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iBank 5

"iBank 5 is our favorite budgeting and personal finance app for OS X" –The Sweet Setup

Switch from Quicken, or just get started.

Set up in a snap. Import from Quicken to have your accounts, transactions, categories and investments ready and waiting for you. Or start from scratch - iBank's streamlined setup assistant will have you going in no time.

Single-button updating. With the Update Everything button on the toolbar, one click imports new transactions from all connected accounts, syncs devices, updates securities prices and downloads Direct Access data.

Organize once, update instantly.

Connect to more banks than ever. iBank 5 offers improved bank connections for direct downloads. Optionally, Direct Access gets updates from thousands more banks, and shares that data with iBank for iPad and iBank for iPhone, too.

Track your finances in one place. iBank includes the tools you need to keep tabs on all your real-world accounts: checking, savings, credit cards, loans, investments and more. Why wonder where you stand when you can review it at a glance?

Import your records with ease. Use iBank's integrated browser to import transactions from your bank's website, or download directly from your financial institution. With new inline importing, everything goes straight into your register.

Sync devices and transfer smoothly.

Mobility where and when you need it. iBank for iPad and iBank for iPhone let you sync iBank 5 data to manage finances on the go.

Go global. iBank works worldwide, with multi-currency support, exchange rate calculations and smooth transfers between accounts.

Automate categories, budgets, reports.

See where the money goes. Track your spending patterns: assign categories or sub-categories to every transaction, use enhanced import rules for speedy categorization, and split transactions multiple ways for detailed budgeting and reporting.

Budget for prosperity. With advanced budgeting tools, you can build savings, watch your spending habits, monitor daily progress, incorporate scheduled income and bills, compare goals vs. results, and sync budgets to iBank for iPad.

Visualize your finances. Create instant reports on income and expense, spending categories, investments, net worth and more. Save them, send them, print them, export data to CSV.

Track investments like a pro. For all types of securities, take advantage of iBank's powerful investment analysis and reports. iBank 5 tracks bonds and options, and improves reporting on investment income.

Set reminders, schedule payments.

Stay on top of your expenses. Tell iBank how far in advance to notify you ahead of bills and scheduled transactions. Integration with Reminders and Notification Center alerts you before each due date. Never miss another payment!

Pay bills with a click. iBank 5 delivers online bill pay to set up, schedule and send payments, track those transactions, and categorize the expenses. (Requires an OFX account connection; check with your bank for availability.)

Take control of your financial life. Eliminate duplicates from downloads, let transaction templates clean up your data, reconcile to paper statements, attach files to any transactions, print checks, export to TurboTax and more.

Plus: help when you need it. iBank offers great support via Live Chat, a user manual, support articles, video tutorials and more.

iBank 5 requires Mac OS X 10.9 (Mavericks) or 10.10 (Yosemite).

Upgrades from iBank 4 are $29.99 — download and launch iBank 5, then follow the prompts at "Secure purchase."

Upgrade User Manual Version History All Downloads
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Track all your financial data on the go!
$19.99 on the iTunes App Store

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Track your investments on the go!
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