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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)
– 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
Improvements and bug fixes.
Ratings and Reviews
Good, But With A Few Caveats
I like it so far, however, a few parts seem confusing to me. For example, figuring out how to set up an annual budget is easy, but it doesn't seem as easy to set up an overall monthly budget with categories. I can't find a way to do this. Instead, it seems I have to make a "custom budget" for each individual category, but then when I move to the next month, I can't change the amount to budget for that category without it going back and changing the previous budget's amount as well. This is quite frustrating because this is something I can do EASILY using other budgeting software, like Mint. Things don't cost the same amount every single month. I should be able to budget $100 for groceries in July and then $200 in August. I should also be able to easily make an overall monthly budget. These are HUGE oversights in my eyes.
I really like this…
Have been using the iOS and Mac versions of this app for about a year now for tracking my expenditures across my 2 credit cards and checking account. My needs are fairly simple and straightforward, and this app has met my expectations nicely. What I like: support for import file formats (both on my Mac and on my iPad), iCloud syncing between my devices, automatic classification expenses into categories, and tracking of mutual fund performance. iFinance has capabilities that I’m not using, and I find its interface to be a bit complex. However, this really meets my needs nicely. Highly recommended.
Fantastic Finance App
The Synium team has done an outstanding job with this app! With iFinance 5 you have a solid alternative to some of the other finance apps!
I'm not using the online account connections but for direct entry iFinance 5 works flawlessly and has an easy to use and great looking interface. This app has so many great features to help manage personal finances - it's a pleasure to work in and explore this app. The Analyses/Reporting section takes some getting used to but with right Account / Category setup it's extremely powerful with the built-in flexibility to customize. A key point for me was the iCloud sync, which others don't offer. 5 stars!
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
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
- Synium Software GmbH
- 41 MB
- Requires iOS 14.1 or later.
- Requires iPadOS 14.1 or later.
- iPod touch
- Requires iOS 14.1 or later.
- Requires macOS 10.15 or later.
English, Czech, French, German, Italian, Polish, Portuguese, Russian, Spanish
- Age Rating
- © 2022 Synium Software GmbH
- In-App Purchases
- Online Services Plus (monthly) $6.99
- Online Services (monthly) $5.99
- Online Services (annual) $49.99
- Online Services Plus (annual) $69.99