App: iFinance 5
Developer: Synium Software GmbH
Genres: Finance, Productivity

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

Release notes:
• New: Financial Health Report
  - Your financial situation at a glance
  - See how much money is left
  - Highlights exceptional amounts, such as unusually high income and expenses. Optionally spread these over a period (for example, splitting annual insurance into monthly fractions), or hide them.
  - Display expenditure models to review your financial goals
  - Compare your financial situation directly with other time periods
  - Identify significant changes within your categories
• New: Presets for Split transactions: Create configurable presets to quickly add splits for common use cases (like taxes, splitting expenses with your partner…)
• New: Charts for categories
• Overall performance improvements: Many areas of the app react faster and snappier
• Add stock prices manually, if required
• Continue where you left: iFinance automatically takes you to the last section you worked in
• And so much more...