If you own stock, iFinance automatically updates stock prices and when a stock is selected in the left-hand window, displays the current price, and purchase and present portfolio values in a status window in the program’s toolbar.įor users in the United States, here is a real a deal-breaker: iFinance provides no way for you to reconcile your banking accounts. Adding new accounts is easy and you can also organize your stocks, bank accounts, and graphs by putting them into folders. Selecting any item in the left-hand pane displays detailed information or transactions associated with the account, stock, budget, or graph you’ve selected in the windows in one of the windows on the right side. The left-hand pane contains a list of all your bank accounts, stocks, budgets, and “diagrams” (graphs). As a result, iFinance has taken on a multi-paned interface familiar to anyone who has used iTunes. Unfortunately, it lacks some very basic and necessary features, making it a questionable choice over other, more full-featured applications.Īccording to Synium Software, iFinance 3 has been totally redesigned and built to take advantage of many of OS X’s latest features. The mobile version offers the complete range of iFinance features and is available from the iOS App Store.IFinance 3.0.9 is a beautifully designed personal finance application that helps you budget your money and manage stocks, income, and expenses. IFinance Mobile is available for iPad, iPhone, and Apple Watch and can be purchased separately. IPhone and Apple Watch Apps Available Separately Budgets can also be created for specific categories, such as monthly budgets for clothing, groceries or movie nights. Use the Budgets feature to find out how much money you have left for the current month or whether you've been successful at keeping your spending at bay this month. According to your specifications, iFinance analyzes precisely where your money comes from and where you spend it. IFinance 4 offers a broad range of easy-to-customize charts and reports. This may for example become useful if you are in charge of a club's or association's finances or if you manage a bank account with another person.Ĭharts, Reports, Budgets, and Budget Analysis The latter also allows you to use and edit databases together with multiple users. Synchronize your data between Mac computers, iPhones, and iPads (iFinance 4 for iOS sold separately at the iOS App Store) via iCloud or the integrated WiFi sync. Customers of a German bank are able to use HBCI import and HBCI banking. iFinance is also able to print on money transfer forms. Import your transactions as a CSV-, QIF-, OFX- or mt940 file in order to see all transactions in iFinance. Supported file import formats: CSV, OFX, QIF, MT940 File attachments (for single transactions) Analyse expenses, income, losses and profits Have iFinance 4 analyze your finances and see immediately what your biggest spending items are and where there is potential for savings. Is it current spending such as rent or mortgage payments, insurances, food or loans? Or do nights out with friends, special treats, impulse purchases, and tobacco products add up to a hefty sum? Would you like to find out how your assets perform or why you max out your bank account on a regular basis without really knowing where your salary goes each month? iFinance 4 has all the answers. By taking a quick look at its useful evaluations and charts, you'll immediately know what you spend money on and where your income comes from - optimizing your finances becomes a breeze! iFinance's automatic category assignment, keywords, budgets and analysis features will turn your bank account history into much more than a list of bare figures. IFinance 4 allows you to keep track of your income and expenses in the most convenient and fastest way.
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