Lots of great enhancements in this release. You can drill down for detail with a click, export table data to spreadsheets, and print reports or save them as PDFs. IBank’s reports instantly generate graphs and charts. Assign tax codes to transactions to generate a Tax Summary report (or export data to TurboTax) or view your holdings in the Portfolio Summary or Investment Summary reports. categorize investment transactions retrieve quotes from Yahoo! Finance or foreign exchanges analyze ROI and more.īuilt-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. You can track buys, sells, splits, dividends, options, etc. IBank’s investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. By giving your available cash specific purposes, envelope budgeting lets you assign money to different categories and carry over savings.
IBank’s budgeting tools help you to set saving and spending goals, track expenses, cut debt and build a more secure future.
Attach receipts or any file to transactions reconcile to paper statements search by account track payments or transfers in any currency and manage repeating events with scheduled transactions. Then track each and every transaction: fine-tune them by categorizing, splitting or making custom edits - or let transaction templates do the work for you.
IBank has the tools you need to set up checking accounts, savings, credit cards, mortgages, investments and more. IBank’s optional Direct Access* service makes this even easier by connecting to over 10,000 banks worldwide, automatically delivering the latest transaction data to your Mac.
REVIEW IBANK FOR MAC DOWNLOAD
Next - or if you’re just starting out - download current transactions from your accounts online, at no cost, via direct connection to your bank or by using iBank’s built-in browser to view your accounts and download your data for free.
REVIEW IBANK FOR MAC SOFTWARE
If you’ve used software like Quicken (for Mac or PC), iBank’s set-up assistant will import your old data. The first step in money management is to get all your finances in one place.
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