iBank 5.0.4 Mac OS X

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iBank 5.0.4 (Mac OS X) | 62 MB
The first step in money management is to get all your finances in one place. If you've used software like Quicken (for Mac or PC), iBank's set-up assistant will import your old data. Next - or if you're just starting out - download transactions from your accounts online, at no cost, via direct connections or by using iBank's built-in browser to view your accounts and download your data for free.

iBank's optional Direct Access* service makes this even easier by connecting to over 10,000 banks worldwide, automatically delivering the latest transaction data to your Mac.


iBank has the tools you need to track all your accounts. Set up checking, saving, credit cards, mortgages, investments and more in an easy-to-understand interface. Then track each and every transaction: fine-tune them by categorizing, splitting or making custom edits - or let transaction templates do the work for you. Attach receipts, images or any file to transactions; reconcile to paper statements; search by account; track payments or transfers in any currency; and manage repeating events with scheduled transactions.

iBank 5 even lets you pay bills online! Integrate scheduled transactions with Reminders and never miss a payment again. Set up payees once, then send checks, track them in progress and see them appear in your register. You can print checks, too!

Update all your accounts at once with iBank's Update Everything button, syncing devices and fetching Direct Access data and securities prices. And Smart Accounts let you view your records by account, payee, memo, category or more.


iBank's budgeting tools help you to set saving and spending goals, track expenses, cut debt and build a more secure future. By giving your available cash specific purposes, envelope budgeting lets you assign money to different categories and carry over savings.

iBank automatically budgets scheduled transactions like paychecks and bills, so by categorizing each expense and editing the budget itself, you can see where your money goes - and how to make it go further! iBank does this visually so that you can see your daily progress; compare past, current or projected budgets; and view it all in a Budget vs. Actual report.


iBank's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options, etc.; categorize investment transactions; retrieve quotes from Yahoo! Finance or foreign exchanges; analyze ROI and more.

Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate a Tax Summary report (or export data to TurboTax); or view your holdings in the Portfolio Summary or Investment Summary reports.

iBank's reports instantly generate graphs and charts. You can drill down for detail with a click, drag-and-drop tables to spreadsheets, and print reports or save them as PDFs.

What's new v5.0.4

-Improved Direct Connect reliability
-Improved backend document handling
-Other minor improvements
Compatibility: OS X 10.8 or later, 64-bit processor

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