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iBank

       Mac OS

The Gold Standard for Mac money management! For fast answers to any questions, find great support (including Live Chat) at www.iggsoftware.com. Free trial downloads available.

"It will be a long time, if ever, before Quicken Essentials catches up to iBank." — gigaom.com

"Hits the sweet spot between power and simplicity, at an affordable price." — CNET

★★★★★

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
— 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

√ EASY BUDGETS
— set saving and spending goals, track expenses, cut debt
— new Budget vs. Actual report view
— improved budget view to compare periods: past, current or projected
— envelope budgeting lets you 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
— sync account data (via Wi-Fi or WebDAV) to iBank for iPad (sold separately at the App Store)
— enter transactions on the go with iBank Mobile for iPhone and iPod touch (also sold at the App Store)
— sync investments to iBank Investor, for all iOS devices (free at the App Store)

√ 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
— Retina Display support + 64-bit optimization

What's new

With your help, we are constantly improving our apps. For any issues or requests, please contact us (www.iggsoftware.com/support)

-Fixed a background color issue with templates

Screenshots

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Last changed:

May 10, 2013

Category:

Finance

Developer:

IGG Software, LLC

Version:

4.7.2

Average Rating:

3.00 (544)

Size:

18.1 MB

Other Apps By This Developer

• iBank Investor
• iBank Mobile
• iBank for iPad
• iBiz