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 current transactions from your accounts online, at no cost, via direct connection to your bank 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.

√ SEE WHERE THE MONEY GOES
iBank has the tools you need to set up checking accounts, savings, credit cards, mortgages, investments and more. 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 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.

√ BUILD SAVINGS
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.

√ SECURE YOUR FUTURE
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, export table data to spreadsheets, and print reports or save them as PDFs.

What's New in Version 5.6.4

Lots of great enhancements in this release. These areas saw fixes/enhancements: security quote downloads, multi-currency transaction entry, currency exchange rate downloads, bond calculations, report layout, overview report budget section, scheduled transactions and more.