to the register entry. Now I can find any receipt I need. The best part utilizing iBank is Customer Service. I have never had such a fantastic experience! If I run right into a problem, I email them and they not merely respond quickly, but if there may be a fix needed on this software, they address it immediately. I am extremely please with iBank 4 and endorse it. Just remember, financial programs all their very own particular quirks also it is important to really learn how to work with it, not assume all programs work like. I recommend iBank4.
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iBank 4 Account Register. iBank 4 can be a copyright of IGG Software, LLC
iBank 5 is actually available, with improvements to already solid software and optional automatic transaction downloads.
iBank 4 is fully-featured personal finance software for Mac computers. I tested iBank 4 on the two week period, as well as the only problem I had was with downloading transactions from your brokerage. Otherwise, iBank 4 worked nicely, resulting in a very very high rating of four.6 using a scale of a single - 5.
iBank 4 will be worth its 59.99 USD price tag make use of the free trial download first, or 29.99 to upgrade from iBank 3. iBank Mobile for iPhone and iPod Touch can sync using the desktop version, and charges 4.99. iBank 2 for iPad runs 14.99.
Fully featured yet user friendly, great reports.
Investment account support.
Free 30-day trial with support.
Imports data from Quicken Essentials and alot of personal finance software.
iBank needs to support direct transaction downloads from more banking companies.
Multiple currencies: supports any currency, transfer funds between accounts, reports, budgets automatically convert currency.
Integrated browser for importing data from banking companies that don t offer direct download.
Clear fiscal reports, easy to acquire details from reports.
Tracks various kinds of investments together with current price of investment portfolio.
Variety of non-public finance reports which can be easy to setup and use, drill into more information from pie graphs in reports.
iBank 4 owes it is easy navigation to your source list, that gives quick having access to accounts, reports and budgets and tools for managing categories, scheduled transactions along with items. The top toolbar has one-click entry to other functions, like account build.
iBank 4 has strong help helpful beginner and much more advanced users. Search the Help documentation from the inside iBank, or see tutorials, faqs or contact iBank support through the Help menu. Active online user forums offer quick help and tips too.
This software provides adequate financial data security, comparable to what you ll find with alot of personal finance software. There is password protection to counteract unauthorized having access to data, but data files will not be encrypted. iBank includes a an option for in reverse data, too.
iBank gives a 30 day fully-functional trial offer with support. The iBank iPad app and iBank iPhone app assists in managing money once you re away through your computer, and synchronizes important computer data. The iPad app is robust enough being used naturally without the Mac software.
iBank supports cash accounts, account reconciliation, split transactions, budget categories and subcategories, and learns what categories to keep company with payees. iBank offers direct transaction downloads, but may download from more banking institutions. To remedy this, iBank has a built-in browser so you are able to log in with a banking site and import transactions right into iBank without leaving the application. This feature can save you from your hassle of opening an outside browser to export and download transactions, and after that go back into iBank to import the transactions. This feature is absolutely slick, but I can't get it to get results for one brokerage account. iBank advised that I open a browser and go although export/import procedure with my regular browser, but this failed also. I found a fix for inside the iBank user forum, but it really involves utilizing the Mac Terminal.
You can t use iBank s internal browser to download transactions from banking sites which have pop up windows inside the download process.
You can create multiple budgets in iBank 4, so you can have a separate afford regular bills, a side job as well as a budget for your kid s allowance. Budgets could be viewed by spending category or from the envelope budgeting view. The envelope budgeting features are perfect in iBank; it s easy to advance cash between virtual envelopes, and unspent funds carry over monthly. It can be better if owning a budget forecast report involved just a single click, but this report may be easily create by owning a net worth directory future dates. Of course, scheduled transactions must be put in place accurately to have a good budget forecast.
For more info, see iBank on, where you are able to download the trial offer or purchase iBank 4. You can also pay attention to iBank 4 deals before you get.
Testing with this iBank 4 review was completed using the free trial download over a MacBook OS X.
relied on Apple quality and respect thus to their customers, i planned to naively go faraway from Windows based apps in hope Apple has innovative and attractive solutions bought iBank for my business and book kept the full fiscal year. Just when my fiscal was due we booked an appointment with all the accountant, it's messed and crashed the full accounting; recovered through providing one single date to every one transactions. tried to obtain to the customer care, impossible to achieve, no warranty to application - in excess of month isn't refundable by Apple. switched to Windows and dont dare to face Apple for some thing serious than games and music. Also warn others!
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