Banktivity 5.6.8 - financial manager for OS X!

Banktivity (former iBank) – this is a serious and very powerful commercial application for the control of your personal finances and the finances to small businesses. Account

Account types: non-cash, in cash, credit cards, loans, assets, liabilities and investment accounts (deposits, etc.)

credit control and debt (interest rates, schedules, etc.)

Controls the display of accounts

Smart account – dynamic description of accounts, transactions, transfers, memos, etc.

Grouping of accounts according to different principles.

Details of the account: setting minimum residue limit, as well as dynamic management of accounts reactions to events.

Transaction (purchase, payment)

Fully editable map transaction

Integration with iSight: proof of purchase pictures from the camera (or any image, and PDF) for visual report (memo)

Protection against accidental changes to the account (accidentally pressed, children, etc.)

Search and filtering of transactions on the grounds, dates, date ranges or value

Universal split transaction will help not to forget to pay utilities or anticipate upcoming costs

Integration with iCal: monitor payments and purchases via calendar and mobile devices

Print accounts (transaction fees) are now more comfortable with customizable templates

Categories

Fully customizable categories and categories of templates

multiple hierarchies of system: organize your group categories for more efficient record keeping.

Tax reporting: Import data in TXF format for use in a program of interaction with TurboTax tax system (USA only), and other tax programs.

Import

Direct network: Connecting directly to your financial institution in the network to download updates automatically and reliably deal.

Built-in web browser: No online support for your bank? People on your financial institution’s website and download transactions on import, all without leaving the iBank.

Import from Quicken: Easily import accounts from Quicken, MS Money, and just about any other financial management program out there. Supported file formats include QIF, OFX, QFX and CSV.

Smart import rules: Tired of junk your bank puts the boot operation? Create simple rules to clean up and categorize your transactions automatically.

currency

Work in any currency: By default, iBank uses your native currency as indicated in Mac OS X System Preferences. Add other currencies to iBank and assign them to your account when needed.

Download of the exchange rates: Get current exchange rates over the Internet on a button click.

Automatic conversion: Transfer money between accounts that use two different currencies, and iBank automatically applies the conversion for you based on current rates. Manually apply or adjust the exchange rate on any individual transaction.

Investments

Forms of investment: Track stocks, bonds, mutual funds, managed funds, the list of items and the index easily.

Quote Download: Automatically receive actual quotations via the Internet on the press of a button.International exchanges are supported.

Portfolio view: Check the cost basis, gain / loss, the current market value, as well as other information regarding your securities at a glance. iBank is now tracks historical data and graphs of your safety, efficacy over time.

Capital gains: Easily generate detailed reports on profit and loss on your investment.

About Smart portfolios: Dynamically group securities based on their accounts, recipient, amount and more. Maintain multiple portfolios for different needs.

Online Portfolio: leave your Mac behind? Publish your investment portfolios. Mac account and check their performance from any web browser. (. Mac account required)

Experts trading: iBank now supports short and long puts and calls, stock option trading, and more.

Tools analyzing

Beautiful card: Get all the information you need at your fingertips using dynamic charts that update automatically as you make changes to your data. Type of violation of your income and expenses into categories to see your spending habits over time, create a table of your activity, or view the list of operations from the specified date range. Simple and flexible.

Standard reports: In those days, when the accountant requires you to send data in a standard format, iBank includes cash, balance sheet, income statement on equity and ROI (Return On Investment) report. Print or save them to the desktop with the click of a button.

Budgets: Set goals for your income and expenses for a certain period of time, and then check your progress as you go along. Easily compare past and current budget. Multiple budgets let you track different categories sets for different purposes.

Forecasts: Use balance trends and scheduled transactions to predict the future of your account balances at any date in the future. Tweak the calculation of various parameters to get the most accurate forecast possible.

Mini-graph:. Refer to-date overview of your spending in the bottom right corner of the main program window. Double-click on any slice of the pie graph to “dig deeper” and break it down into sub-categories or individual transactions.

File Management

Portability: Store all your account information in a single data file for easy backup or transfer. Easily create multiple data files for different users.

Integration “. Mac »Backup: Backup iBank your data on your. Mac account automatically each time you start. (. Mac account required)

Password: prevent unauthorized access to your data by requiring a password at startup.

Other features

Gorgeous interface: Track your finances in style! The new Cover Flow and Thumbnail views enable you to view the transactions associated images, as well as to improve the maps will knock your socks off.

Notes everywhere: Add comments to just about anything! Accounts, groups, portfolios, categories, schedules, budgets, forecasts, and statements can be classified note to hold additional information that you simply can not afford to forget.