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iBank Personal Financial Manager

Disappointed

Written by DO from Waynesville

Dec 9, 2008

I was hoping iBank could replace Quicken, but unfortunately it needs more work. For example, generating a report (rather than a graph) is difficult, calculating daily gains and losses on securities is impossible, and scheduling recurring transactions is limited to a few choices. There are many features that are appealing, but without what I consider to be basic capabilities, it will not work for me.

50 of 60 people found this useful

iBank Personal Financial Manager

Better that Quicken!!!

Written by JV from AVENTURA

Nov 26, 2008

I was a user of Quicken for Windows, and when I switched to Mac OS, I tried Quicken for Mac like alternative. The fact is that Quicken for Mac lack a lots of functionality that the application for Windows have. After that, I tried this application and when I compared it with Quicken, I really love it. Yes, maybe the application don't have the same functionality like MS Money and Quicken for Windows, but I think that right now is the best option for Mac OS.

48 of 54 people found this useful

iBank Personal Financial Manager

Excellent

Written by BC from Scott

Nov 13, 2008

Does everything I needed...

Best of all is the iPhone sync...

This product rocks!!!!

30 of 50 people found this useful

iBank Personal Financial Manager

Can not import QDF files

Written by CV from Highland

Oct 28, 2008

Quicken 2009 stores data in files that cannot be read by iBank. You can ask Quicken make an export data file, but only if you still have a working PC, and I do not.

So I have a totally useless program that I can not return to Apple since I opened the box. I will have to get Quicken for Mac to read my files.

24 of 56 people found this useful

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.

352 of 363 people found this useful

iBank Personal Financial Manager

IBank

Written by SK from Santa Ynez

Sep 27, 2008

Lame:

Not close to ms money or quicken:

wasted of my money

11 of 80 people found this useful

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.

438 of 449 people found this useful

iBank Personal Financial Manager

Not ready for prime-time

Written by WG from Denver

Sep 5, 2008

I have been anxiously awaiting something with which to replace Quicken. I am so unimpressed with Quicken for Mac, that I am predisposed to think that anything would be better. I had real hopes for iBank. After downloading it and starting it in trial mode, I created a portfolio account and added a secutity to that account. I then attempted to BUY shares of that security, and after an unreasonable amount of time searching every menu and context-sensitive menu, and after trying every clickable tool and button in the human interface, I could not find a way to accomplish this routine task. Nor am I an unfamiliar user; I have been using and designing computer software for over 30 years. This product is simply not a realistic candidate for anyone doing more than maintaining a check register.

45 of 63 people found this useful

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.

651 of 666 people found this useful

iBank Personal Financial Manager

Still too many shortcomings

Written by TY from Alexandria

Jul 2, 2008

I've tried really hard to like this app but I continually found frustration in using even the most basic functions, so annoying in fact that I've given up and am going back to Quicken. I might add that this is my 2nd attempt to migrate to iBank so I've given it a serious go. The app looks great and the iPhone functionality is fantastic, in fact it was the driving factor in me giving the software another go, but the assorted bugs, flaky widget, forced mouse input, horrible reconciliation method and lack of the ability to do even some basic functions make it's use too much of a compromise for my needs. At version 3 I would expect better. I hope that it improves & will take another look at v4 or 5.

55 of 62 people found this useful

iBank Personal Financial Manager

only because I can't give it zero stars

Written by JM from Hatfield

Jul 2, 2008

this application is terrible. As a long time MS Money user who never had an issue with it, I find myself constantly correcting every transaction that I attempt to download. It has gotten to the point a couple times now where I found it easier to delete an account and reset it. I'm looking around for something else now. Avoid at all costs.

34 of 41 people found this useful

iBank Personal Financial Manager

Finally, a personal finance product that works with iPhone!

Written by JL from Amherst

Jun 13, 2008

Currently this is the only non-web based banking software to work with iPhone. It requires .mac (soon to be MobileMe) to get working, but once set up you can use it like a check register on your iPhone and reconcile your accounts on your computer with lots of charts and other great ways of examining your spending. While there are some UI quirks and rough edges on the product it is by far the best personal finance manager for the Mac and iPhone. As an added bonus emails to their tech support team have received very quick responses and the forums on their website are very lively with lots of users helping each other out.

54 of 64 people found this useful

iBank Personal Financial Manager

Useless

Written by JN from Overland Park

Jun 4, 2008

I purchased iBank as a bundle with iBiz, software I use for billing & time management. iBiz isn't perfect, but I haven't found anything better.

Before purchasing, I checked to confirm that my banks allowed me to download data in .csv or .ofx formats. But a few months later, after I had actually purchased, when I tried to configure iBank I was in for a surprise.

Bank # 1 still allowed .csv download, but with separate entries for credit and debit which iBank doesn't support (!). Took me 30 minutes of trial and error to realize this.

Bank # 2 had discontinued .csv support in favor of .ofx, which they charge $ 9.95/month for. No way I'm paying that -- so iBank for me is useless.

TRY BEFORE YOU BUY!

47 of 61 people found this useful

iBank Personal Financial Manager

DOESN'T COME CLOSE

Written by CM from Raymondville

May 21, 2008

I am a long time user of MS Money. iBank doesn't even come close. iBank seems to crash on me all the time. I finally installed Parallels on my iMac and run MS Money through there. I wasted $59.00 on iBank and now the program just sits in a drawer cause Office Depot will on replace it with another copy of iBank. DO NOT BUY!

40 of 56 people found this useful

iBank Personal Financial Manager

Not What You Are Looking For

Written by TM from kansas City

May 10, 2008

You are better of not knowing this product exists. Just ignore it and keep on moving to the next possibility. I consider myself to be very computer savvy, and was not asking too much. Like some of the other reviews, I experienced regular crashing, errors, and disappointing reports. I want my money and my time back. The stupid program won't even launch anymore.

34 of 57 people found this useful

iBank Personal Financial Manager

Complete and solid product

Written by PM from Ithaca

Apr 24, 2008

I was looking for a long time (several months) for a decent banking software to manage my credit cards, my bank accounts, my budgets, ... I had tried several solutions: GNU Cash, Quicken, mvelopes.com, Moneydance, ...

iBank3 is the definitively the best one. As you may read in other comments, it may have less functionalities compared to Quicken (Quicken for Windows, not Quicken for Mac, which has less functionalities) and MSMoney but it has 90% of the basic functionalities you will need for you day-to-day money management, so that's enough, is well integrated in the Mac (the UI is awesome) and is solid.

The team is really proactive regarding bug fixes, improvements, ... (lots of upgrades)

In a nutshell: give it a try, it is definitively worth it.

90 of 107 people found this useful

iBank Personal Financial Manager

Finally, something to replace MS Money

Written by PH from Louisville

Apr 22, 2008

For the longest time, after switch to Mac, I lusted for a product with the same feature set as Microsoft Money.

I went as far as running Windows in Parallels so that I could run Microsoft Money.

With iBank 3, there is now a native application with a comparable feature set. Further, it's a Universal binary and it's UI is leaps and bounds ahead of Quicken for Mac.

I can download transactions from my banks via OFX Direct Connect, forecast balances, and see where I'm spending my money.

Sure there are a few bugs, but the vendor has been pretty quick and thorough in working with their customers to resolve problems.

I hope to see more refinement and analogs to MS Money's Planners and Wizards in the coming revisions.

Great job, IGG Software!

57 of 74 people found this useful

iBank Personal Financial Manager

iBank better then Quicken?-----NO and NO AGAIN NO

Written by CG from Cookeville

Apr 2, 2008

I read a couple reviews about how good iBank was and that it was much better then Quicken. Having used Quicken and MS Money, I decided to give iBank a try. What a waste of money that turned out to be. You can't schedule a re-accruing deposit to happen on the 3 Wed. of a month in iBank or MS Money. Quicken allows for deposits and such to happen on a specific week and a day with in that week. It doesn't revert back the the numbered calendar day. So it is much more flexible.

51 of 88 people found this useful