iBank 4 for Mac [Download]

by IGG Software

Product Features

• Import from Quicken or MS Money
• Direct downloads
• Budgets and reports
• TurboTax export
• iPhone sync
• Compatible with OS X Lion

Product Details

• Downloading: Currently, this item is available only to customers located in the United States and who have a U.S. billing address.
• Note: Gifting is not available for this item.
• ASIN: B00576JM6A
• Date first available at Amazon.com: June 21, 2011
• Average Customer Review: 2.4 out of 5 stars  See all reviews (35 customer reviews)
• Amazon Best Sellers Rank: #328 in Software (See Top 100 in Software)
  • #13 in Software > Personal Finance > Money Management
  • #75 in Software > The Mac Software Store

Product Description

Amazon.com Review

iBank 4

The Gold Standard for Mac Money Management

iBank 4 delivers a new standard for intuitive, full-featured personal finance software. Monitor account balances at a glance, track your investments, maintain budgets, and manage your credit cards, savings, checking and loans--all in an easy, powerful, familiar Mac interface.

Sample Income and Expense Report View larger.

Features

Set up in a snap.

iBank's setup assistant gets you up and running in no time. Import data from Quicken for Mac or PC, Microsoft Money, and other financial programs with minimal effort, or start with a clean slate in minutes.

Track all your finances in one place.

iBank includes tools for keeping tabs on all of your real-world financial accounts: checking and savings, cash and credit cards, investment and retirement accounts, even mortgages and loans.

Update your records with ease.

Many banks offer direct download for one-click updates; for the rest, iBank includes an integrated browser that you can use to import data straight from your bank's website. iBank helps you to clean up the new transactions and remove duplicates automatically. Manually record and edit transactions as needed.

Sample Investment Summary Report View larger.

Sample Net Worth - Balance Sheet Report View larger.

Transaction register/main window View larger.

Categorize everything.

Set up category hierarchies, assign categories to all of your transactions, and split transactions for more detailed category tracking. Best of all, iBank learns how you categorize the transactions you download and assigns categories automatically when you update your accounts!

Generate powerful reports.

Create beautiful and detailed reports on your account balances, spending categories, investments, net worth and more with the click of a button. Click on any element of a report to drill down and view more detailed information, then print exactly what you see onscreen, or save as PDFs.

Plan your budget with envelopes.

Due to popular demand, iBank now supports the envelope method of budget tracking. Plan your upcoming expenses, then save cash in envelopes until payments are due. Carry over savings from month to month, and move cash between envelopes when necessary.

Sync data with your iPhone.

With iBank Mobile for iPhone, iPad and iPod touch (sold separately), you can keep your account balances and transaction history synchronized between your Mac and mobile devices with the click of a button. Transfer data over a local wireless network, remotely via MobileMe, or using your own WebDAV server.

Track investments with ease.

iBank's powerful investment management features let you record the shares you buy and sell, track the prices of your securities over time, and analyze the performance of your portfolio with reports tailored specifically for investors.

Reconcile with paper statements.

For those of us who prefer to keep tabs on what the banks do with our money, iBank provides convenient statement reconciliation features. Each month when a paper statement arrives from the bank, create a virtual statement in iBank, check off the transactions that match up, and make any adjustments necessary to keep your accounts properly balanced.

Take control of your financial life.

iBank includes a host of other features to help you keep control over where your money goes. Use scheduled transactions to track recurring expenses, and post them to your iCal calendar. Attach receipts, statements, pictures, or any other files to your transactions for better record-keeping. Maintain accounts in multiple currencies and perform currency conversions with a minimum of hassle.

Discover more great features.

You'll uncover lots more capabilities in iBank, including robust data export (to programs such as TurboTax), custom check printing, and password protection for your iBank documents. You'll also find a library of video tutorials at the IGG Software website, a great community of active users at the IGG forums, and if you need us, an enthusiastic support team always willing to help.

Highlights

• Set up and organize all of your existing accounts including credit cards and investments with easy downloading of transactions from most major financial institutions
• Monitor all of your account balances or net worth at a glance and manage your portfolio by tracking buys or sells as well as dividends and ROI
• Use new envelope budgeting to analyze your income versus expenses to gain complete control over your personal finances
• Enjoy a full set of essential features including custom check printing or password protection for private account data
• Import your previous transactions and categories from versions of Quicken for Mac and PC or from MS Money and export data in standard formats to TurboTax or Quicken

Product Description

iBank 4 is an intuitive personal and small business financial manager designed to track bank accounts, credit cards, loans and investments; to analyze income and expenses with powerful reports; and to plan your financial future with easy budgeting tools. Wrapped in a familiar, Mac-like interface, iBank is a robust financial application able to meet the needs of both casual home users or sophisticated investors. iBank 4 offers many of the features not found in other Mac finance applications, such as password protection for your accounts; check printing; the ability to export data to standard formats for use with TurboTax or Quicken, or to to drag-and-drop tables to your favorite spreadsheet; and advanced investment tracking of buys, sells, dividends and cost basis. iBank can directly connect to your bank to download transactions, or sync transactions entered on the go from iBank Mobile for iPhone and iPod touch (sold separately). Other features allow you to track mortgages or loans, see your account balances through time, create budgets and reports, attach images or files to transactions, sync items to iCal, backup data to cloud storage accounts, and much more. iBank’s developers listen their customers, releasing frequent improvements, updates and fixes, and offering responsive tech support and customer service.