One of our longest-running feature requests has been support for a “dashboard” overview of your finances: a screen dedicated entirely to getting the big picture of your money. Like almost every feature we consider adding, the concept is simple, but the implementation gets tricky pretty quickly. For this particular idea, one of the immediate questions… Read More


We’ve had an iBank version for the iPhone — iBank Mobile — since Apple released its first SDK about five years ago. Since then, the app has received numerous updates but nothing that expanded its primary use case — entering transactions quickly while on the go. However, times change and customers’ needs change. iPhones are… Read More


As many of our customers know, we have this great service called Direct Access. It allows customers to download  transactions automatically if their bank doesn’t support the OFX (aka Direct Connect) protocol. Needless to say, this service has been very popular amongst our customers. I personally use it for most of my accounts. Unfortunately, as… Read More