IGG Developers' Blog

What are you looking for?

October 9th, 2014

We never really stop here at IGG. Even before iBank for iPhone 2.0 was released, we knew what features would be coming in the next release and some were already being developed. Today, I want to give a brief update on what the next release of iBank for iPhone will bring:

Search

This is probably the number one requested feature since release. We originally wanted to ship the first version with search, but once iOS 8 came out we new we had to make some hard choices. Obviously, we chose to get a solid initial release out shortly after iOS 8 with the plan to add “missing” features shortly after shipping. I can also tell you a little about how it will work. If you search from the overview screen, you’ll get your results separated out by account. If you drill down into an account and search, we will only search the current account.

Screen Shot 2014-10-09 at 12.19.51 PM

Default Account

We are adding a “default account” option. If there is a default account selected, then pressing the + button will skip the account picker screen and let you go right in to editing the amount and payee. If you need to change which account the transaction is occurring in, you’ll always be able to do that from the transaction details screen.

Last Opened Document

When a user leaves the iBank for iPhone app and opens a different app, the OS may quit our app. Currently if that happens, when you go back to iBank you’ll have to re-open the financial book you were previously in. We are going to fix that for the next release so that if you go back to the app, we put you back in the last open financial book.

Pull to Refresh

Last, but certainly not least: We are introducing the increasingly common gesture, pull to refresh. In our app this will kick off the refresh sequence: sync, download Direct Access, download security quotes, get currency exchange rates. This will be particularly helpful for users that sync via WebDAV so they can quickly start a sync after they add a transaction.

We are working very hard to get this out to you soon! I’d love to get it in your hands by the end of the month, but please realize that is a goal, not a promise.

-Ian

 

 

 


iBank for iPhone Update

September 16th, 2014

Now that we have the official release date from Apple for iOS 8 (September 17), we can share more of our plans for iBank for iPhone. iBank for iPhone will be iOS 8 only and it should hit the App Store in early October!

This release will be a paid update and the app will cost $9.99. However, we plan on doing an initial rollout at $4.99 to let our existing customers (and new ones) get it for an “upgrade price.” It will require buying and downloading an entirely new binary (the fancy term for App). This also means that if you are syncing with iBank Mac, you will need to do a new sync setup to get your data over. We’ve also built in a QIF importer for setting up new documents only – we added this feature for our customers that use iBank Mobile as a standalone app because it can export QIF files.

Now that I’ve gotten some of the logistics of the release out of the way, I want to talk about the final feature set and show some final screenshots. Here are some of the best new features that will be in this release that I didn’t talk about in the last post.

DIRECT ACCESS

Yes, Direct Access is coming to iBank for iPhone. As many of you know, this is our optional, automated transaction downloading service. So now you can download the latest transactions in your accounts right into your phone while you are out on the go. On the main accounts screen, each account is badged with a green dot to indicate the presence of recently downloaded transactions:

account downloads

 

VENDOR LOOKUP

At the heart of our iPhone product has always been the ability to quickly enter transactions on the go. Yes, some people like to be that on top of their finances — enter it as soon as it happens (I’ve been guilty of this on occasion). One of the features we’ve added to make this easier is vendor lookup. Now when you go to enter in a payee, there is a location services icon. If you tap it, iBank for iPhone will get your current location and get nearby vendors. It will present these to you in a list, or you can type to filter down the list, or just enter a new payee that isn’t in the list. If you select a payee that has been used before, we auto-fill the category and transaction. All in all, it makes for a very quick and easy way to enter new transactions on the go.

payee list

 

TOUCH ID

Passcode protecting files has been a feature in many of our apps to help prevent causal observers from seeing stuff you’d rather keep private. One problem with this feature is that if you are trying to enter transactions while literally walking out the door, the passcode screen adds another step before you can enter your transaction. Touch ID authentication now makes it really easy to get past the passcode screen. Of course this feature is only available on devices that have the Touch ID sensor.

 

MULTIPLE FINANCIAL BOOKS

Also new for iBank for iPhone is support for multiple financial books, just like iBank for iPad and iBank for Mac. So if you need to manage multiple documents, you can now do that right from the phone.

 

INVESTMENT TRANSACTIONS

One thing that always prevented iBank Mobile from feeling really complete was the lack of security transaction support. I’m pleased to announce that in iBank for iPhone you will now be able to add, edit or delete security transactions. The app also pulls stock quotes to provide near real-time investment price valuations.

investment transaction

 

MARK TRANSACTIONS CLEARED

This was a widely requested feature for iBank Mobile and we implemented it for iBank for iPhone. This is done by swiping any transaction to the right where a button is revealed to mark it cleared or not cleared. And for the record, swiping to the left reveals the standard “Delete” button to remove a transaction.

 

I’m really proud of this product. I’ve been using it for weeks and I love it. It’s fast, smooth and transaction entry is easy. iBank for iPhone will be out soon and I can’t wait for you all to get your hands on it.

-Ian


Show me the important stuff

July 15th, 2014

One of our longest-running feature requests has been support for a “dashboard” overview of your finances: a screen dedicated entirely to getting the big picture of your money. Like almost every feature we consider adding, the concept is simple, but the implementation gets tricky pretty quickly. For this particular idea, one of the immediate questions we faced was, what exactly do people want to see in an overview screen? After poring through documented requests, it became clear that most people wanted a summary of 1) their accounts, 2) upcoming bills and 3) recent spending.

Another long-standing request has been for an easier way to see summaries of individual accounts. For example, if you have a mortgage and want to see an amortization table in iBank, you need to make a report to do this; it should be easier. Similarly, if you have an investment account and you want to see your positions, you need to use a portfolio report. Well, we’ve solved these issues.

Today I’m pleased to show you two of the biggest new features we’ve been working on in iBank 5 — our new Overview page and individual account summary pages. Although we likely won’t make any large changes at this point, please note that the following screenshots are not final.

Overview Page

We’ve added a new “OVERVIEW” item to the source list. When you select this, you get a brand new view showing you the most important aspects of your finances:

overview

 

As you can see, this screen breaks out the most critical parts of your financial information, including a new parameter not previously available in iBank: your savings rate. We also show net worth though time, account balances summary, upcoming transactions, spending, budgets and investments. This screen is easy to read and very printer-friendly. When you do print it, we page break where you expect and even bring over column headers on new pages.

Individual Account Summary Pages

The Account Summary page is a new optional view for the selected account where we show the most important information. We’ve extended our “tab” buttons on the account scope bar:

scope-bar-tab-button

 

Selecting the new “report” segmented button will get you a summary for the selected account. And in each summary, iBank customizes the data depending on what type of account you are viewing. For example, a loan account will show you a nice breakdown of the data specific to your loan. We also show a full amortization table so users no longer have to generate a report to do this.

 

mortgage

 

For investment accounts, you can now take a glance at your holdings without making any reports, including data on IRR, cost basis, and gains and losses.

 

brokerage

These screens have been under development for quite a while. I want to give a special shout out to the iBank Insiders group of power users who had special access to beta builds with these new features. Their feedback was invaluable and really helped us put some needed polish on these screens and better understand usability issues. So, “thank you, iBank Insiders!”

The new Overview and Account Summary screens will make their debut in iBank 5.2, alongside a number of important bug fixes and Yosemite support. This will be a free update to existing iBank 5 users as well. We think you’ll really love these new features; we see them as just the first step toward giving users more efficient, time-saving tools. We’ll continue to improve these as we learn more about what financial information people want to be able to see at a glance.

Thanks,

Ian