1. iBank 4 for Mac [Download]
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Average Customer Rating
2.7 out of 5
Product Feature
q Import from Quicken or MS Money
q Direct downloads
q Budgets and reports
q TurboTax export
q iPhone sync
q Compatible with Mac OS X 10.8 Mountain Lion
q Read more
Product Description
iBank 4 is an intuitive personal and small business financial manager designed to track bank accounts, credit
cards, loans and investments; to analyze income and expenses with powerful reports; and to plan your financial
future with easy budgeting tools. Wrapped in a familiar, Mac-like interface, iBank is a robust financial
application able to meet the needs of both casual home users or sophisticated investors. iBank 4 offers many of
the features not found in other Mac finance applications, such as password protection for your accounts; check
printing; the ability to export data to standard formats for use with TurboTax or Quicken, or to to drag-and-drop
tables to your favorite spreadsheet; and advanced investment tracking of buys, sells, dividends and cost basis.
iBank can directly connect to your bank to download transactions, or sync transactions entered on the go from
iBank Mobile for iPhone and iPod touch (sold separately). Other features allow you to track mortgages or loans,
see your account balances through time, create budgets and reports, attach images or files to transactions,
sync items to iCal, backup data to cloud storage accounts, and much more. iBank’s developers listen their
customers, releasing frequent improvements, updates and fixes, and offering responsive tech support and
customer service. Read more
Product Description
iBank 4
The Gold Standard for Mac Money Management
iBank 4 delivers a new standard for intuitive, full-featured personal finance software. Monitor account balances
at a glance, track your investments, maintain budgets, and manage your credit cards, savings, checking and
loans--all in an easy, powerful, familiar Mac interface.
2. Sample Income and Expense Report View
larger.
Features
Set up in a snap.
iBank's setup assistant gets you up and running in no time. Import data from Quicken for Mac or PC, Microsoft
Money, and other financial programs with minimal effort, or start with a clean slate in minutes.
Track all your finances in one place.
iBank includes tools for keeping tabs on all of your real-world financial accounts: checking and savings, cash
and credit cards, investment and retirement accounts, even mortgages and loans.
Update your records with ease.
Many banks offer direct download for one-click updates; for the rest, iBank includes an integrated browser that
you can use to import data straight from your bank's website. iBank helps you to clean up the new transactions
and remove duplicates automatically. Manually record and edit transactions as needed.
Sample Investment Summary Report View
larger.
3. Sample Net Worth - Balance Sheet Report View
larger.
Transaction register/main window View larger.
Categorize everything.
Set up category hierarchies, assign categories to all of your transactions, and split transactions for more
detailed category tracking. Best of all, iBank learns how you categorize the transactions you download and
assigns categories automatically when you update your accounts!
Generate powerful reports.
Create beautiful and detailed reports on your account balances, spending categories, investments, net worth
and more with the click of a button. Click on any element of a report to drill down and view more detailed
information, then print exactly what you see onscreen, or save as PDFs.
Plan your budget with envelopes.
Due to popular demand, iBank now supports the envelope method of budget tracking. Plan your upcoming
expenses, then save cash in envelopes until payments are due. Carry over savings from month to month, and
move cash between envelopes when necessary.
Sync data with your iPhone.
With iBank Mobile for iPhone, iPad and iPod touch (sold separately), you can keep your account balances and
transaction history synchronized between your Mac and mobile devices with the click of a button. Transfer data
over a local wireless network, remotely via MobileMe, or using your own WebDAV server.
Track investments with ease.
iBank's powerful investment management features let you record the shares you buy and sell, track the prices
of your securities over time, and analyze the performance of your portfolio with reports tailored specifically for
investors.
4. Reconcile with paper statements.
For those of us who prefer to keep tabs on what the banks do with our money, iBank provides convenient
statement reconciliation features. Each month when a paper statement arrives from the bank, create a virtual
statement in iBank, check off the transactions that match up, and make any adjustments necessary to keep
your accounts properly balanced.
Take control of your financial life.
iBank includes a host of other features to help you keep control over where your money goes. Use scheduled
transactions to track recurring expenses, and post them to your iCal calendar. Attach receipts, statements,
pictures, or any other files to your transactions for better record-keeping. Maintain accounts in multiple
currencies and perform currency conversions with a minimum of hassle.
Discover more great features.
You'll uncover lots more capabilities in iBank, including robust data export (to programs such as TurboTax),
custom check printing, and password protection for your iBank documents. You'll also find a library of video
tutorials at the IGG Software website, a great community of active users at the IGG forums, and if you need us,
an enthusiastic support team always willing to help.
Highlights
Set up and organize all of your existing accounts including credit cards and investments with easy
downloading of transactions from most major financial institutions
Monitor all of your account balances or net worth at a glance and manage your portfolio by tracking buys or
sells as well as dividends and ROI
Use new envelope budgeting to analyze your income versus expenses to gain complete control over your
personal finances
Enjoy a full set of essential features including custom check printing or password protection for private
account data
Import your previous transactions and categories from versions of Quicken for Mac and PC or from MS Money
and export data in standard formats to TurboTax or Quicken
Read more
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