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 Recent Reviews
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iBank Personal Financial Manager
Not Very Good
Written by MM from Waukesha
Jun 29, 2009
The only program I had that locks up consistently. I tried it for budgeting. Cannot print any reports. I returned it for a refu…Read morend and now use Quicken online for free.
(0 of 1 people found this review useful)
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iBank Personal Financial Manager
Too Basic for Money Users
Written by TK from Tolleson
Jun 25, 2009
When I received a new MacBook Air I needed a Mac solution to replace MS Money (after 10 years+). Unfortunately, iBank falls short …Read moreof this even for basic needs. As other reviewers have mentioned, the lack of online bill payment is problematic. I would also appreciate the option to review all payments to a single payee (for example, show me a screen with all my car payments, the total and details about the payee). Because there's no bill payment function, the reminders should have the option to add notes. Many of my bills are paid automatically but I don't always remember which ones, so I would like to have notations in the reminders screen. Reconciling accounts is also very tricky at first; it gets simpler with practice but it's not user friendly at all. One final and important point--there are several references to using iBank Mobile with the iPhone but it's nowhere to be found in the App Store! I will probably have to stay with iBank since I've invested lots of blood, sweat and tears to get this far but I will keep looking for a better solution--yes, one that's more like MS Money!
(0 of 1 people found this review useful)
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iBank Personal Financial Manager
Is there no financial software for the Mac?
Written by DP from Lake Zurich
Jun 15, 2009
I though this would replace Quicken (another one star wonder), but it is just as bad. Boldly stepping into 2001. I love my Mac, …Read morebut my PC did finance so much better...
Save your money, this is not worth effort unless you needs are very limited--at which point you have to ask, why am I using a computer.(3 of 5 people found this review useful)
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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 the…Read morere 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.
(454 of 467 people found this review 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 th…Read moree 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.(265 of 276 people found this review 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, an…Read mored 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.
(211 of 219 people found this review useful)
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