iBank 4 is now available!

iBank 4 is the new standard in Mac money management. Your current version qualifies for upgrade pricing of $29.99. (For Mac OS X 10.5.7 or higher)

iBank 4 delivers a new standard for intuitive, full-featured personal finance software. Highlights of version 4 include:

  • New reporting engine with true "what you see is what you get" printing
  • New standardized reports including net worth, income and expense, payee, tax report, investment report and more
  • New (optional) envelope budgeting system
  • New account registers featuring in-line editing
  • Improved investment tracking and handling
  • New net worth mini-graph
  • Speed improvements
  • Full support for multiple currencies throughout the application
  • ...and much more!

To download iBank 4 and learn more click the "Visit Site..." button below.

iBank 3.5.7
  • Fixed in-application purchase registration bug
  • Fixed bug where transfer categories with class info wouldn't parse correctly
  • QIF exporting offers supports for more transaction types
iBank 3.5.6
  • Now recognizes BUY, SELL and DIV as correct transaction types when importing certain QIF files
  • Fixed bug where stocks would use adjusted price when they should just use 'price'
  • Improved downloading of recent transactions with direct connect
  • Fixed bug with importing some split transfers
  • Fixed bug with Wells Fargo Investments direct downloads
  • Fixed custom check printing bug
  • Fixed bug where registration would be broken in languages (like Chinese and Japanese)
  • Fixed nasty search bug that could cause a crash
  • Changed the text in the purchase window if there is a connection failure
  • Removed the "Cancel" button once a purchase has been submitted
iBank 3.5.5
  • Fixed security calculation bug with Move Shares action
  • Improved QIF importing for split transfers
  • Improved importing categories with • in the name
  • Fixed nasty bug where deleting an investment account wouldn't preserve other accounts' balances
  • Fixed bug where cleared balance wouldn't update after an import
  • Fixed bug with ROI summary total in Reports
  • Fixed bug where stale Scheduled Transaction values could be used in a Forecast
  • Fixed bug with some move shares calculations
  • Fixed bug where "Div" wasn't properly recognized for QIF imports
  • Fixed ROI calculation when Move Shares is involved
  • Fixed issue where QIF export assigned wrong account type to investment accounts
  • Fixed issue where QIF export split transactions weren't compatible with Quicken
  • Fixed issue where QIF export did not always include transaction types
  • Fixed issue where Cash accounts were not exported to QIF with correct type
  • Fixed issue where account info list wasn't added to QIF export
  • Fixed bug with Capital Gains report and Move Shares
iBank 3.5.4
  • Fixed statement rounding bug
  • Fixed updating bug if user is on Leopard
  • Improved 2nd attempts at updating
  • Fixed bug with Splits and BuyX in QIF (FS#3197)
iBank 3.5.3
  • Fixed bug where a transaction image wouldn't want to appear in transaction editor (FS#3057)
  • Fixed bug where mini-graph wouldn't want to update when changing the time frame in preferences (FS#3064)
  • Fixed bug with Average cost calculation (FS#3076)
  • Fixed issue with number conversions in QIF files if they were formatted like (123.45)
  • Forcing a refresh of account balances now forces refresh of security related items
  • Improved handling of situation where a date could be nil
  • Fixed index bug when printing checks (FS#2341)
  • Fixed bug where iBank had trouble updating more than 200 securities
  • Fix bug where migrator would flatten account hierarchy when nested groups were present (FS#2845)
  • Fixed "Advanced" preferences in French localization (FS#3135)
iBank 3.5.2
  • Improved compatibility with Snow Leopard
  • Fixed QIF import bug where an account could be created without a name
  • Fixed bug with reports when used with transfers (FS#2955)
  • Fixed bug with split entries (FS#2991)
  • Hopefully fixed issue when sch. transactions post without a notification (FS#2959)
  • Mini-graph now shows securities in selected portfolio
  • Fixed issue where amount could be nil when dragging categories onto a budget (FS#2554)
  • Fixed issue with dragging & dropping empty income categories onto budget (FS#3053)
  • Fixed budget miscalculations after adding items via drag & drop (FS#3054)
  • Fixed bug where "Return" key saves transaction along with entering selection (FS#2736)
iBank 3.5.1
  • Fixed QFX importing problem that a few users experienced when using built-in browser (FS#2545)
  • Fixed odd QIF import bug that could cause a crash
  • Fixed bug where "through time" graph could be wrong when parent categories were included (FS#2853)
  • Fixed bug where changing a transaction's date wouldn't cause the mini-graph to update when appropriate (FS#2877)
  • If a category and account have the same name, iBank gives preference to the account (FS#1563)
  • Fixed nasty bug where adding a transaction to an investment account would cause the cash balance to appear (FS#2865)
  • Added "repair database" to the AppleScript dictionary
  • Removed the custom (and outdated) user agent string for web kit
  • Added a spoof of Safari 4.0.1 to the user agent string
  • Fixed a double release of an autorelease pool that may have caused some crashes
  • Remove the document from being an observer of the transaction controller when the document is closed
  • Improved OFX support for Wells Fargo and KeyBank
  • Fixed bug where account balance could be off when manually entering a check or modifying the 3rd transaction (FS#2906 & 2917)
  • Preference window appears in the center now
  • Fixed bug with importing Quicken QIF files that had checks as transfers (FS#2908)
  • Improved French localization
  • Fixed issue where "Account Manager" window could be resized to almost 0,0 pixels
  • Can now edit a transaction's currency for non-transfers (FS#246 & 2859)
  • Improved editing multi-currency split transactions (FS#2926)
  • Fixed bug when adding a split when the transaction editor is closed (FS#2879)
  • Fixed bug where amount in transaction editor could appear to change after a Save (FS#2721)
  • Fixed bug where transfers were not cleared after importing from a big QIF (FS#2907)
  • Fixed bug where iBank Mobile sync service wouldn't get started if file didn't have any categories
  • Fixed bug where the mini-graph could show stale data
  • Updated tooltips in the Categories pane
  • Fixed bug where changing the transaction type from Buy to Move Shares wouldn't update account balance sometimes
  • Improved speed of parsing large QIF files
iBank 3.5

Attention: Version 3.5 will automatically upgrade your data file the first time you launch it. Please make a backup copy of your data file before installing iBank 3.5, as your data file will not be usable with previous iBank versions after the upgrade is complete.

  • Sync with iBank Mobile (native iPhone app)
  • Improved launch speed
  • Hidden accounts/categories don't appear in category popups
  • Fixed bug where items wouldn't get pushed down in the source list after creating a new account
  • Can choose to exclude securities from quote updates
  • Much improved searching (faster and fixed bug where it could crash)
  • Fixed a bug where when you add a memorized transaction a duplicate would appear (FS#1721)
  • Exchange rate retained when copy and pasting a transaction (FS#2233)
  • Added support for drag and drop of Neat Receipts scanned PDFs
  • Fixed bug where duplicate transactions wouldn't show in a report (FS#2236)
  • Composite bar in graphs better differentiates between income and expenses (FS#2535)
  • Fixed bug where transfers were not appearing in composite line graphs (FS#2251)
  • Added new preference pane for setting how new statements pull in transactions (FS#2610)
  • Fixed a bug where green checkbox would sometimes not want to show up next to a balanced statement (FS#2608)
  • Fixed bug where wrong transactions could show up in a multi-currency chart (FS#2608)
  • Fixed bug where transfers could sometimes not show up in charts' "through time" graph (FS#2251)
  • Fixed bug where sign on split amounts were restricted by category (FS#1687)
  • Fixed bug where you couldn't enter positive transfers in French version (FS#2506)
  • Updated delete dialog to indicate transfers aren't deleted when deleting an account
  • Hopefully fixed bug where dragging and dropping categories could cause iBank to freeze
  • Fixed check printing setup bug that could cause a crash (FS#2667)
  • Fixed checking printing setup bug where switching from voucher to any other setup would look odd (FS#1905)
  • Fixed bug where MobileMe iPhone web-app sync appeared to have stalled out
  • Transfers now clear/reconcile separately on each side of the transaction (FS#306)
  • Fixed bug where cleared balance wouldn't always update when marking a transaction as cleared (FS#2803)
  • Fixed some memory leaks
  • Improved speed of adding new transactions when user has lots of smart accounts
  • "Toggle cleared" doesn't affect transactions that are reconciled (FS#2640)
  • Can clear the memo of a scheduled transaction (FS#2505)
  • Fixed bug where choosing "Year to Date" for a report wouldn't change the dates (FS#2507)
  • Fixed issue where the QuickLook importer wasn't included in the app bundle
  • Can get quotes for Mutual Funds (from a bug in 3.5b9)
  • Fixed bug where iBank could crash when canceling from the password panel during an upgrade
iBank 3.4.2
  • Fixed bug with Budget widget when dealing with transfers (FS#2576)
  • Fixed bug where adding lots of transactions to the reconcile table in statement view could take a long time
  • Fixed bug where creating a statement would sometimes not update the values of the statement
  • Fixed bug where expanding a split item in the reconcile window could cause iBank to hang (FS#2580)
  • Fixed bug where duplicate items could appear in a report if there were parents and sub-categories (FS#2597)
  • Fixed bug where adding a budget could take a LONG time under certain circumstances (FS#2454)
  • Fixed QIF export bug
  • Fixed bug with smart accounts in the French version (FS#2260)
  • Fixed bug where British English version would not disable checkboxes on reconciled transactions (FS#2587)
  • Fixed bug where welcome screen could crash after creating a new document (FS#2534)
  • Fixed bug with adding a transaction on the reconcile screen using the + button (FS#2588)
  • Fixed bug preventing direct downloading from Fidelity Investments
iBank 3.4.1
  • Fixed bug where iBank could sometimes forget column positions in the account register
  • Fixed bug where running balance could get off when posting scheduled transactions
  • Improved how budgets handle transfers (FS#2497)
  • Changed terminology for cleared vs. reconciled in main window
  • Fixed bug where cleared transactions, but not reconciled transactions would be missing from reconciled table
  • Fixed bug where searching could appear to cause a crash (because it got stuck taking so long)
  • Green checkbox now appears next to a statement if it is balanced
  • Reconciled transactions now appear with disabled checkboxes to indicate their status
  • Fixed bug where "last year" in Budget Monitor would sometimes miss a transaction on 12/31/xx (FS#2365)
  • Fixed bug where an account group's balance wouldn't update if it contained accounts with different currencies
  • Fixed bug with Canadian loans
  • Fixed import bug if certain third-party haxie apps were installed
  • Fixed bug where 401k account wouldn't show as an investment
  • Fixed bug where QIF export could overwrite existing QIF without warning (FS#2284)
  • Fixed bug where Portfolio icon would not display properly (FS#2502)
  • Fixed bug where similar transactions could be left out of charts and reports (FS#2236)
  • Fixed bug where the "Adjust Balance" command could set the account balance to zero (FS#2559)
  • New statements no longer ask for time with start and end dates (FS#309)
  • Updated documentation to reflect changes in "Cleared" vs. "Reconciled" transaction statuses (FS#2522)
  • Updated documentation to reflect improved handling of transfers in budgets
iBank 3.4
  • Fixed bug where Import column couldn't be resized in import window
  • Improved importing large QIF files from Quicken 2007
  • Improved downloading OFX files through iBank's built-in browser
  • Mutual Fund securities now download quotes along with Stocks
  • Securities now download in batches of 50
  • Fixed stock calculation when there were splits for fractional shares
  • Fixed drag and drop bug with accounts
  • Fixed AppleScript "repair database" command
  • Added "Change Category" contextual menu item to import window
  • Fixed bug where Transaction Type import rule wouldn't apply
  • Fixed bug where you couldn't delete a smart portfolio
  • Fixed bug where amounts from an autofill wouldn't work sometimes
  • Fixed bug when deleting all statements, then adding a new one could cause a crash
  • Fixed bug where additional loan payments weren't summed properly
  • Fixed bug where split transfers were overvalued in Budget Monitor
  • Hopefully fixed bug where QIF export could cause a crash
  • Fixed bug where loan payment frequency wouldn't be accounted for correctly
  • Balance sheet reports no longer apply currency conversion (instead, accounts are grouped by currency)
  • Improved OFX parsing for some investment accounts
  • Accounts in smart portfolio setup are now listed alphabetically
  • Transaction types in statement view are now listed alphabetically
  • Fixed bug where sometimes a date with a time of 12:00am would not appear in a statement if the start date was the same date
  • Fixed bug where no category pops up when editing in the reconcile view
  • Fixed bug where if some items in the source list (e.g. Scheduled Transactions) didn't have names, they could choke iBank
  • Fixed bug where "Account" rule for smart import wouldn't work sometimes
  • Fixed bug where a new statement wouldn't want to be selected when the account was in a group
  • Fixed bug where the main window would flash onscreen briefly after canceling password entry
  • Improved selection of categories from popup list in splits area and import window
  • Fixed bug where you couldn't create a sub-category via the main register
  • Fixed bug where contextual menus might indicate the wrong selection
  • Fixed bug where Charts, Budgets, and Forecasts would remain in the source list after removing all their subitems
  • Fixed bug where deleting an account and adding a new one immediately could cause a crash
  • Fixed bug where adding a budget or forecast would result in the wrong item being selected for editing
  • Fixed bug where adding a budget or forecast could sometimes move those items up into the "Account" section
  • Hopefully fixed bug where dragging an account with statements into a group could duplicate the account
  • Hopefully fixed bug where some account names wouldn't show in the category menu in budget setup
  • Fixed "[NSConcreteAttributedString initWithString:] called with nil string argument" warning in Console
  • Fixed bug where deleting a category with subcategories could result in a crash
iBank 3.3.2
  • Fixed bad link when asking to learn more about MobileMe
  • Improved French localization
  • Fixed potential crasher when updating currencies
  • Fixed bug that could occur if you try to add two charts that without names
  • Updated documentation
  • Improved downloading stock quotes
  • Improved online portfolio viewing for iPhone
  • Fixed bug that could occur when you would try to save after a large QIF import
  • Fixed bug with "at risk" column in portfolio when you sold all of your shares
  • Fixed bug in reports where columns could get misaligned
  • Fixed bug that could cause a crash if Indian Rupees was your default currency
  • Other localization improvements
  • Fixed minor bug with QIF date formats
  • Fixed initial sort in reports
  • Fixed bug with budget monitor where sub-categories wouldn't want to draw
  • Improved keyboard entry so popup lists automatically appear and you can use tab to select items
  • Budget Monitor retains sort order
  • Improved check printing of custom checks
  • When syncing for iPhone carriage returns are stripped from category names
  • Fixed bug when downloading quotes and a historical price wouldn't get set
  • Fixed bug with deleting charts
  • Pie charts can now show just income
  • Improved speed of loading portfolio when data file has lots of historical prices
  • Budget Monitor now draws bars for categories with budgeted amounts of zero
  • Categories created in the account register or transaction editor now appear in category menus immediately
  • Fixed bug with default date format in CSV import sheet
  • Fixed bug where iBank wouldn't set up online access correctly if you create the account in a group
iBank 3.3.1
  • Improved downloading quotes in large data sets
  • Improved QIF file importing
  • Improved making scheduled transactions from exisiting transactions
  • Added "At Risk" option for online portfolios
  • Fixed bug where transaction editor could show incorrect values after user cancels
  • Fixed bug where editing the commission in transaction editor could show incorrect total amount
  • Fixed bug where certain statements could cause a choke on launch and show zero account balances
  • Fixed bug where editing a scheduled transaction could insert an extra split item
  • Fixed bug where bonds could get stuck reporting an old value in Net Worth chart
  • Fixed weird account drag and drop bug
  • Fixed rounding bug with running balances in investment accounts
  • Fixed bug where a smart portfolio wouldn't update its % gain/loss correctly
  • Fixed iBank for iPhone bug where transaction dates would change before saving
  • Fixed iBank for iPhone bug where memorized transaction info could not be saved
iBank 3.3

Attention: This update includes an important change to the way investment performance figures are calculated. You may see a change in your investment account balances as a result. Please make sure to read the included notice before installing this version.

  • Added "At Risk" column to portfolio - represents total amount invested without reinvested dividends
  • Improved keyboard entry ('Return' now commits the transaction editor)
  • Fixed iBank for iPhone transaction saving bug
  • Improved country selection in the purchase module
  • Fixed bug with transfers in second page of reports
  • Improved menu item validation
  • Minor improvements to deleting securities
  • Transactions with future dates show up in forecasts
  • Fixed OFX file import decoding bug
  • Improved performance of ROI reports
  • Improved importing of Quicken split transfers
  • Fixed minor bug with adding/deleting accounts in a group
  • Fixed bug with deleting a category where scheduled transactions would retain their link to that category
  • Can no longer select index securities in tables
  • New date formats added to import window
  • Fixed bug where child categories could retain an ill-named parent category
  • Memorized items now correctly applied when importing
  • Fixed bug where memos weren't pasting correctly
  • Fixed bug where deleting a transaction from a statement wouldn't uncheck it
  • Improved OFX setup procedure
  • New alert dialog to save file before importing
  • Improved trial period dialog boxes
  • Statements now offer to automatically remove unreconciled transactions when the difference is zero
iBank 3.2.1
  • Fixed bug where direct downloading wouldn't work for some users
  • Updated iBank for iPhone documentation
iBank 3.2
  • iBank for iPhone web app has improved compatibility with iPhone OS 2.0
  • French support for iBank for iPhone web app
  • Improved selection of securities in the portfolio view
  • Improved javascript handling with built in browser
  • Fixed bug where searching could cause a crash
  • Searching now compares parent category names
  • Fixed bug with copying and pasting split transactions
  • Improved speed when there are many smart accounts
  • Improved MobileMe support
  • Improved copy and pasting
  • Improved French localization
  • Improved importing QIF files with split transfers
  • Improved ROI reports
  • Holding down the Option key while looking at a security causes the historical prices to refresh in the database
iBank 3.1
  • When importing transactions arrow appears to indicate matched transactions
  • Fixed bug with scheduled transactions before a file is saved
  • Minor improvement to capital gains report
  • Improved forecasting
  • Fixed autofill bug with securities and security symbols
  • Changed iPhone sync keyboard shortcut to Command-Option-S
  • Fixed bug where it could be hard to set a category for a dividend transaction
  • Split info correctly appears in report's transactions
  • Fixed crash that could occur if a memorized transaction was missing an amount
  • When creating a loan account starting balance transaction's type is set to withdrawal
  • Fixed bug where category and budget monitor columns wouldn't be preserved between launches
  • Fixed bug where OFX connections from another user account would try to use a nil password
  • Minor improvements to printing transactions
  • Minor localization improvements
  • Fixed bug where one could transfer to the originating account
  • Fixed rounding error in loan calculations
  • Improved importing of OFX files with non US characters
  • Improved saving table columns in the portfolio view
  • Improved loading historical prices when many securities are selected
  • Minor improvements to smart accounts
  • Check numbers properly retained when copying and pasting
  • Improved smart accounts
  • Improved the loading of web pages in the internal browser
  • Improved QIF importing
  • Fixed bug when posting scheduled transactions
iBank 3.0.3
  • Fixed bug with categories list for scheduled transactions
  • Printing checks now pulls addrees book organization name correctly
  • Fixed a cost basis calculation bug
  • Fixed bug that could cause a crash if a security color was set to white
  • Scheduled transactions are checked every hour
  • More improvements to loan calculations
  • More improvements to return on investment calculations
  • Improved getting stock quotes when values are in pence
  • Improved creating smart import rules
  • Improved smart accounts for just fetching categories
  • Improvements to French localization
  • Improvements to the help file
  • Improved "repair database" script function
  • Improved printing custom checks
  • Improved iPhone syncing
  • Improved cash flow reports
  • Improved forecast fetching
iBank 3.0.2
  • Fixed bug where corrupt category colors could cause a crash
  • Improved updating fields in the check printing setup window
  • Improved stability of capital gains reports
  • Fixed pie-graph drawing bug when resizing the window
  • Fixed bug with smart accounts and sub-categories
  • Fixed sorting bug in reports
  • Fixed bug with scheduled transactions trying to make a category called "detailed"
  • Fixed bug where widget wouldn't set the transaction type correctly sometimes
  • Improved Applescript support
  • Fixed bug where a iPhone sync would sometimes enter incorrect check number
  • Improved OFX parsing
  • Fixed bug when making a new chart by pressing command-n
  • Improved importing option trades
  • Improved exporting report data in CSV format
  • Fixed bug creating a smart import rule without a payee
  • Fixed bug with reports and currencies
  • Improved calculating interest for non-monthly payment loans
  • Hopefully fixed crash that could occur when deleting an account
  • Fixed deleting a transaction bug
  • Improved drawing items in the source list
  • Can now correctly change a password with OFX direct connect if the server requires it
  • Improved setting the amount of a transaction
  • Minor improvements to iPhone syncing
  • Improved setting end date of new statements
  • Fixed bug where a deleted report could get stranded
  • Improved reconciling interface
iBank 3.0.1
  • Fixed bug where upgrade code wouldn't be retained if user changed their name or email since v2
  • Improved registration process
  • Improved calculating commissions when importing Quicken QIF files
  • Fixed cost basis calculation bug that could arise under some circumstances
  • Improved parsing QFX files with multiple accounts
  • Fixed bug with scheduled transaction transfers
  • Minor improvements to QIF importing
  • Transfers in charts now show up in reports
  • Improved setup assistant
  • Improved budget monitor display
  • Improved downloading security quotes
  • Hopefully fixed odd saving bug
  • Improved some localization issues
  • Hopefully fixed bug where some categories wouldn't show up in smart import rules
iBank 3.0 (official release)
  • Fixed issue with sometimes not opening last saved file
  • Fixed bug where charts could show duplicate categories
  • Improvements to importing Quicken QIF files
  • Improved importing QFX files
  • Improved OFX parser
  • Fixed bug where scheduled transaction items wouldn't display category after posting
  • Widget plugin is now universal binary
  • Improved smart accounts
  • Improved auto-complete in various places
  • Improved editing split scheduled transactions for loans
  • Imporved ROI and Cap. Gains reports
  • Basic support for British localisation
  • Fixed bug where last update column in portfolio would be blank
  • Fixed several other small bugs
iBank 3.0b13
  • Fixed importing QIF bug
  • iBank does a better job of opening last document
  • Improved importing speed
  • Fixed importing QIF splits bug
  • Hopefully fixed bug that could cause an infinite loop when searching
  • Fixed bug where a memorized item could be inserted with a nil title
  • Fixed autofill complete bug with capitalization
  • Fixed bug where splits view could appear badly
  • New reports get assigned user's default currency
  • Smart import rules now sorted by default
  • Hopefully fixed bug where table columns wouldn't be remembered
  • Fixed bug where accounts wouldn't show up in category list of import window
  • Improved loan calculations
  • Improved OFX support for some banks
  • Fixed bug where ROI reports wouldn't always update
  • Improved date localization in loans
  • Fixed bug where principal amount could be less than zero
  • Selecting an ROI report causes the portfolio mini-graph to be shown
  • Improved editing dates in list view
  • Fixed bug where indices could show up in ROI reports
  • Fixed bug (hopefully) where new categories would sometimes not show up in smart import rules
  • Fixed bug where securities wouldn't want to update
iBank 3.0b12
  • Improved editing splits behavior
  • Improved column resizing with small source list
  • Fixed bug with statements where amounts in splits would have their sign flipped
  • Improved creating new statements
  • Fixed bug when searching for split memos
  • Fixed where searching could cause a crash (hopefully fixed)
  • Improved setting category from contextual menu when a smart account is selected
  • Improved look of some graphs
  • Transaction editor remembers if it is closed or not
  • Improved tabbing through transaction fields
  • Improved localization of dates in loan setup
  • Alert panel now appears when you register iBank
  • Loans now correctly start on first payment date
  • Added more key bindings to the main menu
  • Fixed bug where split items were zeroed out in scheduled transactions sometimes
iBank 3.0b11
  • Fixed bug with payee address field in check printing
  • Fixed deleting budget items bug
  • Improved French localization
  • Can reset alert dialogs in preferences
  • Fixed bug where Scheduled Transactions would fail to load because of a bad value
  • Fixed bug where the same transaction could keep getting downloaded via OFX
  • Improved creating smart import rules
  • Improved stability
  • Improved the QIF export function
  • Tentatively added Money Market and Line of Credit account types
iBank 3.0b10
  • Fixed odd bug introduced in b9 that led to general instability
  • Improved .mac backup: data file is compressed and then uploaded
  • Improved importing transfers from Quicken data
  • Fixed bug with check #s and transfers
  • Fixed bug where currency titles wouldn't update when making a new account
  • Added bi-weekly loan support
  • Portfolio graph is filled if only viewing one stock
  • Fixed image scaling in list view
  • Added category column to investment import window
  • Improved applying exchange rates
  • Fixed adding an account bug when a different account was already selected
  • Fixed bug with uncategorized transactions not showing up in some smart accounts
  • Fixed bug with dragging and dropping a transaction to make a new scheduled transaction
  • Improved showing splits in thumbnail view
  • Portfolio pie graph now shows market value of each stock
  • Can choose to show % gain/loss or stock price in portfolio graph
  • Improved copy and paste
  • Improved drawing background colors
  • Improved iBank on iPhone
iBank 3.0b9
  • Fixed bug with closing a document when certain items were selected
  • Fixed date localization bug in Statements view
  • Fixed bug were payee wouldn't refresh in thumbnail view sometimes
  • Fixed sorting bug when searching
  • Fixed bug with reports when working with all dates
  • Improved searching
  • Fixed bug with resizing row height
  • Fixed drag and drop bug
  • Fixed bug with check printing where memo wouldn't appear
  • Fixed bug with deleting account groups
  • Fixed deleting account bug
  • Improved speed when deleting reports
  • Setting loan amount sets account minimum balance
  • Fixed rounding error bug with investments
  • Portfolio graph draws % for y-axis
  • Fixed stalling issue with password protected data files
  • Hopefully fixed category sorting bug in Smart Import Rules
  • Some thumbnail view table column widths adjust for screen resolution now
  • Add preference to view source list big or small
  • Added menu item to disable an account's online access
  • Minor improvements to check printing
  • Fixed bug where stock quotes wouldn't want to download sometimes
  • Fixed a few other minor bugs
  • Added menu item to show import window
  • Minor improvements to drawing graph axis labels
  • Fixed bug where OFX wouldn't work for some banks (like USAA, for example)
  • Improvements to iBank on iPhone
  • Added delete confirmation dialog
iBank 3.0b8
  • Intial public beta release
  • Fixed minor bug with forecast graphs
  • Improved auto-fill
iBank 3.0b7
  • Support for Citibank OFX
  • Fixed several minor bugs
iBank 3.0b6
  • Many improvements across the board
iBank 3.0b5
  • New category creation always shows a sheet
  • Added ROI report type
  • Added new toolbar items
  • Fixed bug with duplicate categories showing up in many pop-up lists
  • Several other minor improvements



iBank 3.0b4
  • Had to change data model again, b3 files WILL NOT OPEN in b4...sorry
  • Improved drawing images in pie graphs (again)
  • Images written out as PNG files now
  • Improved search for sub-categories
  • Improved categories in contextual menu
  • Impoved combine categories feature
  • Fixed bug where Portfolio wouldn't update if the document was just created
  • Fixed bug where you couldn't set some attributes of scheduled transactions
  • Scheduled transaction editor is suppressed like regular transaction editor
  • Hopefully fixed bug when deleting category items from a report



iBank 3.0b3
  • Improved report reliability
  • Optionally generates Quick Look previews
  • Can specify if you want a report to be included in the Quick Look file
  • Thumbnail view dates should now localized
  • Compatibility with new widgets
  • Improved image refreshing when changing a category
  • Fixed OFX bug
  • Improved thumbnail image caching
  • Can now search for "cleared==0" or "reconciled==YES", for example, to see your reconciled/unreconciled transactions
  • Minor UI changes
  • Had to remove some OFX banks from the list, because they don't actually support OFX, just screen-scraping (which iBank doesn't do)
  • Can drag and drop URLs onto accounts to set their website address
  • Minor tweaks to closing documents, should fix a rare crash and hopefully doesn't introduce anything new!



iBank 3.0b2
  • Data files created with iBank 3.0b1 will NOT OPEN in iBank 3.0b2
  • Fixed bug where OFX setup could display wrong account name
  • Removed Save As... menu item until this functionality can be reliable
  • Hopefully fixed crasher when setting up online transaction downloads
  • Improved OFX downloading
  • Added to the list of OFX banks
  • Can suppress the Edit Transaction alert dialog
  • Holding down the Option key at launch will prevent the last opened document from opening
  • Password protection enabled
  • Minor improvements to undoing a transaction delete



iBank 3.0b1
  • Initial release