iBank 5 [Download]

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iBank 5 [Download]

iBank 5 [Download]

  • Powerful budgeting
  • Built-in bill pay
  • Automatic bank downloads
  • Complete investment support
  • Easy reports

iBank 5 iBank 5 delivers a higher standard for intuitive, full-featured personal finance software. Monitor account balances at a glance, download transactions automatically, track your investments, maintain budgets, pay bills, and manage your credit cards, savings, checking and loans — all in an easy, powerful, familiar Mac interface. Sample Income and Expense Report
View Larger Sample Register
View Larger Sample Budget Report
View Larger Sample Scheduled Transactions Log
View Larger Sample Investment Statement
View Larger Highlights Set up and organize all of your existing accounts including credit cards, loans, and investments with easy downloading of transactions from most 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 envelope budgeting to analyze your income versus expenses to gain complete control over your spending and

List Price: $ 59.99

Price: $ 59.99

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Originally posted 2015-12-15 06:36:46. Republished by Blog Post Promoter

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3 thoughts on “iBank 5 [Download]

  1. 40 of 41 people found the following review helpful
    3.0 out of 5 stars
    Better Than Previous Version, December 5, 2013

    This review is from: iBank 5 [Download] (Software Download)
    Like many others, I bit the bullet and moved from a Windows PC using Quicken to a Mac, and initially went with iBank 4. Had been using Quicken for about 10 years and iBank4 for 18 months. Recently, I upgraded to iBank 5 and there are definite improvements in downloading investment transactions — now gets commission right, as well as option transactions; didn’t in previous version — worth the upgrade fee just for that.

    I find the iBank interface to be non-intuitive — particularly the reports. In fact, I find the reports to be so useless, that I avoid using them. For instance, the Investment Portfolio Report ignores cash balances, so if you trade at all and your cash levels vary, you can’t see your performance in a helpful way over time. I just generated a Net Worth chart that features a lovely bar chart, but unfortunately all the bars are relatively the same size because my net worth is high (scale issue), and when I mouse over it, no numbers show up, so I can’t tell whether I’m up or down. And BTW, the Net Worth figures are wrong, because this software is not picking up a CD in one of my stock investment accounts. The other investment accounts show correct values.

    iBank 5 is just okay, and I’ll stick with it because the register portion works well along with the downloads from my financial institutions — automatic each time I restart it. In addition, my financial institutions now provide end of year Capital Gains reports to import into my Tax Returns — matches what they send to the IRS, so the fact that the iBank 5 Reports don’t work for me is no big deal — just a minor annoyance at this point.

    But I long for the Quicken days when I could generate a custom report in under a minute for a particular need, and I can’t do that with the iBank product.

    In short, I’d recommend getting the trial directly from the iBank people, to try and see if it works for you, because some of the features work well — and they might be just the features that you need. Besides iBank is the only MAC game in town, unless you want to run a Windows partition — Parallel’s / Quicken.


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  2. 33 of 35 people found the following review helpful
    5.0 out of 5 stars
    Bye bye, Quicken forever!, November 29, 2013
    K. Koonce

    This review is from: iBank 5 [Download] (Software Download)
    I’ve been using iBank 4 for about a year. It had its shortcomings (like not being able to print or email a budget), but I was very impressed with IGG’s regular upgrades, and the responsiveness to complaints. The program got better and better with every software upgrade. The folks at IGG online Chat were also very supportive (unlike Intuit, which offers NO support whatsoever for Quicken Essentials except for a chat room for users to share horror stories and resolve problems themselves). I have owned Quicken Essentials since its inception, and in the 5 years since it came out I can recall two software upgrades and one of them was just to add a password feature (nice oversight, guys).

    I am VERY happy with iBank 5! The budget feature is much improved (though I wish it could be set for a fiscal year rather than just a calendar year). I’m VERY happy that iBank 5 now works with iCloud and I can sync everything onto my iPad (still waiting on that feature from Quicken — not holding my breath). In the budgeting feature, iBank identifies entries that have not been categorized — thanks for helping me fix my mistakes!

    This program has improved by leaps and bounds in only a year. Quicken Essentials is still so stale, Intuit had to re-issue Quicken for Mac 2007 to offer people features lacking in Essentials (what do you call that, Intuit, “Back to the Future?”)

    If you own a Mac, you now have a terrific financial program. It’s been a long time coming, but it is here.


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  3. 46 of 53 people found the following review helpful
    4.0 out of 5 stars
    The best and most full-featured personal finance software for Mac OS just got better (updated 7Mar2014), November 25, 2013
    Grant A Thompson (Australia) –

    This review is from: iBank 5 [Download] (Software Download)

    iBank is a full-featured personal finance package for the Mac OS. It is by far the most capable and reliable personal finance software for the Mac OS, and has been so at least since release of its version 4 in 2012 — despite attack by unsubstantiated, silly, misinformed, lazy, and fake negative reviews. My following review shows, with factual detail, why iBank is the best software in its class and why negative reviews of iBank should be read skeptically.

    iBank 5 is an evolution, not a revolutionary change, from the already mature and polished version 4. Therefore, many earlier iBank reviews rated most helpful by Amazon customers, including my “Powerful, flexible personal finance software for the Mac: a new leader in this field for Mac users (updated), (November 21, 2012 http://www.amazon.com/review/R2IRQV02AQOFG9/ ) remain relevant assessments of the broad range of iBank features. Other top-rated detailed and informative reviews remaining relevant include S. L. Patterson’s “A ‘Quicken for Windows’ Competitor for Mac, (December 15, 2010 http://www.amazon.com/review/RW78KSJI15NW8/ ); Carrie W.’s “Worthy successor to Quicken 2007 for Mac” (November 29, 2010 http://www.amazon.com/review/R24NH28E9A2I3Z/ ); and Carrie’s “iBank4 is a good substitute for anyone looking for a Quicken alternative on Mac,” (July 15, 2013 http://www.amazon.com/review/R99YRZEC7RZOI/ ).

    Personal finance software, when it is anywhere as good as iBank is, has many features to perform its many important and sometimes complex tasks of financial record-keeping, retrieval and analysis. The excellence of iBank is not a matter merely of taste or opinion: it is a tally of what iBank can do and competing products cannot. So no trustworthy or helpful review of it can reasonably be short or expressed in subjective terms. The top features of iBank 5 which make it a superior product are:

    * A logically organized, intuitive interface, starting with an informative home screen. This shows in one glance drill-down lists of user accounts, websites, reports, and budgets; controls to manage bill payments, categories, securities, transaction templates, scheduled transactions, import rules and synch settings; current balances; current net worth summary; upcoming scheduled transactions; and a register window that defaults to the last account, report or other source list item opened.

    * Support for file exchange with other financial software, including ability to import QIF, OFX, QFX and CSV files, or via IGG’s Direct Access subscriber service; and to export its data in QIF or TXF format.

    * Vast range of online account data download and new bill pay options are standard features at no extra charge. People who want even more can subscribe to IGG Software’s Direct Access service for additional charges (which those of us who don’t want or need such services do not have to pay for).

    * Multiple currencies. Cash or bank accounts are easily set up in foreign currencies, with online downloadable exchange rates which all update automatically on startup (default), or with a single mouse click on a menu command or button. Accounts like credit cards that you might use for foreign currency transactions while travelling, or online shopping, easily can record both the home currency and foreign currency amounts — automatically calculating the effective exchange rate of each transaction based on the difference. (Quicken for Mac users pleaded for at least a decade with Intuit to replicate similar multiple-currency features from its Windows products, but have been ignored to the present day.)

    * Reconciliation of bank and credit card accounts with statements is fast and easy. If the start and finish amounts in statements match those on corresponding dates in recorded account data, one click on the dropdown menu option “Automatically reconcile : All transactions”, and you’re done.

    * Drag-and-drop works easily and intuitively for some uses, including changing the order of transactions on the same date. Tables in iBank reports can be dragged and dropped into Microsoft Excel, where they instantly appear with the same column and row divisions, but with all the extra formatting, analysis and graphing power of Excel.

    * Payee, note and memo fields hold much more text than Quicken for Mac 2007 — so much more I can’t even determine whether there is a limit. (I have tested this by pasting 900 characters of text into each field of a test transaction without iBank complaining.) This makes it easy to record full payee names and addresses, and detailed transaction descriptions and notes.

    * Foreign language characters – from accented European characters to Cyrillic and Chinese characters — can be entered in payee, note and memo fields, because (unlike Quicken for Mac 2007) iBank is fully compatible with the excellent built-in foreign language support of the Mac OS.

    * Invoices, receipts, correspondence,…

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