iBank

Licence: Shareware ($39.99)
Version 3.1 | Release Date: 2008-05-21 | Download

When importing transactions arrow appears to indicate matched transactions
Fixed bug with scheduled transactions before a file is saved
Minor improvement to capital gains report
Improved forecasting
Fixed autofill bug with securities and security symbols
Changed iPhone sync keyboard shortcut to Command-Option-S
Fixed bug where it could be hard to set a category for a dividend transaction
Split info correctly appears in report's transactions
Fixed crash that could occur if a memorized transaction was missing an amount
When creating a loan account starting balance transaction's type is set to withdrawal
Fixed bug where category and budget monitor columns wouldn't be preserved between launches
Fixed bug where OFX connections from another user account would try to use a nil password
Minor improvements to printing transactions
Minor localization improvements
Fixed bug where one could transfer to the originating account
Fixed rounding error in loan calculations
Improved importing of OFX files with non US characters
Improved saving table columns in the portfolio view
Improved loading historical prices when many securities are selected
Minor improvements to smart accounts
Check numbers properly retained when copying and pasting
Improved smart accounts
Improved the loading of web pages in the internal browser
Improved QIF importing
Fixed bug when posting scheduled transactions

Version 3.0.3 | Release Date: 2008-03-31 | Download

Fixed bug with categories list for scheduled transactions
Printing checks now pulls addrees book organization name correctly
Fixed a cost basis calculation bug
Fixed bug that could cause a crash if a security color was set to white
Scheduled transactions are checked every hour
More improvements to loan calculations
More improvements to return on investment calculations
Improved getting stock quotes when values are in pence
Improved creating smart import rules
Improved smart accounts for just fetching categories
Improvements to French localization
Improvements to the help file
Improved "repair database" script function
Improved printing custom checks
Improved iPhone syncing
Improved cash flow reports
Improved forecast fetching

Version 3.01 | Release Date: 2008-03-02 | Download

What's New in 3.0?
Click a feature to read more about it.

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.

Version 2.3.12 | Release Date: 2008-01-22 | Download

Many since the last version listed on iusethis

Version 2.3.1 | Release Date: 2007-06-03 | Download
No changes specified
Version 2.3 | Release Date: 2007-04-26 | Download
  • improved stability
  • dashboard widget
  • ...and the price has gone up to $49.99
Version 2.2.1 | Release Date: 2007-03-25 | Download
No changes specified
Version 2.1.4 | Release Date: 2006-08-26 | Download
No changes specified
Version iBank 2.1.3 | Release Date: 2006-07-21 | Download

This is a maintenance release that improves stability when deleting some account items and offers a few other fixes.

Version 2.1.2 | Release Date: not specified | Download
No changes specified