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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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2.5

Based on 65 reviews

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Purchase Information

$59.95

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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.

 
 

Ratings & Reviews

2.5

Based on 65 reviews

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Most Useful Reviews

  • iBank Personal Financial Manager

    4.0

    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

    607 of 622 people found this useful

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  • iBank Personal Financial Manager

    4.0

    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.     …More

    395 of 406 people found this useful

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  • iBank Personal Financial Manager

    5.0

    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

    324 of 335 people found this useful

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Most Recent Reviews

  • iBank Personal Financial Manager

    2.0

    Not Ready For Prime TIme

    Written by RB from Paris

    Oct 17, 2009

    For simple personal financing the user interface is excellent. For small business use, the report options are weak and limited. To enter a credit in an expense categories is difficult and in no way intuitive. After two months of use, I am looking for another option. …More

    10 of 15 people found this useful

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  • iBank Personal Financial Manager

    5.0

    WELL DONE!!

    Written by JW from Liberty

    Oct 8, 2009

    Finally, a product that is not so proprietary and arrogant and is compatible with QFX, OFX, and QFX formats. Works extremely easy and well with all of the features at my own bank's Online Banking solution including Bill Pay. A great product and highly recommended alternative to the giant players in the personal financial software products. WELL DONE, and thank you. …More

    19 of 19 people found this useful

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  • iBank Personal Financial Manager

    3.0

    iBank impressions

    Written by BD from Soldotna

    Oct 3, 2009

    It is such a pity that Apple does not take a greater interest in helping someone fill this large but basic void in MAC software. I have concluded that you cannot absolutely trust any of the available software to correctly create and manage accounts nor add/subtract from account to account without supervision. Having said that, this product can do what Quicken can and is more visually appealing. I do think it is basically functional but at times I had to trick it into doing what I wanted on setup. I recommend you check and double check everything on setup. Also, I think importing data to do the setup is a huge mistake. Just start anew at the last reconcile date and keep the old data in a backup under the old program. After doing this, so far it is working fine. I should say I do not trust a lot of bank importing either so I avoid it too. Average overall with room to improve. …More

    18 of 21 people found this useful

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