Informative Charts

iFinance offers numerous options to visually analyze your financial data. Customize charts to suit your individual needs. How are your total assets performing? Which accounts show positive balances? Include or exclude specific categories in or from your chart to understand how your monthly rent or mortgage payments, groceries, insurances or loan installments affect your finances. You can also check at a quick glance whether income from rent or interest payments has been paid to you in due time. Looking for even more insightful graphics? Let iFinance process your data into visually appealing 3D charts that give you an even better overview of your finances.

Budgets & Budget Planning

Set monthly limits for your general spending or for specific categories such as dining out, streaming media services, special treats, or hobbies. iFinance matches the expense to the appropriate budget and issues a notification when you're nearing your limit. At the end of the month you'll no longer have to wonder where your money went and you'll see at a glance whether you can actually afford that new iPhone. New: iFinance offers not only monthly, but also annual budgets.

Financial Health Report

Account balances only represent one aspect of financial stability, which is why we have added a new 'Financial Health' report to iFinance – offering users a much better insight alongside analyses of the current situation, developments, and projections. Additionally, iFinance also highlights certain transactions for closer evaluation – for example, because values are above-average and thus abnormal for a specific category.

Wide range of search options

Want to look up how much you paid for that new TV four years ago, and find the corresponding invoice? If this type of task requires you to get up and browse through random folders or boxes full of paperwork, you'll love iFinance's integrated search tool. Want to check whether the standing order for your rent payment was executed two months ago? All you need is iFinance 5 and a few seconds of your time!

Reports for better insights

Reports convey the same information as charts, but do so by using numerical values instead of graphs. Income and expenses, profits and losses. iFinance 5 can also help you identify your top spending categories, tags, or payment recipients. Create summaries for weeks, months, quarters, or years and highlight the highest and lowest amounts in color. The list of relevant transactions provides a structured overview of the transactions that are included in the report.

iFinance does the job for you!

Keeping track of all your expenses is time-consuming. Let iFinance do the tedious legwork for you.

• Create recurring transactions once and they'll automatically appear in your records at the right dates.
• Register transfers from one account to another to record them in both accounts at the same time.
• Convert the balances of your foreign currency accounts into your preferred currency at the current exchange rate.
• The Category Wizard allows iFinance 5 to automatically match transactions to the appropriate category.
• Track cash expenses manually on your Mac or iPhone/iPad
• Use split transactions to analyze your finances in even greater detail

Contacts and users

In conjunction with your system's Contacts app, you can keep track of your financial relationships and obligations with business partners, customers, and even friends. The Contact view also allows direct, user-friendly transfers to specific recipients.
iFinance 5 allows you to manage not just one single database, but any number of them. This also allows you to share databases with your colleagues or your partner who use the same application, but want to maintain logically and technically separate financial databases of their own.