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iBank
iBank 4.3.2
Your rating: Now say why...

(38) 3.6052631578947367

Intuitive personal finance manager; widget available.   Demo ($59.99)
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Email me when discounted
  • Download Now
    18.7 MB
  • Visit Developer's Site
    IGG Software, LLC
iBank is a new standard for Mac money management.

With its intuitive user interface and a full set of money management features, iBank 4 is the most complete software available for Mac personal finance. iBank 4 lets you enter and edit your transactions with ease, download your online account data, reconcile your statements, and track your investments with versatile and robust tools.

In iBank, it's simple to split, schedule or categorize transactions. With a couple of clicks, you'll be able to create powerful, dynamic reports using iBank's flexible templates (Income &
What's New
Version 4.3.2:

Bugs fixed

  • Autofill in import window
  • Deleting Scheduled Transactions in 4.1.2 caused iBank to crash
  • Bi-weekly loan payments miscalculated by account setup assistant
  • Memo doesn't appear when printing investment transactions
  • iBank 4.3 file (Lion) does not sync via WiFi
  • Income expense report miscalculation
  • iBank can crash when backing up
  • Report shows main transaction memo instead of split memos
  • Net Worth prior year histograms can reference dates in other years
Requests implemented
  • Ability to print a reconciliation report
  • Check number should increment from the last number entered
  • Net Worth prior year histograms should be anchored to 12/31
Version 4.3.2:

Bugs fixed

  • Autofill in import window
  • Deleting Scheduled Transactions in 4.1.2 caused iBank to crash
  • Bi-weekly loan payments miscalculated by account setup assistant
  • Memo doesn't appear when printing investment transactions
  • iBank 4.3 file (Lion) does not sync via WiFi
  • Income expense report miscalculation
  • iBank can crash when backing up
  • Report shows main more...
Requirements
PPC / Intel, Mac OS X 10.5.7 or later


Related Links
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iBank User Discussion (Write a Review)
ver. 4.x:
(38)
Your rating: Now say why...
Overall:
(82)

sort: smiles | time
burypromote
+3

+252
Donperreault commented on 30 Sep 2011
IGG Software always striving to improve upon their products. iBank keeps getting better and better.
[Version 4.3]

1 Reply

burypromote
+3

+135
Klagreca replied on 03 Nov 2011
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.
burypromote
+4

+4

Steve Cooper reviewed on 24 Sep 2011
After running iBank 4 and a couple of contenders (on Lion) in parallel with Quicken 2007 (on Snow Leopard) for around two months, I've settled on iBank as my Quicken replacement. It has proved capable of doing everything I really need, and a large proportion of the 'handy but not essential' stuff as well.

Importing data from Quicken 2007 to an alternative application is one of the critical areas of any evaluation. iBank (in my case) failed to import only some historical data on the unit prices of some non-listed funds, which I can restore manually one day if the need arises.

My evaluation ran for a sufficient time to include all my normal and occasional transaction types, in parallel with Q2007, and care was taken to check that all my needed reports produced results that agreed with Quicken's. A few small problems encountered during my evaluations were quickly resolved via email to iBank’s excellent support crew, though in general I was able to find the answers to my questions in the application’s Help files. The iBank interface is commendably clear and easy to work with, which helps a lot.

While I'm very happy with my final choice, be aware that your needs are not necessarily the same as mine. For various reasons I don’t download transaction data from any of my financial institutions; neither do I print checks. My investments are confined to regular listed stocks and mutual funds with no complications. I have found that while iBank lacks some of Quicken’s sophistication in displaying investment data and analysis, it is adequate for my needs.

Different people have different needs of their financial management applications, but I believe iBank will satisfy most users very well, and it should certainly be included in any evaluation of such applications.
[Version 4.2.5]


burypromote
-5

-8

Charles Phillips reviewed on 22 Sep 2011
Absolutely absurd program. Doesn't have a simple find function for a quick check to see if a transaction has been entered. The viewing transaction function is clumsy and to limited. Quicken in ANY form is way better than this inconvenient piece of software.
[Version 4.2.5]

3 Replies

burypromote
-1

+8
Commercial-Resource-Management replied on 01 Oct 2011
There's a disclosure button in the upper right corner. Click it and the find - or search box - function appears.
burypromote

-64
Dthdunn replied on 01 Oct 2011
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.
burypromote
-3

-8
Charles Phillips replied on 01 Oct 2011
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.
burypromote
-2

-2
meku commented on 12 Aug 2011
I've tried working with iBank customer service for more than 6 weeks now to get an issue resolved: when opening iBank thru the app, it always wants to set up a new account, instead of defaulting to the account with the data. The response to my problem has been courteous, but not productive. It seems, if the service rep can't fix it, and she escalates the issue to the developers, it's a dead end. I had read good things about iBank's customer support, but "not so" for me.
[Version 4.2.5]

1 Reply

burypromote

+15
Doug Miles replied on 23 Sep 2011
To be fair, that is how almost every other app in existence behaves (with Quicken being a relevant exception.) Double click on the document, not the app, and iBank will open it and drop you right where you expect to be.
burypromote

-64
Dthdunn commented on 29 Jul 2011
New User

I decided to start a new file, rather that using my Quicken export. I entered on bit of data -- $4 in cash. On close it asked to save. Five minutes later I had to force quit. On reopen, the $4 enter was there. Weird.

Pro Mac 2x2.26Ghz Quad-Core Xeon w/10.7 and 16GB mem.
[Version 4.2.5]


burypromote

-4
Surfspirit commented on 16 Jul 2011
Great App, with a few not so good GUI choices, unfortunately, neither this neither the dozens finance apps I tried have compound interest rates calculations for long term bank investments, I am using Apple Numbers or Excel to do those calculation, but this finance apps should have finance analysis like, how more expensive will a credit be if has xx interest rate for xx time comparing to other with xx interest rate versus xx time etc. If someone knows about an app that do that all this program features and the ones I wrote please say so!
[Version 4.2.4]


burypromote
+3

+3

Srl@srlanza.com-Eger reviewed on 15 Jul 2011
I've been unhappy with Quicken 2007 for some time but didn't take the time to look for a replacement until I learned Quicken will not be compatible with Lion. I downloaded and tried several accounting apps and was as unhappy with all of them as I was with Quicken, until I tried iBank.
Converting my Quicken file to iBank was so easy the transition was close to seamless. I had a few questions before I purchased iBank and the email support was awesome. My questions were answered quickly and thoroughly.
iBank is very easy and intuitive to use. I would highly recommend it to anyone needing a personal accounting app for Mac.
[Version 4.2.4]


burypromote
+1

+1

Lamarche reviewed on 07 Jul 2011
I have switched like others from Q2007,to iBank, the import went well, I did end up doing some fine tuning, but the info went back to 1989. I have found the support outstanding, quick responses that are helpful. There is a bit of a learning curve, but the manual that comes as a download is very detailed and informative, plus they have a very active user forum. I started using this in May and am still learning the program. I would recommend the iBank, but you will only get out of it what you put into it.

lamarsche
[Version 4.2.4]


burypromote
+2

+3

Hho26 reviewed on 29 Jun 2011
I am still waiting for single-line transaction register views in iBank 4. For a lot of people it is not an issue but for an equal amount of other users it is important. Please make it a user selectable choice. I requested it as an iBank 4 beta tester, others have requested it your forums, it was an option in iBank 3 and you provide multiple views in iBank 4 so it is possible. Please do this. Thank you.
[Version 4.2.4]


burypromote
+4

+4

NancyT reviewed on 04 May 2011
I was a Quicken user for many years. After switching to Mac, I researched financial software and bought iBank 3. I was not satisfied so I tried Quicken for Mac (AWFUL) switched to Moneydance (a good program but started having download problems). There were features in iBank that I really liked so when iBank 4 came out, I tried it again. What a difference! iBank has a bit of a learning curve. After reading some of the reviews (ie: iBank not having the ability to enter split transactions.....NOT TRUE, it does) I realize a lot of the complaints are coming from people not fully reading how to use it. My favorite feature is the ability to scan receipts and attach them to the register entry. Now I can find any receipt I need. The best part of using iBank is their Customer Service. I have never had such a good experience! If I run into a problem, I email them and they not only respond quickly, but if there is a fix needed on the program, they address it immediately. I am extremely please with iBank 4 and highly recommend it. Just remember, financial programs all have their particular quirks and it is necessary to really learn how to use it, not assume all programs work the same way. I highly recommend iBank4.
[Version 4.2.2]

2 Replies

burypromote
+4

+19
Amcarter3 replied on 17 May 2011
I too am a long time (20+ years) Quicken for Mac user and have searched long and hard for a better finance program. I settled on iBank 6 months ago. This program is fast, handles downloading transactions with ease, handles investment records with ease, and has a LOT of good features. In my view, it is better than the competition.

AND, it causes unnecessary frustration and has a serious learning curve due to some odd methods and design limitations. While they might be slow to correct bugs and design issues, the good news is, as Nancy T. said, their customer support is quite good. Here are the major functionality issues that bother me:

1. When entering a transaction in an account register that requires split categories, 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 move your cursor to the second category line and begin entering data.

2. When reconciling a credit card, you have to enter the prior and current balance as NEGATIVE numbers and you must use parentheses. And you must even enter a $ sign in front of the balance numbers or they will not be accepted.

3. BUG - Inability to enter split categories in Scheduled Transactions. This bug is caused by selecting "hide category and transaction images" in iBank preferences.

4. Lack of distinct categories for Liquid vs. Hard assets in Net With report. Assets are all treated the same.

5. Inability to customize the name of Category Detail reports.

6. Inability to have Scheduled Transactions entered automatically IN ADVANCE of their date.

7. Inability to do a global search on all accounts and all fields.

8. Inability to create an "Actual versus Budgeted Report".

9. Lack of a preference to control what shows as the current balance for each register. Currently, all register balances include any scheduled and posted future transactions.

10. Lack of ability to automatically perform routine tasks at start-up and/or shut down or on a set schedule, like downloading transactions and security quotes.

11. Inability to reformat or customize reports... headers, column widths, fonts, etc.

12. Inability to create Report GROUPS.

13. Lack of preference options for customizing: change screen colors, use of double or single-space line register, use of icons, etc.

14. Odd way of describing credit card transactions... payments are called "deposits" and credits are called "withdrawals" (as is it is a check register). This creates confusion when reconciling.
burypromote

+252
Donperreault replied on 22 Jun 2011
I also love the ability to attach receipts to transactions. Took me over a year to find out it existed but it is now one of my favorite features.

Split transactions works great, you can perform calculations in the currency fields and have the total updated automatically.

iBank 4 is the best Mac Financial app on the market!
burypromote
+1

+8
BigMapIdeas had trouble on 12 Nov 2010
When using iBank with one account, transfers in and out of the account are calculated simply as expenses or income. Even when categorized transfers, they are not distinguished as transfers and are therefore not properly calculated into all the reporting functions. This messes with your totals, charts and graphs, net worth, etc.

This is a very big inconvenience inhibiting such a basic accounting practice. I cannot use iBank when transfers are calculated as expenses!
[Version 4.0.2]


burypromote
-2

+104
rubaiyat had trouble on 21 Oct 2008
I have noted how many complaints there are about the bugginess of iBank.

Unfortunately I have paid for it. What is the consensus for the last usable version? And how do you get older versions?
[Version 3.2.1]

3 Replies

burypromote
+2

+81
PaulNoJustPaul replied on 18 Nov 2008
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
burypromote

+104
rubaiyat replied on 18 Nov 2008
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.
burypromote

+1
workless replied on 06 Dec 2008
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.


JDar0 rated on 26 Jan 2012

[Version 4.3.2]




Lancetx70 rated on 02 Jan 2012

[Version 4.3.2]



+29

Vandulus rated on 03 Nov 2011

[Version 4.3.1]




imppaint rated on 14 Oct 2011

[Version 4.3]



+29

Vandulus rated on 30 Sep 2011

[Version 4.3]




derjohng rated on 22 Jul 2011

[Version 4.2.4]



+8

Captain_Willard rated on 13 Jul 2011

[Version 4.2.4]




RiceRocket rated on 13 Jul 2011

[Version 4.2.4]



+156

Yuriy Georgiev rated on 09 Jun 2011

[Version 4.2.3]




imyeez rated on 08 Jun 2011

[Version 4.2.3]


Downloads:113,170
Version Downloads:2,809
Type:Home & Personal : Personal Finance
License:Demo
Date:02 Jan 2012
Platform:PPC / Intel
Price: $59.99
Overall (Version 4.x):
Features:
Ease of Use:
Value:
Stability:
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iBank is a new standard for Mac money management.

With its intuitive user interface and a full set of money management features, iBank 4 is the most complete software available for Mac personal finance. iBank 4 lets you enter and edit your transactions with ease, download your online account data, reconcile your statements, and track your investments with versatile and robust tools.

In iBank, it's simple to split, schedule or categorize transactions. With a couple of clicks, you'll be able to create powerful, dynamic reports using iBank's flexible templates (Income & Expense, Net Worth, Forecast and more). And iBank's new envelope budgeting feature helps tailor your spending while building savings.
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