I do, however, recognize the convenience of having transactions automatically downloaded. I personally believe that the act of manually inputting your transactions each weak or so reinforces your spending awareness and helps in the budgeting process. There are different schools of thought on this subject. It then allowed me to choose to enable transaction downloading from my bank. Since I will be inputting and importing transactions for purposes of the review, for my beginning balance I put what my bank balance was about 20 or transactions ago (if you don’t want to import all the transactions since your account’s inception, you may want to do the same). If your balance goes below that point, you will get warned.
Balance that allows you to put a minimum balance for the account. After reading it, I basically followed the same steps, so what you read here is simply my experience with the process they laid out for me.Īfter clicking on the Account icon at the top left, you’re presented with a basic screen to input your account details such as name, beginning balance, account type, etc. The Quick Start Guide does a good job of walking you through the basics of getting started. The bottom left houses a graphical representation of your expenses and the bottom right is where you enter your bank transactions manually. The middle section is the transaction window where you can see your transaction in either list, coverflow, or thumbnail view. The left panel houses your bank accounts that you put into iBank as well as ways to “manage” your finances.
You’ll also see other tools such as Budget Monitor, Calculator and a couple others that I’ll go over later. At the top you’ll see your options for adding bank accounts, charts, budgets, and more. Main iBank WindowĪs you can see, the main iBank window is clean and will feel very familiar to those used to using a Mac. Double clicking the new document icon opens the iBank application. I then chose, ‘New Document’ and saved a new iBank document to my desktop (you will likely want it somewhere more permanent if you intend on continuosly using it. It’s an easy read and I highly suggest you check it out if this is your first time booting iBank up.
I was a bit hesitant at first about reading 18 pages, but found that it uses large text and plenty of large pictures. I found the quick start guide to be simple and easy to follow – just what a newbie will need.
#Ibank software for mac download
All you do is download the file and drag the application into your applications folder. Downloading & Installing iBankĭownloading and installing iBank was a piece of cake. I’m excited to put many of them to the test. Some look like eye candy, but others look as though there has been some good thought put into designing the app. If you click on ‘Full Feature List’ at the middle of the page, you can access a complete list of all the features that iBank has to offer. Here’s a screenshot (click to enlarge):Īs you can see, there’s quite the list. When you first visit the website you’re introduced to some of the new features (or at least the ones that iBank is most proud of). I’ll have a revised review of the newest version up as soon as possible. There is a newer version (4.2.5) now available.
#Ibank software for mac mac
Brought to us by IGG Software, iBank is a shiny personal finance application built for the Mac that claims to be “the Quicken Killer.” While I’m not sure if iBank poses the certain death of Quicken just yet, the idea is intriguing.ĭoes iBank have what it takes to send Quicken whimpering back to Intuit? Or is it just another Mac-based financial app that looks pretty but that doesn’t quite get the job done? And how does iBank match up to other budgeting solutions available? In this review, I hope to find out.
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