Comprehensively manage your personal finances.
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.
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28 iFinance Reviews
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Why does a 2007 version of Quicken appear to be the pinnacle of Mac financial apps?!
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.