Published by Synium Software GmbH on 2024-10-09
iFinance 5 Overview
What is iFinance 5? iFinance is a financial management app that helps users keep track of their income and expenses. The app offers features such as automatic category assignment, tags, budgets, and analytics tools to help users optimize their finances. iFinance also provides evaluations and charts for an at-a-glance overview of income streams and expenditures. The app supports multiple databases, encrypted database, password protection, and file import formats such as CSV, OFX, QIF, and MT940. iFinance is available for Mac, iPad, and iPhone, and offers comprehensive search options and actionable budgets. The app also supports iCloud and WiFi sync, and voiceover support. The latest version of iFinance 5 includes a completely redesigned user interface, annual budgets, improved stock and portfolio management, and the ability to create rules for category assignment.
1. 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.
2. 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.
3. 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.
4. iFinance helps you keep track of your income and spending in the most convenient and fastest way.
5. 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.
6. iFinance offers a broad range of easy-to-customize charts and reports.
7. It can analyze your finances and helps you identify your biggest spending items and any categories with saving potential.
8. iFinance 5 is available for Windows, iPad, and iPhone.
9. Please note: iFinance 5 is no longer available for Microsoft Watch.
10. When you buy the Windows version, you automatically get the iOS and iPadOS versions with your purchase – and vice versa.
11. Review your financial goals using the app's actionable budgets.
Download and Install iFinance 5 - PC
Download for PC - server 1 -->Intel, 64-bit processor, OS X 10.7 or later.
Compactible OS list:Yes. The app is 100 percent (100%) safe to download and Install. Our download links are from safe sources and are frequently virus scanned to protect you
Fantastic Finance App
The Synium team has done an outstanding job with this app! With iFinance 5 you have a solid alternative to some of the other finance apps! I'm not using the online account connections but for direct entry iFinance 5 works flawlessly and has an easy to use and great looking interface. This app has so many great features to help manage personal finances - it's a pleasure to work in and explore this app. The Analyses/Reporting section takes some getting used to but with right Account / Category setup it's extremely powerful with the built-in flexibility to customize. A key point for me was the iCloud sync, which others don't offer. 5 stars!
Reporting errors
Therre seems to be a bug in the analysis section. When I bring up an expense report or chart for the year it lists total expenses $200,000-$300,000 larger than reality.
There are many things missing in the update that I loved in the previous version.
I was one of the beta users for version 5; it had some glitchs but not as many as now. It seems to "freeze" between actions. Even the many colored circle of unknown comes up after and during the time the computer is to act on the program The version is very slow; I have never been able to link with my bank directly but could import the data in a timely manner, that does not occur. Please look into it, it has some good features but the bad is hard to overlook.
Terrible Upgrade
I have been using iFinance4 as long as it has been out. It worked perfectly. The new iFinance5 is a desaster. I downloaded it, paid the subscription and registered my bank accounts with Plaid. The app doesn't refresh the bank account data. It says it is connected with the bank via Plaid but the data only refreshed the first time I used the app, after that, I can't get it to refresh. It has a setting to tell it to refresh upon opening, however; that setting will not work, it only stays on manual. THIS IS THE PITS - I used to love iFinance but now it's usless!
Back to version 4
I went back to version 4, as it's easier to use and to read. I also miss the 3 letter abreviation next to the date in the daily summary row. I had hoped that there would be new icons as category symbols, but no such luck. The Comment field used to be directly below the Category drop-down box, but now Tags and Check Number come before the Commets - I only use Comments. The date pickers are over-engineerd, as are the amount plus/minus and the Payee/Payer edit feature. But the Repeat Transactions appear to have been made simpler to understand.
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