The demo version is fully functional and brings all features from the full version – except that the demo version is limited to a single database and can only be used for 24 hours.
In order to uninstall the demo version, simply drag it to the trash.
iFinance 5 is exclusively available on the App Store.
iFinance 5 can be used on macOS, iPadOS and iOS with a single purchase. It requires macOS Catalina, macOS Big Sur, macOS Monterey, macOS Ventura, macOS Sonoma or macOS Sequoia on the Mac and iOS 14, iOS 15, iOS 16, iOS 17 or iOS 18 on iPhone or iPad. Fully optimized for M-based Macs.
Display charts right within reports for more clarity and better overview
The account information service for Europe has been changed, enabling online transaction retrieval for more countries
29 Jun 2025
5.4.3
Display charts right within reports for more clarity and better overview
The account information service for Europe has been changed, enabling online transaction retrieval for more countries
26 Jun 2025
5.4.2
Display charts right within reports for more clarity and better overview
The account information service for Europe has been changed, enabling online transaction retrieval for more countries
23 Jun 2025
5.4.1
Display charts right within reports for more clarity and better overview
The account information service for Europe has been changed, enabling online transaction retrieval for more countries
22 Jun 2025
5.4
Display charts right within reports for more clarity and better overview
The account information service for Europe has been changed, enabling online transaction retrieval for more countries
10 Apr 2025
5.3.8
Improvements and bug fixes.
27 Feb 2025
5.3.7
Improvements and bug fixes.
26 Jan 2025
5.3.6
Improvements and bug fixes.
12 Jan 2025
5.3.5
Improvements and bug fixes.
05 Dec 2024
5.3.4
Improvements and bug fixes.
03 Dec 2024
5.3.3
Improvements and bug fixes.
02 Dec 2024
5.3.2
Improvements and bug fixes.
28 Nov 2024
5.3.1
Improvements and bug fixes.
26 Nov 2024
5.3
Better Multi Currency Support
iFinance 5.3 allows you to enter exchange rates for transfer postings and uses correct historic exchange rates instead of the current rate.
Improvements to Securities and Stocks
Clearer visual representation
Improved portfolio overview and analysis
Buy-in calculation
We made it easier to change transaction categories via keyboard
Subcategories can now be imported from CSV files and more...
12 Nov 2024
5.2.11
Improvements and bug fixes.
07 Oct 2024
5.2.10
Improvements and bug fixes.
19 Sep 2024
5.2.9
Improvements and bug fixes.
26 Aug 2024
5.2.8
Improvements and bug fixes.
13 Aug 2024
5.2.7
Improvements and bug fixes.
05 Aug 2024
5.2.6
Improved 2D Charts:
Enhanced the layout, look, and functionality
Columns are now selectable, allowing you to filter a chart’s transactions for better insight
Pie charts are now interactive
New chart type: Stacked bars
New chart option to always include zero as a baseline
New: Cost Report
Keep track of how expensive your car or hobby is – and let iFinance show you the actual monthly or annual costs. Get a detailed overview of your spending in specific categories
Improved Reports:
Enhanced the layout, look, and functionality
Select individual rows to see the transactions that make them up
Budgets:
Budgets will show whether you’ll be able to reach your goals by indicating how much time has passed within the budget period
All analyses now support spread amounts
30 Jul 2024
5.2.5
Improved 2D Charts:
Enhanced the layout, look, and functionality
Columns are now selectable, allowing you to filter a chart’s transactions for better insight
Pie charts are now interactive
New chart type: Stacked bars
New chart option to always include zero as a baseline
New: Cost Report
Keep track of how expensive your car or hobby is – and let iFinance show you the actual monthly or annual costs. Get a detailed overview of your spending in specific categories
Improved Reports:
Enhanced the layout, look, and functionality
Select individual rows to see the transactions that make them up
Budgets:
Budgets will show whether you’ll be able to reach your goals by indicating how much time has passed within the budget period
All analyses now support spread amounts
25 Jul 2024
5.2.4
Improved 2D Charts:
Enhanced the layout, look, and functionality
Columns are now selectable, allowing you to filter a chart’s transactions for better insight
Pie charts are now interactive
New chart type: Stacked bars
New chart option to always include zero as a baseline
New: Cost Report
Keep track of how expensive your car or hobby is – and let iFinance show you the actual monthly or annual costs. Get a detailed overview of your spending in specific categories
Improved Reports:
Enhanced the layout, look, and functionality
Select individual rows to see the transactions that make them up
Budgets:
Budgets will show whether you’ll be able to reach your goals by indicating how much time has passed within the budget period
All analyses now support spread amounts
25 Jul 2024
5.2.3
Improved 2D Charts:
Enhanced the layout, look, and functionality
Columns are now selectable, allowing you to filter a chart’s transactions for better insight
Pie charts are now interactive
New chart type: Stacked bars
New chart option to always include zero as a baseline
New: Cost Report
Keep track of how expensive your car or hobby is – and let iFinance show you the actual monthly or annual costs. Get a detailed overview of your spending in specific categories
Improved Reports:
Enhanced the layout, look, and functionality
Select individual rows to see the transactions that make them up
Budgets:
Budgets will show whether you’ll be able to reach your goals by indicating how much time has passed within the budget period
All analyses now support spread amounts
23 Jul 2024
5.2.2
Improved 2D Charts:
Enhanced the layout, look, and functionality
Columns are now selectable, allowing you to filter a chart’s transactions for better insight
Pie charts are now interactive
New chart type: Stacked bars
New chart option to always include zero as a baseline
New: Cost Report
Keep track of how expensive your car or hobby is – and let iFinance show you the actual monthly or annual costs. Get a detailed overview of your spending in specific categories
Improved Reports:
Enhanced the layout, look, and functionality
Select individual rows to see the transactions that make them up
Budgets:
Budgets will show whether you’ll be able to reach your goals by indicating how much time has passed within the budget period
All analyses now support spread amounts
22 Jul 2024
5.2.1
Improved 2D Charts:
Enhanced the layout, look, and functionality
Columns are now selectable, allowing you to filter a chart’s transactions for better insight
Pie charts are now interactive
New chart type: Stacked bars
New chart option to always include zero as a baseline
New: Cost Report
Keep track of how expensive your car or hobby is – and let iFinance show you the actual monthly or annual costs. Get a detailed overview of your spending in specific categories
Improved Reports:
Enhanced the layout, look, and functionality
Select individual rows to see the transactions that make them up
Budgets:
Budgets will show whether you’ll be able to reach your goals by indicating how much time has passed within the budget period
All analyses now support spread amounts
21 Jul 2024
5.2
Improved 2D Charts:
Enhanced the layout, look, and functionality
Columns are now selectable, allowing you to filter a chart’s transactions for better insight
Pie charts are now interactive
New chart type: Stacked bars
New chart option to always include zero as a baseline
New: Cost Report
Keep track of how expensive your car or hobby is – and let iFinance show you the actual monthly or annual costs. Get a detailed overview of your spending in specific categories
Improved Reports:
Enhanced the layout, look, and functionality
Select individual rows to see the transactions that make them up
Budgets:
Budgets will show whether you’ll be able to reach your goals by indicating how much time has passed within the budget period
All analyses now support spread amounts
11 May 2024
5.1.12
Improvements and bug fixes.
16 Apr 2024
5.1.11
Improvements and bug fixes.
08 Apr 2024
5.1.10
Improvements and bug fixes.
05 Mar 2024
5.1.9
Improvements and bug fixes.
05 Feb 2024
5.1.8
Improvements and bug fixes.
01 Feb 2024
5.1.7
Improvements and bug fixes.
22 Jan 2024
5.1.6
Improvements and bug fixes.
18 Jan 2024
5.1.5
Improvements and bug fixes.
13 Dec 2023
5.1.4
New: Financial Health Report
Your financial situation at a glance
See how much money is left
Highlights exceptionally high amounts
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...
30 Nov 2023
5.1.3
New: Financial Health Report
Your financial situation at a glance
See how much money is left
Highlights exceptionally high amounts
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...
20 Nov 2023
5.1.2
New: Financial Health Report
Your financial situation at a glance
See how much money is left
Highlights exceptionally high amounts
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...
14 Nov 2023
5.1.1
New: Financial Health Report
Your financial situation at a glance
See how much money is left
Highlights exceptionally high amounts
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...
07 Nov 2023
5.1
New: Financial Health Report
Your financial situation at a glance
See how much money is left
Highlights exceptionally high amounts
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
Download Demo for Mac
Buy iFinance 5 for Mac & iOS
