With this financial management app, you can track income and expenses, create budgets, and analyze your financial data through charts and reports. Includes automatic category assignment, transaction reconciliation, multi-currency support, and data import options.
AppRecs review analysis
AppRecs rating 4.0. Trustworthiness 0 out of 100. Review manipulation risk 0 out of 100. Based on a review sample analyzed.
★★★★☆
4.0
AppRecs Rating
Ratings breakdown
5 star
69%
4 star
14%
3 star
7%
2 star
2%
1 star
7%
What to know
✓
High user satisfaction
83% of sampled ratings are 4+ stars (4.4★ average)
✓
Detailed user feedback
42% of sampled reviews provide substantial detail
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Pricing complaints
Many low ratings mention paywalls or pricing
About iFinance 5
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
iFinance 5 Screenshots
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Reviews for iFinance 5
phat_nos_rat
Confusing.....still
When I have repeating entries (like a credit card). I like to add/split the transactions. It gets annoyying answering every click "do this to all transactions?". Also, the database isn't uploading smoothly from phone to macbook. I click, "keep new version" and it loads an older one???? It may be something I'm doing wrong but dang it......how am I supposed to know?
GaroMac
A true downgrade
I’ve been using iFinance for maybe 10 years or so and over a few upgrades. None were perfect but about the only decent register for a Mac. I usually don’t buy upgrades when I’m satisfied with what I have but this time I decided to give it a spin. Boy was that a mistake. Version 5.5 is about as confusing and non-functional as they get. Not sure what country these developers are in or if the even know anything about finances. When you enter a payment you’d think it would be the “title” for the transaction but you’d be wrong. The title is now entered into the “Purpose” field which most people would think that would be a comment on what the transaction is for. Syncing between an iPhone and the laptop is impossible for me. The migrating notice displays and never ever does anything after an hour. Want to reconcile your account? You can forget that too. There is no place to enter your banks beginning and ending balance. How do you reconcile without that little piece of information. Glad some of you had good luck but for me this one is going in the trash and going back to version 4. A true waste of $20
