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iFinance 5 4+
Personal Finance Management
Synium Software GmbH
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- $29.99
- Offers In-App Purchases
Screenshots
Description
For a limited time only – 50% launch discount!
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 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
What’s New
Version 5.2.7
Improvements and bug fixes.
Ratings and Reviews
Great App
I held off writing this review until I had used the app for about 6 months.
First, for places like Australia which don't support automatic export of bank transactions, it is almost the only game in town. Fortunately, with my bank you can export to csv then iFinance has pretty comprehensive and flexible import items.
Reporting is comprehensive.
It takes a while to customise the categories to your preferences, which is always going to be the case regardless of software. Changing categories of historical transactions is pretty easy, so you can experiment until your categories are working.
Budgeting is quite easy, and informative, once yu have a years worth of data.
Two potential improvements. It seems that the facility to dynamically apply categories on import doesn't work when importing from csv files (or at least I couldn't get it to work). Second, categories aren't treated as income or expenses - all positive cash flows are treated as 'income' and negative are 'expenses'. this may strictly be true but I would rather a refund from my health fund be treated as an offset to health expenses in reporting, rather than 'income'.
A truly Great App with an abundance of must have features
I highly recommend this app. to anyone running a household budget/small business etc. In my opinion iFinance 5 is the best personal finance app. on the market and I have been using it for many years since its inception. Everything about this app. is to like and appreciate. The iCloud syncing across all of your devices in real time is invaluable and a welcome feature when on the move. The developer is constantly looking to enhance a truly great product. Thank You! ...
Quite a change
Have to get used to the new method of reconcilling bank statements in the MAC here in Australia.
The zoom function is dissappointing in that it does not enlarge the text.
The database manager is cumbersome, and the 'open' word is very small. New entries with a very small ' ' on the top and the split also so small. Would be good if it is bold and larger or if the zoom actually worked. I was so used to having it clearly at the bottom in version 4.
Its a shame that the software was changed so much.
App Privacy
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
Information
- Seller
- Synium Software GmbH
- Size
- 43 MB
- Category
- Finance
- Compatibility
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- iPhone
- Requires iOS 15.6 or later.
- iPad
- Requires iPadOS 15.6 or later.
- iPod touch
- Requires iOS 15.6 or later.
- Mac
- Requires macOS 10.15 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
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English, Czech, Dutch, French, German, Italian, Polish, Portuguese, Russian, Spanish
- Age Rating
- 4+
- Copyright
- © 2024 Synium Software GmbH
- Price
- $29.99
- In-App Purchases
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- Online Services Plus (monthly) $9.99
- Online Services Plus (annual) $101.99
- Online Services (annual) $84.99
- Online Services (monthly) $7.49