iBank 4 by IGG

iBank 4

The Gold Standard for Mac Money Management

iBank 4 delivers a new standard for intuitive, full-featured personal finance software. Monitor account balances at a glance, track your investments, maintain budgets, and manage your credit cards, savings, checking and loans–all in an easy, powerful, familiar Mac interface.

Sample Income and Expense Report View larger.

Features

Set up in a snap.

iBank's setup assistant gets you up and running in no time. Import data from Quicken for Mac or PC, Microsoft Money, and other financial programs with minimal effort, or start with a clean slate in minutes.

Track all your finances in one place.

iBank includes tools for keeping tabs on all of your real-world financial accounts: checking and savings, cash and credit cards, investment and retirement accounts, even mortgages and loans.

Update your records with ease.

Many banks offer direct download for one-click updates; for the rest, iBank includes an integrated browser that you can use to import data straight from your bank's website. iBank helps you to clean up the new transactions and remove duplicates automatically. Manually record and edit transactions as needed.

Sample Investment Summary Report View larger.

Sample Net Worth – Balance Sheet Report View larger.

Transaction register/main window View larger.

Categorize everything.

Set up category hierarchies, assign categories to all of your transactions, and split transactions for more detailed category tracking. Best of all, iBank learns how you categorize the transactions you download and assigns categories automatically when you update your accounts!

Generate powerful reports.

Create beautiful and detailed reports on your account balances, spending categories, investments, net worth and more with the click of a button. Click on any element of a report to drill down and view more detailed information, then print exactly what you see onscreen, or save as PDFs.

Plan your budget with envelopes.

Due to popular demand, iBank now supports the envelope method of budget tracking. Plan your upcoming expenses, then save cash in envelopes until payments are due. Carry over savings from month to month, and move cash between envelopes when necessary.

Sync data with your iPhone.

With iBank Mobile for iPhone, iPad and iPod touch (sold separately), you can keep your account balances and transaction history synchronized between your Mac and mobile devices with the click of a button. Transfer data over a local wireless network, remotely via MobileMe, or using your own WebDAV server.

Track investments with ease.

iBank's powerful investment management features let you record the shares you buy and sell, track the prices of your securities over time, and analyze the performance of your portfolio with reports tailored specifically for investors.

Reconcile with paper statements.

For those of us who prefer to keep tabs on what the banks do with our money, iBank provides convenient statement reconciliation features. Each month when a paper statement arrives from the bank, create a virtual statement in iBank, check off the transactions that match up, and make any adjustments necessary to keep your accounts properly balanced.

Take control of your financial life.

iBank includes a host of other features to help you keep control over where your money goes. Use scheduled transactions to track recurring expenses, and post them to your iCal calendar. Attach receipts, statements, pictures, or any other files to your transactions for better record-keeping. Maintain accounts in multiple currencies and perform currency conversions with a minimum of hassle.

Discover more great features.

You'll uncover lots more capabilities in iBank, including robust data export (to programs such as TurboTax), custom check printing, and password protection for your iBank documents. You'll also find a library of video tutorials at the IGG Software website, a great community of active users at the IGG forums, and if you need us, an enthusiastic support team always willing to help.

Highlights

• Set up and organize all of your existing accounts including credit cards and investments with easy downloading of transactions from most major financial institutions
• Monitor all of your account balances or net worth at a glance and manage your portfolio by tracking buys or sells as well as dividends and ROI
• Use new envelope budgeting to analyze your income versus expenses to gain complete control over your personal finances
• Enjoy a full set of essential features including custom check printing or password protection for private account data
• Import your previous transactions and categories from versions of Quicken for Mac and PC or from MS Money and export data in standard formats to TurboTax or Quicken