Worked for me.
The ability to open and read and save my Quicken QIF files was the primary benefit to using iBank.
I kept dual records for about 4 months just to be safe, then just stopped entering data in Quicken.
I enter info manually. I do not use the onlime import feature, prefer my own entries.

IBank is a fantastic financial application. I have always had problems with Chase Bank because they don't support via OFX. I have never had problems importing using QIF and I have been using iBank for 5 years now.

Igg Software has great support, I would take this up with them.

Good Luck!

I second that. There's a lot of missing features or quirks which keep it from being truly amazing, but ibank is by far the best out there for the Mac.

Don Perreault - Your super positive comments about iBank suggest that either you wear very rose colored glasses, have limited experience with financial software, or work for IGG... I know they have people who frequently comment on Amazon reviews to rebut anyone who posts a negative comment about iBank.

But, to answer your question to me on 3/6/12, yes, I have communicated in detail multiple times with IGG support staff about the issues I see with iBank. To be specific, here are the more common sources of frustration that I experience:

Let me preface my comments by saying that when I bought iBank and first tried it out, I was VERY positive about it. It is different in many ways from Quicken and the learning curve is rather steep. I also noticed it has a lot of small, irritating design inadequacies and feature limitations that clearly suggest the product is not fully developed. For a long while, I bought into the claim that they were having "growing pains", were adding staff and were serious about addressing the many design issues and bugs that so many people expressed on their user forum. However, my view has changed.

Among many other users, I have submitted over 30 specific design issues and/or bugs over the last 12 months and have not seen a single one addressed in the updates over that time frame. Here are some examples. Each one of these is a common source of frustration and wasted time:

1) There are multiple reports about math inaccuracies in portfolio reports and net worth reports

2) The BUDGET feature is one of the worst I have ever seen in any financial program. They may claim that they offer a budget feature, but if it does not allow the user to produce a meaningful Budget vs. Actual report, I claim it is useless.

3) When entering a transaction in an account register that requires split categories (like a payroll check or mortgage payment), you cannot simply enter data into the first category and hit the TAB key to get to the next category line. You have to manually hit the plus sign and then manually move your cursor to the second category line, fill it in, and then manually move your cursor to the third line, etc.

4) When reconciling a credit card, you have to enter the prior balance and the current balance as a NEGATIVE number and you must use parentheses. And you must even enter a $ symbol in front of the balance numbers or it will be rejected. That is an acknowledged BUG.

5) Inability to enter split categories in Scheduled Transactions. This is an acknowledged bug. It is caused by selecting "hide category and transaction images" in iBank preferences. (This may have been fixed; I'm not sure).

6) Lack of ability to create distinct categories for liquid vs. hard assets on Networth report. All assets are combined into one long, useless list.

7) Inability to format, rename or in any way customize Category Detail reports.

8) Inability to hide "old" securities from the Securities lists or reports.

9) Search box in toolbar is limited to current account. Inability to do a global search across all accounts and all fields.

10) Inability to select which columns are displayed in reports.

11) Entering data in registers should require fewer keystrokes. For starters, when you enter and save a transaction, iBank should automatically open the next one without requiring the user having to hit the plus key.

12) There should be more, easier ways to enter dates... the plus or minus key should move you forward or back; another key (T?) should take you to today's date; and a clickable icon should bring up a calendar so you don't have to hit a down arrow.

13) Reconciling credit card statements is crazy. iBank handles credit transactions backwards from the standard way banks present your transactions and balance in statements... In iBank, payments are described as "deposits" and charges/credits are described as "withdrawals." When you put an opening balance in the reconcile form, it is interpreted as a deposit when it really is a balance due. This type of accounting assumes that the credit card company is holding money for you like a savings account. The proper accounting terms for credit card accounts is "Charges" and "Payments".

14) iBank does not generate an error message or alert of any kind to notify the user when an account ID or password has been rejected by the institution. When an account password is not accurate, the user is likely to be blocked out of their account for multiple failed attempts to login without knowing why it happened.

These are SOME of the many concrete pieces of feedback provided by users on the now closed IGG user forum over the last year. As far as I know, none of them have been resolved. Each of them is a daily source of frustration and waste of time for users. Combined, it leads to a gradual loss of trust and confidence in the company.

Also, I have had many email interactions with IGG's tech support people. While they are polite, it takes days or sometimes weeks to get responses. And, I mostly get useless boiler plate comments/suggestions. Net, I have lost a lot of faith in IGG.

Quite possibly I wear rose colored glasses. Generally when I like an application I tend to give the developer praise, check my feedback. However, I have never met anyone associated with IGG Software. I only praise the iBank because I have found it to be the best financial software available for the Mac. I have tried numerous other financial app's and none come close to iBank IMO, of which I am entitled, like you are entitled. I do own Money, Prospects, Moneywell, Cha Ching, Quicken and Quicken Essentials.

iBank serves all my needs and my needs may not necessarily be the same as yours and that is were our difference in opinion comes from. I do not use the budget portion of iBank. But I have read from others that iBank budgeting has been improved considerably over the years.

Most of the features you complain about are not important to me but I am pretty sure if IGG Software considers something to be a bug, they intend to fix it.

I do think that they did a horrible job on the iBank iPhone app compared to other iPhone financial apps.

I wish you luck in finding a software package that suits your needs. For now I am sticking with iBank.

I share your tendency to wear Rose colored glasses about favored software. I certainly praised iBank after I bought it.

I am one of the many disenchanted 20+ yr Quicken 2007 users. I participated actively in the Quicken Essentials beta test group for 12 months hoping Intuit would "get it right". Like so many others, I was incredibly disappointed in the final outcome. After months of testing Essentials, MoneyDance, Moneywell, Fortora, iBank, SEE Finance, iFinance, Money, iCompta, etc., I chose iBank (15 mos. ago).

iBank serves my basic needs too... as long as I ignore the fact that I cannot get the reports I desire, cannot create a budget and can tolerate the many little time wasting design defects that impact daily use.

What really baffles me is why IGG continues to ignore the feedback and pleas of so many users to fix known bugs and the many common user unfriendly design deficiencies that irritate so many users on their Forum. So, now I speak up on forums such as this hoping IGG is listening.

I also used Quicken for years. I purchased my first Mac in 1989. I started using Quicken as soon it was released on the Mac and used Quicken until it wouldn't run anymore on my new Intel machine. Quicken Essential was such a joke from a company like Intuit with the resources that should have been available to them. Considering most of Intuits competition comes from small 1 to 5 developer companies, like IGG Software. Intuit's failure to deliver a great software package should get the Project Manager for Quicken Essentials fired. He sure missed the mark, as a matter of fact he didn't even hit the target.

You have actually made me realize maybe iBank isn't as wonderful as I thought it was but it does suit my needs and fits my finances best when compared to the other software applications I've tried on the Mac. They do appear to have a dedicated staff that are determined to make iBank shine and that promise keeps me using iBank.

I love being able to attach a receipt, bill or statement to a transaction in iBank. This helps me achieve my goal of going paperless and is one of my favorite features.

Good Luck in finding the financial application that suits your needs. Let me know when you find your gem.
Take Care...

Great to know we have very similar historical backgrounds and views about iBank AND Intuit. I bought my 1st Mac in 1986 and Quicken right after that.

Keep your eye on SEE Finance. I've done months of testing. It is a more logical, user friendly, sophisticated and versatile compared to iBank. And it has its quirks and is still officially a late Beta version. Their tech support is 1st class. I believe they are slowly moving in the right direction to be the front runner in this market.

Well it appears Intuit has released a version of Quicken 2007 that will run on Lion. Doesn't list much of anything else but they do want $15.00 for it.

I would go back to paper and pen before using an Intuit product again.

There's a disclosure button in the upper right corner. Click it and the find - or search box - function appears.

I have looked at this software (but have not yet decided what I will use), and in NO WAY can you give this software one star. That is absurd.

I too prefer Quicken, even the less-featured Mac version. But since Apple screwed us with their useless Lion "upgrade" we need hard facts about alternatives. Your one star rating, apparently based on your inability to locate an existing find function, does no one any good.

I have been able to resolve the search problem. However there continues to be obvious things that I can find no way to do. For example I want to view all my transactions, all accounts together, something that is easy to do in quicken essentials. You don't have to research anything, it is obvious, as it should be. I still don't know how to do it in ibank. Why should I have to do research on a program to do something as simple as look at all my transactions together, not look at them account by account.

I created a folder, which I call "All Accounts", at the top level, and put everything in it. Now I can select that folder and see and search all transactions. It is a bit clumsy, but it works pretty well. I have requested a "search all" function, and I am told it is coming soon.

I couldn't find the disclosure button in my checking account. What does it look like?

lightup replied on 12 Mar 2012
I couldn't find the disclosure button in my checking account. What does it look like?
~~~~~~~~~
On 10.6.8 it is an elongated oval - about 1/4" wide, all the way at the top, all the way to the right. If you don't see the search box, that should make it appear.

I've stuck with version 2.3.13 (285) on Leopard and found it to be rock solid. I've not made the jump to v3 only because version 2 does everything I need, and the price combined with the less than ideal US/AU exchange rate make it hard for me to justify upgrading. No criticism intended, it's a great app, but I've already paid for v2.

You can find the last versions of each major version (1.x, 2.x) if you scroll to the bottom of the iBank download page:

http://www.iggsoftware.com/ibank/downloads.php

Thanks Paul :) , I'm in the same boat as you watching the A$ slide back down the toilet. All purchases are off right now, till things get better.

I checked out iBank 2.3 earlier in 2008 and thought it was well designed in terms of the look and feel and data import functions but completely lacked effective, useful reporting and data presentation tools (most of the chart layouts are useless for managing actual vs budget). I felt the developers could have done with some accounting/personal finance expert input. There are a lot of bugs but I thought the project was going in the right direction.

So I got in touch with the developers (Jon Williams of IGG) offered my services and sent him an example of how to lay out a monthly income/expenses report that the average user would find useful for managing their personal finances. I bought iBank 2.3 on the basis that they would implement the report I proposed.

I looked at version 3 recently and I couldn't find any improvements in the key areas. It is basically the same functionality with a 'prettier' look and feel. It's very disappointing. I would advise anyone with version 2.3 not to upgrade to iBank 3.

I hope they go back to 2.3, sort out the bugs, get some accounting advice and add effective reporting tools.