IFinance 5 Customer Service

IFinance 5 Positive Reviews

Good, But With A Few CaveatsI 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..Unemployed FattyVersion: 5.0.27

There are many things missing in the update that I loved in the previous version.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..Calk allVersion: 5.0.21

Fantastic Finance AppThe Synium team has done an outstanding job with this app! With iFinance 5 you have a solid alternative to some of the other finance apps! I'm not using the online account connections but for direct entry iFinance 5 works flawlessly and has an easy to use and great looking interface. This app has so many great features to help manage personal finances - it's a pleasure to work in and explore this app. The Analyses/Reporting section takes some getting used to but with right Account / Category setup it's extremely powerful with the built-in flexibility to customize. A key point for me was the iCloud sync, which others don't offer. 5 stars!.MichaelF603Version: 5.0.18

I really like this…Have been using the iOS and Mac versions of this app for about a year now for tracking my expenditures across my 2 credit cards and checking account. My needs are fairly simple and straightforward, and this app has met my expectations nicely. What I like: support for import file formats (both on my Mac and on my iPad), iCloud syncing between my devices, automatic classification expenses into categories, and tracking of mutual fund performance. iFinance has capabilities that I’m not using, and I find its interface to be a bit complex. However, this really meets my needs nicely. Highly recommended..Home $$ guyVersion: 5.0.19

IFinance is Slowly Improving (fixing bugs & features)Plaid Doesn't Always Import Properly. It imports $ amounts for the wrong Payee/Payer. So I have to correct for the Payee or $ amount. Tags and Categories mostly work as expected. I've used most of the financial apps on the Mac App store and iFinance has a superior interface. I expect that it will continue to get better at downloading transactions more accurately..44_FooterVersion: 5.0.22

Improvement SuggestionI really like using the current version of iFinance,. However, I do have one suggestion. An improvement would be to show each entry in a sequential order. By that I mean -- to have each entry appear at the top of the list when it is entered. Thanks. dp.Wulff_daveyVersion: 5.1.8

Needs improvement.I'm thinking of going back to 4. Why? 1. Slowness. Adding new items. 2. Doesn't start with the account I was working in last. 3. Doesn't save my column changes. Removed columns come back when app openned again later. 4. REMOVED PENDING FROM RECONCILIATION. I now have to use a yellow flag..JhakieVersion: 5.0.3

Best Mac Finance SoftwareI have been using it since 2011. It keeps improving with each new version at a reasonable price and all subversion upgrades are free. The only software I have used more than a dozen years is Syniums' MacFamly Tree, which is why I chose IFinance in the first place..Retired Systems AnalystVersion: 5.0.27

Nice App but a slow on supportThere are several areas for improvement, but support is very slow responding back. This could be the best App for personal finance in the whole App Store, but they need to listen to the customer suggestions and keep a good communication..DKVVVersion: 5.0.28

ReconciliationWhere is this function on the latest version??.BrorseVersion: 5.0.22

Longtime userI have used this several years for personal accounting. It is so much easier than the huge programs I used for businesses..Willie from WacoVersion: 5.0.23

Reporting errorsTherre seems to be a bug in the analysis section. When I bring up an expense report or chart for the year it lists total expenses $200,000-$300,000 larger than reality..Port Orchard playerVersion: 5.0.18

Still essentialI use credit cards to keep my credit score up, but always pay them off monthly. I also track various store credit accounts and savings accounts. I’ve used iFinance since version 4 to balance my finances every week, and it’s still essential at the start of 2024. I don’t use the IAP of online connections to banks, that way every transaction I enter is one I recognize. When a transaction hasn’t been paid off, I can flag it so it stands out later. Recurring transactions like savings deposits are easy to set up automatically. When I pay a credit card from my debit account, it’s as easy as selecting last month’s payment and duplicating it for today, then changing the amount. The transactions have a line for a check number, but I don’t use checks, so I copy & paste transaction confirmation codes from the bank there. It’s easier than keeping the emails in case there is any question if I made a payment later. Developers- adding additional, customizable info lines would be helpful. Other positives are how I can add images to bank accounts, allowing me to see at a glance what card is what account. Again, devs, adding a custom line I can see in the main window would help, since I have one card that I only use on automotive stuff, and another that’s just for medical bills. I’d like to see that info readily. The best part of this app, which I didn’t find in others, is nesting. I can have one folder containing savings accounts, all individual but totaled together. In another folder, I can have a sub folder of debit accounts, with a second folder of credit card accounts. That way, I get a subtotal of liquid cash and a subtotal of outstanding debt, with the top-level folder showing the combined value of the two, positive or negative. This is also how I budget, since I add an additional folder for future recurring transactions I know will come out of the budget, like the monthly Apple One subscription. It stays in the Upcoming folder until it’s active under the actual charge account. This iFinance 5 app is essential for my personal needs..Zero EhxeVersion: 5.1.4

Not ready for US MarketPros: Simple/clean interface. Cons: Online connectivity to accounts: * Uses Plaid - $7 bucks per month * Plaid doesn't play nice with Chase, so those accounts won't import. * Retirement accounts (Empower) also can't be imported via Plaid. * EU currency symbol attached to US dollar amounts. Not a big deal, and it's a 1:1 currency exchange at the moment, but amounts should denote in $. * Again, it's 7 bucks a month for online connectivity..MacigulaVersion: 5.0.5

Pretty decentWorks like a charm. It is complex in some fields but overall is really good..BacksideRepealVersion: 5.0.21

Very good app, Outstanding supportFor some time now, I've used Quicken for Mac to track our finances. Quicken is incredibly detailed but is incredibly slow and spotting synching with various financial institutions. It rarely sync'd to my iPad and iPhone, so I was looking for an alternative. I use several of Synium's other apps. They are consistently very good. The biggest hurdle for me is rethinking everything and unlearning Quicken for Mac. iFinance 5's help documentation is good, but seems to be lacking in some areas, mostly because it functions differently than Quicken. However, their customer support is outstanding. They are responsive, patient, and willing to do whatever it takes to assist. They are kind when pointing out the documentation has the answers. Quicken requires a subscription for the app but not to download and synchronize transactions. iFinance is a one-time purchase. If you only have a couple of accounts to sync, you can use the free version of Plaid. If not, like me, there is an annual subscripton for unlimited accounts. Plaid/iFinance synchronization is fantastic. They both work on all my Apple devices. No matter if where I am or what device, all my data syncs and is readily availabe. Just as in Quicken, not all institutions or accounts sync with Plaid, so you create offline accounts for those. Migration from Quicken for Mac is, unfortunately, not available. However, you can import .csv transaction files, but not Categories and Contacts. But you can create these on the fly. Now that I've learned how to use Tags, Categories, and Contacts (Payee/Payer), along with transaction Purpose, Transfer Posting with Merging, Reporting using both Categories and/or Tags, I have found that iFinance 5 is very powerful. I can use it to track my IRA and personally held stocks, which are updated everytime I open the app. No, iFinance does not export to a file to be uploaded to various tax reporting software, but I can be creative and create the means to track income and expenses for IRS reporting. So, syncing quickly and easily across all devices and spport are the deciding factors for me. I'll be canceling my subscription to Quicken for Mac. Thank you Synium!.DscotiVersion: 5.1.5

Not completeThis app in order to be the best of the best needs a calendar for bill tracker and needs to keep track of loans(Mortgage).Alvaro512Version: 5.1.1

App菜单建议增加中文支持App菜单建议增加中文支持.ChioklsdfVersion: 5.1.3

Very Good Accounting ProgramThe best accounting program for Apple Products. Has very good Budget and Analysis information and very flexible to manipulate. The only problem the I have had is with its transfering of data among iPad, iPhone and Mac. The Mac versioni is very forgiiving at data handling but the other two require that you be very precise on what you enter or the data does not get transferred to the other apps..Will keep usingVersion: 5.1.1

Good app, but synchronization bugI have used this app for a long time, I like the options which include - design, online currency and stock updating, folder and budget system. But after turning on synchronization between Mac and iPhone it becomes a nightmare. I lost my files after 4 years of running a budget, an app created a backup and copies every time when I tried to open a file, in one hour it created tens of the same files, each with the same name. I reinstalled the app and it didn't help. Will see. If this thing will be not fixed I will look for a new app or turn off the synchronization and use only on one device. In general good stuff..Michael ChernovVersion: 5.1.8

Huge ImprovementsI’ve been using since the advent of iFinance 3. A great product that continues to evolve. One request would be to have ability to sync the local database with a spouse or significant other, preferably using iCloud. Software is sometimes temperamental, but the app support is there. A German company, with a solid app. Now if only all (not most) Canadian FI synced with Plaid (looking at you EQ bank)..Debunker13Version: 5.1.4

Great product - has potentialI love the features and search facilities and the way to track accounts available in iFinance. I would like to see more powerful import, export capabilities which can parse fields exported by banks. I would like to see more powerful reporting capabilities which are optionally advanced. Cross account transfers need to be better supported to identify and link transactions between accounts so that they are neither expenses nor income. Being able to import data and identify two accounts which are in fact the same account, and might contain duplicates and need to be combined into one of them would be helpful I have other suggestions too.Ashley SilverVersion: 5.1.4

Automatic entry of contact name is incorrect every timeThis mechanism should look up previous entries (the ones that have been corrected manually) to fill out the new ones correspondingly. I hope it will be fixed, because now it is useless. Otherwise, I think it is a useful app and rather well thought out..Le SymphonisteVersion: 5.0.20

Good applicationIt's nice and easy to use. I don't care about bank connections and similar functions. It's perfectly sufficient for tracking expenses and estimating net value..Cringy pomidorVersion: 5.0.25

Too Many Nagging ScreenI have a nagging screen for review each time I open the software.Milpat9999Version: 5.0.24

IFinance 5 - A must !I use iFinance every day since the last 8 to 10 years. This app is just fantastic. It is simple to use and if you want to keep track of your own expenses, this is the app that everybody should have. Thanks to Synium Software for this great app..Kartouch1Version: 5.0.6

Free International Money Transfer 💸Enjoy high maximum transfers into more than 20 currencies while saving up to 90% over local banks! The cheap, fast way to send money abroad. Free transfer up to 500 USD!AdvertorialVersion: 5.1.9

IFinance 5 Negative Reviews

A failing app and supportI 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..DeusxMacVersion: 5.1.9

Bad reconciliation processThe application is very nice. However, the developers have no idea of finance. Specifically, in an effort to make the reconciliation as friendly as possible, they have made it as dum as it can be to the point to be useless. The process was bad in version 4 but now users cannot even know what values need to be reconciled because there is no place to enter the beginning and ending balances given by the financial institutions. Then, how can a user know if all values have been reconciled? The only way is by pulling a statement from the financial institution. The reconciliation should not be a "rolling" process, which is what the developers have done. Reconciliation should be isolated process for each reconciling period..LitolusanVersion: 5.0.25

IFinance August 2023 ReviewNot happy with the fact that every few weeks I must re-establish my purchase that I have made for a years services. I am looking at my accounts multiple times a week, enough to validate who I am I would think. I also am confused by different wording about my current paid up status that does not tell me that I am paid but asks if I want to make a change to premium, when I have had Premium in the past/currently. Also, I use Apple sign-in and sometimes it works and sometimes it fials. That is confusing, and irritating..JekuseaVersion: 5.0.28

Not what I expectedSeems like the transactions don't update like they are suppose to, even after connecting my accounts and paying not only for the app, but also the subscription service in the app for Plaid. I reached out to the developers and mentioned my issues, they did reply very quickly, but the update they added still didn't fix the issue. Seems like this app would worl for anyone that is dealing with raw files, but for people who want it directly connected to their banks, credit cards, etc. I would look else where..John WayneeeeVersion: 5.1.2

Terrible UpgradeI have been using iFinance4 as long as it has been out. It worked perfectly. The new iFinance5 is a desaster. I downloaded it, paid the subscription and registered my bank accounts with Plaid. The app doesn't refresh the bank account data. It says it is connected with the bank via Plaid but the data only refreshed the first time I used the app, after that, I can't get it to refresh. It has a setting to tell it to refresh upon opening, however; that setting will not work, it only stays on manual. THIS IS THE PITS - I used to love iFinance but now it's usless!.Garden.GeezerVersion: 5.0.12

Back to version 4I went back to version 4, as it's easier to use and to read. I also miss the 3 letter abreviation next to the date in the daily summary row. I had hoped that there would be new icons as category symbols, but no such luck. The Comment field used to be directly below the Category drop-down box, but now Tags and Check Number come before the Commets - I only use Comments. The date pickers are over-engineerd, as are the amount plus/minus and the Payee/Payer edit feature. But the Repeat Transactions appear to have been made simpler to understand..QuensabeVersion: 5.0.4

Difficult to UseI found this program to be user unfriendly. I could not get correct balances, statements, or reconciliations. I wrote the company, deleted the accounts. And then tried to load my accounts once more with no success. I have cancelled this program altogether. Truly not worth my time or money. Hoping Intuit brings Quickbooks to imac. Much easier to use..LesbratVersion: 5.1.4

Update iFinance4 to iFinance5Way too many bugs. can't see any improvements. lost screen viewing width. many issues trying to get back to where I was in 4. may go back to iFinance 4. and worst of all. WHY do I have to pay for an update anyway? :(.BarktreeVersion: 5.0.6

This is the pitsI have loved this app over the years. This version is the easiest to use and setup yet. The problem is that the programmers take some time to catch up when there is an IOS update. The app appeared to work at first but didn’t update from the bank properly. They came out with an update after a week or so and all appeared to work properly. With the latest IOS update the app has ceased to update from the bank. Without bank update that are reliable THE APP IS USELESS!! Please get with it and keep up with the updates. Totally unhappy customer.Garden.GeezerVersion: 5.0.12

IFinance 5Need a lot of improvements. It is hard to read, writing is to small with no option to make fond biger. Why they moved the menu bar on leftside? Now is les space for account view. I was thinking that they did some improvements to iFinance 4 but they actualy downgreated it..Wdspd1Version: 5.0.12

Buyer BewareOnce you buy the program, you still cannot connect any of your accounts without purchasing a recurring subscription from Synium. Would be nice to know the program is useless without additional cost before extracting the purchase price..O'sFan13Version: 5.0.21

Generally pretty uselessSlow, almost no real useful info other than showing me the transactions. Subscription required for an additional 6/month or 40/yr to get your transactions from your accounts into this program..ThesneakernetVersion: 5.0.17

Paying for online service?Well, that was a waste of money. I've never had to pay to use Plaid anywhere else - and I won't start now..WdavidbrownVersion: 5.0.11

Charges RentBull crap that you have to pay for this app AND then pay for another service (Synium who made this app I believe) in order to link accounts. Other fin apps I’ve used don’t do this.AbleTwoFourVersion: 5.0.11

Won’t update accountI tried and tried. But nothing happens. It download the first 30 days od transactions but none after that. Disgusted at this point want money back..I0n st0rmVersion: 5.0.12

Not completeNeeds Bill Payment Organizer or Calendar to track everything in one place.Alvaro512Version: 5.0.28

Interface & Manual are awfulAfter wasting 3 hours getting nowhere & no in-sreen explanations of Plaid & how it works, I gave up & renewed my Quicken membership. Bloody awful software. Sorry for the brutal honesty..Herr SalzburgVersion: 5.1.4

Paid app and then they hit you with a subscription!!Don’t buy this app unless your comfortable paying a monthly subscription. Rip off!.DQ9876Version: 5.0.18

Prior Version Was betterThe prior verision had a well designed reconciliation feature. It doesn't exist in this version..EdfsdrftyVersion: 5.1.4

Currency problemI've been using two currencies USDollar and New Taiwan Dollar in iFinance 4, there is no New Taiwan Dollar in iFinance 5, so total assets is not able th display. Please review and corret asap..HudHolVersion: 5.0.11

Down loadQuicken on MAC does not save it QIF file the same as Microsoft. Unable to find way to tranfer Quicken MAC to program..Jimmy1949Version: 5.0.14

Not able to sync between my mac and iphone & tabletThe synchronization feature that I value most is completely not working! It used to work and I could "enable network discovery" and sync data for all devices, but now I can only use it on my Mac and can't sync it to my iPhones (both iPhone 7 and iPhone 11) and iPad 8. To be honest, this app is useless even with now the discounted price of $16.99. I would like to enter an expense on the go, but now it's not working. I stuck with using only my Mac. Please fix this immediately. I have had this syncing issue with this app for at least 4 months (since Sep 2022), and was hoping someone might report this same issue and it will get fixed. However, after so long without a solution, I decided that I will write this review to get my message across. I don't usually write reviews, but I felt I really have the need to do so now!.Sandy708Version: 5.0.21

Waste of timePlain does not connect to any bank account.Bony bo banoVersion: 5.0.11

Hardly worth itThe software itself is unreliable on an ongoing basis. The software is also unreliable as part as imported data is concerned. I had imported several years worth of data and categorized it. iFInance scrambled it. Finally, its connection to Plaid to bank accounts is even more unreliable. I understand that Mint must have been a money-loser, and it was shut down for that reason, but while it worked, Mint was head and shoulders above this software..PuritySyrupVersion: 5.1.8

Don't addNothing but trouble trying to set up..57byngVersion: 5.0.24

Poorly conceived, poorly implementedI used to have good will for the publisher of iFinance. They filtered it ALL away with this app. The trial version isn't. To see if this app will connect with your accounts, you have to buy it. Spoiler: It didn't. But wait! You also have to pay for a subscription to keep the data coming. You do get a free trial week AFTER you have paid for the app, but subsequently, you get dinged on a monthly or annual basis to keep your bank accounts up to date. Even if this app were not a huge cheat, it's not reliable. As others have noted, it keeps switching accounts to be based in Euros. If you manage to connect with an account, dont assume that iFinance will fetch your data reliably. Synium have published some decent software, but this one is a dog. Stay away..PuritySyrupVersion: 5.0.23

Unreliable and TemperamentalI loaded the iPad version of iFinance 5. I live in Canada. The interface was an unprofessional pink colour. After syncing my bank transactions, Canadian dollars switched to euros even though I had set the app for Canadian dollars. I spent twenty minutes of my time to switched the euros back to Canadian dollars and I made sure the default remained set at Canadian dollars. A short time later, the currency changed to euros again. Syncing with Tangerine Bank caused the app to crash. I gave up after several retries. A Waste of time and money..StarActionVersion: 5.0.23

ReviewHave set this up a dozen times, this weekend,and it is totally unstable. The online connection works maybe once in each 5 times, then the commection is lost and not recovered. No response at all from support - basically this is a useless product.AssemblerProgrammerVersion: 5.0.23

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