Should i use ibank

Description iBank is personal money management designed for your life, with a social twist. Oct 20, Version 3. Minor Bug Fixes. Ratings and Reviews. App Privacy. Information Seller Digital Jazz Corp. Size Category Finance. Compatibility iPhone Requires iOS Mac Requires macOS Price Free.

Family Sharing With Family Sharing set up, up to six family members can use this app. Create a personalised ads profile. Select personalised ads. Apply market research to generate audience insights. Measure content performance. Develop and improve products. List of Partners vendors.

Financial Planning Financial Software. By Shelley Elmblad Full Bio LinkedIn Shelley Elmblad is an expert in financial planning, personal finance software, and taxes, with experience researching and teaching savings strategies for over 20 years.

She earned her bachelor's in business administration from the University of Wisconsin and has successfully completed additional coursework and certificates in public administration, computer networking, small business accounting, and small business management. Learn about our editorial policies. Updated October 11, Reviewed by David Kindness. Article Reviewed October 29, David Kindness is a Certified Public Accountant CPA and an expert in the fields of financial accounting, corporate and individual tax planning and preparation, and investing and retirement planning.

David has helped thousands of clients improve their accounting and financial systems, create budgets, and minimize their taxes. Learn about our Financial Review Board. Fact checked by Emily Ernsberger. Article Fact Checked October 04, Emily Ernsberger is a fact-checker and award-winning former newspaper reporter with experience covering local government and court cases.

She also served as an editor for a weekly print publication. Her stint as a legal assistant at a law firm equipped her to track down legal, policy and financial information.

Account Management To start using Banktivity, set up your accounts. Banktivity can be used to track: Cash Checking accounts Savings accounts Money markets Loans Investments k and b accounts Credit cards Real estate HELOC and other lines of credit You can link your real estate to your mortgage and see how much you are leveraged; you can also track your loans, interest rates, and payment schedules and incorporate your loan data into your budgets.

Budgeting Banktivity offers both envelope budgeting , which allows you to "fill" budget categories with funds when you receive them, and traditional budgeting, which allows forecasting for the money you plan to receive but haven't yet. It was the go to application for managing personal finances on your Mac. How easy is it to get iBank 5 up and running and so you can start tracking your current financial status?

If you prefer a more traditional method or prefer not to have an app access your banking data, iBank also offers options for manually entering your banking data or importing the Quicken or Microsoft Money files you can download from your bank.

Once your data is imported you do have to go about the business of matching your transaction data to expense categories. Fortunately iBank is a pretty quick study, capable of matching future transactions from the same vendors to the categories you originally mapped them to. If you prefer an uncluttered look, any of the items appearing in the Library list can be hidden or revealed with the click of a button.