iFinance is an efficient tool for tracking and managing your income and expenses. It provides convenient evaluations and charts that offer a quick overview of your financials, making it easy to optimize your finances. With automatic category assignment, tags, budgets, and analytics tools, iFinance goes beyond mere numbers and turns your account history into valuable insights.
If you want to understand how your assets are performing or figure out where your salary is going each month, iFinance has the answers. It offers in-depth financial analysis to help identify your biggest spending items and areas where you can save.
Highlighted features of iFinance 5 include bank account transaction retrieval (available for US and Canada with a paid subscription), encrypted database, password protection, categorized transactions with automatic assignment, contacts inclusion with bank details, comprehensive expense and income analysis with customizable charts and reports, budgeting capabilities, iCloud and WiFi sync, multiple currencies support, compatibility with popular file import formats like CSV, OFX, QIF, MT940, stock price retrieval, attachment option for transactions, and VoiceOver support.
When using iFinance, you can easily customize charts and reports to review your financial goals. Its actionable budgets provide a clear view of your available spending amount without exceeding your budget. Additionally, you can track the required income to meet your monthly targets.
iFinance also offers a powerful search tool for effortlessly locating past transactions or invoices. No more digging through piles of paperwork; everything is at your fingertips.
iFinance 5 is available across Mac, iPad, and iPhone. Purchasing the Mac version gives you access to the iOS and iPadOS versions at no extra cost. Please note that support for Apple Watch is no longer available.
New features in iFinance 5 include a completely redesigned user interface with dark mode support, extended account retrieval for US and Canadian banks (paid subscription required), annual budgets for year-round financial planning, improved stock and portfolio management, customizable storage location for databases and backups, enhanced iCloud sync, and the ability to create category assignment rules.
Read iFinance's Terms of Use here.
Overview
iFinance 5 is a Commercial software in the category Business developed by Synium Software GmbH.
The latest version of iFinance 5 is iFinance 5.0.15, released on 01/26/2024. It was initially added to our database on 01/26/2024.
iFinance 5 runs on the following operating systems: iOS.
Users of iFinance 5 gave it a rating of 5 out of 5 stars.
Pros
- Comprehensive financial tracking capabilities, allowing users to track income, expenses, investments, and assets.
- Syncs across multiple devices using iCloud, enabling easy access to financial data from anywhere.
- Provides detailed reports and charts for better visualization of financial status and trends.
- Offers built-in budgeting tools to help users set and achieve financial goals.
- Supports multiple currencies for international users.
- Secure data encryption to protect sensitive financial information.
Cons
- Only available for Apple devices, limiting accessibility for Windows and Android users.
- Priced higher compared to some other personal finance software options.
- Can be overwhelming for beginners due to the extensive features and capabilities.
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