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Category: Finance
iBank 5

iBank 5

       Mac OS

The Gold Standard for Mac money management! For fast answers and great support including Live Chat, visit www.iggsoftware.com. Free trial available.

"There's really nothing better than iBank 5." — macworld.com

"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

√ GET ORGANIZED

The first step in money management is to get all your finances in one place. If you’ve used software like Quicken (for Mac or PC), iBank’s set-up assistant will import your old data. Next — or if you’re just starting out — download current transactions from your accounts online, at no cost, via direct connection to your bank or by using iBank’s built-in browser to view your accounts and download your data for free.

iBank’s optional Direct Access* service makes this even easier by connecting to over 10,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

√ SEE WHERE THE MONEY GOES

iBank 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 or making custom edits — or let transaction templates do the work for you. Attach receipts or any file to transactions; reconcile to paper statements; search by account; track payments or transfers in any currency; and manage repeating events with scheduled transactions.

iBank 5 also lets you pay bills online! Integrate scheduled transactions with Reminders and never miss a payment again. Set up payees, send checks, track them in progress and see them appear in your register. You can print checks, too.

Update your accounts at once with iBank’s Update Everything button, syncing devices and fetching Direct Access data and securities prices. And Smart Accounts let you view records by account, payee, memo, category or more.

√ BUILD SAVINGS

iBank’s budgeting tools help you to set saving and spending goals, track expenses, cut debt and build a more secure future. By giving your available cash specific purposes, envelope budgeting lets you assign money to different categories and carry over savings.

iBank automatically budgets scheduled transactions like paychecks and bills, so by 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; compare past, current or projected budgets; and view it all in a Budget vs. Actual report.

√ SECURE YOUR FUTURE

iBank’s investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options, etc.; categorize investment transactions; retrieve quotes from Yahoo! Finance or foreign exchanges; analyze ROI and more.

Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate a Tax Summary report (or export data to TurboTax); or view your holdings in the Portfolio Summary or Investment Summary reports.

iBank’s reports instantly generate graphs and charts. You can drill down for detail with a click, export table data to spreadsheets, and print reports or save them as PDFs.

√ WE’RE THERE FOR YOU

No matter where you are, you can enter transactions on the go with iBank Mobile for iPhone, or sync accounts, budgets and investments to iBank for iPad 2 for mobile money management (apps sold separately).

If you need help, get unlimited email support or Live Chat for answers in minutes. iBank offers built-in Help files, plus a downloadable user manual, a searchable Knowledge Base and video tutorials at our site.

Free 30-day trial available. After your trial, Direct Access subscriptions cost $4.99/month or $39.99/year via In-App Purchase.

What's new

- Fixed a connectivity issue with Chase credit card accounts
- Several other small fixes and enhancements


Screenshots

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Last changed:
Apr 14, 2014
Category:
Finance
Developer:
IGG Software, LLC
Version:
5.1.1
Size:
20.8 MB

Current Version Average Rating:
4.00 (131)

All Versions Average Rating:
4.00 (290)
Other Apps By This Developer
iBank Investor
iBank Mobile
iBank for iPad
iBank 5 4.00 out of 5 based on 131 ratings.