iFinance 5

Personal Finance Management

Published by: Synium Software

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
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In-Apps

Online Services (annual)
$59.99
Online Services (monthly)
$6.99
Online Services Plus (monthly)
$9.99
Online Services Plus (annual)
$89.99

Screenshots

iFinance 5 FAQ

  • Is iFinance 5 free?

    Yes, iFinance 5 is free to download, however it contains in-app purchases or subscription offerings.

  • Is iFinance 5 legit?

    🤔 The iFinance 5 app's quality is mixed. Some users are satisfied, while others report issues. Consider reading individual reviews for more context.

    Thanks for the vote

  • How much does iFinance 5 cost?

    iFinance 5 has several in-app purchases/subscriptions, the average in-app price is $41.74.

  • What is iFinance 5 revenue?

    To get estimated revenue of iFinance 5 app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating

4.53 out of 5

40 ratings in Canada

5 star
28
4 star
8
3 star
2
2 star
1
1 star
1
Ratings History

iFinance 5 Reviews

Après 6 mois d'utilisation...!

Pagou60 on

Canada

Enfin une vraie base de donnée multilingue abordable et multi-plateformes... fiable... ! Une page calendrier rendrait l'application encore plus conviviale... ! Une option calcul de versement hypothécaire compléterait admirablement l'application...

Fully loaded and if only...

M IFFED on

Canada

I've used iFinance for years. Although I do not use all the features available-I know I should, it allows me to know where expenditures go and allows me to track costs of various projects as well. While adding data into the the program it would be nice to erase some typos in businesses that are used for a recognizd entry. The key to make a new expenditure entry could be made more readibly accessible. Those are minor but friendly additions. The graphing component is excellent for my use. Overall, I highly recommend the program.

faille irréparable...

clapaq on

Canada

Après 11 ans d'entière satisfaction, je viens de vivre une faille tout à fait lamentable avec la perte de mes données depuis le début de l'année (de janvier à juin 2024). On ne peut rien faire et on se perd en conjectures. Dommage car, sinon, cette application était tout à fait adéquate.

Muy buena aplicación

CocoWiGi on

Canada

Presenta un error. A veces el resultado del total de las cuentas las da incorrecto, pero cuando lo sincronizas o te sales y te vuelves a meter, se corrije. A veces no sincroniza o tarda en sincronizar. Por lo demás, excelente aplicación.

Hardly worth it

PuritySyrup on

Canada

The software itself is unreliable on an ongoing basis. The software is also unreliable as part as imported data is concerned. I had imported several years worth of data and categorized it. iFInance scrambled it. Finally, its connection to Plaid to bank accounts is even more unreliable. I understand that Mint must have been a money-loser, and it was shut down for that reason, but while it worked, Mint was head and shoulders above this software.

Good app, but synchronization bug

Michael Chernov on

Canada

I have used this app for a long time, I like the options which include - design, online currency and stock updating, folder and budget system. But after turning on synchronization between Mac and iPhone it becomes a nightmare. I lost my files after 4 years of running a budget, an app created a backup and copies every time when I tried to open a file, in one hour it created tens of the same files, each with the same name. I reinstalled the app and it didn't help. Will see. If this thing will be not fixed I will look for a new app or turn off the synchronization and use only on one device. In general good stuff.

Huge Improvements

Debunker13 on

Canada

I’ve been using since the advent of iFinance 3. A great product that continues to evolve. One request would be to have ability to sync the local database with a spouse or significant other, preferably using iCloud. Software is sometimes temperamental, but the app support is there. A German company, with a solid app. Now if only all (not most) Canadian FI synced with Plaid (looking at you EQ bank).

Great product - has potential

Ashley Silver on

Canada

I love the features and search facilities and the way to track accounts available in iFinance. I would like to see more powerful import, export capabilities which can parse fields exported by banks. I would like to see more powerful reporting capabilities which are optionally advanced. Cross account transfers need to be better supported to identify and link transactions between accounts so that they are neither expenses nor income. Being able to import data and identify two accounts which are in fact the same account, and might contain duplicates and need to be combined into one of them would be helpful I have other suggestions too

Very Good Accounting Program

Will keep using on

Canada

The best accounting program for Apple Products. Has very good Budget and Analysis information and very flexible to manipulate. The only problem the I have had is with its transfering of data among iPad, iPhone and Mac. The Mac versioni is very forgiiving at data handling but the other two require that you be very precise on what you enter or the data does not get transferred to the other apps.

Good application

Cringy pomidor on

Canada

It's nice and easy to use. I don't care about bank connections and similar functions. It's perfectly sufficient for tracking expenses and estimating net value.

Store Rankings

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Category Rankings
Chart
Category
Rank
Top Paid
6
Top Paid
10
Top Paid
10
Top Paid
33
Top Grossing
37

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App Info

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