iFinance
iFinance
4.5.19

4.1

iFinance free download for Mac

iFinance

4.5.19
07 November 2019

Comprehensively manage your personal finances.

Overview

iFinance allows you to keep track of your income and spending -- from your lunchbreak coffee to your new car -- in the most convenient and fastest way. Clearly arranged transaction lists of all your financial resources from your debit account to your credit card and cash show you exactly what you spend your money on - the first and most crucial step in getting your finances on-track. iFinance lets you know how your assets perform. Have it analyze your finances and the available charts and reports will show you instantly what your biggest spending items are and where there's potential for savings. The convenient budget feature helps you review your financial goals. How much money can you spend today if you want to stay within your budget? How much more income is needed to achieve your monthly goal?

It supports several different banking file formats, such as CSV, QIF, OFX, and mt940. Import your data by using one of these formats or retrieve your bank account transactions via OFX direct-connect. Please note that not all banks support OFX direct-connect. Please check out our free demo version if you are unsure about your bank’s online features.

Keep iFinance up-to-date on all your devices using iCloud or the enhanced WiFi-Sync feature. Once you establish a WiFi connection, Sync takes all new entries that you made on your Mac at the office or on your iPhone while you were on-the-go and merges them into a single, up-to-date version. WiFi Sync allows multiple users to manage the same database. This may become useful, for example, if you are in charge of a club's or association's finances, or if you manage a bank account with another person.

What's new in iFinance

Version 4.5.19:
  • Bug fixes

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28 iFinance Reviews

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Rate this app:

Aikwaar
13 September 2019

Most helpful

There's something wrong with color-scheme in v 4.5.12(120). Half of the app is in sort of 'dark mode' half is in light. But dark mode has dark background and dark font, so it is quite messy.
Like (1)
Version 4.5.11
Aikwaar
13 September 2019
There's something wrong with color-scheme in v 4.5.12(120). Half of the app is in sort of 'dark mode' half is in light. But dark mode has dark background and dark font, so it is quite messy.
Like (1)
Version 4.5.11
1 answer(s)
Aikwaar
Aikwaar
16 September 2019
4.5.13(152) is ok
Like
Version 4.5.11
cheewee
13 June 2019
A great app to track your finances!
Like
Version 4.5.10
Jimw
21 November 2017
After reviewing the Apps website I can only conclude that comprehensive it is not: No Bill Pay, no examples of investments; limited reporting; no mention of tax tools. I can only find a single line on the entire website, that describes the App that even mentions investments of which no examples are shown. Checking out the manual reveals it does do basic stock management but no mention of splits or options for investments. No mention of Bonds. Only data export format is editable CSV. Support is by email only with no mention of a response time goal. Very limited knowledge base. While this product may do an excellent job of basic finance management, it does not seem, in my opinion, to be able to fulfill the needs of those interested in serious financial management or whose finances are complex in nature. However there is some less obvious capability that can be had by creative usage of some of its generalized tools such as flags and tags. But to call it comprenhensive when compared to its competitors like Quicken, Moneydance or Banktivity seems to be a bit of an overstatement based on a summary review of its website and documentation. This is listed as a comment as I feel that reviews should only be submitted from users that actually download and run the App, which I have not. However when compared to other products in this category, given my finances are reasonably complex, I personally would not want to waste my time with it, especially at its price point, when compared to some of its competition that are more comprehensive but can be slightly more expensive.
Like (1)
Version 4.3.4
1 answer(s)
D9
D9
17 July 2018
Yes, I was quite underwhelmed as well. In addition, I found the banking updates on a daily basis were erratic, often needing my manual revisions. In spite of Quicken's poor history, the new team has made it much better, at least better than this. Of all I've gone thru, the app that seems most promising is SEE Finance, especially when including their mobile app (v1) which blows away Quicken's (v5).

Why does a 2007 version of Quicken appear to be the pinnacle of Mac financial apps?!
Like
Teemue
30 September 2017
Very user-friendly and has basic functions for personal finance management. Been using since V3.
Like
Version 4.3.1
AppleFriend
07 September 2016
I love that colorful charts, the app is designed to be very informative about user finance. It helps me to track my expenditures and get good balance. It's value much more than those $40.
Like (1)
Version 4.1.1
Brookhaven
21 September 2015
Have been using Version 3 as my accounting app of choice, and now version 4 has arrived. A demo version is available but you have to purchase the full app from the App Store.
After importing my data to V4, the presentation assumes that you are as blind as a bat, with gaudy oversize text. Rummage in the preferences to set the presentation text to small, perfectly adequate even for my failing eye sight.
Select transactions and the first thing you notice is the lack of a running balance. That must be a first - never used a finance app that can't give you a running total. With transactions in date order, precious vertical space is wasted by repeating the date in full in a separate row, and now we find the balances for the start and end of that day. To my eyes this just makes the screen look cluttered, especially if you have many transaction with only one transaction per day.
The previous credit.debit columns have been merged in to one 'amount' column.
The category column included lots of coloured circles, presumably to help visualise the categories, but with a large number of categories this is totally useless.
No doubt a lot of the visual changes are due to a dumbing down to allow the app to be cross compatible with iPads/iphones etc.
So sorry - only 1 star from me at the moment.
Like (5)
Version 4.0
gmgregmao
22 December 2014
This is a great Quicken alternative. I'm a Quicken user from the DOS days, ah.. what memories! This package is 100% for Mac and has a nice iPad version too. No surplus eye candy or monstrous menus, just functional and works well. I did buy on sale for half price, as there are so many dodgy looking softwares with less than overwhelming reviews. I hope my review helps. I do not use bank auto download or anything so sophisticated, this is a point of purchase entry for me in the iPad and later sync with the Mac. Perfect harmony. Now, where did that other $22 go to ? mmmm....
Like
Version 3.3.19
1 answer(s)
Odysseus
Odysseus
13 September 2015
How well does it import from other financial management programs? The UI does seem to be a bit too "spacious" -- could present more information in the same amount of space.
Like (1)
PatBert
25 February 2012
I love iFinance most of all for their beautiful charts. It's a good accounting program, but three-dimensional charts is just awesome.iFinance with Numeric Notes turn my Mac Pro into super-efficient financial device!
Like
Version 3.3.5
1 answer(s)
H-a-l-
H-a-l-
04 October 2013
Two 5-star ratings from the same person on the same day... Nothing like trying to stuff the ballot box.
Like (4)
Jimw
17 January 2012
Unfortunately like all the other Qucken replacements, other than MoneyDance, Bill Pay must be done by Snail Mail or online with the financial institution instead of within the program.
Like (3)
Version 3.3.4
2 answer(s)
Amcarter3
Amcarter3
31 August 2016
So? What's the big deal about that? Bill Pay systems on virtually all bank websites works extremely well.
Like
Jimw
Jimw
31 August 2016
First of all, Please note my posting date of the original comments. Things with this app could have changed in 4 years. As a general comment, switch between an app and the browser to pay bills can be annoying and lead to mistakes in the amount, especially when large numbers of bills are involved. It also makes it more annoying to see delivery dates if the transaction was posted in advance n- i.e. switching between 2 apps. Todays well designed personal finance apps generally include bill pay.
Like (1)
Julsa1
08 September 2011
Great app. Does the job for my home finance well! Regular updates and a great maintenance from the developer. Worth it's money!
Like
Version 3.3.2