iBank for iPad lets you see your complete financial picture instantly, in a clean, intuitive interface. Throughout the app, interactive bar graphs and pie charts deliver instant access to the info you need. Quickly navigate screens with swipe gestures, double-tap to edit data, and review your finances as if presented by a professional planner.
You can enter information manually, or sign up for iBank’s optional Direct Access* service — connecting to over 10,000 banks worldwide and automatically delivering your latest transaction data. Users of iBank 5 for Mac and iBank for iPhone can sync accounts, budgets and investments at no cost, or share a single Direct Access subscription. √ TRACK EVERYTHING iBank for iPad has the tools you need to set up checking accounts, savings, credit cards, mortgages, investments and more. Then track each and every transaction: fine-tune them by categorizing, splitting and making edits — or let transaction templates do the work for you. You can search globally or by account; track payments or transfers in any currency; and set reminders or manage repeating events with scheduled transactions. Never miss a due date again! It’s easy to group accounts into custom “books.” You can update some books via Direct Access, and sync others with iBank 5 for Mac and iBank for iPhone; back up or move books among devices using iTunes document manager; manage account details such as minimum balances and interest rates; and download foreign exchange rates for multi-currency support. √ CONTROL SPENDING, BUILD SAVINGS iBank for iPad’s budgeting tools help you set saving and spending goals, control spending, and pay down debt. In categorizing each expense and editing the budget itself, you can see where your money goes — and how to make it go further! iBank does this visually so that you can see your daily progress and compare past, current or projected budgets. √ SECURE YOUR FUTURE iBank for iPad’s investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more; categorize investment transactions; and retrieve quotes from Yahoo! Finance or foreign exchanges. The app’s powerful tools let you review trades, positions, history, performance, realized and unrealized gains, market value and more. Its expert trading features include short and long puts and calls or stock option trading.
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