Here is a quick review of the options included in the new iBank 4 software for the Mac.
iBank 4 includes seperate account types such as Checking, Savings, Cash, 401k and more. You can easily track interest vs. principal, variable interest rates and payment schedules while keeping your finances clutter-free by hiding unused accounts or filing accounts into an account group.
Easily view account details including minimum balance, account numbers, notes and new smart accounts allow you to dynamically view transactions.
iBank 4 features a streamlined input editor with iSight integration for visual purchase records. Divide transactions into multiple categories for more accurate record-keeping and use saved transaction templates to make entry that much faster.
Improved features include scheduled transactions to setup recurring expenses and iBank account reconciliation with a familiar statement-like interface. iBank 4 also integrates with iCal for easy reminders and includes fully configurable check printing templates.
Includes fully customizable categories with multiple category hierarchies. Tax codes can be assigned to different categories for easy reference and iBank 4 includes a full list of US tax codes.
iBank 4 import features are much improved from previous versions. Direct download from your online financial institution updates transactions automatically and securely. Options for quick importing from Quicken, MS Money and other financial management programs make switching a breeze.
While by default your currency is indicated by your Mac system preferences, with iBank 4 you are able to quickly create accounts in any currency and apply conversions. Exchange rates are easily updated online and iBank 4 seamlessly converts currencies when switching between accounts.
iBank 4 offers a wide array of investment options including investment types, quote downloading and customizable watchlist items and indices for quick reference. Improved features include easy security management for viewing current market value and price history, in-depth investment reports, and expert trading options including short and long puts and calls.
iBank 4 leaps ahead of the competition with it’s powerful analysis tools including dynamic reporting and new envelope-style budgeting that allows you to set income and expense goals, save money in envelopes for regular expenses and carry over savings.
The easy to use summary panels will quickly give you an overview of your total assets, liabilities and net worth along with scheduled upcoming transactions.
Easily backup and transfer your iBank 4 account data and create multiple data files for seperate users. At the end of each iBank 4 session your data is automatically backed up to any specified local location including network folders or other backup devices.