- Intuitive, full-featured personal finance software with easy, powerful, familiar Mac interface
- Monitor account balances at a glance, track investments, maintain budgets, and manage money
- Full set of essential features including custom check printing or password protection for private account data
- Set up and organize existing accounts with easy downloading of transactions from most major financial institutions
- Import transactions and categories from versions of Quicken for Mac and PC or from MS Money
- Compatible with Mac OS X 10.8 Mountain Lion
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IBank 4 from iGG Software is the leading personal finance software for OS X. Easy powerful and full-featured iBank lets you import data from MS Money or Quicken for PC and Mac download transactions from online banks export to TurboTax print custom checks actively manage your portfolio or simply view balances and net worth at a glance. iBank's beautiful Mac interface is simple and familiar so you can start to organize your accounts analyze your investments track your spending and plan your financial future in minutes. With new tools for downloading transactions budgeting expenses creating reports and more iBank 4 is the Gold Standard for Mac money management. features: Easily set up and manage existing accounts. Import Mac or PC data from Quicken* or Money. Set budgets to watch spending by category. Import bank data with direct downloads. Create save and print custom reports. Password-protect private data. Reconcile data with bank statements. Print checks to standard or custom formats. And much more!AWARDS & PRAISE: "iBank provides a comprehensive set of financial tools with an elegant Mac look and feel." MacWorld "If you've been looking for a full featured personal finance tracking and reporting program iBank is an excellent choice. It is everything that Quicken Essentials should have been." "iBank is full-featured financial software with extensive data-crunching and sorting features and built-in analytical tools to give you powerful insight and control over your personal finances." MacLife "iBank combines a robust feature set simple interface and streamlined import process to create a very attractive financial application." mac. Requirements: Mac OS X 10.6 or Higher. Minimum screen resolution 1024x768. Format: Mac OS X 10.6 or Higher
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.
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.
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.
- 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
Top customer reviews
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The Pros for iBank for me were: 1. Ease of Transition. I exported my Quicken file (I was using Quicken Deluxe for Mac v. 6) and followed iBank's very detailed instructions on the import process and it worked just fine. 2. Thirty day fully functional trial. I initially downloaded the trial from iBank's website. I was able to use all of it's functions for 30 days without paying, and it gave me a good opportunity to get the feel for the program and decide if I liked it. 3. Ease of use. While it does do some things differently from Quicken, as an almost 20 year user of Quicken I found iBank pretty easy to learn to use, and I'm very comfortable with it now. 4. Online Banking and Transaction downloading. I decided to try to start taking advantage of these features in iBank, since that really didn't work too well for me in Quicken, and I'm glad I did. iBank works well, either downloading transactions directly from the banks that support it, or using iBank's Web Connect feature to download them from the bank's website using iBank's built in browser. It's been a nice timesaver. 5. Mobile Device Sync. While I haven't tried this yet, iBank has an iPhone mobile version and the two can sync data that I've heard works pretty well. I may be giving this a try later.
The Cons (and these aren't really bugs, more like feature requests): 1. No built in Bill Pay. I was a Quicken Bill Pay customer, and no Quicken alternative has a built-in bill pay feature like that. I use bill pay through my bank now, and that works fine, but I still have to enter those transactions into iBank if I want to be able to see them reflected as upcoming transactions. I can't get them by downloading from my bank till the day they actually post. 2. Options tracking in investments. While you can enter Options as investments, and you even put in the Option Ticker when you set it up, iBank doesn't download daily quotes on the Option, so your final result on the option isn't reflected in your portfolio till you close the Option. iBank says they are working on adding this feature. 3. Account Reconciliation. This feature just doesn't flow right somehow. It works, and I think it really might be more efficient than Quicken's, but it still just feels off and a little clunky to me. I think this could be improved.
That's my two cents on iBank. It's definitely worth a try if you need to move out of Quicken on your Mac.
I have purchased and uninstalled at least 4 versions of Quicken for Mac (including the latest Mint-inspired 'Quicken Essentials for Mac') because of the poor user experience and truncated feature set (can't track my 401(k) -- seriously?). I have also tried a slew of Mac financial products such as Cashculator, Jumsoft Money, MoneyDance, MoneyWell and Cha-Ching. None of them came close to Quicken for Windows and into the trashcan they went.
I figured I was stuck maintaining a Windows partition and paying Intuit another $69-89 for the annual Quicken update (which strangely seems to not add many useful new features, but some years got prettier) because I always wanted the current release, just in case.
Then I stumbled across iBank 4 (I had previously tried and uninstalled iBank 3) and figured I would give it another shot (what's that definition of 'insanity', again?).
I did a QIF export of my Quicken accounts and imported it into iBank 4 and it populated the data, transactions, categories and pretty much everything I needed (I had to reset up the online access, but that was anticipated) -- including my 401(k) and IRA accounts. I can now click the 'download' button and literally within 10 seconds every single account -- credit cards, bank, savings, credit union, investments -- are updated and ready to "import" into their correct accounts with a single click (Quicken takes much, much longer and errors out frequently).
The most important thing for me was seeing my checkbook register and knowing that I know exactly how much is in there for the next 30+ days (I schedule bills a month in advance). Something that only Quicken for Windows seems to have mastered prior to my experience with iBank 4.
I can easily add a recurring bill by simply right-clicking on it in my bank register and selecting "Make scheduled transaction from selection". It adds it to the running list in sequential order and future bills can be scheduled (I pay them online via my credit union's website) by a single click to "post" to the register.
I have used this successfully (including a nice single-click backup ability -- even to my Dropbox account) for almost two weeks and have not felt the need to launch Quicken for Windows in that entire time (and I am a daily updater/checker).
I think I finally have found a winner in the Mac financial software sweepstakes.
Most recent customer reviews
I still liked the old Quicken version but they changed the format so had to change.