iFinance helps you keep track of your income and spending in the most convenient and fastest way. iFinance's convenient evaluations and charts provide an at-a-glance overview of your income streams and expenditures so that optimizing your finances becomes a breeze. The app's automatic category assignment, tags, budgets, and analytics tools help turn your account history into much more than just a list of bare numbers.
Want to find out how your assets are performing? Or why you keep maxing out your bank account each month, leaving you to wonder where your salary actually goes? Is it current expenses such as rent, insurance, food or loans? iFinance has all the answers. It can analyze your finances and helps you identify your biggest spending items and any categories with saving potential.
iFinance 5 – Highlights:
– Retrieve your account transactions – now available for banks in the US, Canada, and several European countries (requires a paid subscription)
– Encrypted database
– Password protection
– Categories (including automatic assignment)
– Contacts (including contacts' bank details)
– Analyze expenses, income, losses, and profits
– Charts (2D & 3D)
– Reports
– Budgets
– iCloud and WiFi sync
– Reconcile transactions
– Handle different currencies in one database
– VoiceOver support
– Supported file import formats: CSV, OFX, QIF, MT940
– Multiple databases
– Retrieve stock prices
– Add file attachments to specific transactions
Charts, Reports, Budgets, and Budgets Analysis
iFinance offers a broad range of easy-to-customize charts and reports. Review your financial goals using the app's actionable budgets. How much money is there left for you to spend today or this month without stretching your budget? How much more do you need to earn in order to hit your monthly income target?
Comprehensive Search Options
Want to look up how much you paid for your TV four years ago, and find the corresponding invoice? If this type of task requires you to get up and browse through folders or boxes full of paperwork, you'll love iFinance's integrated search tool. Want to confirm whether the standing order for your rent payment was executed two months ago? Use iFinance 5 to find out in the bat of an eye!
App Bundle for Mac, iPhone, and iPad
iFinance 5 is available for Mac, iPad, and iPhone. When you buy the Mac version, you automatically get the iOS and iPadOS versions with your purchase – and vice versa. Please note: iFinance 5 is no longer available for Apple Watch.
NEW IN IFINANCE 5
• Completely redesigned user interface now supporting dark mode
• Account retrieval now also available for banks in the US and Canada (requires a paid subscription)
• Annual budgets for year-round financial planning
• Improved stock and portfolio management
• Specify a custom storage location for databases and backups
• Improved iCloud sync
• You can now create rules for category assignment
Terms of Use: https://syniumsoftware.com/terms
The best accounting program for Apple Products. Has very good Budget and Analysis information and very flexible to manipulate. The only problem the I have had is with its transfering of data among iPad, iPhone and Mac. The Mac versioni is very forgiiving at data handling but the other two require that you be very precise on what you enter or the data does not get transferred to the other apps.
Bad connection
Marode
The app is super when we get connected to your bank… plaid is not trustable… we never know if we will have connection… it’s so sorry.
Hardly worth it
PuritySyrup
The software itself is unreliable on an ongoing basis. The software is also unreliable as part as imported data is concerned. I had imported several years worth of data and categorized it. iFInance scrambled it. Finally, its connection to Plaid to bank accounts is even more unreliable. I understand that Mint must have been a money-loser, and it was shut down for that reason, but while it worked, Mint was head and shoulders above this software.
Poorly conceived, poorly implemented
PuritySyrup
I used to have good will for the publisher of iFinance. They filtered it ALL away with this app. The trial version isn't. To see if this app will connect with your accounts, you have to buy it. Spoiler: It didn't. But wait! You also have to pay for a subscription to keep the data coming. You do get a free trial week AFTER you have paid for the app, but subsequently, you get dinged on a monthly or annual basis to keep your bank accounts up to date. Even if this app were not a huge cheat, it's not reliable. As others have noted, it keeps switching accounts to be based in Euros. If you manage to connect with an account, dont assume that iFinance will fetch your data reliably. Synium have published some decent software, but this one is a dog. Stay away.
Improvements and bug fixes.
Version 5.5.8
The developer, Synium Software GmbH, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Contact Info
User Content
Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
