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iBank 4

iBank 4

Mac OS Finance


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***iBank 5, a full-priced upgrade, will be available at the Mac App Store soon. Purchasing iBank 4 will not give you upgrade pricing to iBank 5 on the Mac App Store.***

The Gold Standard for Mac money management! For fast answers to any question, find great support (including Live Chat) at Trial downloads available for both iBank 4 and iBank 5.

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

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

Compare these features:

— 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

— 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

— 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

— 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

— 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

— 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

— 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

— 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)

— 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

— 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

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What's New

Fixed connection issue with some banks

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