iBank 3 Review: on Mac OS X Lion (10.7.x) and iPhone

Some time ago, I purchased iBank to keep track of my finances. During the Eighties, Nineties and Naughties, I used, recommended, and even sold Quicken, but I forget why I decided to change this time around.

In any case, I was able to keep track of my finances both on my MacBook Pro and also on my iPhone. Any transactions entered on one would be automagically sync’d to the other either via MobileMe or directly when on the same WiFi network. Great stuff.

But, the iPhone version has some noticeable bugs and problems. To this day, and I’ve tried it on iPhone 2G, iPhone 3G, iPhone 3Gs and now iPhone 4S, I cannot enter a Deposit directly. I have to select “POS” or “Withdrawal” or something with a negative number, then I can decide that it’s a Deposit. If I select “Deposit” first, it simply won’t let me enter anything. Weird.

Furthermore, it seems to me that I should select the Payee first…based on previously entered transactions, the program should know that BP is a POS transaction, category is Auto:Fuel, etc. Or if payee is Client, then it should be a Deposit, category Salary, etc.

Then, there’s the program on the Mac.

I wish you could drag and drop transactions from one account to another. Sometimes, I’m  entering 5 or 10 transactions, some are Cash and others are Debit Card. If I mistakenly enter a transaction in Cash, but it should be in the other account, I can’t drag and drop it into the correct account.

While typing this, I discovered that I can copy and paste the transaction, which is already something. However, when I do so, I have to go search for the transaction; the window does not scroll automatically to the new transaction. In fact, there seems to be a lot of unnecessary scrolling in the program.

Another thing I wish they’d fix is with dates. When I press up/down arrow on the date, I want it to be intelligent….Pressing “up” when it says 01 march 2012 should take me to 29 Feb, not 31 march. The date should be treated as one item, not three separate data pieces.

But, here’s the reason I am writing this post: iBank 3 on Mac OS X 10.7.x (Lion). For me, it was crashing all the time when I quit the program. It would freeze for about 10 seconds and then I’d get the crash message: Ignore, Reopen, etc.

I found out the problem. And the fix.

There is an issue with the “Sync devices on launch and quit” option. Turn it on – crash. Turn it off – smooth sailing.


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