Accounts

Account types: Checking, Savings, Cash, Credit Card, Loan, Asset, Liability, Line of Credit, Money Market, Investment, and 401k accounts can all be managed in iBank.
Debt/loan management: Keep tabs on your loans with iBank's comprehensive set of debt management tools. Track interest vs. principal, variable interest rates, and payment schedules.
Hide/show accounts: Keep your finances clutter-free by hiding unused accounts. Your historical records stay just a few clicks away, but out of sight, out of mind!
Smart accounts: Like iTunes for your money - dynamically view transactions according to account, payee, memo, amount, and/or category information.
Account groups: Organize your accounts into folders to reduce clutter and total up your balances quickly.
Account details: Set a minimum balance, link to your bank's webpage, store your account number for reference, keep notes about the account, and much more.

Transactions

Streamlined input: Edit transactions directly in the account register using a familiar check-style editor. Now featuring improved keyboard entry for mouse-free record-keeping!
FaceTime camera integration: Snap a photo with your camera (or choose any file on your Mac) and attach it to a transaction for a visual record of your purchase.
An ounce of prevention: Editing existing transactions requires confirmation, so that you don't accidentally change your records when you thought you were adding new ones.
Searching: Show only the transactions you want to see by using the search box to locate specific information.
Split transactions: When is the last time you just bought groceries at the grocery store? Divide any banking transaction into several parts and categorize each one separately for more accurate record-keeping.
Transaction templates: Tired of typing in the same deposit over and over again? Let iBank do some of the work for you - it will automatically create templates based on each transaction you enter, and make suggestions as you type based on those templates.
Scheduled transactions: Easily turn any transaction into a repeating event (like those darn utility bills!). iBank can alert you when the transaction is due to be posted to your account.
Calendar integration: Post scheduled transactions to Apple's Calendar app for an easy reminder of upcoming expenses.
Statements: Reconcile your iBank accounts with the paper statements you receive from your bank using a familiar statement-like interface.
Check printing: Fully configurable templates allow you to print your iBank transactions to any check stock, or print the whole check yourself!

Importing

Direct download: Connect directly to hundreds of financial institutions online to download transaction updates automatically and securely.
Web download: No direct download support for your bank? Log in to your financial institution's website using iBank's integrated browser and download transactions to import, all without ever leaving iBank.
Import from Quicken: Easily import your accounts from Quicken (for PC or Mac), Quicken Essentials, Microsoft Money, and many other financial management programs. Supported file formats include QIF, QMTF, OFX, and QFX.
Import rules: Tired of the junk your bank puts into the transactions you download? Clean up and categorize your transactions before importing them - iBank will learn from the changes you make and automatically clean up your data the next time you import!

Multiple Currencies

Work in any currency: By default, iBank uses your native currency as indicated in Mac OS X System Preferences. Create accounts in any currency and apply currency conversions to your transactions as needed.
Download exchange rates: Retrieve up-to-date exchange rates over the Internet at the click of a button.
Currency conversion: Transfer money between accounts that use two different currencies, then adjust the amounts on either side of the transfer to have iBank automatically calculate the exchange rate. Best of all, figures in reports and budgets are converted automatically using iBank's current exchange rates.

Download

iBank 4.7.2 (33.3 MB)
Includes 30-day trial

Purchase

$59.99 single license
90-day guarantee

Investments

Investment types: Track stocks, bonds, mutual funds, ETFs, CDs, money market funds, precious metals, commodities, and stock options with ease. You can also enter watchlist items and indices for quick reference.
Quote downloading: Automatically retrieve up-to-date quotes from Yahoo! Finance at the click of a button. International exchanges are supported.
Security management: Check the current market value and price history for each of your securities at a glance, adjust security names and ticker symbols, and check the performance of indices.
Investment reports: Easily generate reports to analyze your capital gains (realized and unrealized), security income, portfolio diversity, and return on investment (ROI). Check the current market value of your portfolio and drill down into any security to view details of your investment activity over time.
Expert trading: iBank now supports short and long puts and calls, stock option trading, and more.

Reports

Fast, powerful and easy: See the information you need within a couple of clicks, creating instant reports that automatically format pie charts, bar graphs and tables, and update dynamically as you make changes to your data.
Built-in templates: Using flexible report templates, analyze your spending habits by category or payee, account balances over time, investment returns, taxable spending and debt management.
Layers of detail: Drill down into any report to see more detail, such as amounts, categories or dates, and print exactly what you see onscreen, in full color - or go paperless and save any report as a PDF.
See what's coming: Use scheduled transactions to forecast account balances and spending projections into the future.
CSV export: Drag and drop data from your report tables to export CSV data into common spreadsheet programs such as Numbers or Excel.

Budgets

Category budgeting: Choose a budget that suits your style! Category-style budgeting allows you to set goals for earning and spending in different categories, plan for upcoming expenses, and check your progress throughout the budget period.
Envelope budgets: Alternately, use popular envelope-style budgeting. Save money in virtual "envelopes" to cover your regular expenses, carry over savings from month to month, and transfer cash between envelopes to balance out fluctuations in your budget.
Plan, compare, review: Regardless of your budgeting method, you can review your performance against current and past budgets using the budget vs. actual report, and use multiple budgets to track different sets of categories for different goals.

File Management

Portability: Store all of your account data in a single data file for easy backup or transfer. Easily create multiple data files for different users.
Password protection: Prevent unauthorized access to your data by requiring a password every time your iBank document is opened. (Note that document files are not encrypted.)
Multiple windows: We all love single-window iTunes-style interfaces, but sometimes you want to compare two different sets of data side-by-side. Now with iBank 4, you can open any account register or report in a separate window.

Mobility

iOS app sync: iBank data syncs via WebDAV or local Bonjour/Wi-Fi to an entire suite of mobile apps for keeping your accounts current and your information at hand.
iBank for iPad: Sync from iBank for Mac to keep tabs on your accounts and investments. All your data, at your fingertips. (Sold separately at the App Store.)
iBank Mobile: Check balances and enter transactions on the go with your iPhone, iPad or iPod touch. (Sold separately at the App Store.)
iBank Investor: Sync investment accounts from iBank 4 to your iPad, iPhone or iPod touch, or add securities manually. Track lots, transactions, prices and values, all in one place. Free at the App store.

Other Features

Gorgeous interface: Track your finances in style! The account register and cover flow views let you browse transactions with their associated images, and redesigned charts will knock your socks off.
Summary pane: See up-to-date totals of your assets, liabilities, and net worth in the bottom-left corner of the main window, along with your next three upcoming scheduled transactions. Click a button to replace this view with a miniature graph of your net worth over the past six months.
Improved performance: iBank is now optimized for 64-bit architecture to make full use of your Mac's hardware.

iBank 4

You asked for it! Here is a comprehensive list of what iBank can do.

Accounts

Transactions

Categories

Importing

Multiple Currencies

Download

Purchase

Investments

Reports

Budgets

File Management

Mobility

Other Features