I like it so far, however, a few parts seem confusing to me. For example, figuring out how to set up an annual budget is easy, but it doesn't seem as easy to set up an overall monthly budget with categories. I can't find a way to do this. Instead, it seems I have to make a "custom budget" for each individual category, but then when I move to the next month, I can't change the amount to budget for that category without it going back and changing the previous budget's amount as well. This is quite frustrating because this is something I can do EASILY using other budgeting software, like Mint. Things don't cost the same amount every single month. I should be able to budget $100 for groceries in July and then $200 in August. I should also be able to easily make an overall monthly budget. These are HUGE oversights in my eyes.

I’ve been using iFinance for maybe 10 years or so and over a few upgrades. None were perfect but about the only decent register for a Mac. I usually don’t buy upgrades when I’m satisfied with what I have but this time I decided to give it a spin. Boy was that a mistake. Version 5.5 is about as confusing and non-functional as they get. Not sure what country these developers are in or if the even know anything about finances. When you enter a payment you’d think it would be the “title” for the transaction but you’d be wrong. The title is now entered into the “Purpose” field which most people would think that would be a comment on what the transaction is for. Syncing between an iPhone and the laptop is impossible for me. The migrating notice displays and never ever does anything after an hour. Want to reconcile your account? You can forget that too. There is no place to enter your banks beginning and ending balance. How do you reconcile without that little piece of information. Glad some of you had good luck but for me this one is going in the trash and going back to version 4. A true waste of $20

I have been an iFinance user since version 3; 7 years.I had very few problems with any version through version 4.However, since upgrading to iFinance 5 on both my Macintosh and iPhone, the capabilities of both apps have progressively deteriorated. Late in 2022 the Macintosh app lost its ability to calculate the value of stocks using the shares owned and the market prices.Contact with Synium received "We cannot duplicate that issue" and there it ended.This year the iPhone app also lost its ability to calculate the value of stocks.Now the Macintosh app has lost its ability to correctly add the total value of assets which have been designated in the app to be included.This time contact with Synium received; "There some customers who experienced this while using a VPN or firewall that block server connections.We just got a few cases where the customer seems to not use any of those and still got this issue but we were never able to recreate it.However, we will try to improve this with one of the next updates."Updates to both came in today (6Mar24), but these still issues persist.I tried removing and downloading the apps to no avail. In fact I get the same problems if I enter stock data in their "Demo" sample app.

I was one of the beta users for version 5; it had some glitchs but not as many as now. It seems to "freeze" between actions. Even the many colored circle of unknown comes up after and during the time the computer is to act on the program The version is very slow; I have never been able to link with my bank directly but could import the data in a timely manner, that does not occur. Please look into it, it has some good features but the bad is hard to overlook.