iBank 5 [Download]

iBank 5

iBank 5 delivers a higher standard for intuitive, full-featured personal finance software. Monitor account balances at a glance, download transactions automatically, track your investments, maintain budgets, pay bills, and manage your credit cards, savings, checking and loans — all in an easy, powerful, familiar Mac interface.

Sample Income and Expense Report
View Larger

Sample Register
View Larger

Sample Budget Report
View Larger

Sample Scheduled Transactions Log
View Larger

Sample Investment Statement
View Larger

Highlights

• Set up and organize all of your existing accounts including credit cards, loans, and investments with easy downloading of transactions from most 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 envelope budgeting to analyze your income versus expenses to gain complete control over your spending and saving
• Enjoy a full set of essential features including bill pay, custom check printing, or password protection for private account data
• Import your previous transactions and categories from Quicken for Mac and PC or from MS Money and export data in standard formats to TurboTax or Quicken

Product Description

iBank 5 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 casual home users, small businesses or sophisticated investors. iBank 5 offers many of the features not found in other Mac finance applications, such as bill payment; 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 for iPad or iBank Mobile for iPhone and iPod touch (sold separately). You can also subscribe to IGG's exclusive Direct Access service for automatic updates from over 10,000 banks worldwide. 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, schedule transactions, and much more. iBank’s developers listen their customers, releasing frequent improvements, updates and fixes, and offering responsive tech support and customer service.

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, Quicken Essentials, 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 5 includes tools for keeping tabs on all of your real-world financial accounts: checking and savings, cash and credit cards, investments and retirement accounts, even mortgages and loans. You can also set up separate documents for multiple purposes (such as tracking personal and business finances) or multiple users (such as other family members).

Update your records with ease.

iBank 5 offers a single, Update Everything button to refresh all of your accounts, sync all of your devices, and update securities prices. Many banks offer direct downloads 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 clean up payees in new transactions, remembers those edits, and removes duplicates automatically. Manually record and edit transactions as needed, or sign up for Direct Access, an exclusive service that instantly fetches your latest financial data from over 10,000 banks worldwide.

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's powerful import rules learn how you categorize the transactions you download and assigns categories automatically when you update your accounts.

Pay bills on time, every time.

From a connected checking account, iBank 5 lets you set up payees, send checks with a few clicks, and track payments in progress. Scheduled transactions in iBank integrate with Reminders and your budgets so you can pay bills on time and monitor your expenses simultaneously.

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 PDF). You can also drag-and-drop tables onto Numbers or Excel spreadsheets to convert data to CSV.

Plan for prosperity with powerful budgets.

iBank 5 supports category-based budgeting and the envelope method of budget tracking. For the latter, 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. For all budgets, enjoy dynamic updating of planned bills and expenses, automatic integration of scheduled transactions, a Budget vs. Actual report, and sync to iBank for iPad.

Sync data with your iPad or iPhone.

With iBank for iPad or iBank Mobile (both apps sold separately), you can keep your account balances and transaction history synchronized between your Mac and iOS devices with the click of a button. Transfer data over a local wireless network, or use your own WebDAV server to sync.

Track investments with ease.

iBank 5'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. You can also sync your portfolio to the free iBank Investor app for iPad and iPhone.

Reconcile with paper statements.

To keep tabs on what banks do with your 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 5 includes a host of other features to help you keep control over where your money goes. Use scheduled transactions to track recurring expenses, and integrate them with your Mac's Reminders and Notifications. 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, 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 wealth of information at IGG's Knowledge Base, and if you need us, an enthusiastic support team always willing to help (via Live Chat and email). Support is free and unlimited.

System Requirements

• Mac OS X 10.8 or 10.9
• 50 MB free space