iFinance 5 4+

Personal Finance Management

Synium Software GmbH

    • 4.0 • 120 Ratings
    • £39.99
    • Offers In-App Purchases

Description

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 5.1.11

Improvements and bug fixes.

Ratings and Reviews

4.0 out of 5
120 Ratings

120 Ratings

Orgumpty ,

iFinance 4 was easier

I had no choice to upgrade to iFinance 5 after my 4 became damaged. I had already decided I did not want 5 after reading other reviews and had intended to re-download 4. This was not possible so I had to buy 5. It is not a simple to use. I don't mind the new layouts. I like some of the improvements like being able to clearly see payee and category for the transactions. However, I get fed up of having to type in information that I have already added, e.g. name of new payee/purpose which just seem to disappear when you click off them. Don't bother upgrading if iFinance 4 still works for you. Synium, please sort these niggles that are incredibly frustrating.

Tige2021 ,

FANTASTIC APP (2024) - Ignore the old reviews!

This app is BEAUTIFULLY designed. Set up your accounts (choose from a range including online ‘connected’, offline etc) for each bank, credit card, loans owed by friends etc. Then you can screenshot the bank logos or friends pictures and add colours to each account to make it look incredible! ALL of my accounts fit on a single page, without needing to scroll a pile of ugly, boring, oversized icons, as with many apps. Then I had to add 25 almost-identical transactions (unpaid amounts) and the app let’s me easily duplicate them and just change the dates. You can also have multiple databases (ie. Personal, Project, Work etc). A LOT of thought has gone into this app by the designers. Sadly, there’s no multi-user access or activity logs yet, which I’d have liked, but for simple personal finance with connected accounts and 5-star design, THIS is the best on the App Store.

RCRich01 ,

Review

Although the new layout looks more up to date, I find that the user interface is not as good. There is too much information on the screen.
When entering the transaction amount, the program doesn't allow you click or tab out to next field. You constantly keep over writing this field with data from next field.
Disappointed that the account reconcillation function has been removed. The previous version had an over complicated function which didn't work.
Would have liked to see an option to rename the flags so instead of just named by colour, you could give them more meaningfull names.

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 based on, for example, the features you use or your age. Learn More

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