iBank Personal Financial Manager
Everything you've ever wanted in a financial manager, iBank is built exclusively for Mac OS X.
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Overview
iBank is an intuitive personal and small business financial manager designed to help you track your bank accounts, credit cards, and investments. Categorize your transactions, analyze your income and expenses with live-updating charts, and plan your financial future with budgeting and forecasting tools.
Smart new features allow you to manage budgets and investment portfolios, reconcile accounts with bank statements, work with multiple currencies, and import transactions from QIF, OFX, and CSV files. AppleScript and Automator support make iBank 2 completely customizable for your unique workflow.
You'll also appreciate the ability to schedule and memorize transactions, view income and expenditure charts, export QIF and CSV files, print customized checks, and much more. All of these powerful features are wrapped in a completely redesigned interface that's extremely easy to use.
Features
- Smart accounts let you track transactions for a given category, amount, or date.
- Smart import rules let you import bank transactions in your own words.
- Robust import engine for OFX, QFX, QIF, and CSV files. Manage import settings on a per-account level.
- Functional PDF cash flow reports for any twelve-month period.
- Charts with live updates for quickly analyzing expenses and income.
- Account types for each of your real-life accounts, including checking, savings, credit cards, investment, and even liability and asset accounts.
- Support for multiple currencies and exchange rate downloads.
- Budgets to plan your finances. Check how well you are sticking to your budgets with the Budget Monitor.
- Scheduled transactions can be automatically entered so that you don't have to.
- Project account balances into the future based on pending scheduled transactions and/or historical balances.
- Print checks using customizable templates.
- Lightning-fast searches and saving powered by a robust database.
- Transaction and Budget widgets
- Bundled automator actions to automate your workflow.
- Reconcile with your bank's statements and browse statement history.
- Portfolio tracking and stock quote downloading.
- iCal integration.
- .Mac Integration.
Systems Requirements
- Mac OS X v10.5 or later
- PowerPC G4 or G5 or Intel Core Duo processor
- 512MB RAM
- 200MB free hard-disk space
- 32MB accelerated video card with Open GL support
- Two-button wheel mouse recommended
Mfr. Part No.: 1017
Note: Products sold through this website that do not bear the Apple Brand name are serviced and supported exclusively by their manufacturers in accordance with terms and conditions packaged with the products. Apple's Limited Warranty does not apply to products that are not Apple-branded, even if packaged or sold with Apple products. Please contact the manufacturer directly for technical support and customer service.
Most Useful Reviews
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iBank Personal Financial Manager
Better Than Previous Reviews Suggest
Written by JK from Owings Mills
Jul 9, 2008
I was a long-time MS Money user until I upgraded to an Apple, so I was looking for something good to replace it. Unfortunately there wasn't much out there, so I went with a big name (Quicken) thinking it couldn't be too bad. Well... it did everything I needed, but wow, that program wasn't user-friendly at all! So despite all the reviews I read on here about how bad iBank was, I was determined to try it anyway and I'm glad I did. Sure, it doesn't have as many features as MS Money, but this program does everything I need to manage my finances and it was much easier to use than Quicken. I haven't had any problems with it so far and I would definitely recommend this program to anyone. …More
632 of 647 people found this useful
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iBank Personal Financial Manager
Near great! Huge relief to finally leave Quicken.
Written by EW from Cincinnati
Sep 26, 2008
I tried iBank recently, after many years of using Quicken. My impression so far is almost totally positive. It doesn't have all the bells and whistles that Quicken or Money offer, but it's definitely a solid program that does most of what I need.
I have quite a few different investment accounts and bank accounts, all at several different banks and brokerages, so I have a lot of data to keep track of. So far, I've found iBank to be completely solid. Never crashes, calculations are perfect, and the formats are very useful.
My only complaint as a new user is that some of the user interface is not at all intuitive, so I couldn't figure out how to do many things. But on the positive side, the online help is so good that I was easily able to look up anything I couldn't figure out on my own. In fact, I found some things that were totally unexpected but very helpful. It would be nice to have a more comprehensive tutorial, but if you don't mind looking things up in the help, you can get up to speed with this app very quickly.
Overall, I'm very happy with iBank, and I don't expect to ever go back to Quicken or Money. I expect future versions of iBank to just keep getting better. We finally have a real Mac application that does nearly all you need for your financial record keeping. …More422 of 433 people found this useful
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iBank Personal Financial Manager
Simple, elegant and does what I want it to...
Written by AP from Seattle
Oct 23, 2008
Ok. Perhaps not for those who wish to buy or sell stock - as some seem to be looking for. However, to manage multiple accounts, and for those of us who look for well designed interfaces and ease of use, this is a refreshing alternative to other - bloated, overly complex with hideous backup methodology - programs. I found Quicken to be complex and way more than I needed. I do use iBank to keep tabs on my portfolio, debt, checking account etc. I also use it when tax time rolls around as it will categorize entries. I have to say I am a bit perplexed by all the negative reviews. …More
342 of 353 people found this useful
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Most Recent Reviews
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iBank Personal Financial Manager
Does just fine
Written by DD from Urbandale
Nov 23, 2009
I needed a software program that projected finances and could handle all accounts when switching from PC to MAC. While there are many that do a good job of tracking where your money goes, for an independent consultant I need PROJECTIONS based on future transactions. I was a longtime MS Money user and while this program does not do everything Money did, I find it very easy and basically it does what I need right now. …More
1 of 1 people found this useful
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iBank Personal Financial Manager
Ok product, way too expensive for what it does
Written by MD from Quebec
Nov 15, 2009
Pros:
- A good numbers of features (not as in Quicken but Ibank is clearly not aimed at the same users).
- Iphone App to interact with (still not free)
- MobileME sync
Cons:
- WAY TOO EXPENSIVE. As stated by another reviewer, 29.99$ max should be advised.
- Interface should be refined. Some part are too small or too big..
- Sometimes feels like 'Beta' software
- CLEARLY not enough bank to download from (Direct Downloads) …More5 of 5 people found this useful
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iBank Personal Financial Manager
Frustration
Written by DO from edgewater
Nov 15, 2009
After using MS Money for several years and making the switch to Macs, I cannot find an acceptable alternative. iBank has an acceptable appearance but that's the best I can say. Entering accounts is simple to include stocks, checking and money market accounts. This is when the problems begin. Don't have a stock that declares bankruptcy, iBank does not know how to handle this issue and it remains on the portfolio list after numerous means of deleting it. Balancing (reconciling) checking accounts is not intuitive. You are prompted to name a file for each month, drag reconciled transactions to the upper half of the transaction screen where they are filed in the one you just created. After you complete the balancing of the account, you would expect some sort of prompt that you are balanced or or off and then direct you to automatically subtract/add or review transactions, yet no prompt is provided. …More
9 of 11 people found this useful
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Questions & Answers
Most Interesting
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Does iBank work properly with Snow Leopard?
- Asked by JM from Halifax
- Oct 11, 2009
Best Answer
Yes. iBank 3.5 is inherently Snow Leopard-compatible, and iBank 3.5.2 (a free update) was released on the same day as 10.6 to ensure and enhance compatibility with the new OS. …More
- Answered by SB from Putney
- Oct 14, 2009
- 13 of 13 people found this useful
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Does IBank work properly in Canada?
- Asked by GF from Sidney
- Nov 12, 2009
Best Answer
Yes - iBank works perfectly well in Canada, though fewer Canadian banks adhere to the standard connectivity protocol for automating the download of online transactions. However, if you can access your account data in a format compatible with Quicken, iBank can import those files quite easily. …More
- Answered by SB from Putney
- Nov 13, 2009
- 11 of 11 people found this useful
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Can I import easily from Quicken v9 to Ibank?
- Asked by MK from Brooklyn
- Oct 26, 2009
Best Answer
iBank can import data from both Mac and Windows versions of Quicken, even if you have many years of Quicken data or multiple accounts. Should you run into difficulties with the import process, the iBank support team is knowledgeable and happy to help out. …More
- Answered by SB from Putney
- Oct 27, 2009
- 10 of 10 people found this useful
Most Recent
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Does iBank allow scanned receipts, invoices, etc to be attached to a transaction?
- Asked by JW from Hopkinsville
- Nov 22, 2009
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I have Quicken, want to switch to iBank. Do I have to order new checks, or will it print to the Intuit checks I have for Quicken?
- Asked by CN from Hoboken
- Nov 20, 2009
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Does this product interface directly via the web with Century Bank in MA
- Asked by KC from Jamaica Plain
- Nov 14, 2009
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Does iBank do cash flow forecasting based on scheduled transactions and current bank balance?
- Asked by MR from Kingwood
- Nov 9, 2009
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Can iBank export to a txf [Turbo Tax] format?
- Asked by TG from Lockport
- Nov 9, 2009
