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)
£50.99
Online Services Plus (monthly)
£5.99
Online Services Plus (annual)
£60.99
Online Services (monthly)
£4.99

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 £30.74.

  • 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

4.23 out of 5

56 ratings in United Kingdom

5 star
34
4 star
13
3 star
2
2 star
2
1 star
5
Ratings History

iFinance 5 Reviews

Superb App (2025)

Aurora one on

United Kingdom

Using this app (iOS) also the Mac app, both are excellent. I love how you can use the app ‘stand alone’ but have the option to connect bank accounts online if you desire. IFinance is definitely helping get my financial house in order.

Latest update does not sink on IOS (iPhone) have tried to delete and reinstall still not sinking 😂

PDC Uk on

United Kingdom

Tried 8 days ago to update without any luck, have been in touch with Apple without any success as it’s the 3rd party software that needs to repair and reinstall a newer update but has not happened. I advise just use Apple MacOS

Databases not synced

Rafkat on

United Kingdom

Databases not synced across devices (iOS, iPadOS and macOS). Reinstalling not helping.

FANTASTIC APP (2024) - Ignore the old reviews!

Tige2021 on

United Kingdom

This app is BEAUTIFULLY designed. Set up your accounts (choose from a range including online ‘connected’, offline etc) for each bank, credit card, loans owed by friends etc. Then you can screenshot the bank logos or friends pictures and add colours to each account to make it look incredible! ALL of my accounts fit on a single page, without needing to scroll a pile of ugly, boring, oversized icons, as with many apps. Then I had to add 25 almost-identical transactions (unpaid amounts) and the app let’s me easily duplicate them and just change the dates. You can also have multiple databases (ie. Personal, Project, Work etc). A LOT of thought has gone into this app by the designers. Sadly, there’s no multi-user access or activity logs yet, which I’d have liked, but for simple personal finance with connected accounts and 5-star design, THIS is the best on the App Store.

Open banking

David_1415 on

United Kingdom

It was a big disappointment to discover that this app doesn’t support open banking in the UK, with automatic transaction downloads. There are free alternatives available, albeit without all the tools that iFinance provides. It could be a very useful app if it caught up with the market and offered open banking capabilities.

Backward step

Baydale on

United Kingdom

The purchase of version 5 has been a backward step for me and so will continue with version 4 until I see some improvement.

Nice but

reinkefamily on

United Kingdom

Not as good as its predecessor - the shortcomings of the previous version have surely been taken into account and Synium have tried to improve them. However, sync process creates discrepancies and the interface is just not as good as the iFinance 4 version.

Habe mal sehr gern mit iFinance gearbeitet

Hoehni on

Germany

Ich verstehe, dass man mit seiner Arbeit Geld verdienen muss. Leider verschwinden immer mehr Banken aus der Bezahlversion von iFinance5 oder lassen sich nur noch umständlich nutzen. Als Privatperson werde ich sicherlich kein Modell nutzen, bei dem ich eine regelmäßige Zusatzgebühr bezahlen muss. Dann schaue ich lieber in die einzelnen Apps der Banken. Sogar die Sparkasse bietet ihren Kunden mittlerweile die Möglichkeit, diverse andere Banken abzurufen. Auch Finanzblick ist hier mittlerweile leider deutlich besser. Viele Jahre des gerne Nutzens gehen jetzt wahrscheinlich kurzfristig zu Ende…

Stürzt bei Einrichtung On-Line Acount jedes mal ab

Q><Q on

Germany

Leider komplette Fehlkauf. Wollte mein ComDirekt Giro-Konto hinzufügen, aber die App stürzt jedes mal dabei ab nachdem es verbunden ist und Kontostand anzeigt, bleibt App hängen und zeigt Beachball. M2 MBA mit 15.2 Rate zu MoneyMoney - nie Probleme gehabt

Sehr gutes Tool soweit

WolfgangN13 on

Germany

Eigentlich ein richtig tolles Tool, es fehlt leider eine brauchbare Anleitung wie man die App am iPhone und mac mini zum Laufen bekommt und vor allem die Synchronisation mit der Apple cloud, da darf man ruhig einige Stunden experimentieren.

Store Rankings

Ranking History
App Ranking History not available yet
Category Rankings
Chart
Category
Rank
Top Paid
2
Top Paid
6
Top Paid
10
Top Grossing
19
Top Grossing
33

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App Info

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