iBank for Mac

iBank for Mac

Editors' Rating:
4.5
Outstanding
Average User Rating:
2.9
out of 84 votes
See all user reviews

Quick Specs

Version:
4.2.5
File Size:
Not available
Date Added:
July 26, 2011
Price:
Free to try (30-day free trial); $59.99 to buy (Buy it now)
Operating Systems:
Mac OS X 10.5 Intel/PPC, Mac OS X 10.6 Intel/10.7
Total Downloads:
44,300
Downloads Last Week:
3
Product ranking:
Additional Requirements:
Not available

Editors' review

iBank is a full-featured financial management app that can help you track bank and credit card accounts, keep an eye on your investment portfolio, generate a variety of reports, and help with budgeting and planning.

iBank's interface has a very Mac-like feel: a toolbar sits over two panes, one for sources on the left and one for a transaction register on the right. Unlike the previous version of iBank, transaction editing happens right in the register view, with drop-down tools for categories, splits, and memos, and you can perform calculations when entering amounts. The right pane is also where you look at charts and reports (which update dynamically as you change data, and which you can print easily), and you can also use a visual, "envelope-style" budgeting system here (which lets you set up envelope icons for different budget categories, allowing you to carry money forward or swap between envelopes). Templates make entering repeat transactions easy (as iBank remembers the criteria of past transactions), and "smart accounts" let you set up dynamic, user-defined categories similar to iTunes' smart playlists. iBank also includes a number of really handy extras, like camera integration (so you can snap a pic of a receipt and tie it to a record), good support for MobileMe and iBank's iOS app, and a flexible and robust system for importing data directly from financial institutions (along with support for OFX, QIF, and QFX files).

iBank still has some shortcomings (for example, there's still no online bill-pay), but otherwise this app hits the sweet spot between power and simplicity, at an affordable price. If you're looking for personal financial management software, iBank is one of the best in this category, and its 30-day, full-version trial is definitely worth checking out.

Publisher's Description

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All User Reviews
  • All Versions:

    2.9

    out of 84 votes

    • 5 star: 18
    • 4 star: 17
    • 3 star: 14
    • 2 star: 10
    • 1 star: 25
  • Current Version:

    2.8

    out of 12 votes

    • 5 star: 2
    • 4 star: 3
    • 3 star: 1
    • 2 star: 2
    • 1 star: 4
  • My rating:

    0 stars

    Write review

    Results 1-2 of 2

  • 1 stars

    "Does Not Connect to Financial Sites"

    April 03, 2014   |   By mciment

    Version: iBank 5.1

    Pros

    It is really easy to manipulate transactions and search and change categories and format

    Cons

    I experienced horrible access problems.
    1. Could not get updates after account was created
    2. Could not download from a previous account
    3. Kept on adding assets to investment account rather than recognizing and reconciling

    Summary

    A very frustrating experience. Spent hours in Live Chat and made zero progress

    Reply to this review

    Was this review helpful? (1) (0)

  • 3 stars

    "It's bad but the best i've found for Mac"

    March 05, 2014   |   By rvest309

    Version: iBank 5.1

    Pros

    I gave it 3 stars not because it deserves it but it's the best i've found for Mac.
    Some improvement in the 5.1 update but many more needed.
    I've used ibank since ver 3, 2009, switching from Quicken deluxe 2006 when I switched from windows to Mac. It' getting better but still so many short falls.

    Cons

    Just updated to 5.1 About 100 bugs listed as "fixed" since last update, 7 weeks ago.
    BUT Still no year end file cleanup, still no file backup, still no encryption for the data file (big security issue). etc.
    It does open faster, about 12 seconds when I first switched to ver 5 it was 35 seconds for my data file (over 30 Meg) because no year end cleanup it just keeps getting bigger. If you have investments there is no way to get rid of old accounts or transactions. Too bad it could be an excellent program it they would implement the features requested, that they have received over the years.

    Summary

    I really need to like ibank and it dose the "basics" but as far as handling stocks and other investments many issues. Budgeting very award to use. Reports limited options. So sad it's not advanced more in the 4 years i've been using it. I would be happy if it was as good as Win Quicken back in the 1990s.

    Reply to this review

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  • Results 1-2 of 2

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