iFinance 5

Comprehensive, easy to fill in the data, I've paid for the app but not subscribed for online banking so it's very inexpensive for a good personal finance app that also includes shares, it shows the share price and how much your shares are worth and several charts showing the price from a day to five years. You can also split your bills, so you dan have a Woolworths bill, $22 pets $65 Groceries, which is handy. The App works super on my 2024 MacBook Air but I sometimes get a spinning wheel on my 8 year old iMac.

It is really easy to use and allows me to keep my accounts and spending under control and plan ahead. I have been using it for many years now and like how it is improving with every update.

When I go to repeat a transaction, I have to repeatedly force quit the application as it does not respond. (I get the spinning wheel of death). If I have not manually saved my work so far it is just a waste of time as I lose recent completed entries which is so annoying. Would be great for a separate section for entering repeat and scheduled transactions with a calendar view as well.

It would be good to be able to categorise accounts (credit cards, Bank accounts, Loans etc). It would also be useful to be able to schedule income and expenses, against a bank account or credit card, and see a calendar of bills coming up against bank or credit card balances, to ensure funds are available against the nominated account. That would make this a true finance program rather than a slightly dressed-up excel spreasheet. Very disappointing .... I want my money back!

I held off writing this review until I had used the app for about 6 months. First, for places like Australia which don't support automatic export of bank transactions, it is almost the only game in town. Fortunately, with my bank you can export to csv then iFinance has pretty comprehensive and flexible import items. Reporting is comprehensive. It takes a while to customise the categories to your preferences, which is always going to be the case regardless of software. Changing categories of historical transactions is pretty easy, so you can experiment until your categories are working. Budgeting is quite easy, and informative, once yu have a years worth of data. Two potential improvements. It seems that the facility to dynamically apply categories on import doesn't work when importing from csv files (or at least I couldn't get it to work). Second, categories aren't treated as income or expenses - all positive cash flows are treated as 'income' and negative are 'expenses'. this may strictly be true but I would rather a refund from my health fund be treated as an offset to health expenses in reporting, rather than 'income'.

This is a good app in principle but I keep loosing data that I have manually downloaded to accounts. Really annoying after you have spent time categorising spending to find it all missing next time you open the program. Have sent a message to the tech support but no reply. Based on the problems I am having this program is not worth spending money on.

I've had the apps on my iMac and iPhone for several years and am delighted. I've not subscribed to online banking. It's a comprehensive personal finance app that includes share prices. Syncing by iCloud is different, but it works. You close on one device, and when you open the app on the next device, you’re asked which version to use.

I wanted to move away and tried lots of the other options but keep coming back to iFinance. The interface is so much better compared to the others. Some frustrating bugs that don't seem to get fixed no mater how many times I raise a support query. I always add transactions manually so have never cared about no automatic download options

Fix the date thing so its easier to see and select 'TODAYS" date. someone people input cost as forcasting or a payment date changed. make the calander date thing with 'today' and make it easier to see which date is selected. thanks. -aug 2022

Stopped working for iOS17