Alternatives to iFinance 5

Personal finance app for Mac, iPhone and iPad that tracks income, spending and account balances. The listings below can replace it for an important use case. Each note says what changes if you switch.

The original

  • iFinance 5

    Personal finance app for Mac, iPhone and iPad that tracks income, spending and account balances.

    PaidProprietarymacOSiOS

Replacements

Listings that take over the same core job as iFinance 5.

  • Banktivity

    Personal finance software for Mac, iPhone and iPad covering budgeting, investments and net worth.

    PaidProprietarymacOSiOS

    Banktivity stays on Mac, iPhone and iPad but adds investments, net worth and retirement planning, and is paid after the trial period.

  • MoneyWiz

    A personal finance app for budgets, accounts and bank sync with desktop and mobile versions.

    FreemiumProprietarymacOSiOS

    MoneyWiz runs on macOS and iOS with bank sync for over 40,000 banks in 50+ countries, is freemium, and syncs through the developer's cloud.

  • MoneyMoney

    A Mac banking app that collects all bank accounts in one place for transfers, categories and budgets.

    PaidProprietarymacOS

    MoneyMoney is a paid Mac-only banking app handling transfers, categorisation rules and split bookings, with material mainly in German and no iPhone version listed.

  • Copilot Money

    A paid personal finance app for tracking spending, budgets, investments and net worth on Apple devices and web.

    PaidProprietarymacOSiOSWeb

    Copilot Money adds automated budgets, investment and net worth tracking with a web version, but needs a subscription after the trial instead of a single purchase.

  • Moneydance

    Desktop personal finance software for Mac, Windows and Linux with online banking and investment tracking.

    Moneydance is paid software that also runs on Windows, Linux and Android, adding transaction download, online bill payment and investment tracking with encrypted local storage.

  • Money Pro

    A personal finance app for tracking bills, budgets and accounts across desktop and mobile devices.

    Money Pro extends to Windows and Android as well as Apple devices, with a bill calendar and per-period budget limits, though its pricing is not clearly stated.

  • Buckets

    A private envelope budgeting app that keeps finances on your own computer, sold for a one-time price.

    Buckets keeps a one-time price and local data but uses envelope budgeting, runs on Windows, macOS, Linux, Android and iOS, and one license covers a household.

  • Quicken

    A long-running desktop personal finance manager for budgets, bills, investments and small business bookkeeping.

    PaidProprietaryWindowsmacOS

    Quicken is paid proprietary software for Windows and macOS covering budgets, bills, investments and taxes, with editions for small business and rental property owners.

Similar software

Related functionality, not a direct replacement.

  • Tiller

    A service that feeds bank transactions and balances into your own Google Sheets or Excel spreadsheets.

    PaidProprietaryWeb
  • Money Manager Ex

    A straightforward personal finance program for accounts, budgets and spending history, storing everything in an encrypted local SQLite file.

  • YNAB

    A subscription budgeting app built around zero-based budgeting, where every dollar is assigned a job.