I really like using the current version of iFinance,. However, I do have one suggestion. An improvement would be to show each entry in a sequential order. By that I mean -- to have each entry appear at the top of the list when it is entered. Thanks. dp

For some time now, I've used Quicken for Mac to track our finances. Quicken is incredibly detailed but is incredibly slow and spotting synching with various financial institutions. It rarely sync'd to my iPad and iPhone, so I was looking for an alternative. I use several of Synium's other apps. They are consistently very good. The biggest hurdle for me is rethinking everything and unlearning Quicken for Mac. iFinance 5's help documentation is good, but seems to be lacking in some areas, mostly because it functions differently than Quicken. However, their customer support is outstanding. They are responsive, patient, and willing to do whatever it takes to assist. They are kind when pointing out the documentation has the answers. Quicken requires a subscription for the app but not to download and synchronize transactions. iFinance is a one-time purchase. If you only have a couple of accounts to sync, you can use the free version of Plaid. If not, like me, there is an annual subscripton for unlimited accounts. Plaid/iFinance synchronization is fantastic. They both work on all my Apple devices. No matter if where I am or what device, all my data syncs and is readily availabe. Just as in Quicken, not all institutions or accounts sync with Plaid, so you create offline accounts for those. Migration from Quicken for Mac is, unfortunately, not available. However, you can import .csv transaction files, but not Categories and Contacts. But you can create these on the fly. Now that I've learned how to use Tags, Categories, and Contacts (Payee/Payer), along with transaction Purpose, Transfer Posting with Merging, Reporting using both Categories and/or Tags, I have found that iFinance 5 is very powerful. I can use it to track my IRA and personally held stocks, which are updated everytime I open the app. No, iFinance does not export to a file to be uploaded to various tax reporting software, but I can be creative and create the means to track income and expenses for IRS reporting. So, syncing quickly and easily across all devices and spport are the deciding factors for me. I'll be canceling my subscription to Quicken for Mac. Thank you Synium!

I found this program to be user unfriendly. I could not get correct balances, statements, or reconciliations. I wrote the company, deleted the accounts. And then tried to load my accounts once more with no success. I have cancelled this program altogether. Truly not worth my time or money. Hoping Intuit brings Quickbooks to imac. Much easier to use.

The prior verision had a well designed reconciliation feature. It doesn't exist in this version.

After wasting 3 hours getting nowhere & no in-sreen explanations of Plaid & how it works, I gave up & renewed my Quicken membership. Bloody awful software. Sorry for the brutal honesty.

I use credit cards to keep my credit score up, but always pay them off monthly. I also track various store credit accounts and savings accounts. I’ve used iFinance since version 4 to balance my finances every week, and it’s still essential at the start of 2024. I don’t use the IAP of online connections to banks, that way every transaction I enter is one I recognize. When a transaction hasn’t been paid off, I can flag it so it stands out later. Recurring transactions like savings deposits are easy to set up automatically. When I pay a credit card from my debit account, it’s as easy as selecting last month’s payment and duplicating it for today, then changing the amount. The transactions have a line for a check number, but I don’t use checks, so I copy & paste transaction confirmation codes from the bank there. It’s easier than keeping the emails in case there is any question if I made a payment later. Developers- adding additional, customizable info lines would be helpful. Other positives are how I can add images to bank accounts, allowing me to see at a glance what card is what account. Again, devs, adding a custom line I can see in the main window would help, since I have one card that I only use on automotive stuff, and another that’s just for medical bills. I’d like to see that info readily. The best part of this app, which I didn’t find in others, is nesting. I can have one folder containing savings accounts, all individual but totaled together. In another folder, I can have a sub folder of debit accounts, with a second folder of credit card accounts. That way, I get a subtotal of liquid cash and a subtotal of outstanding debt, with the top-level folder showing the combined value of the two, positive or negative. This is also how I budget, since I add an additional folder for future recurring transactions I know will come out of the budget, like the monthly Apple One subscription. It stays in the Upcoming folder until it’s active under the actual charge account. This iFinance 5 app is essential for my personal needs.

app菜单建议增加中文支持

Seems like the transactions don't update like they are suppose to, even after connecting my accounts and paying not only for the app, but also the subscription service in the app for Plaid. I reached out to the developers and mentioned my issues, they did reply very quickly, but the update they added still didn't fix the issue. Seems like this app would worl for anyone that is dealing with raw files, but for people who want it directly connected to their banks, credit cards, etc. I would look else where.

This app in order to be the best of the best needs a calendar for bill tracker and needs to keep track of loans(Mortgage)

There are several areas for improvement, but support is very slow responding back. This could be the best App for personal finance in the whole App Store, but they need to listen to the customer suggestions and keep a good communication.