![]() WiFi Sync allows multiple users to manage the same database. ![]() Once you establish a WiFi connection, Sync takes all new entries that you made on your Mac at the office or on your iPhone while you were on-the-go and merges them into a single, up-to-date version. Keep iFinance up-to-date on all your devices using iCloud or the enhanced WiFi-Sync feature. Please check out our free demo version if you are unsure about your bank’s online features. Please note that not all banks support OFX direct-connect. Import your data by using one of these formats or retrieve your bank account transactions via OFX direct-connect. It supports several different banking file formats, such as CSV, QIF, OFX, and mt940. How much money can you spend today if you want to stay within your budget? How much more income is needed to achieve your monthly goal? The convenient budget feature helps you review your financial goals. Have it analyze your finances and the available charts and reports will show you instantly what your biggest spending items are and where there's potential for savings. iFinance lets you know how your assets perform. ![]() Clearly arranged transaction lists of all your financial resources from your debit account to your credit card and cash show you exactly what you spend your money on - the first and most crucial step in getting your finances on-track. Also, the program’s auto-type feature, where you tab to a field, start typing, and a list of categories appears and filters down to fewer choices the more you type, requires you to stop typing for over a second before the list appears and then disappears again if you continue typing.IFinance allows you to keep track of your income and spending - from your lunchbreak coffee to your new car - in the most convenient and fastest way. Quicken ( ), which let you tab to the categories field and start typing, iFinance requires too much effort. While it is possible to tab through some fields and enter information from the keyboard, in order to select categories from the keyboard you’ll either have to change a system-wide Keyboard preference or press command-shift-C to open the menu. Irreconcilable differencesĮntering or editing your banking transactions in iFinance is, unfortunately, a process that requires you to constantly move your fingers from the keyboard to your mouse and back again. The program had no problem importing my banking data, but as I began to edit the imported data the program’s beautiful veneer began to lose some of its sheen. To test how well iFinance handled my banking data, I exported account information from three of my bank accounts and imported it into iFinance. If you own stock, iFinance automatically updates stock prices and when a stock is selected in the left-hand window, displays the current price, and purchase and present portfolio values in a status window in the program’s toolbar. Adding new accounts is easy and you can also organize your stocks, bank accounts, and graphs by putting them into folders. Selecting any item in the left-hand pane displays detailed information or transactions associated with the account, stock, budget, or graph you’ve selected in the windows in one of the windows on the right side. The left-hand pane contains a list of all your bank accounts, stocks, budgets, and “diagrams” (graphs). As a result, iFinance has taken on a multi-paned interface familiar to anyone who has used iTunes. Unfortunately, it lacks some very basic and necessary features, making it a questionable choice over other, more full-featured applications.Īccording to Synium Software, iFinance 3 has been totally redesigned and built to take advantage of many of OS X’s latest features. IFinance 3.0.9 is a beautifully designed personal finance application that helps you budget your money and manage stocks, income, and expenses.
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