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I am not a day trader, but I do like to monitor our portfolio carefully. Especially nice that I can drag reports into Excel for Mac. Reports work fine for me, in spite of the complaints of some reviewers comparing to Quicken.

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I can download transactions outside iBank from our Canadian bank’s website and then upload them to iBank quite easily. The import from Quicken went quite smoothly, with only a few edits that did not take more than a couple of hours. When iBank 5 came out I gave it a serious trial, running it parallel to Quicken for a couple of months until I was satisfied it would do the job for us. When I switched to Windows couple of years ago, I kept using Quicken for Windows on my iMac because nothing else seemed as good for our home finances with investments. I was a longtime Quicken user, pretty much from their first version.

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Overall excellent software and a good value I give iBank high marks for completeness of features, intuitive use, clean presentation and reliability. Before retiring I spent much of my career evaluating application software for clients. I will be moving on to the investments next.

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I have not fully exploited the investment tracking yet but that is an issue with my prior manual record keeping and not the software. I just had to think about my question in a slightly different way than I did with Quicken. My initial impression of the reporting was that it was rather basic but after a few months I have realized that I have yet to think of a report that I couldn’t get from the existing features. As a Canadian user who spends several months each year in the US, I appreciate the ability to handle accounts in both currencies. This is fast and trouble free and when the file does contain duplicates iBank has no problem separating the new from the duplicates. That way I sign in and control my banking passwords. I prefer to import transactions from my banks via Safari and then apply them as a Quicken file to iBank. This is an inconvenience and not a real problem. After three months of use including a week on Yosemite, I find the product very stable other than misaligned graphics on the account list since upgrading to released version of Yosemite. I have several years of transactions on Quicken and was apprehensive about the conversion. I have been a long time user of both Quicken and Quickbooks and prior to Quicken used MS Money for several years, all on Windows. I spend way more time reviewing imports than I should!!! I find my templates and import rules hiding transfers in all kinds accounts requiring me to scrutinize every transaction after every import. Finally, import of transfers is maddeningly incompetent. Walmart - might be groceries, micellaneous, or split with cash withdrawal, or any of a number of other categories). And there does not appear to be a way to set up an import rule that applies an Payee only, without applying a category (e.g.

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Trouble is, they don’t work as often as they do work - so, while you can open the import “templates”, I can’t figure out how to modify them. I think the idea is to move the complicated import routines behind the scences. What I don’t like are the transaction import rules/algorithms. Don’t get me wrong, it all works - and works pretty well, but the delivery is somewhat cumbersome in my opinion.

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Is that really needed? To their credit, the reports are full of hyperlinks, allowing you to drill down by clicking on the link, say by category, and see graphs, summary tables, and, at the deepest level, the individual transactions. The reports are done in a very polished form, but are presented as if I planned to print them out.

If I want to see transactions, the main screen has that (with a token graph in the corner) if I want to see graphs or reports, that is in another place. iBank provides most of this however, if it is in different places. It was (they are no longer in business) the ultimate in simple user interface and loads of information feedback. Maybe its because of my experience with my last software - Prospects - that I am biased as to how these programs should work, but Prospects put everything right on the main page, making it easy to see everything right up front, and run queries, filter transactions, see a pie chart or time-series graph for any or all categories or payees. This is a solid home banking/personal finance software.

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