What's new in iFinance 5.1.11
Apr 17, 2024
- Improvements and bug fixes.
New in iFinance 5.1.10 (Apr 10, 2024)
- Improvements and bug fixes.
New in iFinance 5.1.9 (Mar 6, 2024)
- Improvements and bug fixes.
New in iFinance 5.1.8 (Feb 6, 2024)
- Improvements and bug fixes.
New in iFinance 5.1.7 (Feb 2, 2024)
- Improvements and bug fixes.
New in iFinance 5.1.6 (Jan 23, 2024)
- Improvements and bug fixes.
New in iFinance 5.1.5 (Jan 19, 2024)
- Improvements and bug fixes.
New in iFinance 5.1 (Nov 13, 2023)
- New: Financial Health Report
- Your financial situation at a glance
- See how much money is left
- Highlights exceptionally high amounts
- New: Presets for Split transactions: Create configurable presets to quickly add splits for common use cases (like taxes, splitting expenses with your partner…)
- New: Charts for categories
- Overall performance improvements: Many areas of the app react faster and snappier
- Add stock prices manually, if required
- Continue where you left: iFinance automatically takes you to the last section you worked in
- And so much more...
New in iFinance 5.0.28 (Aug 23, 2023)
- Improvements and bug fixes.
New in iFinance 5.0.27 (Jul 17, 2023)
- Improvements and bug fixes.
New in iFinance 5.0.26 (Jun 19, 2023)
- Improvements and bug fixes.
New in iFinance 5.0.25 (Apr 26, 2023)
- Improvements and bug fixes.
New in iFinance 5.0.24 (Mar 7, 2023)
- Improvements and bug fixes.
New in iFinance 5.0.23 (Feb 10, 2023)
- Improvements and bug fixes.
New in iFinance 5.0.22 (Feb 1, 2023)
- Improvements and bug fixes.
New in iFinance 5.0.21 (Dec 20, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.20 (Dec 5, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.19 (Nov 30, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.18 (Nov 11, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.17 (Oct 28, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.16 (Oct 19, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.15 (Sep 26, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.14 (Sep 19, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.13 (Sep 6, 2022)
- iFinance can now warn you when the online balance and the calculated balance do not match (can be enabled in app settings).
- You can now set whether the budget list shows the remaining amount of the budget or the progress in percent.
- After retrieving online transactions, iFinance now asks whether existing transactions with the same date and amount should be merged.
- You can now set the appearance of the app in the app settings (dark/light mode).
- Many more Improvements and bug fixes.
New in iFinance 5.0.12 (Aug 23, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.11 (Aug 12, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.10 (Aug 10, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.9 (Aug 9, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.8 (Aug 4, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.7 (Aug 3, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.6 (Aug 1, 2022)
- Improvements and bug fixes.
New in iFinance 5.0.5 (Jul 28, 2022)
- Fixed some issues regarding amounts with leading currency symbols
- The button "Jump to Today" is back. It can also be triggered via shortcut command + T.
- Several improvements and bug fixes
New in iFinance 5.0.4 (Jul 22, 2022)
- Several improvements and bug fixes
New in iFinance 5.0.3 (Jul 21, 2022)
- Fixed an issue that could cause a crash after syncing between devices
- Several imrovements and bug fixes
New in iFinance 5.0.2 (Jul 20, 2022)
New in iFinance 5.0.1 (Jul 19, 2022)
- The fallback language for regions without their own translations is now English instead of German
- Fixed an error that caused the performance (gain/loss) values of stocks to be sometimes incorrect
- Several small translation updates
New in iFinance 5.0 (Jul 18, 2022)
- Completely redesigned User Interface:
- iFinance 5 comes with a modern new user interface that embeds smoothly in your existing macOS or iOS ecosystem
- Full support for Dark Mode on all plattforms
- Greatly enhanced user experience – especially on iOS and iPadOS
- Every section and view has been revised in iFinance 5
- Modern iconography using Apple SF Symbols
- More Countries Supported for Online Connectivity:
- Connect to banks in US and Canada via our partner Plaid (requires paid subscription)
- Connect to banks in France, Spain and Austria via our partner FinTecSystesm (requires paid subscription)
- The new and improved setup assistant lets you connect your bank accounts even easier
- Budgets and Annual Budgets:
- Use annual budgets for long term financial budgeting
- Annual budgets: Separated by income and expenses
- Automatically split your annual budget to monthly income and expenses
- Easily navigate through different time periods
- Modern user interface
- Finance Section:
- Optionally hide individual accounts from the overview
- Overview chart: See your 90 day account history directly above your transaction list
- Greatly enhanced and improved transaction editor
- New and improved transaction reconciling without having to close the transaction list
- Improved Stock and Depot management:
- Easily navigate to different time periods of the stock performance chart
- Improved management of stocks, ETFs, crypto currencies and other investments
- Sales and purchases of stocks and other investments may now be added as individual transactions to one of your accounts in order to improve income/expense reporting
- Categories:
- Greatly improved display of categories and associated transactions
- Use custom rules to automatically assign categories to transactions (for example, if the transaction amount is below 5 Dollars)
- Universal Purchase for Mac, iPhone and iPad:
- Use iFinance 5 on your Mac, iPhone and iPad with a single purchase
- Subscriptions to paid online banking services may be used on Mac, iPhone and iPad simultaneously with a single subscription – thanks to Synium ID
- Optimized for the new M1 and M2 based Macs
- Further Enhancements:
- Define a custom folder location to store your databases
- Greatly enhanced synchronization of your iFinance 5 databases on iCloud
- New, integrated help system
- Easily manage your iFinance 5 databases in the improved welcome window
New in iFinance 4.6.3 (Jun 30, 2021)
New in iFinance 4.6.2 (Jun 25, 2021)
- Improvements and bug fixes
New in iFinance 4.6.1 (Dec 1, 2020)
- Improvements and bug fixes
New in iFinance 4.6 (Nov 13, 2020)
- Native version for Apple Silicon on Mac
- Improvements and bug fixes
New in iFinance 4.5.25 (Oct 22, 2020)
- Improvements and bug fixes
New in iFinance 4.5.24 (Jun 2, 2020)
- Improvements and bug fixes
New in iFinance 4.5.23 (Mar 30, 2020)
- Improvements and bug fixes
New in iFinance 4.5.22 (Mar 5, 2020)
- Improvements and bug fixes
New in iFinance 4.5.21 (Jan 13, 2020)
- Improvements and bug fixes
New in iFinance 4.5.20 (Nov 23, 2019)
- Improvements and bug fixes
New in iFinance 4.5.19 (Nov 6, 2019)
New in iFinance 4.5.18 (Oct 28, 2019)
New in iFinance 4.5.17 (Oct 11, 2019)
New in iFinance 4.5.15 (Sep 27, 2019)
New in iFinance 4.5.14 (Sep 24, 2019)
New in iFinance 4.5.13 (Sep 16, 2019)
New in iFinance 4.5.11 (Jun 21, 2019)
- Several improvements and bug fixes
New in iFinance 4.5.10 (Jun 12, 2019)
- Several improvements and bug fixes
New in iFinance 4.5.9 (Apr 25, 2019)
- Improvements and bug fixes
New in iFinance 4.5.8 (Apr 23, 2019)
- Improvements and bug fixes
New in iFinance 4.5.7 (Feb 8, 2019)
New in iFinance 4.5.6 (Feb 7, 2019)
New in iFinance 4.5.5 (Jan 24, 2019)
New in iFinance 4.5.4 (Dec 12, 2018)
New in iFinance 4.5.3 (Dec 11, 2018)
- Fixed an issue that could sometimes cause problems when importing transactions
New in iFinance 4.5.2 (Dec 10, 2018)
- Duplicating transactions with current date should work correctly again
- Bug fixes
New in iFinance 4.5.1 (Dec 2, 2018)
- Fixed an issue on macOS 10.11
New in iFinance 4.5 (Dec 2, 2018)
- New: Categorisation Wizard. A new tool that helps you to categorise large numbers of transactions by grouping similar ones together
- New: Support for Touch ID on macOS
- Stocks: When editing buys/sells, you can now enter the total price of the trade (and let iFinance calculate unit prices)
- Stocks: Stock folders now show a win/loss total of all included stocks
- Reports: Improved layout and readability, especially on large screens
- Reports: Reports now show a monthly average of income/expenses, if the report time period is greater than one month
New in iFinance 4.4.9 (Oct 10, 2018)
- Improved layout of day balances with very high amounts.
New in iFinance 4.4.8 (Sep 28, 2018)
New in iFinance 4.4.7 (Sep 20, 2018)
- Fixed a recent bug, causing the date of some day balances to be displayed incorrectly sometimes.
New in iFinance 4.4.6 (Sep 14, 2018)
- Support for future versions of macOS
New in iFinance 4.4.5 (Jul 16, 2018)
New in iFinance 4.4.4 (Jul 9, 2018)
New in iFinance 4.4.3 (Apr 12, 2018)
New in iFinance 4.4.2 (Feb 25, 2018)
- Fixed several issues regarding reports.
New in iFinance 4.4.1 (Feb 6, 2018)
- Small UI improvements and bug fixes.
New in iFinance 4.4 (Feb 1, 2018)
- New: Added time comparison charts. New chart types have been added, allowing you to compare the data of any two time periods. For example: comparison of expenditure per category in the month of February compared to the previous month of January.
- New: Folders in the analyses section now show a preview of up to four included charts/reports.
- New: Added touch and mouse over interactivity for 2D charts (same as 3D charts).
New in iFinance 4.3.7 (Jan 16, 2018)
New in iFinance 4.3.6 (Dec 19, 2017)
- Fixed: Downloading current stock price data should work again
- Additional bug fixes
New in iFinance 4.3.5 (Nov 30, 2017)
New in iFinance 4.3.4 (Nov 20, 2017)
New in iFinance 4.3.3 (Nov 8, 2017)
- This update fixes several issues resulting from missing exchange rates. The data provider we used to get these exchange rates unfortunately stopped providing them. We are currently working on a solution to restore automatic conversion for all currencies. As of now the following currencies should work again:
- EUR, USD, JPY, BGN, CZK, DKK, GBP, HUF, PLN, RON, SEK, CHF, NOK, HRK, RUB, TRY, AUD, BRL, CAD, CNY, HKD, IDR, ILS, INR, KRW, MXN, MYR, NZD, PHP, SGD, THB, ZAR.
- Other currencies will be addressed in the near future.
New in iFinance 4.3.2 (Nov 2, 2017)
- Bug fixes
- Prepared App for iPhone X (iOS)
New in iFinance 4.3.1 (Sep 29, 2017)
New in iFinance 4.3 (Sep 29, 2017)
- New: Contacts can be assigned to accounts as the account holder:
- Note: This allows analyses to take transfers into account when filtering for contacts. This means that transfers will no longer be shown as "without contact". This way transfers can also be filtered by their account that belongs to a certain contact. Additionally, transfers can now be shown in a contacts list of corresponding transactions.
- New: Automatic detection of transfers between accounts when importing via HBCI/FinTS or CSV file:
- Note: When this is active, transactions will be matched if both clearly refer to the other's account (e.g. by IBAN). Also, the amount and date of both transactions have to match each other, otherwise they will not be connected.
- New: The category list can be searched when assigning a category to a transaction
- New: Added search bar to the database manager (use cmd+f on macOS or scroll to top on iOS)
- New: Added option to close the database after a certain time of inactivity (macOS)
- New: CSV export supports export of IBAN, BIC, account number and routing number of an assigned account relationship (or target account of a transfer).
- New: CSV import supports import of a payers or payees IBAN, BIC, acocunt number and rounting number
- New: CSV import supports automatic contact assignment, automatic creation of new contacts and automatic transfer detection
- New: You can now change the sort order of accounts on Apple Watch and the iOS Today Widget from your iPhone (iOS)
- New: Added option to reverse the sort order of transactions on the same day when sorting by date (see app preferences)
- New: Added support for currencies with 1/1000 sub units, such as: Tunisian dinar, Bahraini dinar, Iraqi dinar, Kuwaiti dinar, Libyan dinar, Rial
- additional new currency: Gibraltar pound
- New countries: Faroe Islands, Georgia, Gibraltar, Lebanon, Bahrain, Kuwait, Libya, Oman
- Improved: "Duplicate for today" now works with multi selection
- Improved: The contact autocompletion will now show if a contact or the account details of a contact will be assigned
- Improved: Sorting transactions by check number now correctly compares numbers instead of characters
- Improved: iFinance will now show if a transaction is marked as new when comparing transactions during a conflict merge
- Improved speed when downloading data from certain banks
- Improved detection of girocodes
- Many new icons
- Modernized memory management
- many more improvements and bug fixes
New in iFinance 4.2.9 (Jul 31, 2017)
- Transaction lists of categories and contacts now consider current exchange rates when calculating totals of transactions with different currencies
- Accounts on AppleWatch can now display balances of up to 9.9 million
- several more improvements and bug fixes
New in iFinance 4.2.8 (Jun 28, 2017)
- New currency: Burmese kyat
- Improvements and bug fixes
New in iFinance 4.2.7 (Jun 23, 2017)
- Improvements and bug fixes.
New in iFinance 4.2.6 (May 29, 2017)
- Fixed a crash while importing the historical data of certain stocks
New in iFinance 4.2.5 (May 22, 2017)
- Fixed: There should be no more overlapping rows in reports when displaying contacts without a name
- Fixed a rare crash when changing the date of a transaction
- Fixed: Getting stock data should work again
- more improvements and bug fixes
New in iFinance 4.2.4 (May 2, 2017)
- New currency: Pakistani rupee
- Merging of local recurring transactions during Wifi sync has been improved
- Accounts marked as „old“ can now be assigned to imported account statement files
- Fixed: Changing the date of an imported account statement would sometimes change the date of the wrong file
- more improvements and bug fixes
New in iFinance 4.2.3 (Apr 4, 2017)
- New: It is now possible to set transactions active/inactive via Touch Bar (macOS)
- More improvements and bug fixes
New in iFinance 4.2.2 (Mar 23, 2017)
- New currencies: Gambian dalasi and Swazi lilangeni
- New countries: South Africa, Botswana, Egypt, Gambia, Algeria, Swaziland
- Improved Wifi sync file transfer speed
- Fixed: Files imported on iOS will be processed immediately when the app is active (iOS)
- Fixed: Devices with permanent Wifi sync authorization are correctly shown in the PINs and Passwords pane
- Fixed: Navigationbar is correctly shown when viewing manuals
- More improvements and bug fixes
New in iFinance 4.2.1 (Mar 3, 2017)
- New: Option to hide the account number of accounts that are shown in the Notification Center
- Fixed: The correct device name is now shown when asking for permission to sync over Wifi
- several more improvements and bug fixes
New in iFinance 4.2 (Mar 1, 2017)
- New: Interactive 3D charts
- New: Copy & paste transactions and split transactions between accounts
- New: It is now possible to import and manage PDF format bank account statements
- New: TouchBar support (Mac)
- New: It is now possible to have transactions show their category symbol and contact icon at the same time (can be activated in application preferences)
- New: It is now possible to add a commission/fee to stock transactions
- New: Added option in app preferences to choose whether media attachments should be ignored when copying transactions
- New document icons
- Improved: CSV import is now faster and can handle bigger files (especially iOS)
- Improved: CSV import is now able to import amounts with a suffix credit/debit sign, e.g. "4,50-"
- Improved: Charts now show the total sum of incomes or losses
- Improved: Address book contacts can now be merged directly with contacts in iFinance.
- Improved: WiFi sync network code has been rewritten. It should now be faster and more reliable
- Improved: Transaction lists of categories, charts, reports etc now show more information, e.g. payer/payee details
- Printing: New option to also print check numbers of transactions
- Printing: Day balances from multiple accounts can now be merged when the transaction list is sorted by date
- Fixed: CSV export now correctly uses a split transactions original currency and amount sign
- more improvements and bug fixes
New in iFinance 4.1.7 (Dec 14, 2016)
- Improved: When importing CSV files, you can import columns as a “subcategory" (requires another column to be imported as “category")
- Importing iFinance Category Files with categories having images works again
- Fixed a crash when closing a database in fullscreen mode
- Several other improvements and bug fixes
New in iFinance 4.1.6 (Nov 29, 2016)
- Fixed a crash on Macs with connected Touch Bar (only Mac)
- Other bug fixes
New in iFinance 4.1.5 (Nov 24, 2016)
- Improvements and bug fixes
New in iFinance 4.1.4 (Nov 7, 2016)
- New: Added option to restore the “Last View” when opening a database
- Improved: Backup list in the preference pane is now sorted by database name
- Fixed: Import of iFinance 3 databases will import tags of budgets correctly
- Fixed: Charts on iOS 10 where sometimes displayed just black and white
- Fixed: Scanning Giro and Payment Codes should work again
- Fixed problem with displaying accounts in the Notification Center
- Several more improvements and bug fixes
New in iFinance 4.1.3 (Oct 7, 2016)
- Improvement: Made sure that databases synchronized via iCloud are only opened if all data has been downloaded
- New: The database manager now also allows you to disconnect databases from iCloud
- Fixed issues with iCloud sync
- Improved import of iFinance 3 databases
- Fixed issue computing French RIB numbers
- Added country Namibia and currency Namibian Dollar
- More improvements and bug fixes
New in iFinance 4.1.2 (Sep 9, 2016)
- New: Option to delete a sync backup after a successful synchronization
- New: Budgets now show a total sum
- Improved keyboard workflow (Mac)
- New Currency: Barbadian dollar
- Added new country: Barbados
- More improvements and bug fixes
New in iFinance 4.1.1 (Sep 4, 2016)
- “Bank Hompage” button now available on iPhones
- Fixed crash that could occur in Portuguese language
- Fixed optical glitch in account list after deleting certain elements
- Saved PINs and passwords will now be migrated from older versions
- More improvements and bugfixes
New in iFinance 4.1 (Aug 31, 2016)
- New: Added VoiceOver Support
- New: iFinance Watch App now runs natively on watchOS 2 (iOS)
- New: Added automatic backups
- New: Track expenses quickly from the database manager, Notification Center or via Force Touch on App Icon (iOS)
- New: Added new settings for the overview section
- New: Categories can be added automatically when entering transaction titles
- New: Added list of corresponding transaction for Categories and Contacts (including search and export features as well as date based filters)
- New: Added navigation mode using back/forward arrows (Mac, iPad and iPhone Plus in landscape format)
- New: Added new navigation mode similar to iPhone when the database window gets too small (Mac and iPad)
- New: Added Split Screen support for compatible iPads (iOS)
- New: Added support for new iPad Pro screen resolution (iOS)
- New: All transaction lists that show corresponding transactions of budgets, contacts, categories, charts and reports can be exported as CSV files
- New: Added CSV export for the transaction list (new for iOS)
- New: Added options for exporting CSV files (e.g. choose encoding)
- New: Added PDF export of the transaction list for iOS
- New: Added PDF export for transaction lists that show corresponding transactions of budgets, contacts, categories, charts and reports can be (iOS)
- New: Added PDF export charts and reports
- New: Categories can now be exported to use them in other iFinance 4 databases
- New: All transaction lists that show corresponding transactions of budgets, contacts, categories, charts and reports can be printed
- New: Added print preview for iOS
- New: Added optional display of total funds
- New: Added parallel database migration to upgrade several databases at once
- New: Categories can be searched and sorted
- New: Contacts can now be sorted
- New: Helper UI for editing contacts of transactions is now also available on iOS (pen icon)
- New: Added autocompletion feature for transaction tags (when editing them in the transaction inspector)
- New: Display of contact names can now be configured
- New: “Open in” feature for export on iOS
- New: Group rows in the transaction list can be disabled (Mac only)
- New App Icon (Mac and iOS)
- Added new date based filter options (manual, last 7/14/30/60/90 days)
- Added menu item to enable fullscreen view (Mac only)
- Improved tags display
- Added "Tags" column for the column-based transaction list (Mac only)
- Account folders can now be included in multi selection (Mac only)
- Several speed improvements
- Transaction list on iPhone now shows the name of the selected account
- Added export of database archives using the database manager on iOS
- Several User Interface modernizations
- New Currencies: Sierra Leonean Leone, Zambian Kwacha, Malawi-Kwacha, Laotion Kip, Nepalesian Rupie
- Added new countries: Sierra Leone, Zambia, Malawi, Laos, Nepal, Malaysia, the Philippines, Hong Kong, Thailand, Singapore
- Improved navigation on iPhone
- Improved print view
- Many more improvements and bugfixes
New in iFinance 4.1 Beta (Aug 5, 2016)
- New: Added VoiceOver Support
- New: iFinance Watch App now runs natively on watchOS 2 (iOS)
- New: Added automatic backups
- New: Track expenses quickly from the database manager, Notification Center or via Force Touch on App Icon (iOS)
- New: Added new settings for the overview section
- New: Categories can be added automatically when entering transaction titles
- New: Added list of corresponding transaction for Categories and Contacts (including search and export features as well as date based filters)
- New: Added navigation mode using back/forward arrows (Mac, iPad and iPhone Plus in landscape format)
- New: Added new navigation mode similar to iPhone when the database window gets too small (Mac and iPad)
- New: Added Split Screen support for compatible iPads (iOS)
- New: Added support for new iPad Pro screen resolution (iOS)
- New: All transaction lists that show corresponding transactions of budgets, contacts, categories, charts and reports can be exported as CSV files
- New: Added CSV export for the transaction list (new for iOS)
- New: Added options for exporting CSV files (e.g. choose encoding)
- New: Added PDF export of the transaction list for iOS
- New: Added PDF export for transaction lists that show corresponding transactions of budgets, contacts, categories, charts and reports can be (iOS)
- New: Added PDF export charts and reports
- New: Categories can now be exported to use them in other iFinance 4 databases
- New: All transaction lists that show corresponding transactions of budgets, contacts, categories, charts and reports can be printed
- New: Added print preview for iOS
- New: Added optional display of total funds
- New: Added parallel database migration to upgrade several databases at once
- New: Categories can be searched and sorted
- New: Contacts can now be sorted
- New: Helper UI for editing contacts of transactions is now also available on iOS (pen icon)
- New: Added autocompletion feature for transaction tags (when editing them in the transaction inspector)
- New: Display of contact names can now be configured
- New: “Open in” feature for export on iOS
- New: Group rows in the transaction list can be disabled (Mac only)
- Added new date based filter options (manual, last 7/14/30/60/90 days)
- Added menu item to enable fullscreen view (Mac only)
- Improved tags display
- Added "Tags" column for the column-based transaction list (Mac only)
- Account folders can now be included in multi selection (Mac only)
- Several speed improvements
- Transaction list on iPhone now shows the name of the selected account
- Added export of database archives using the database manager on iOS
- Several User Interface modernizations
- New Currencies: Sierra Leonean Leone, Zambian Kwacha, Malawi-Kwacha, Laotion Kip, Nepalesian Rupie
- Added new countries: Sierra Leone, Zambia, Malawi, Laos, Nepal, Malaysia, the Philippines, Hong Kong, Thailand, Singapore
- Improved navigation on iPhone
- Improved print view
- Many more improvements and bugfixes
New in iFinance 4.0.6 (Feb 19, 2016)
- Show or hide the transaction inspector (Mac)
- Several improvements and bug fixes
New in iFinance 4.0.5 (Jan 5, 2016)
- iFinance for iOS can now import iFinance 3 archives (iOS)
- Added french manual
- Added autocompletion for transaction comments
- Added several keyboard shortcuts for easier transaction editing
- Print templates can now be exported as files (Mac)
- Print template files can now be imported
- several improvements and bugfixes
New in iFinance 4.0.4 (Nov 20, 2015)
- New: You may refresh exchange rates manually (Mac)
- New: Budgets can be duplicated
- New Currency: Botswana pula
- Several speed optimizations
- Several improvements and bugfixes
New in iFinance 4.0.3 (Nov 3, 2015)
- Improvements and bug fixes.
New in iFinance 4.0.2 (Oct 25, 2015)
- New: Transaction titles now have autocompletion
- New: More category icons added
- New: Added an option to specify if transfers between accounts should automatically change when one of their transactions is edited
- New: Column based transaction list has a new column showing the account balance for each transaction (Mac)
- New: iFinance 3 databases from the Mac version can be imported in iFinance Mobile (iOS)
- New: iFinance 4 archives can be imported on iOS
- New: Improved date picker keyboard (iOS)
- Improved: Amount keyboard size increased (iOS)
- Solved a problem that sometimes prevented printing of the transaction list
- Split transactions shown in reports that have no payee assigned will inherit the payee from their main transaction
- Solved various issues with comdirect bank
- Improvements to WiFi and iCloud sync, as well as to CSV and QIF importers
- many more improvements and bugfixes
New in iFinance 4.0.1 (Sep 28, 2015)
- New option to always create new transaction with the current date
- Improved import of CSV, QIF OFX and MT940 files
- Improved import of iFinance 3 databases with linkes media files
- Payees of split transactions are now shown correctly
- Fixed error that sometimes prevented changing the password for certain databases
- Searching for split transactions now works correctly
- more improvements and bugfixes
New in iFinance 4.0 (Sep 13, 2015)
- Re-engineered from scratch for Mac and iOS
- Manage multiple databases
- Fully encrypted databases
- Online banking via HBCI (for banks offering HBCI)
- New user interface
- Retina support
- Same scope of features for iOS and Mac (as far as technically possible)
- Touch ID (iOS only) to open encrypted databases
- Possibility to manually create and edit all transactions for each account
- Support for local recurring transfers and transactions
- Support for split transactions and transfers
- Support for different currencies (Accounts, Analyses, Funds)
- Accounts:
- Organize accounts in folders
- Use color markings or images
- Different currencies for each account possible
- Categories:
- Support for subcategories
- Use different colors and icons or assign images
- Automatic assignment of categories
- Transaction list:
- Time period filter
- Search and sort settings
- Edit several transactions at once using multi selection
- Flag transactions
- Use comments and tags
- Assign categories per transaction or split transaction
- Check numbers
- Support for reconciling
- Printing
- Print checks and remittance slips
- Stocks:
- Retrieve stock quotes online (Yahoo) or manage them manually
- Manage your stock buys and sells
- Budgets:
- Create configurable budgets
- Realtime computation
- Contacts:
- Assign one or more bank connections per contact
- Assign contacts to transaction to improve your analyses
- Import your contacts from your iOS or OS X contacts app
- OFX direct:
- Encrypted communication with your bank
- Easy setup via assistant tool
- Retrieve account balances and transactions
- Analyses:
- Highly customizable charts and reports
- Overview section:
- Account balance over the last days
- New transactions
- Top expense categories
- Data import:
- CSV files
- QIF files
- OFX files
- iFinance 3 Categorie files
- iFinance 3 Databases
- Data export:
- CSV
- Synchronization:
- iCloud
- WiFi
- Extension for the OS X Notification Center:
- View your accounts in the Notification Center
New in iFinance 4.0 Beta 5 (Jun 26, 2015)
- New: You may now select to start in the overview section or finance section
- New: Duplicate transactions, splits transactions, reports and charts via cmd+d
- Solved many issues with WiFi sync and improved usability
- Budgets now again show the exceeded amount instead of zero
- Transaction list can now be sorted by reconcile state, check number and title
- many more improvements and bugfixes
New in iFinance 4.0 Beta 4 (May 25, 2015)
- New: Sync databases over WiFi
- New: Alternate column based view mode for the transaction list using smaller row sizes
- New: MT940 files can be imported
- New category symbols to choose from
- Amounts in charts are localized (e.g. using localized decimal separators)
- Budgets are calculated in background, greatly increasing performance when having many budgets or budgets that include a very high number of transactions
- Many more improvements and bug fixes
New in iFinance 4.0 Beta 3 (Apr 23, 2015)
- New: Turkish translation
- New: Transaction details view has three display sizes „Standard“, „Compact“ and „Small“
- New: QFX files can now be imported
- Updated HBCI/FinTS server information
- Improved database import from iFinance 3
- Support for colored printing of transactions amounts
- more improvements and bug fixes
New in iFinance 4.0 Beta 2 (Mar 30, 2015)
- New: Polish translation
- New: Spanish translation
- New: User guide is now included (English and German)
- Charts can now be printed
- Improvements to undo behaviour, CSV import and HBCI
- many more improvements and bug fixes
New in iFinance 4.0 Beta (Mar 10, 2015)
- New: Czech translation
- New: Dutch translation
- New: Charts have new option „Merge Values“
- New: Transaction list can be sorted by contact, amount or category
- New: Transaction list can be searched for category names
- Improved speed of opening and importing CSV files
- New edit button in the transaction inspector to assist in assigning contacts or creating transfers
- Improved support for Consorsbank
- Categories can be assigned via context menu
- Many more improvements and bug fixes
New in iFinance 3.3.19 (Oct 23, 2014)
- Compatibility with OS X Yosemite
- Bug fixes
New in iFinance 3.3.18 (May 30, 2014)
New in iFinance 3.3.17 (Apr 25, 2014)
New in iFinance 3.3.16 (Dec 10, 2013)
New in iFinance 3.3.15 (Nov 22, 2013)
New in iFinance 3.3.14 (Nov 14, 2013)
New in iFinance 3.3.13 (Oct 4, 2013)
- Bug fixes for HBCI communication and CSV import
- Other improvements and bug fixes
New in iFinance 3.3.12 (Dec 6, 2012)
- Dutch manual added
- Bug fixes for HBCI, OFX import and transfers
New in iFinance 3.3.11 (Oct 13, 2012)
- Bugfixes for GUI, HBCI, QIF import and reconcile
New in iFinance 3.3.10 (Aug 2, 2012)
- Fixed a bug appearing on 3D charts in 10.8
- Improvements and bug fixes
New in iFinance 3.3.9 (Jun 29, 2012)
- New: Retina display support
- Bugfix for 3D charts on retina displays
- Improvements and bug fixes.
New in iFinance 3.3.8 (May 31, 2012)
- Updated HBCI modul
- Improvements and bug fixes.
New in iFinance 3.3.7 (May 2, 2012)
- Improvements and bug fixes
New in iFinance 3.3.6 (Mar 9, 2012)
- Improvements to HBCI.
- Improved CSV file format detection.
- Other improvements and fixes.
New in iFinance 3.3.5 (Feb 10, 2012)
- Bug fixes for the iFinanceHBCI-Module
- Added a polish transaction print template
- New: Log settings for iFinanceHBCI
- Improvements to the qif importer
- Other improvements and fixes
New in iFinance 3.3.3 (Dec 21, 2011)
- New HBCI module for PIN/TAN mode
- Synchronization with iFinanceMobile 3.0
- Improvements in speech synthesizer, qif import and off import
- New currencies: Cayman Islands Dollar [KYD] and Armenian Dram [AMD]
- Database manager now visible in mission control
- Other improvements and fixes.
New in iFinance 3.3.2 (Sep 9, 2011)
- Fixed a bug when using time control in the budget pane.
- Speech output with special voices improved.
- Other improvements and fixes.
New in iFinance 3.3.1 (Sep 1, 2011)
New in iFinance 3.3 (Aug 18, 2011)
- New: Enter amounts with simple formulas (e.g. (6+7)/3)
- New: Merge of transactions
- New: Add as many files as you want to transactions
- New: Import via HBCI PIN/TAN- and HBCI DDV-Chipcard
- New: Enter stock data manually
- New: Stock folders display an overview about the containing entries
- New: Hide unused sections in the organizer (Stocks, Budgets, Charts, Reports)
- New currencies: Jordanian Dinar [JOD], Ugandan Shilling [UGX], East Caribbean Dollar [XCD], Mauritian Rupee [MUR], Tanzanian Shilling [TZS]
- Improved compatibility with OS X 10.7 Lion
- GUI elements updated
- Other improvements in CSV import/export, MT940 import, OFX import, recurring transactions, account settings
- Improved compatibility with third party applications
- Other improvements and fixes.
New in iFinance 3.3 RC (Aug 12, 2011)
- Improved compatibility with OS X 10.7 Lion
- Bug fixes
New in iFinance 3.3 Beta 3 (Aug 9, 2011)
- GUI elements updated
- Improvements: CSV import, Stocks, HBCI, Migration, GUI
- Bug fixes
New in iFinance 3.3 Beta 2 (Jul 28, 2011)
- New: Support of fullscreen mode in OS X Lion
- Improvements: drag&drop of media files, stocks, HBCI, auto completion
- Bug fixes
New in iFinance 3.3 Beta (Jul 20, 2011)
- New: Enter amounts with simple formulas (e.g. (6+7)/3)
- New: Merge of transactions
- New: Add as many files as you want to transactions
- New: Import via HBCI PIN/TAN and HBCI DDV-Chipcard
- New: Enter stock data manually
- New: Stock folders display an overview about the containing entries
- New: Hide unused sections in the organizer (Stocks, Budgets, Charts, Reports)
- New currencies: Jordanian Dinar [JOD], Ugandan Shilling [UGX], East Caribbean Dollar [XCD], Mauritian Rupee [MUR], Tanzanian Shilling [TZS]
- Other improvements in CSV import/export, MT940 import, OFX import, recurring transactions, account settings
- Improved compatibility with third party applications
- Other improvements and fixes.
New in iFinance 3.2.8 (Jul 5, 2011)
- Improved compatibility with OS X Lion (10.7)
- Bug fixes
New in iFinance 3.2.7 (Mar 2, 2011)
- NEW: CSV export for relevant transactions in reports and budgets
- NEW: improved print templates: amount as text, map textfield to different transactions (selection dependent), change position of printer relative to the template (symbolized by little arrows)
- Two new print templates for USA
- Improved QIF import
- New currencies: Franc of the French overseas collectivities, Azerbaijani manatee and Angolan kwanza
- Search incorporates check numbers now
- Other improvements and fixes.
New in iFinance 3.2.6 (Jan 31, 2011)
- NEW: import and export of categories (Categories and their structure can be transferred from one database to the other)
- NEW: step the transaction date forward or backward a day with a single click
- Improved CSV import: your system's date format is automatically recognized in CSV files
- Several improvements in the interpretation of MT-940 and QIF files
- Other improvements and fixes.
New in iFinance 3.2.3 (Aug 20, 2010)
- New: Polish localization
- New: BIC number validating
- improved MT940 importer
- bug fixes
New in iFinance 3.2.1 (Jul 20, 2010)
- New: multipage PDF support for transaction file attachments
- New: Duplicate budget for the following period
- Quickly set a recurring transaction's end date to Today
- Added one British and several Swiss templates
- Added keyboard shortcuts for highlighting and activating/deactivating transactions
- Bug fix: automatic selection works correctly again when the search feature is active.
- Several minor improvements and bug fixes
New in iFinance 3.2 (Jun 21, 2010)
- New: launch as 64 Bit application
- New: Reports
- New: Print on cheque and bank transfer receipt blanks
- New: Freely select where to store your databases
- New: Unified date selection control
- New: intelligently add reconcile periods
- Change: Enter either the exchange rate or the resulting amount in the target account when transferring between accounts with different currencies. The amount in the source account doesn't automatically change anymore.
- Improved CSV import
- Improved precision importing amounts
- Optionally invert amounts while importing
- Keywords can be imported
- Support for colons as separators
- More commentary columns
- Blanks can be removed automatically
- Improved CSV export
- Freely choose between comma, colon, semicolon or tab as separators
- Quotation marks and line breaks are exported correctly
- Bugfixes in Stocks, Search and OFX import
- Several other new features and improvements
New in iFinance 3.2 Beta 2 (Jun 3, 2010)
- This beta currently supports: English, German, Chinese, Russian, Italian, Dutch, French and Brazilian Portuguese
- The missing language files will be added with one of the next updates.
- Updated dutch localization
- Updated french localization
- Further improvements and bug fixes
New in iFinance 3.2 Beta (May 29, 2010)
- This beta currently supports:
- English, German, Chinese, Russian, Italian and Brazilian Portuguese
- The missing language files will be added with one of the next updates.
- New: launch as 64 Bit application
- New: Reports
- New: Print on cheque and bank transfer receipt blanks
- New: Freely select where to store your databases
- New: Unified date selection control
- New: intelligently add reconcile periods
- Change: Enter either the exchange rate or the resulting amount in the target account when transferring between accounts with different currencies. The amount in the source account doesn't automatically change anymore.
- Improved CSV import:
- Improved precision importing amounts
- Optionally invert amounts while importing
- Keywords can be imported
- Support for colons as separators
- More commentary columns
- Blanks can be removed automatically
- Improved CSV export:
- Freely choose between comma, colon, semicolon or tab as separators
- Quotation marks and line breaks are exported correctly
- Bugfixes in Stocks, Search and OFX import
- Several other new features and improvements
New in iFinance 3.1.8 (Apr 27, 2010)
- New: Chinese localization
- New currencies: Belarusian ruble, Kyrgyzstani som, Antillean guilder
- Further improvements and bug fixes
New in iFinance 3.1.7 (Mar 22, 2010)
- New: Czech localization.
- Updated slovenian localization.
- Further improvements and bug fixes.
New in iFinance 3.1.6 (Mar 1, 2010)
- New: Slovenian localization.
- Updated french localization.
- Further improvements and bug fixes.
New in iFinance 3.1.5 (Feb 23, 2010)
- New: French localization
- Improved auto-complete
- Error in reconciling feature solved
- Further improvements and bug fixes
New in iFinance 3.1.4 (Jan 28, 2010)
- Improved QIF and OFX import.
- Diagrams handle large numbers of categories better.
- Check numbers can be displayed in their own column.
- Additional improvements and bug fixes.
New in iFinance 3.1.3 (Jan 11, 2010)
- New: Drag and drop transactions in the Transaction List
- New: Duplicate budgets and diagrams
- Category window is now available in Exposé
- Improved OFX import
- Added currencies
- Further improvements and bug fixes
New in iFinance 3.1.2 (Dec 11, 2009)
- Russian Localization.
- Further improvements and bug fixes.
New in iFinance 3.1.1 (Dec 8, 2009)
- Bug fix: iFinance syncs the correct account value to iFinance Mobile for iPhone now.
New in iFinance 3.1.0 (Dec 7, 2009)
- Support for multiple databases.
- Reconciling.
- Speed optimizations.
- CSV import supports categories now.
- Improved CSV export.
- Scalable font sizes in the Organizer.
- Definable currencies for stock folders and account folders.
- Accounts can be excluded from calculation of totals.
- Categories can be assigned via drag & drop.
- Category keywords can include blanks now. Example: "iFinance 3".
- Beta OFX Import.
- Italian localization.
- Further improvements and bug fixes.
New in iFinance 3.1.0 Beta 4 (Dec 4, 2009)
- Category keywords can include blanks now. Example: "iFinance 3".
- Beta OFX import.
- Improved CSV import.
- Further improvements and bug fixes.
New in iFinance 3.1.0 Beta 3 (Nov 20, 2009)
- Speedup for budget computation.
- QIF Import: Split entry value importer uses defined number format now.
- Many more improvements and bug fixes.
New in iFinance 3.1.0 Beta 2 (Nov 12, 2009)
- New Auto Update.
- Fixed a bug with recurring transactions.
New in iFinance 3.1.0 Beta (Nov 4, 2009)
- Support for multiple databases.
- Reconciling.
- Speed optimizations.
- CSV import supports categories now.
- Improved CSV export.
- Scalable font sizes in the Organizer.
- Definable currencies for stock folders and account folders.
- Accounts can be excluded from calculation of totals.
- Categories can be assigned via drag & drop.
- Italian localization.
- Many more features and bug fixes.
New in iFinance 3.0.9 (Sep 17, 2009)
- Improved compatibility to Mac OS 10.6 (Snow Leopard).
- User interface enhanced.
- mprovements and bug fixes.
New in iFinance 3.0.8 (Sep 4, 2009)
- New: Previously imported transactions are recognized by the qif importer.
- Improved compatibility to Mac OS X 10.6 (Snow Leopard).
- Additional currencies.
- Improvements and bug fixes.
New in iFinance 3.0.7 (Sep 1, 2009)
- Improved compatibility to Mac OS 10.6 (Snow Leopard).
- Printing of diagrams works now in 10.6
New in iFinance 3.0.6 (Aug 27, 2009)
- New: QIF importer reads different file encodings now.
- New: QIF importer now interprets different number formats.
- Improvements and bug fixes.
New in iFinance 3.0.5 (Aug 13, 2009)
- New: merge sub-categories with their super-categories.
- Faster transaction list printing and improved printing options.
- Improvements and bug fixes.
New in iFinance 3.0.4 (Jul 27, 2009)
- New: Spanish translation.
- New: 16 additional currencies.
- New: improved date input (appends current year automatically if missing).
- Improvements and bug fixes.
New in iFinance 3.0.3 (Jul 21, 2009)
- Improved printing
- Enhanced page layout configuration for printing
- Bugfixes
New in iFinance 3.0.2 (Jul 8, 2009)
- New: Dutch localization.
- improved MT-940 import.
- CSV import supports more date formats.
- improved QIF import.
- Many more new features and enhancements.
New in iFinance 3.0.1 (Jun 29, 2009)
- New: Display categories as text in the transaction list.
- New: Print transaction list with check numbers.
- Speed optimizations for QIF import.
- CSV import enhancements for special number formats.
- Many more new features and enhancements.
New in iFinance 3.0 (Jun 19, 2009)
- New user interface.
- Stocks.
- Tags for transactions.
- Interactive 3D Diagrams.
- Budgets.
- Password protection and encryption.
- Folders for Accounts, Diagrams, etc.
- Split transactions.
- Improved CSV-Import and -Export.
- QIF- and MT940-Import.
- Actual exchange rates.
- Many more new features.
New in iFinance 3.0 RC1 (May 29, 2009)
- NEW: Balance column.
- Hide day balances.
- 'Today' button for transaction list.
- enhanced keyboard shortcuts.
- Localization: Portuguese (Brazil).
- Many more new features and enhancements.
New in iFinance 3.0 Beta 6 (May 7, 2009)
- NEW: QIF importer.
- NEW: MT940 importer.
- Change subcategory hierarchy via Drag&Drop.
- NOT operator '!' for auto category assignment.
- Option: 'current period' for budgets, diagrams and stocks.
- Many more new features and enhancements.
New in iFinance 3.0 Beta 5 (Apr 6, 2009)
- NEW: Subcategories.
- NEW: Text Autocompletion.
- Graphical user interface improved.
- Support for Tags in Diagrams.
- Budgets are now ready to print.
- Improved .CSV import.
- Many more new features and enhancements.
New in iFinance 3.0 Beta 4 (Feb 19, 2009)
- New: drag & drop Bookings across accounts.
- New: add Bookings using 'Copy & Paste'.
- Improved Search.
- Added optional Auto Save.
- Many other improvements.
New in iFinance 3.0 Beta 3 Build 10 (Jan 29, 2009)
- Bug fixes and improvements.
New in iFinance 3.0 Beta 3 Build 8 (Jan 27, 2009)
- Update error for empty databases fixed.
New in iFinance 3.0 Beta 3 (Jan 26, 2009)
- Search: Full Text and Date Range.
- Password Protection and Encryption.
- Bookings List is now printable.
- Display of Value for Stocks Folder.
- Many minor fixes and improvements.
New in iFinance 3.0 Beta 2 (Jan 8, 2009)
- Automatic category assignment.
- Improved iFinance2 import.
- Beneficiary column added in the booking list.
- Import of equal entries in one csv fixed.
- More printing options for diagrams.
- Many bugfixes.
New in iFinance 3.0 Beta 6 (Dec 28, 2008)
- Importer bug for iFinance 2 Databases fixed.
- Sorting by date now sorts bookings on the same day by name.
New in iFinance 3.0 Beta 1 (Dec 18, 2008)
- iFinance 3 has been rewritten from the ground up and is even faster and more reliable than iFinance 2.
- The much improved User Interface comes with a new layout in order to achieve quicker access to your relevant data. All important information is visible at a glance!
- Do you own stocks? Let iFinance 3 display current prices and historical charts. iFinance will also calculate profits or losses of your purchased stocks.
- Interactive and freely adjustable Charts illustrate your financal figures.
- Manage your expenses with our new "Budgets" tool. Never spend more than you acutally planned for!
- Group accounts, stocks, budgets and charts with folders.
- iFinance 3 has been built on top of Apple's modern and powerful database technology "CoreData".
- Support for split bookings.
- Edit multiple bookings simultaneously.
- Work with different currencies in one document.
- iFinance 3 retrieves exchange rates automatically.
- Export CSV-Files.
- Improved CSV-Export.
- Archive your database and create backups of your data.
New in iFinance 2.0.4 (Oct 14, 2008)
- Fixed a potential crash when entering special characters in comments.
- Entering and displaying of values now correctly follows regional conventions as defined in 'System Preferences -> International'.
New in iFinance 2.0.3 (Oct 7, 2008)
- Fixed a bug which could lead to bookings in subcategories of the type "Remaining in (…)" not to be considered during diagram creation.
- Changes in recurring bookings are now correctly updated when the appropriate change referred to future bookings.
- If no iFinance document is currently open, a click on the application's Dock icon will now trigger the same behaviour as defined in the iFinance settings for the application start.
- Search now only comprises selected accounts and categories.
- Some minor optimizations and Bugfixes.
New in iFinance 2.0.2 (Oct 7, 2008)
- When printing a document, columns where drawn too small in some cases.
- When printing a document with multiple pages, sums where not calculated correctly.
- Transaction view of the inspector was resized incorrectly when switching date input mode.
- New bookings will now automatically be assigned to the currently selected category
- Check numbers are shown in the bookings list.
- All columns of the bookings list can be enabled/disabled in the main menu (Views -> Booking columns).
New in iFinance 2.0.1 (Oct 7, 2008)
- New field for Bookings: Cheque Number.
- Better import of .CSV files.
- Added new date format for CSV import.
- Added two navigation buttons next to the time frame shown, to quickly jump to the corresponding earlier or later period.
- Improved printout; too long entries for Date, Amount or Category are no longer cut off.
- Import from CSV or iFinance 1.5 now also works without having already opened a target document; instead, iFinance 2 will now automatically open a new target document when you invoke the Import command.
- New column for comments added to the Bookings List.
- Minor bug fixes and improvements.