If this application is "the best there is" for the Mac user, there is an opening here for some company.

I used Quicken since the day it was released. So perhaps, stating it was easy to use is slightly unfair, since I knew the product so well. That said, I never looked at a manual or had to study how to do things. That software was easy to use and simple to understand. After five weeks I have still not created all of my accounts under iBank.

The software basically feels clumsy and the screen is visually busy. Many things are not intuitive.

I hear Quicken is going to release a Lion compatible version in a month or two. I am considering dumping iBank and going back to Quicken.

Maybe if I give iBank more time and effort I'll become a convert, but so far I am just missing Quicken, a product I was ironically trying to move away from for years.

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.

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.

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!

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

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?