Current Version: 5.0.15

Version History

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.
Download Demo for Mac
Version 5.0.15
iFinance 5 is exclusively available at the App Store.

iFinance 5 can be used on macOS, iPadOS and iOS with a single purchase. It requires macOS Catalina, macOS Big Sur or macOS Monterey on the Mac and iOS 14 or iOS 15 on iPhone or iPad. Fully optimized for M1-based Macs.

Information concerning updates from previous versions
Buy iFinance 5 for Mac & iOS
US$ 39.99 19.99 on the App Store
Launch Sale: 50 % Discount – only for a short time

iFinance Version History

25 Sep 2022
  • Improvements and bug fixes.
18 Sep 2022
  • Improvements and bug fixes.
01 Sep 2022
  • - iFinance can now warn you when the online balance and the calculated balance do not match (can be enabled in app settings).
  • - You can now set whether the budget list shows the remaining amount of the budget or the progress in percent.
  • - After retrieving online transactions, iFinance now asks whether existing transactions with the same date and amount should be merged.
  • - You can now set the appearance of the app in the app settings (dark/light mode).
  • - Many more Improvements and bug fixes.
18 Aug 2022
  • Improvements and bug fixes.
11 Aug 2022
  • Improvements and bug fixes.
09 Aug 2022
  • Improvements and bug fixes.
08 Aug 2022
  • Improvements and bug fixes.
02 Aug 2022
  • Improvements and bug fixes.
02 Aug 2022
  • Improvements and bug fixes.
31 Jul 2022
  • Improvements and bug fixes.
27 Jul 2022
  • Fixed some issues regarding amounts with leading currency symbols
  • The button "Jump to Today" is back. It can also be triggered via shortcut command + T.
  • Several improvements and bug fixes
21 Jul 2022
  • Several improvements and bug fixes
20 Jul 2022
  • Fixed an issue that could cause a crash after syncing between devices
  • Several improvements and bug fixes
18 Jul 2022
  • Fixed a localization bug
18 Jul 2022
  • The fallback language for regions without their own translations is now English instead of German
  • Fixed an error that caused the performance (gain/loss) values of stocks to be sometimes incorrect
  • Several small translation updates
18 Jul 2022
  • Completely redesigned User Interface
  • iFinance 5 comes with a modern new user interface that embeds smoothly in your existing macOS or iOS ecosystem
  • Full support for Dark Mode on all plattforms
  • Greatly enhanced user experience – especially on iOS and iPadOS
  • Every section and view has been revised in iFinance 5
  • Modern iconography using Apple SF Symbols
  • More Countries Supported for Online Connectivity
  • Connect to banks in US and Canada via our partner Plaid (requires paid subscription)
  • Connect to banks in France, Spain and Austria via our partner FinTecSystesm (requires paid subscription)
  • The new and improved setup assistant lets you connect your bank accounts even easier
  • Budgets and Annual Budgets
  • Use annual budgets for long term financial budgeting
  • Annual budgets: Separated by income and expenses
  • Automatically split your annual budget to monthly income and expenses
  • Easily navigate through different time periods
  • Modern user interface
  • Finance Section
  • Optionally hide individual accounts from the overview
  • Overview chart: See your 90 day account history directly above your transaction list
  • Greatly enhanced and improved transaction editor
  • New and improved transaction reconciling without having to close the transaction list
  • Improved Stock and Depot management
  • Easily navigate to different time periods of the stock performance chart
  • Improved management of stocks, ETFs, crypto currencies and other investments
  • Sales and purchases of stocks and other investments may now be added as individual transactions to one of your accounts in order to improve income/expense reporting
  • Categories
  • Greatly improved display of categories and associated transactions
  • Use custom rules to automatically assign categories to transactions (for example, if the transaction amount is below 5 Dollars)
  • Universal Purchase for Mac, iPhone and iPad
  • Use iFinance 5 on your Mac, iPhone and iPad with a single purchase
  • Subscriptions to paid online banking services may be used on Mac, iPhone and iPad simultaneously with a single subscription – thanks to Synium ID
  • Optimized for the new M1 and M2 based Macs
  • Further Enhancements
  • Define a custom folder location to store your databases
  • Greatly enhanced synchronization of your iFinance 5 databases on iCloud
  • New, integrated help system
  • Easily manage your iFinance 5 databases in the improved welcome window