Being up to speed with all your expenses is time-consuming. iFinance eases some of that burden by intelligently doing some of the tedious work for you. Recurring transactions have to be entered only once, all following incidences are automatically entered as per your repetition setting. Transfers are automatically synchronized with the counter account. Account balances from foreign currency accounts may optionally be auto-converted into your default currency, using today's exchange rates. Auto-categorization will assign categories to your transactions by searching for key words.
Wherever you go with your iPhone
iPhone mobile, which is sold separately, allows you to enter expenses right when they occur and wirelessly sync them to iFinance on your Mac. Do your private financing work whenever you're offered the opportunity - be it while waiting for your Pizza, during a cab ride or on the train.
Import your current data
Most banks allow customers to download their bank statements in either the MT-940, OFX, CSV or QIF formats to easily import their accumulated financial data in one fell swoop. In case you're already using a different financing application, use this importing feature to transfer your data.
Print on remittance slips
Not all banking is digital, yet. So if you entered a transfer in iFinance, why not print that data on the form you hand to your bank to save you some time? Simply complete the information in the Template Window, insert a blank form in your printer's single-paper feed and print a machine-readable remittance slip or cheque.
Some templates ship with iFinance, additional ones, including Cheques, can be easily created. Alternatively, mail your blanks to us and we'll add them to the selection.