iBank Personal Financial Manager
An intuitive personal and small business financial manager, iBank helps you track bank accounts, credit cards, investments and loans.
- OFX support with financial institutions offering online downloads
- Smart Accounts let you dynamically view transactions
- Smart Import Rules let you import bank transactions
- Robust import engine supports OFX, QFX, QIF and CSV files
Overview
Now you can easily update the information stored in iBank with the latest data from your online accounts, using compatible downloads offered by most financial institutions. Smart Import Rules can categorize your transactions—then it's easy to analyze your income and expenses with live-updating charts, export files to TurboTax, and plan your financial future with budgeting and forecasting tools.
Easy financial management
Smart features let you manage investment portfolios, reconcile accounts with bank statements, work with multiple currencies, and import transactions from compatible QIF, OFX and CSV files.
Information the way you want it
Automator support makes iBank completely customizable for your unique workflow. You'll also appreciate the ability to schedule and memorize transactions, view income and expenditure charts, export QIF, CSV or TXF files, print customized checks and much more. All of these powerful features are wrapped in a friendly, familiar interface that's extremely easy to use.
Features
- OFX support with financial institutions offering online downloads of transactions.
- Smart Accounts let you dynamically view transactions according to account, payee, memo, amount and/or category information.
- Smart Import Rules let you import bank transactions and categorize or describe them in your own words.
- Robust import engine supports OFX, QFX, QIF and CSV files. You can import data from Quicken, Excel or MS Money, and manage import settings on a per-account level.
- Split transactions allow multiple parts that can each be categorized separately.
- Built-in browser views your financial institution's website and downloads transactions to import, all without leaving iBank.
- Investment tracking (including stocks, bonds, mutual funds, indices, etc.) and automatic stock quote downloading.
- Portfolio view includes performance over time; iBank also offers capital gains reports and more.
- Functional PDF cash flow reports for any 12-month period.
- Dynamic charts with live updates can quickly analyze expenses and income.
- Account types for each of your real-life accounts, including checking, savings, credit cards, investment, mortgages, and even liability and asset accounts.
- Support for multiple currencies and exchange rate downloads.
- Tax support lets iBank look up tax codes, assign them to categories, and export TXF files to TurboTax and others.
- Budgets to plan your finances—or check how well you are sticking to those 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.
- iCal integration for easy reminders of upcoming expenses.
- iSight integration lets you snap pictures and take any image (or PDF file) and attach it to a transaction.
- MobileMe integration for data back-up.
- iBank Mobile app for iPhone and iPod touch (sold separately at the Apple App Store) lets you check account balances, offers mobile transaction entry or data sync with desktop iBank.
Did you notice?
You can update iBank information with the latest data from your online accounts, using compatible downloads offered by most financial institutions.
Apple Recommends for…
Managing personal and small business finances, including bank accounts, credit cards, investments and loans.
Systems Requirements
- Mac OS X v10.5 or later
- PowerPC G4 or G5 or Intel Core Duo processor
- 512MB of RAM
- 200MB of free hard-disk space
- 32MB accelerated video card with Open GL support
- Two-button wheel mouse recommended
What’s in the box?
- iBank Personal Financial Manager
Mfr. Part No.: 1017
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
660 of 675 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. …More445 of 456 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
356 of 367 people found this useful
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Most Recent Reviews
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iBank Personal Financial Manager
Love this program.
Written by CS from Charleston
Dec 16, 2009
iBank is an easy to use, full-featured program. Quicken is a dinosaur in comparison. Experimenting with its functions and interface paid off and I would not go back to Q. Even banks which don't support iBank download easily, and reconciling is user friendly and accurate, which Q wasn't. An iphone app is available and syncs well with my MacBook Pro. I definitely recommend iBank. …More
2 of 2 people found this useful
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iBank Personal Financial Manager
Doesn't support VANGUARD INVESTMENTS!
Written by JS from Athens
Dec 6, 2009
This is an iBank problem, and their support staff says they have no current plans to remedy this (in an online statement as of 11/09, they say, "Adding support for OFX 2.0 would be a significant undertaking, and we do not yet have plans to do so, so there is currently no ETA for Vanguard support."). Vanguard is one of the major players in the financial markets, and they use version 2.0 of the OFX protocol, and iBank only supports version 1.0.2. So don't buy this product if you're expecting to be able to download transactions directly from Vanguard. And as more institutions adopt OFX 2.0, you may be left without download capabilities. …More
6 of 10 people found this useful
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iBank Personal Financial Manager
At long last - a suitable Mac alternative
Written by CS from Alpharetta
Dec 4, 2009
I have been a Quicken user for 12+years and it was the sole reason I held on to a PC - a lonely machine in the basement used exclusively for Quicken. I am happy to report its passing. To be sure, IBank does not have all the features of Quicken, but most of those features are bloat anyway. For how I, and I think most people, REALLY use financial software it is a refreshing improvement; fast, simple, and clean. As others have noted, unlike most of the web based or other light weight applications, it allows you to plan, not just track transactions. That is critical for me, projecting cash flow is the key reason for having software like this in the first place. …More
14 of 14 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
- 16 of 16 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
- 12 of 13 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
- 11 of 11 people found this useful
Most Recent
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I have Quicken 2006 for Mac, with lots of data. Can I import all my data into iBank?
- Asked by TM from Durham
- Dec 11, 2009
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Where do I purchase the printable checks (for iBank) from?
- Asked by TS from Poulsbo
- Dec 7, 2009
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Do I have to have a mobileme account to sync my info from this program to the iPhone app?
- Asked by KV from Barrington
- Dec 6, 2009
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Can you import data from QuickBooks 2009 into iBank (and if so how)?
- Asked by SK from Newnan
- Dec 6, 2009
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Can I enlarge font size in IBank registers?
- Asked by JS from Las Cruces
- Nov 28, 2009
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does i bank have a monthly calender like ms money
- Asked by PH from Brownstown
- Nov 28, 2009
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Does I bank work with direct import from abn amro in The Netherlands? Thanks, Harold
- Asked by HZ from Amsterdam
- Nov 26, 2009
