Finally, the Mac OS X financial manager you've been waiting for! We've tried the competition, we've listened to our users and we've delivered the best financial manager available.
Direct Downloads. iBank 3 can connect to your bank "behind the scenes" and import your data for you.* No more going to websites, logging in, going to the correct page, setting date parameters, etc; now it just happens, automatically. This was our most requested feature and we've delivered.
*Your bank must support the OFX protocol specifications. If you bank doesn't support it correctly or at all, you may still need to log in to a website to download transactions.
Interactive Graphs. Graphs in iBank 3 have received a complete overhaul. Now utilizing the power of Core Animation, you can click on pie graph slices to see sub-category totals or even "flip" the slices to see a list of the transactions making up that slice. While we certainly wanted to make the graphs look slick, they are way more functional and more enjoyable to use.
Category Images. iBank 3 comes loaded with high resolution images for the most popular categories. These images are then used when making charts or viewing graphs so you can quickly see which part of a graph belongs to which category. You can also change the images to match your own preferences or add images to your own custom categories.
Sync With Your iPhone. We delivered a solution for editing your transactions on the road, using your iPhone or iPod Touch. Using the latest Web 2.0 technologies you can view historical transactions and create and edit new ones while you're on the go. To sync your data to .Mac, it's just one click from within iBank. .Mac membership is required.
Cover Flow for Transactions. Ever wanted to see your transactions outside of a list? Enter Cover Flow on iBank: you can view, edit, and flip through your transactions while seeing how you spent (or earned) your money with gorgeous category images (see above). A graph along the bottom shows your account balance through time; click anywhere in the graph to jump to that transaction.
Loan Management. Easily manage loans and other debt with scheduled payment plans.
Smart Portfolios. Use a smart portfolio to summarize your investments for any accounts or securities. Want a portfolio to represent your Roth IRA, but not your personal investment account? No problem. Just want to see how your Apple stock is doing since a specified date or from a specified account? No problem.
Check Your Stocks on the Road. Upload your portfolios to your .Mac account from iBank and view your securities' performance from any web browser (including your iPhone and iPod Touch, of course).
Stock Performance Graph. Ever wonder how your stock picks stack up against the S&P 500 or NASDAQ, even after adjusted for dividend payouts? With the new performance graph in iBank you can select any securities to graph against each other to see how they compare, through time, adjusted for splits and dividends.
More Drag and Drop. Now to make a scheduled transaction you can just drag any transaction onto the "Scheduled Transactions" item in the source list. Want to add a category to a report? Just drag and drop it! Trying to reconcile a statement? Just drag and drop missing transactions into the statement until it is balanced.
Tax Support. Export your tax records to TurboTax and other tax software, plus assign tax numbers to your categories for easy tracking.
Standard Reports. Easily compare assets and liabilities with a Balance Sheet or check the performance of your investments with Capital Gains and ROI Reports.
...and much more! Click "Getting Started" at left to learn about getting started with iBank 3.