iCompta

Name: iCompta
Price: 26.99 $
Rating: 4.0833 (15 reviews)

6.0.30

12 October 2019

Manage personal finances.

Overview

iCompta is a simple and powerful personal finance management application. iCompta is designed to be as easy to use as possible while maintaining an array of features to help you track your money down and start saving!

Features

Multiple currencies: Each account can have its own currency and you can organize transactions by category.
Compatibility: iCompta lets you reconcile transactions which are on your bank reports by downloading your transactions from your bank site either with the embedded Web browser or via OFX direct connect for supported financial institutions. Factory settings are even available for most financial institutions to let you setup your account quickly.
Budgets: You can set budgets for your accounts to track your income and expenses on a periodic basis.
IOU's: iCompta lets you deal with the common problem of who owes what to who when you buy things with people.
Synchronization: Sync your iPhone with a wireless network via Bonjour.
Analysis and Statistics: You can sort and filter transactions to make statistics on your incomes and expenses. You can show a graph of the balance evolution of an account and even have a forecast for the next months.
Rules: You can create rules to modify your transactions automatically in order to be more productive.
Import / Export: iCompta can import / export the following formats: CSV, QIF, OFX
Transfers: Make funds transfers between multiple accounts
Security: iCompta documents can be password encrypted

What's new in iCompta

Version 6.0.30:

macOS 10.15 fixes

25 iCompta Reviews

See all

I've been a long time user of Tous Comptes Faits — that came for free on the French MacOS install CD, centuries ago ;-) — and had a hard time finding a decent equivalent for post-Rosetta OSes, that had a French localization and more or less the same features...
I only found this and Realbank (that is no more featured here at MU), I've tried both and decided for iCompta because of the more fluid interface.
I too use it for my personal finances, it has functions that I'll never use but I think some things could be better designed or easier (no operations presets, for example, I had to find a workaround with a dummy account where I put those operations for their labels to appear in the recently used ones when I create a new operation; the automatic operations are manageable but it could be easier — I'm not a big fan of the right panel for ruling everything).
But it's globally a good product and one of the best 3 ones I know.

Like (1)

Version 6.0.19

Like (1)

Version 6.0.19

iCompta 6 is an absolutely wonderful finance app. It is loaded with an excellent set of features that very well suit my personal finance needs. The way it manages accounts and handles transactions couldn't be easier. And for the price, well, for me, at $26.99, it's a steal. As simple and easy as iCompta 6 is, don't let that fool you; it is a complete professional solution for those with higher financial demands. However, I cannot say how efficient it is at that level as I only use it, as mentioned above, for my own personal needs. I am not affiliated with the developer or his/her company in any way other that I am just a happy customer, appreciative of a job well done. Thank you. Question to MacUpdate: why is the negative 1-star review for version 5.1.17 at the top of the reviews list? Current version is 6.0.13.

Like (1)

Version 6.0.13

Complete Bookkeeping, both personal and professional, as an independent it works well for me. Interface is not the "sexiest" but there is no hidden subscription cost and the base template for invoices was much improved (allowing to make adjustments fairly painlessly). Also it gets updated very regularly so you know this dev. is not into "abandonware". Good job.

Like (1)

Version 6.0.5

I have spent quite a bit of my energy and money to find a right app to organize my financial data. Before iCompta, I have seriously used Banktivity (iBank), Moneyspire (Fortora Fresh)… and even bought a YNaBudget (but never managed to import anything from other programs, confusing concept, even worst than anything is their new subscription policy). Moneyspire was ok, but it started giving me errors and their iOS is limited. My last chance was iCompta and Im so happy to have it. It allows me to locally sync (!!!) my OS and iOS app, no errors, UI very clear, imports and exports many formats, even translated my previous categories very well… Everything that I have ever wanted is in iCompta (ok, maybe if they can improve the scheduling module e.g. Chronicle). More importantly, I hope they stay on this path. So with Cashculator (love their simple, easy horizontal and vertical viewing system) and Chronicle (used only on my Mac - no cloud storing - thank you) and iCompta btw my Mac and iPhone — Im all set.

Like (1)

Version 6.0.1

I have been struggling to find a Mac OS personal finance app, and let me assure you, iCompta is not it. I downloaded the demo and have spent an hour bashing my head against the screen trying to accomplish even the simplest of tasks. This app seems to have been completely redesigned for finger input--iPad, I assume--and is utterly frustrating to use on a MacBook. The UI is impossibly convoluted and non-intuitive and cluttered, cluttered, CLUTTERED. It seems to have been designed by some old school developer who thinks You Should Already Know Where To Look for whatever you're trying to do. You know that guy? The one who tells you, "Oh, you want to see your balance? All you need to do is hit ctrl-option B and then go to the menu here and click on 'transactions' and then when that comes up reveal the right pane up here and select 'balance' in the pulldown." You know, THAT guy.

There aren't even pop ups when you hold your cursor over the icons to tell you what they are. So you click on everything until you discover the "built in browser" which you use to import your bank activity... by downloading a QIF or CSV like you would manually anyway. And then when you actually import your bank activity? Oh God, the activation screens are like pulling fingernails. Just impossibly over-complicated. And it doesn't help that almost every screen goes outside the box on two sides. Ugh.

I know I'll probably get comments about how I Just Don't Get it, but the fact is that if I download a demo and an hour later I'm still completely baffled by the program then it's pretty much a UI DISASTER. And, honestly, it is without a doubt one of the most cluttered and unintuitive apps I've seen in a long time. Oh, and I almost forgot: Even though I saved my program to Dropbox it will not remember that. It won't even list it in the "Open recent" pulldown. I have to go to my Dropbox and double click the file.

This program is a mess, people.

P.S. I should add that bank access is a subscription fee.

Like (3)

Version 5.1.17

2 answer(s)

Amcarter3

05 August 2016

Good assessment. THis is one finance app that has always been a disappointment in my view.

Like (1)

Big Johnson

17 February 2017

The screenshots alone scared me off - it looks very complex.

Certainly not what I'd expect from an app that describes itself as being "designed to be as easy to use as possible."

Jimw

28 January 2016

No Bill Pay

Like (1)

Version 5.1.17

Maclover1-1

28 October 2015

Really too bad the templating system makes it pretty hard to make nice professional-looking invoices.. it could be a killer app, I don't understand why the dev. cannot see that. It could be the all-in-one accounting app for small businesses. I'll never understand other humans I think lol

Like (1)

Version 5.1.17

Gerlad

28 July 2015

I might be interested in switching from iBank. But not yet another app with a blue icon in a circle. I just can't deal.

Like (2)

Version 5.1.12

Fantastic app. Powerful but still pretty easy to use, very customisable. + Incredibly well designed and feature rich iOS companion apps. + Finally a finance app developer that gets syncing right! Syncing over iCloud, Dropbox or local network. You don't have to move your file into the iCloud or Dropbox folder to sync, but just leave it in your own folder structure – the copies it creates in the cloud are just temporary for syncing. Syncing is very reliable, merging the data, you never lose anything (unlike many other apps that struggle at syncing…) + Very responsive developer, quick support, very helpful discussions in the forums. Developer has a very open policy about future development of the app. Seems he puts a lot of time, effort and love into iCompta. + Well designed, Mac-like UI. And well, it's a beautiful app… + Quick and easy entering of transactions + Budgeting with envelope system, or, if you don't like that, with the more common progress bars + Very good at importing bank data. Especially the CSV import (which is still important dealing with international banks) is really refined and you can tinker the import options to a high degree (and save them for later use), so you don't have to "clean up" the transactions later… + Powerful features, easy to use: Subcategories, owner (for each transaction), assign transaction to a project. Splits are very easy to use, single transactions can very easily be excluded from statistics or budget, etc. etc. etc. + Fine tuning of reports and charts is incredibly sophisticated, powerful (with use of conditions, compound conditions, etc.) + Compared to the competition and considering the features, this app has at a ridiculously low price tag. And well, the iOS version is even cheaper, 4$ for the iOS app that works both for the iPhone and the iPad – I've never seen such a well designed piece of software at such a low price. - The help file / manual is not searchable. Couldn't find a PDF version of it - No support for MT940 (which isn't much of a deal for the most part…)

Like (2)

Version 5.1.8

iCompta

Overview

Features

What's new in iCompta

iCompta Screenshots

25 iCompta Reviews

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