United StatesiFinance 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 and Canada (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
A failing app and support
I have been an iFinance user since version 3; 7 years. I had very few problems with any version through version 4. However, since upgrading to iFinance 5 on both my Macintosh and iPhone, the capabilities of both apps have progressively deteriorated. Late in 2022 the Macintosh app lost its ability to calculate the value of stocks using the shares owned and the market prices. Contact with Synium received "We cannot duplicate that issue" and there it ended. This year the iPhone app also lost its ability to calculate the value of stocks. Now the Macintosh app has lost its ability to correctly add the total value of assets which have been designated in the app to be included. This time contact with Synium received; "There some customers who experienced this while using a VPN or firewall that block server connections. We just got a few cases where the customer seems to not use any of those and still got this issue but we were never able to recreate it. However, we will try to improve this with one of the next updates." Updates to both came in today (6Mar24), but these still issues persist. I tried removing and downloading the apps to no avail. In fact I get the same problems if I enter stock data in their "Demo" sample app.
United StatesImprovement Suggestion
I really like using the current version of iFinance,. However, I do have one suggestion. An improvement would be to show each entry in a sequential order. By that I mean -- to have each entry appear at the top of the list when it is entered. Thanks. dp
United StatesVery good app, Outstanding support
For some time now, I've used Quicken for Mac to track our finances. Quicken is incredibly detailed but is incredibly slow and spotting synching with various financial institutions. It rarely sync'd to my iPad and iPhone, so I was looking for an alternative. I use several of Synium's other apps. They are consistently very good. The biggest hurdle for me is rethinking everything and unlearning Quicken for Mac. iFinance 5's help documentation is good, but seems to be lacking in some areas, mostly because it functions differently than Quicken. However, their customer support is outstanding. They are responsive, patient, and willing to do whatever it takes to assist. They are kind when pointing out the documentation has the answers. Quicken requires a subscription for the app but not to download and synchronize transactions. iFinance is a one-time purchase. If you only have a couple of accounts to sync, you can use the free version of Plaid. If not, like me, there is an annual subscripton for unlimited accounts. Plaid/iFinance synchronization is fantastic. They both work on all my Apple devices. No matter if where I am or what device, all my data syncs and is readily availabe. Just as in Quicken, not all institutions or accounts sync with Plaid, so you create offline accounts for those. Migration from Quicken for Mac is, unfortunately, not available. However, you can import .csv transaction files, but not Categories and Contacts. But you can create these on the fly. Now that I've learned how to use Tags, Categories, and Contacts (Payee/Payer), along with transaction Purpose, Transfer Posting with Merging, Reporting using both Categories and/or Tags, I have found that iFinance 5 is very powerful. I can use it to track my IRA and personally held stocks, which are updated everytime I open the app. No, iFinance does not export to a file to be uploaded to various tax reporting software, but I can be creative and create the means to track income and expenses for IRS reporting. So, syncing quickly and easily across all devices and spport are the deciding factors for me. I'll be canceling my subscription to Quicken for Mac. Thank you Synium!
United StatesDifficult to Use
I found this program to be user unfriendly. I could not get correct balances, statements, or reconciliations. I wrote the company, deleted the accounts. And then tried to load my accounts once more with no success. I have cancelled this program altogether. Truly not worth my time or money. Hoping Intuit brings Quickbooks to imac. Much easier to use.
United StatesPrior Version Was better
The prior verision had a well designed reconciliation feature. It doesn't exist in this version.
United StatesInterface & Manual are awful
After wasting 3 hours getting nowhere & no in-sreen explanations of Plaid & how it works, I gave up & renewed my Quicken membership. Bloody awful software. Sorry for the brutal honesty.
United StatesStill essential
I use credit cards to keep my credit score up, but always pay them off monthly. I also track various store credit accounts and savings accounts. I’ve used iFinance since version 4 to balance my finances every week, and it’s still essential at the start of 2024. I don’t use the IAP of online connections to banks, that way every transaction I enter is one I recognize. When a transaction hasn’t been paid off, I can flag it so it stands out later. Recurring transactions like savings deposits are easy to set up automatically. When I pay a credit card from my debit account, it’s as easy as selecting last month’s payment and duplicating it for today, then changing the amount. The transactions have a line for a check number, but I don’t use checks, so I copy & paste transaction confirmation codes from the bank there. It’s easier than keeping the emails in case there is any question if I made a payment later. Developers- adding additional, customizable info lines would be helpful. Other positives are how I can add images to bank accounts, allowing me to see at a glance what card is what account. Again, devs, adding a custom line I can see in the main window would help, since I have one card that I only use on automotive stuff, and another that’s just for medical bills. I’d like to see that info readily. The best part of this app, which I didn’t find in others, is nesting. I can have one folder containing savings accounts, all individual but totaled together. In another folder, I can have a sub folder of debit accounts, with a second folder of credit card accounts. That way, I get a subtotal of liquid cash and a subtotal of outstanding debt, with the top-level folder showing the combined value of the two, positive or negative. This is also how I budget, since I add an additional folder for future recurring transactions I know will come out of the budget, like the monthly Apple One subscription. It stays in the Upcoming folder until it’s active under the actual charge account. This iFinance 5 app is essential for my personal needs.
United States
Improvements and bug fixes.
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Price
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