iFinance 4 User Manual

Table of Contents
1. Introduction ............................................................................................................ 1
2. First Steps with iFinance 4 ................................................................................... 2
2.1. The Database Manager .............................................................................. 2
2.2. Create a New Database ............................................................................. 3
2.2.1. Password-Protect your Database ..................................................... 4
2.2.2. Select Type of Database Setup ........................................................ 5
2.3. Import Databases from iFinance 3 .............................................................. 6
2.3.1. Start Import ....................................................................................... 7
3. Online Banking Connections ................................................................................. 8
3.1. Set up Online Banking Connections ........................................................... 9
3.1.1. Use Setup Assistant to Add New Online Connection ........................ 9
3.1.2. Manual Setup .................................................................................. 10
3.2. Import Settings .......................................................................................... 11
3.2.1. Test Access ..................................................................................... 12
3.3. Delete Online Banking Connections ......................................................... 14
4. Accounts .............................................................................................................. 15
4.1. Add a New Account .................................................................................. 15
4.1.1. General Settings ............................................................................. 15
4.1.2. Account Information ........................................................................ 17
4.1.3. Online Provider ............................................................................... 18
5. Local Transactions .............................................................................................. 20
5.1. Add a New Local Transaction ................................................................... 20
5.2. Edit Transaction Data ................................................................................ 21
5.2.1. Filter transactions by Time Period .................................................. 22
5.2.2. Change the Transaction Date via Drag and Dropn ......................... 23
5.2.3. Select Multiple Transactions ........................................................... 23
5.2.4. Flag and Sort Transactions ............................................................. 24
5.2.5. Enter a Payee/Payer ....................................................................... 24
5.2.6. Comments and Tags ....................................................................... 26
5.2.7. Add Media ....................................................................................... 26
5.3. Transfer Transactions ................................................................................ 26
5.3.1. Add a Transfer Transaction ............................................................ 27
5.4. Split Transactions ...................................................................................... 27
5.4.1. Add a New Split Transaction .......................................................... 28
5.5. Local Recurring Transactions .................................................................... 28
5.5.1. Add a New Recurring Transaction .................................................. 29

ii
 iFinance 4 User Manual

5.5.2. Adjust Number of Days Transactions Are Shown in Advance ......... 30

5.6. Reconcile Transactions ............................................................................. 30
5.6.1. Enable Reconciliation ...................................................................... 31
5.6.2. Define a Time Period for Reconciliation .......................................... 32
5.6.3. Reconciliation Status, Opening and Closing Balance ..................... 33
6. Transfers and Templates ..................................................................................... 34
6.1. Make a Money Transfer ............................................................................ 34
6.2. Save Transfer Templates .......................................................................... 36
6.2.1. Scan Payment Code and Girocode ................................................ 37
6.3. Print Templates ......................................................................................... 38
6.3.1. Transfer Data .................................................................................. 38
6.4. Custom Templates .................................................................................... 39
6.4.1. Edit Templates ................................................................................ 39
6.4.2. Import Templates from iFinance 3 .................................................. 40
6.4.3. Print remittance slips ...................................................................... 40
7. File Import and Export ........................................................................................ 42
7.1. CSV Import ............................................................................................... 42
7.1.1. Start CSV Import ............................................................................. 42
7.1.2. CSV Import Settings ....................................................................... 43
7.1.3. Assign Data Type ............................................................................ 44
7.1.4. Adjust Format Settings .................................................................... 45
7.2. CSV Export ............................................................................................... 46
7.3. QIF Import ................................................................................................. 48
7.3.1. Start QIF Import .............................................................................. 48
7.3.2. Select Target Account and Formatting ............................................ 49
7.4. OFX Import ................................................................................................ 50
7.4.1. Start OFX Import ............................................................................. 50
7.5. Import Categories ...................................................................................... 52
7.6. iFinance 4 Archive Files ............................................................................ 52
7.6.1. Export an Archive from iFinance 4 ................................................. 52
7.6.2. Import an Archive from iFinance 4 .................................................. 53
8. Manage Stocks .................................................................................................... 54
8.1. Add a New Stock ...................................................................................... 54
8.1.1. Enter Stock Data ............................................................................. 55
8.1.2. Overview ......................................................................................... 55
8.1.3. Adjust Time Period .......................................................................... 59
9. Budgets ............................................................................................................... 60
9.1. Add a New Budget .................................................................................... 60

iii
 iFinance 4 User Manual

10. Analysis Views .................................................................................................. 62

10.1. Filter Settings for Reports, Charts and Budgets ...................................... 62
10.1.1. Adjust the Time Period ................................................................. 62
10.1.2. Filter by Account ........................................................................... 63
10.1.3. Filter by Contact ............................................................................ 64
10.1.4. Filter by Category ......................................................................... 65
10.1.5. Filter by Tag .................................................................................. 66
10.2. Create Reports ........................................................................................ 67
10.2.1. Add a New Report ........................................................................ 67
10.2.2. Adjust Report Display Settings ..................................................... 69
10.3. Charts ...................................................................................................... 70
10.3.1. Add a New Chart .......................................................................... 70
10.3.2. Define a Range of Values for the Chart ........................................ 71
11. Manage Contacts .............................................................................................. 72
11.1. Add a New Contact ................................................................................. 72
11.2. Merge Contacts ....................................................................................... 73
11.3. Import Contacts from Online Data ........................................................... 74
11.3.1. Adjust Account Settings for Automatic Contacts ........................... 74
11.3.2. Adjust Online Connection Settings for Automatic Import of
Contacts (Applicable to Newly Added Accounts Only) .............................. 75
11.4. Import Contacts from Contacts App ........................................................ 76
11.5. List All Transactions Assigned to a Contact ............................................ 77
11.5.1. Search for Transactions in the List View ....................................... 79
11.5.2. Print and Export Transactions from the List View .......................... 79
11.5.3. Filter Transactions in the List View by Time Period ....................... 80
12. Categories ......................................................................................................... 81
12.1. Add and Manage Categories .................................................................. 81
12.2. Assign Categories Manually .................................................................... 84
12.3. Assign Categories Automatically ............................................................. 85
12.4. List View of Transactions by Category .................................................... 85
12.4.1. Search the List View for Transactions .......................................... 86
12.4.2. Print and Export Transactions from the List View ......................... 87
12.4.3. Filter Transactions by Time Period in the List View ....................... 87
13. Overview ............................................................................................................ 88
13.1. Recent Account History .......................................................................... 89
13.2. Top Categories ........................................................................................ 90
13.3. Recent Flagged Transactions ................................................................. 91
14. Database Sync .................................................................................................. 92

iv
 iFinance 4 User Manual

14.1. Set up iCloud .......................................................................................... 93

14.2. iCloud Sync ............................................................................................. 96
14.2.1. Remove a Database from iCloud .................................................. 98
14.3. iCloud Conflicts ....................................................................................... 98
14.4. WiFi Sync .............................................................................................. 100
14.5. WiFi Sync Conflicts ............................................................................... 103
15. Preferences ..................................................................................................... 104
15.1. General .................................................................................................. 105
15.2. Representation ...................................................................................... 106
15.2.1. Organizer ..................................................................................... 106
15.2.2. Transactions ................................................................................ 107
15.2.3. Amount ........................................................................................ 108
15.3. Transactions .......................................................................................... 109
15.4. Contacts ................................................................................................ 110
15.5. Colors .................................................................................................... 111
15.6. Stocks .................................................................................................... 112
15.7. Backup .................................................................................................. 113
16. Notification Center ........................................................................................... 114
16.1. Account Information in Notification Center ............................................ 114
17. Technical Support ............................................................................................ 117

v
Chapter 1. Introduction
Congratulations on choosing iFinance to manage your finances. Those already familiar
with iFinance will notice that iFinance 4 comes with many of the previous versions tried
and tested features as well as a large number of new features and enhancements.

We have substantially reviewed the manual to ensure you receive the best possible
support when using iFinance. The following chapters provide new users of iFinance with
easy instructions on how to set up accounts and use the many great features available.

The manual is designed as a reference book providing quick answers to all your
questions. Click on any item in the table of contents to access the relevant section in
the manual.
1
Also check our helpful tutorials at: iFinance 4 Tutorials

Please do not hesitate to contact us with any questions, suggestions or problems you
2
may have at: Synium Support

1
http://www.syniumsoftware.com/de/ifinance/tutorials
2
http://www.syniumsoftware.com/de/support/contact.html

1
Chapter 2. First Steps with iFinance 4
2.1. The Database Manager

1. The Local Databases section contains the databases created manually. The
"Demo" database is there to provide you with a first glimpse of the applications
functionalities.
2. To create a new database, tap "Create New Database".
3. Shows the databases already stored and available in iCloud. Please refer to the
Section 14.2, iCloud Sync section of this manual to learn more about iCloud
synchronization.

2
 First Steps with iFinance 4

4. If you have a database that was created with iFinance 4s predecessor version, you
can add it by using the "Import Database" feature. For more information, please
consult the Section 2.3, Import Databases from iFinance 3 section.

5. Customers subscribed to our newsletter get the latest information about features,
enhancements, and upcoming offers. If youre not subscribed yet, Kunden die
unseren Newsletter abonniert haben, bekommen stets die neusten Informationen
ber Features, Verbesserungen oder anstehende Aktionen. If you would like to
receive our newsletter, you can subscribe here by clicking this button.

6. You can also access the manual by clicking the "Help" button.

2.2. Create a New Database

In the start menu, select "Create New Database" and name the database. This will
automatically start the setup assistant.

3
 First Steps with iFinance 4

2.2.1. Password-Protect your Database

If you wish to password-protect your database, select the "Use Password" option and
set a password.

Please note! You are required to set a password for databases you
wish to use with iCloud as it is not possible to upload unprotected
databases to iCloud for security reasons. Please make sure to
memorize your password. We have no way of accessing or resetting
passwords. If you forget your password, you will permanently lose
access to your database.

4
 First Steps with iFinance 4

2.2.2. Select Type of Database Setup

Select the location of your bank from the list of countries.

5
 First Steps with iFinance 4

The setup assistant provides different options to assist you in importing your bank
account data. Click "Skip All" on the top right to quit the setup assistant and setup the
database without an online banking connection.

2.3. Import Databases from iFinance 3

If you already used the predecessor version, you can import your existing database
by through the import dialog. The import feature will transfer all data including HBCI
access information to iFinance 4, ensuring a seamless transition to the new version.

6
 First Steps with iFinance 4

2.3.1. Start Import

Select "Import Database" from the database manager.

This will open a file selection dialog box showing the iFinance 3 database folder. Select
the iFinance 3 database you want to import. iFinance databases carry an ".iFinance3"
extension. Once the import is finished, the database will appear in the iFinance 4 start
menu.

7
Chapter 3. Online Banking Connections
iFinance supports online banking connections via HBCI iFinance as well as the retrieval
of bank account data via OFX. HBCI allows you to check your account balance
and submit transfer orders directly from within iFinance. iFinance supports HBCI
authorization via PIN/TAN and the Sparkasse chip card. Other HBCI chipcards may
work as well, but have not been tested.

The following chapter refers to online banking connections. If you select the HBCI or
OFX setup assistant when adding a new database, you will be guided through every
step of the process. Of course you can always add online banking connections to your
accounts later on.

HBCI (Home Banking Computer Interface) is a common bank data

transfer standard in Germany.

OFX (Open Financial Exchange) is a standard for the exchange of

financial data. OFX files can be retrieved via an online connection or
imported locally from a file.
Other than the HBCI standard common in Germany, the OFX online
connection currently only supports the retrieval of bank account data.
Submitting transaction orders via OFX is currently not possible.

8
 Online Banking Connections

3.1. Set up Online Banking Connections

This chapter explains the different options available for setting up online banking
connections. You can choose between the automatic setup assistant or manual setup.

3.1.1. Use Setup Assistant to Add New Online Connection

The setup assistant will guide you through all the required steps. Please have your
bank data ready and select "Start Assistant".

The automatic setup assistant is available for the USA and Germany only. HBCI is the
connection standard for Germany; OFX is used to set up connections for US-based
bank accounts. OFX connections for all other countries must be set up manually.

9
 Online Banking Connections

3.1.2. Manual Setup

To set up a connection manually, open the database menu, select "Online Providers" -
"Create Provider Manually" - "HBCI/FinTS" or "OFX" and enter your bank account data
in the relevant fields.

Please note that OFX connections in iFinance 4 only support the

passive retrieval of bank account data. It is not possible to submit
transfer orders. To date, HBCI is available in Germany only.

FinTS (Financial Transaction Services) is another term for HBCI

(Homebanking Computing Interface) in use since HBCI version 3.0.
Both FinTS 3.0 and HBCI 3.0 refer to the same standard.

10
 Online Banking Connections

After entering the bank routing number and user ID (which is issued by your bank
and can also be found in the terms and conditions of your online banking agreement),
please select the authentication and access method. One of the options available under
"Access Method" for HBCI connections is "Chipcard". You will need an HBCI chipcard
and a card reader to use this authorizsation method. The default setting is PIN/TAN.

The HBCI version and server address are set automatically - they usually do not need
to be modified by the user. If you have selected "Chipcard" as the access method, you
will be prompted to insert your HBCI card into the card reader and enter your PIN at
each retrieval. iFinance can be used with the following card readers:

Kobil Tri B@nk (no driver necessary)

Kobil KAAN Advanced (no driver necessary)
cyberJack e-com plus (driver necessary)
cyberJack e-com (driver necessary)
cyberJack seconder (driver necessary)
Omnikey 3821 (no driver necessary)

3.2. Import Settings

11
 Online Banking Connections

To adjust import settings in the manual setup mode, select "Open Import Settings".

1. Activate this option if you want all imported words to begin with a capital letter. The
words will then be formatted accordingly during the import process.

2. If "Automatic Category Assignment" is enabled, transactions will be searched for

keywords defined in the categories menu. If a transaction contains a category
keyword, the corresponding category will automatically be assigned to it.

3. If activated, this option will identify and remove e.g. duplicate spaces from the
transaction information.

4. The "Automatic Contact Assignment" option will automatically assign a contact

as payee or payer if no payee or payer has yet been assigned to the imported
transaction but the account data matches that of one of your saved contacts. If
the "Automatically create missing contacts" option is activated, previously unknown
payees/payers will automatically be added to the list of contacts.

5. Check the "Red Flag for New Transactions" box to be able to identify newly imported
transactions more quickly.

6. If this option is enabled, a message will appear in the macOS Notification Center
every time a new transaction is received (for this feature to work, you must have
iFinance 4 running).

7. The import period section lets you limit the number of past days you want to import
transactions for. By default, the import period is not limited, but note that some
banks do require you to limit the import period. Enter the amount of days for which
you want to retrieve transactions and/or set an actual limitation date.

8. Select an update interval in the "Update Account" selection box. Select "Only
Manually" if you want to prevent automatic updates. Account balances can only be
updated if iFinance 4 is running.

3.2.1. Test Access

Click on "Test Access"

Depending on the selected connection protocol, you will be prompted to enter your
online PIN or OFX password. (Your PIN code or password will generally be the same
as your online banking credentials.)

Select the Save to keychain option to save your online PIN to the keychain.
PLEASE BE SURE TO OBSERVE THE FOLLOWING SECURITY NOTICE!

12
 Online Banking Connections

Once you have entered the correct access information, an overview of your online
banking connections will appear. If there is more than one account, select the accounts
you wish to manage with iFinance 4 by setting the green checkmark.

13
 Online Banking Connections

3.3. Delete Online Banking Connections

To delete a connection, go to the "Databases" menu and click the minus icon.

Please note! Once an online banking connection has been removed,

the following functionalities will no longer be available for all accounts
assigned to that online banking connection:
- sync transactions and transfers
- submit transfer orders
- manage standing orders and scheduled transfer orders

14
Chapter 4. Accounts
When you add a new online banking connection using the setup assistant, any
associated accounts will automatically be added. Each database may of course contain
multiple accounts. In the following, you will learn how to manually add a new account.

4.1. Add a New Account

4.1.1. General Settings

Click the "+" symbol below the left sidebar and select "New Account".

1. Select a different account image. You can use the default account image or import
your own image.

2. Enter a title for the account.

3. To highlight the account in the list of accounts, enable "Color mark for account" and
adjust the color if desired.

15
 Accounts

4. Enter a start balance and currency. Please note that the start balance will not be
converted if you choose to change the account currency at a later point. Transaction
amounts will remain the same regardless of the selected currency.

5. Enable "Show in Notification Center" if you want iFinance to inform you of account
movements in the macOS/iOS notification center.

6. Activate this option if you want to include the account in the calculation of total funds.

7. Old accounts will be kept for archiving purposes only. They will not be included in the
calculation of total funds, nor will they be available as target accounts for transfers.

8. Enter any additional comments you want to add.

9. If any of the account information entered in iFinance does not match the information
retrieved from your bank, you will be notified by a warning message. You can skip
these warnings, which will also keep them from appearing at future occurrences of
the problem. Click "Reset All Warnings" to re-enable warnings.

Please note that iFinance will not convert existing transactions if

you change the currency of the account. The amounts of existing
transactions will remain the same after changing the currency
setting.

16
 Accounts

4.1.2. Account Information

Select the "Account Data" tab to enter your account information.

If you import an account via HBCI/FinTS sync, most account details

will be entered automatically.

17
 Accounts

4.1.3. Online Provider

1. Select an online provider for the account.

2. As iFinance 4 supports manual transaction entry (which can be used to, for
example, simulate the effects of potential future spending or income), account
balances may vary between iFinance and your bank. To have your actual online
account balance displayed in the left sidebar even when it differs from iFinances
balance, enable "Show Online Account Balance".

18
 Accounts

3. This list shows the HBCI transactions that are likely supported by your bank if you
have an HBCI connection. As the extent of HBCI implementation varies a great deal
between banks, your bank may not offer all options.

If "Show Online Account Balance" is enabled, a yellow warning icon will appear to
the right of the entry if the account balance retrieved online differs from the balance
calculated by iFinance.

19
Chapter 5. Local Transactions
iFinance is not only a versatile online banking client but also a housekeeping book.
Local transactions added in iFinance are not bank transaction orders, but rather allow
for simulation of future transactions in order to analyze potential expenses or income.
Please note that the following chapter does not deal with Internet banking transaction
orders it refers to local transactions exclusively.

5.1. Add a New Local Transaction

Open the "Finances" section and select an account from the left sidebar. Then click on
the "+" icon to add a new local transaction. If youve already selected a transaction, the
new transaction will have the same date as the one youve just selected.

If you have enabled the "Always create new transactions with todays
date" setting in the preferences, the date of the previously selected
transaction will not affect the date of a new transaction.

20
 Local Transactions

Enter the transaction details in the right sidebar. You can also enter expressions such
as 50+50 and iFinance will calculate the result. All common arithmetic operators (+, -,
*, /) can be used for calculation.

5.2. Edit Transaction Data

The transaction overview provides various options for editing transaction data. Mark
your transaction, add comments, search for transactions, or filter the list of transactions
by time period. You can also add media and tags to your transactions.

21
 Local Transactions

5.2.1. Filter transactions by Time Period

Click the arrows (1) to navigate to the next or previous time period or use the magnifier
icon (2) to search for a transaction. Enter the information you are looking for and
iFinance will search for it among all existing transactions.

Tap on the center of the time period displayed at the top to adjust the
time span shown (day, week, month, quarter, year).

Use the list and spreadsheet icons on the top left (3) to switch between list view and
table view.

22
 Local Transactions

5.2.2. Change the Transaction Date via Drag and Dropn

Change the date of any existing transaction by drag and drop. Simply press and hold the
transaction and drag it to the desired date range. The date will be adjusted automatically
once you drop the transaction.

5.2.3. Select Multiple Transactions

Hold the SHIFT key and click on two transactions from the list to select all transactions
between them. Hold "CMD" to select multiple transactions at any position in the list.

23
 Local Transactions

Click on the icon highlighted in the screenshot above to merge two identical
transactions.

5.2.4. Flag and Sort Transactions

Select the flag icon (1) and a color to mark a transaction.

You can sort transactions by date, flag, amount, assigned contacts or category by
clicking on "Sorted by(2). Hold the left mouse button to display all sorting options
and select "Sorted by Flags. Click on the arrow to switch between ascending and
descending order.

5.2.5. Enter a Payee/Payer

Three types of entries can be made in the Payee/ Payer field.

1. Text entries that do not correspond to any of the contacts contained in your
database.
2. Contacts stored in your database. Assigned contacts are marked with a portrait icon
next to the entry.

24
 Local Transactions

3. Other accounts contained in your database (serving as target accounts for transfer
transactions). These accounts are marked by a bank icon next to the entry. Please
refer to the Section 5.3.1, Add a Transfer Transaction chapter to learn more about
transfer transactions.

Once you start typing in the payee/payer field, the auto completion feature will start
suggesting existing contacts, accounts or text entries from your database that match
the information entered.

Alternatively, click on the pencil icon to access a context menu that also allows you to
enter and search for text, contacts, and transfer accounts.

It is also possible to assign existing contacts to past transactions (based on matching

data). To do this, click on the arrow next to the relevant entry.

Please note that text entries in the Payee/ Payer field are not
necessarily assigned to database contacts. Entries assigned to
an existing contact are marked with an icon as described above.
Unassigned text entries have no icon displayed next to them.

25
 Local Transactions

5.2.6. Comments and Tags

Add tags and/or comments to your transactions. Any information entered in the
Comment field will be included in the search when you run a search of your transactions.
Tags are another filtering option for reports and charts.

5.2.7. Add Media

In the right sidebar, select Add Media Files "+". You can also drag and drop a media
file to the sidebar.

Select Capture Image to capture an image using the FaceTime camera or "Add File"
to import a file.

5.3. Transfer Transactions

iFinance 4 allows you to create transfer transactions between two existing accounts.

26
 Local Transactions

5.3.1. Add a Transfer Transaction

Select a transaction from the Finances section.

Click on the pencil icon next to the Payee / Payer field.

Then go to the Transfer tab (1) and select a target account from the drop-down
list (2).

A cross entry will then appear in the selected account.

The Payee field in iFinance has an auto-complete feature. Enter the

first letters of an existing account to quickly add the corresponding
transfer transaction.

5.4. Split Transactions

iFinance 4 lets you split transactions into partial transactions, which can be transferred
to different accounts.

27
 Local Transactions

5.4.1. Add a New Split Transaction

1. Select a transaction and click on the split icon.

2. All split transactions are listed below the transaction they pertain to. If the sum of all
split transactions is lower than the complete sum of the superordinate transaction,
the difference will be displayed under "Remaining Amount".
3. Next to the split transaction icon you will see how many split transactions a
transaction consists of. Click on the icon to collapse or expand a list of included
split transactions.

5.5. Local Recurring Transactions

Like local transactions, recurring local transactions are a means to simulate recurring
expenses and income. They are NOT Internet banking standing orders. To create
a standing order in iFinance, please select "SEPA standing order" when creating a
transfer order.

28
 Local Transactions

For more information, please refer to the Chapter 6, Transfers and Templates chapter.

5.5.1. Add a New Recurring Transaction

Add a new local transaction. Select the pencil icon next to the "Repeat" field in the right
sidebar.

Select a recurrence interval. This will create a repeat transaction at the specified
interval.

In the list of transactions, recurring transactions are marked with the revolving arrow
icon shown above.

29
 Local Transactions

5.5.2. Adjust Number of Days Transactions Are Shown in

Advance

You can adjust the number of days a recurring transaction is shown in advance in the
general settings of the database.

5.6. Reconcile Transactions

iFinance provides a feature that lets you manually compare your bank account
transactions against your actual spending. This may be helpful if you do not use an
online banking connection to retrieve your account data or if you use a checkbook to
track your current account balance and the checks youve issued.

30
 Local Transactions

5.6.1. Enable Reconciliation

You can enable or disable the reconcile feature in the preferences. To do this, go to
the top toolbar and click on "iFinance" Preferences Transactions, and enable
the Use Reconcile option.

To open the reconcile menu, select the scale icon below the transaction list:

31
 Local Transactions

5.6.2. Define a Time Period for Reconciliation

1. Define the time period you want to reconcile in the right sidebar.

2. The "Periods" section lists all previously defined reconciliation periods. Click on the
"+" icon to add the reconciliation period you just defined.

3. You can add the time period following this period automatically. The length of it will
be based on the currently selected time span.

4. Click on this icon to remove the selected reconciliation period from the list.

32
 Local Transactions

5.6.3. Reconciliation Status, Opening and Closing Balance

1. Enter the opening and closing balance taken from your financial records.

2. The "Total" row shows the difference between opening and closing balance.
3. "Target Total" shows the sum of all transactions not yet reconciled. This is the total
to be reconciled.

4. "Reconciled" shows the sum of all reconciled transactions.

5. "Difference" refers to the difference between the target total (i.e. transactions not
yet reconciled) and the reconciled transactions.

6. Check the transactions listed for the currently selected reconciliation period and
adjust the reconciliation status in the right sidebar. The reconciliation status for
each transaction is shown next to it in the transaction list. If the closing balance
matches the sum of all reconciled transactions in the period at hand, its status will
automatically be set to reconciled.

33
Chapter 6. Transfers and Templates
iFinance 4 makes it incredibly easy to make online money transfers and even save
transaction orders as templates for future transactions. You can also import data from
a transaction and print it on remittance slips and checks, for which iFinance offers a
wide range of templates.

6.1. Make a Money Transfer

To create a new transfer order, select your account in the "Finances" section and click
on the "New Transfer" button in the top right corner.

34
 Transfers and Templates

1. Define the desired transfer type and which bank account you want to debit.

iFinance supports the following transfer types:

SEPA credit transfer

Scheduled SEPA credit transfer

SEPA standing order

2. Enter the payees name and IBAN. iFinance will fill in the BIC and name of the bank
automatically.

35
 Transfers and Templates

If you have the payees account number and bank sorting code, but
dont know the IBAN, simply have iFinance compute it for you by
clicking on the question mark above the IBAN field and entering the
payees bank sorting code and account number.

3. Select the TAN authentication method you want to use for the transfer.

4. Make sure the details entered are correct and proceed by clicking the "Submit
Order" button.

6.2. Save Transfer Templates

To create a new transfer order, select your account in the "Finances" section and click
on the "New Transfer" button in the top right corner.

Once you have entered the transfer details, click on the gear wheel icon in the bottom
left corner.

Select "Save as Template"

36
 Transfers and Templates

The account overview will now show a new category named "Transfer Templates" listing
all your templates.

6.2.1. Scan Payment Code and Girocode

If you have a camera, you can also scan payment codes. To start your camera, select
"Scan Girocode/Paymentcode", hold the payment code in front of the camera and make
sure it is fully visible. Once the payment code has been recognized, the camera is shut
down again and the scanned data is imported.

37
 Transfers and Templates

6.3. Print Templates

To use data from an existing transaction in a transfer order, select the relevant
transaction.
Click on the transfer icon.

6.3.1. Transfer Data

The information found in the transaction will be used for the remittance order.

1. Select the country where you want to submit the transfer order.

38
 Transfers and Templates

2. Select the desired template type.

3. Enter any missing transfer information or adjust the transfer information imported
from the transaction.
4. Make sure that the remittance slip you want to print on is positioned correctly in the
paper tray and click "Print" to open the system printer dialog.

6.4. Custom Templates

iFinance 4 allows you to customize templates, which can then be saved for future use.

6.4.1. Edit Templates

In the print editor, click Edit Template Copy to edit a copy of the current template or
select New Template to create a new template from scratch.

39
 Transfers and Templates

1. Hold the left mouse button to position the input fields in the transaction form. You
can also enter the numerical coordinates into the X and Y input fields. The current
position is also indicated by the green constraint lines.

2. Use the plus and minus buttons to add or remove input fields. Use the arrow buttons
to select the next or previous input field.

3. Adjust the dimensions of the input fields. The "Boxes" value adjusts the number of
boxes within the selected input field. The "Characters" value applies to transaction
form types that allow more characters than boxes, if the transaction form is filled
in by a printer.

4. By selecting Data Type you can determine which information you want iFinance
to fill in automatically for each field (e.g. date, the payers account number or the
bank name).

5. Change the background image. The background image serves as guideline for the
positioning of the input fields.

6. Once youre finished editing your template, click save to make it available as a
custom template for future use. Your will be saved as a copy and you can find it
under User defined Templates.

6.4.2. Import Templates from iFinance 3

You can also import your templates from iFinance 3 by clicking on "Import iFinance 3
Template".

6.4.3. Print remittance slips

When putting remittance slips into your printers paper tray, please make sure that the
right edge of the sheet always goes in first. To ensure reliable printing results please use
a printer with a single-sheet feed suitable for printing small formats such as envelopes
etc.

40
 Transfers and Templates

Click on "Print" to open the printer dialog.

Depending on the printer driver you may have to specify in the settings where the
remittance slip is positioned in the paper tray (left, center or right). Adjust the settings
and the print preview will also be adjusted accordingly.

Make sure the remittance slip is placed correctly and start the print job.

41
Chapter 7. File Import and Export
This chapter explains how to import and export formats such as CSV, QIF, and OFX.

7.1. CSV Import

CSV (Comma Separated Values) files can be generated by spreadsheet applications
such as Apple Numbers, Microsoft Excel or OpenOffice Calc and most finance
applications available for the consumer market. CSV files are suited for import into
iFinance 4.

7.1.1. Start CSV Import

Go to the system menubar, select File Import "CSV File.

42
 File Import and Export

7.1.2. CSV Import Settings

1. Uncheck the rows you do not want to import. If a rows is highlighted red this means
that it can currently not be interpreted. This may be due to missing information or
to the date format being different from the set date format.

2. Enable any of the settings you want to apply to the import.

43
 File Import and Export

7.1.3. Assign Data Type

Adjust the columns by adjusting the selection fields on the top. They should be set to
match the information contained in the columns below them.

44
 File Import and Export

7.1.4. Adjust Format Settings

The date and number formats must match the formatting of the data contained in the
CSV file.

As long as the amount, date or number format columns are not set
correctly, the Accept button remains greyed out and cannot be
clicked. This also applies to the assignment of attributes.

1. UTF-8 will almost always be the best setting. You should only opt for a different
setting if you encounter text encoding problems.

45
 File Import and Export

2. This is usually preset automatically. Should you encounter column distribution

problems or find all data in one column, an incorrect delimiter might be the cause. In
this case, selecting a different delimiter may solve the problem. Now click "Accept"
to start the import.

Transactions imported from a CSV file are marked by a small CSV icon.

7.2. CSV Export

iFinance also offers CSV file export. Due to the simple structure of this format it is
particularly suited to exchange tabular data between applications. CSV files can be
imported by most other finance and spreadsheet applications.

Select an account from the left sidebar.

In the top menu bar, select "File" "Export" "Export CSV File.

46
 File Import and Export

1. In the CSV export settings you can define which information you want the CSV file
to contain.
2. Please note that the date and number format settings can only be changed if the
"Compatible Format" setting under "File Options" is set to "Custom Settings". For
use with Excel and Numbers, simply select the available presetting.
3. Click Export to proceed.

Name the CSV file, select where you want to store it and click "Save".

47
 File Import and Export

7.3. QIF Import

Quicken is a personal finance application. iFinance 4 supports direct import of Quicken
files provided they are saved as ".qif" files.

7.3.1. Start QIF Import

Select File Import QIF File.

48
 File Import and Export

7.3.2. Select Target Account and Formatting

1. The formatting rules are usually recognized automatically and you likely wont have
to adjust any settings in most cases.

2. Adjust how transactions should be processed at import. In the import options,

you can select whether to mark imported transactions after import, whether to set
imported transactions to inactive, and whether to import the categories from the
QIF file as well.

3. To add the QIF transactions to an existing account in iFinance, define a target

account in iFinance for each account in the QIF file or select "Create a New Account"
to add a new account to the iFinance 4 database.

49
 File Import and Export

4. To process QIF transactions that are not assigned to specific account, select a
default account in Finance where these transactions will be imported to.

5. Assign the transaction information from the QIF file to the available fields in
iFinance.

6. Click "OK" to confirm and start the import.

Transactions imported from a QIF file are marked with a QIF icon in the transaction list.

7.4. OFX Import

OFX (Open Financial Exchange) is an SGML-based open exchange format for financial
data which is also used as a standard for retrieving banking information via online
interfaces. The following steps apply to OFX file import only. Please refer to the
Chapter 3, Online Banking Connections chapter for more information on OFX online
import.

7.4.1. Start OFX Import

Select File "Import" "OFX File/QFX File

50
 File Import and Export

Define the import options under "Import Options.

1. Select the iFinance target account you want to import the account information from
the OFX file to or select "Create New Account" to create a new account in iFinance
that the information will be imported to.
2. The transactions for the currently selected account will appear in the "Available
Transaction" section.

51
 File Import and Export

7.5. Import Categories

iFinance 4 allows you to import categories from the predecessor version.

Select File "Import" "iFinance Categories File.

Select the relevant iFinance category archive. iFinance archive files have the
extension ".ifi3cat".

7.6. iFinance 4 Archive Files

Exporting archives from iFinance 4 allows you to store an additional archive of your
database at a location of your choice.

7.6.1. Export an Archive from iFinance 4

Go to File " "Export" "iFinance 4 Archiv" to save an archive file of the database
to a storage location of your choice.

52
 File Import and Export

7.6.2. Import an Archive from iFinance 4

Select Import" to import an iFinance archive file as a new database.

53
Chapter 8. Manage Stocks
iFinances stock section allows you to import and retrieve online stock data from Yahoo!
Finance. You can also add and update stock data manually.

8.1. Add a New Stock

Go to the "Finances view and click "+" New Stock in the left sidebar.

54
 Manage Stocks

8.1.1. Enter Stock Data

Tap the gear wheel icon, name the stock, and select a color to highlight the stock in
the overview if desired.

1. To import stock data from Yahoo! Finance, select "Yahoo" as the data source. If you
prefer to update your data manually, select "Manually".
2. Select the currency in which you want stock values to be displayed.
3. Enter the stock symbol to retrieve data from Yahoo. If you do not know the stock
symbol, enter the company name in the search field.
4. To search Yahoo! Finance, click "Search". The stock symbol can be found in
"Symbol" column found on the website.

8.1.2. Overview
Once you have added a stock, all essential information about it will be displayed in
the overview. Use the Performance, Transaction, and Data tabs to adjust settings and
views.

55
 Manage Stocks

1. This graph shows the performance of the stock over the set period of time. For
more information on how to adjust the time period displayed, please refer to the
Section 8.1.3, Adjust Time Period section. Click on the revolving arrows icon to
update the share price and the graph.

56
 Manage Stocks

2. You can manually add sales and purchases in the Transactions tab. To add a new
transaction, click on the plus icon, select the corresponding menu item, and enter
the date of the transaction, share price, and number of shares.

57
 Manage Stocks

3. Select the Data tab to show a table listing of the stock data. This is also where
you can enter all relevant stock data if you have selected manual entry as your
data source.

58
 Manage Stocks

8.1.3. Adjust Time Period

Click on the clock icon on the bottom left.

1. Specify the time period to be shown in the graph. Select "Manually" to define a
custom time span.

2. Click on "Today" to jump to the current date and to select the current time period.

3. Click on the arrows to skip to the next or previous period.

59
Chapter 9. Budgets
The Budgets feature allows you to create budgets for a set period of time. A warning will
be displayed if your spending or income fall above or below, respectively, the budget.

9.1. Add a New Budget

Click the "+" icon in the left sidebar and select "New Budget.

1. To access the budget settings, tap the gear wheel icon on the bottom right.

60
 Budgets

2. Name the budget and define a rule of what you want to track. For example, if you
want to set a minimum profit to be reached by the end of the defined time period,
select "Profit". If you simply want to track expenses without considering income,
select "Expenses" etc.

3. Enter an amount as your budget limit. (Depending on the rule, this will be an upper
or lower limit.)

4. Move the slider to adjust when you want a warning to appear if your spending
or income fall above or below, respectively, the budget limit. If, for example, loss
incurred grossly exceeds the specified limit, you can have the app display a warning
well before the end of the set time period or only when the end of the time period
draws near.

5. To highlight the budget in the overview, select a highlighting color.

6. For clarification, your current setting will also be formulated in words.

For more information on adjusting filter settings such as the time period, categories
tracked, or accounts, please refer to the Chapter 10, Analysis Views chapter.

61
Chapter 10. Analysis Views
iFinance offers various analysis views suchs as budgets, reports, and charts. You can
define which transactions you want them to include by applying filters. Please note that
not all filters are available for all analysis types. Access the available filter options by
hovering the mouse over the current analysis in the main view.

10.1. Filter Settings for Reports, Charts and Budgets

10.1.1. Adjust the Time Period

Tap on the clock icon on the bottom left.

1. Select the time period you want to evaluate. You can also define a custom time
period by selecting "Manually".

2. Tap "Today" to jump to the current date and select the current time period.

3. Tap the arrows to jump to the following or previous time period.

4. If you want iFinance to update the time period automatically, tap the arrow icon.
This will automatically set the time period used for analysis to the current date.

62
 Analysis Views

10.1.2. Filter by Account

Tap the bank icon to define the currency in which analyses will be carried out, and
the accounts you want them to include. All analyzed accounts must have the same
currency. Use the "Transfers" (1) menu to define whether you want to include or
ignore transfers between your assigned accounts in the analysis. Please be aware
that transfers between your accounts may be tracked as expenses and income if you
choose to include them.

Please note that iFinance can only analyze accounts that have the
same currency!

63
 Analysis Views

10.1.3. Filter by Contact

If you uncheck the the "all" (1) checkbox, a checkbox will appear next to each contact,
allowing you to select individual contacts. The "Without Assigned Contact" option
selects all transactions that have not yet been assigned a contact.

64
 Analysis Views

10.1.4. Filter by Category

Filtering by category follows the same principle as filtering by contact. Uncheck "All" to
select or deselect individual categories to be included in the analysis.

65
 Analysis Views

10.1.5. Filter by Tag

To add tags to a transaction, select the relevant transaction in the account view and
enter the information you want to add in the Tags field. Some analyses allow you to
filter transactions by tags. You may have to activate the "Tags" option to make further
information available.

1. Transactions assigned to tags entered in the "Relevant Tags" field will be included
in the analysis. All other transactions will be excluded.

2. Transactions assigned to tags entered in the Excluding Tags" field will be excluded,
even if they match the other filter settings. Using excluding tags will only be useful
if you havent defined any relevant tags as otherwise all transactions that do not
match the relevant tags will be excluded at any rate.

3. If "All Tags Required to Match" is enabled, only those transactions that match all
tags defined will be displayed.

66
 Analysis Views

10.2. Create Reports

iFinance 4 provides the following report types:

Income

Expenses

Profit

Loss

Profit and Loss

Income and Expenses (compared)

Depending on the settings, the different report types provide a ranking based on
the available time periods, categories, tags, and contacts. The report will rank the
transactions that match the selected filter criteria for this report type. The "Profit
and Loss" and "Income and Expenses" reports show their respective filter criteria in
contrast.

10.2.1. Add a New Report

In the "Analyses" view, select "+" "New Report".

67
 Analysis Views

1. Set the time period and filter criteria for the report by following the same steps as
previously described under Section 10.1.1, Adjust the Time Period and following
sections.

2. Click on the gear wheel symbol to name the report or to adjust the color or report
type.

68
 Analysis Views

10.2.2. Adjust Report Display Settings

Click on the eye icon to open the display settings for the current report.

1. Activate the "Filtering Rules" option to display a summary of your current filtering
rule settings in the top section of the report.
2. Depending on the enabled filter options and the report type, further criteria may be
available for categories, tags, and contacts. You can adjust the number of entries
in the respective ranking in the input field.
3. Define how many time periods you want to highlight in color. The color highlight will
be applied to the specified number of time periods centering around and including
the current time period.
4. To add a ranking by a certain criterion to the report, you must activate the relevant
criterion. Reports may contain analyses for different criteria.

If you select "Account Report", you will be able to activate an

"Optimized Representation" option by tapping on the eye icon. If you

69
 Analysis Views

enable this option, all transactions will be summarized to the greatest

extent possible.

10.3. Charts
iFinance provides a versatile chart feature to visualize expenses and income as well
as profit and loss. Charts can be customised to suit your needs by adjusting the "Data
Source" and "Visualization" parameters.

10.3.1. Add a New Chart

In the left sidebar of the Analyses section, tap "+" "New Chart"

Define a time period and filter criteria for the chart by following the same steps as
described unter "Filter settings for Reports, Charts and Budgets".

1. Name the chart.

70
 Analysis Views

2. Select a data source for the chart to determine which source the information you
want to visualize will be drawn from.

3. The visualization mode determines which criteria will be displayed in the chart.
4. Select between the following chart types: "Steps" , "Line", "Bar", and "Pie".

5. Define the timespan for which you want the app to combine the data available (days,
weeks, months, etc.).

6. Select a color and enable the "Color mark for chart" option to highlight the report
in the analyses overview.

10.3.2. Define a Range of Values for the Chart

Click the eye icon to set an upper and lower limit for the values shown in the chart. If
you check "automatically", the highest and lowest value of each ranked criterion will
automatically be set as limits for the range of displayed values.

71
Chapter 11. Manage Contacts
This chapter explains how to add new contacts manually or to import them from your
phone contacts. If a contact has more than one transaction assigned to it, iFinances
convenient list view provides you with a list of all transactions assigned to this contact.
For more information, please refer to the Section 11.5, List All Transactions Assigned
to a Contact section.

11.1. Add a New Contact

Click on the portrait icon to access the list of contacts. Click "+" to access the input
screen and add a new contact.

Enter the contact information and optionally add an image of the contact by tapping the
portrait icon. You can also add the contacts bank details and address by tapping the
relevant buttons (1) and (2).

Use the fields on the bottom to add notes and keywords.

72
 Manage Contacts

If you have selected an account with an HBCI online banking connection, a "Transfer
to this Account" button will appear once you have entered the contacts bank details.
Tap the button to access a pre-filled transfer order form.

11.2. Merge Contacts

Press and hold "CMD" to click and select multiple entries at once. Merge them by
pressing Merge in the main window.

Please note that this action cannot be undone!

73
 Manage Contacts

11.3. Import Contacts from Online Data

When syncing an account via an online banking connection, you can have iFinance
automatically import new payees/payers not yet contained in your database to your
contacts.

11.3.1. Adjust Account Settings for Automatic Contacts

1. Select an account from the left sidebar.

2. Click on the info icon.

3. Select the "Online Provider" tab.

4. Select "Open Import Settings"

5. Enable the "Automatically Create Missing Contacts" option in the import settings.

74
 Manage Contacts

11.3.2. Adjust Online Connection Settings for Automatic

Import of Contacts (Applicable to Newly Added Accounts
Only)

1. In the database settings, select an online provider from the left sidebar.

2. Click on Open Import Settings". Enable the "Automatically Create Missing

Contacts" option.

Please note! The standard import settings only apply to newly added
accounts you have checked with a green checkmark in the Available
Accounts" list found in the online provider settings. For existing
accounts, please change the account settings by following the steps
described in the previous section.

75
 Manage Contacts

11.4. Import Contacts from Contacts App

You can also import contacts into iFinance 4 from the Contacts app.

If you search for a contact using the search bar in the sidebar of the Contacts section,
search results will include the contacts stored in your OS X Contacts.

76
 Manage Contacts

In order to be able access these contacts, iFinance requires your permission to access
your iOS contacts. If you have denied access in the initial dialog, you can permit access
at a later point by adjusting the iOS system preferences. To adjust the OS X privacy
settings, go to your system preferences pane and select Security Privacy
Contacts. In iOS, the same settings can be found under Settings Privacy
Contacts.

11.5. List All Transactions Assigned to a Contact

Use the list view to get a list of all transactions assigned to a contact.

77
 Manage Contacts

Click on the portrait icon to access the list of contacts.

Select the desired contact, e.g. your landlord (1), and click on the list icon on the
top right (2)

You are now in the list view (3) where you will find a list of all transactions assigned
to this contact.

If you want to adjust the transaction information, click on the arrow icon to view the
transaction in the funds overview. In the list view, you can also search for, print, or
export transactions or filter them by time period.

78
 Manage Contacts

11.5.1. Search for Transactions in the List View

In the list view, you will find a magnifier icon on the top right of your screen. Tap on it
to display the search bar.

11.5.2. Print and Export Transactions from the List View

Tap the export icon to print or export information to CSV format.

For more information about CSV export settings, please refer to the Section 7.2, CSV
Export section.

79
 Manage Contacts

11.5.3. Filter Transactions in the List View by Time Period

iFinance allows you limit the transactions shown in the list view to a specific time period.

1. To filter by time period, click on the date field displayed at the center of the toolbar.

2. To adjust additional filter criteria, simply click on the sort field.

80
Chapter 12. Categories
With iFinances charts and reports listing expenses by category, sorting your
transactions by category allows you to analyze your spending in greater detail.
Categories can be assigned manually or automatically. Automatic category assignment
is in turn based on the keywords specified in the categories settings. iFinances
convenient list view feature allows you to display all relevant transactions for a selected
category, also including those transactions that have multiple categories assigned to
them. For more information, please refer to the Section 12.4, List View of Transactions
by Category.

12.1. Add and Manage Categories

Access the categories menu by tapping "Categories" in the bottom toolbar.

1. Click on the "+" icon below the left sidebar to add a new category. You can also add
a new category by tapping on a transaction in your accounts transaction list and
selecting "New Category" from the "Category" drop-down menu.
2. Add subcategories to get an even more detailed breakdown of your expenses.
When you create a subcategory, it will be added to the category currently selected.

81
 Categories

3. Delete the selected category.

4. Tap this icon to merge the selected subcategory with its parent category.

Enter a category title and optionally adjust the color. You may also want to enter
keywords in the "Keywords" section to improve automatic category assignment. This
feature will search your transactions for all specified keywords and assign them to them
to the matching category.

Combined Keywords

To add a keyword consisting of two or more terms, enclose them between quotation
marks. This way, you can turn Synium and Software into a combined keyword: "Synium
Software".

Negative Keywords

Exclude terms by using negative keywords: simply put an exclamation mark in front of
the keyword you want to exclude.

Example:
Assume you have a "Car" category containing the keyword car and a transaction
containing the term "card". The automatic category assignment feature would then
incorrectly assign this category because car is listed as a keyword for that category. To
avoid this, add !card as a negative keyword to the category.

82
 Categories

Click on the circle icon to select an icon for your new category. iFinance offers a range of
icons for many different categories, but you can also add a custom image by selecting
"Choose Image File".

83
 Categories

12.2. Assign Categories Manually

Select a transaction and click on the "Category" drop-down menu in the right sidebar
to select a category.

84
 Categories

12.3. Assign Categories Automatically

Select the assignment icon to the right of the "Category" drop-down menu in order to
have iFinance analyze the transaction details and automatically assign a category if a
match is found. This will only work if the transaction details contain any of the apps
category keywords.

iFinance will automatically assign categories to manually added

transactions if you choose a transaction title that matches a category
keyword. You can disable this feature in the general application
settings. For more information, please refer to the Chapter 15,
Preferences chapter.

12.4. List View of Transactions by Category

Use the list view to get a quick overview of all transactions pertaining to a given
category.

85
 Categories

Click on the category icon to access the list of categories.

Select the category you want to look at, e.g. rent (1), and tap the list icon on the
right of the top toolbar (2).
This will open the list view (3), which shows all transactions belonging to the category
at hand.

If you want to edit the details of a listed transaction, tapping the arrow icon will open
the transaction in the Finances section. Additionally, the list view offers the possibility
to search, print, and export transactions or filter them by time period.

12.4.1. Search the List View for Transactions

86
 Categories

To activate the search bar in the list view, click on the magnifier icon at the top right.

12.4.2. Print and Export Transactions from the List View

Click on the export icon to print or export information as a CSV file. To learn more about
CSV export settings, please refer to the Section 7.2, CSV Export section.

12.4.3. Filter Transactions by Time Period in the List View

iFinance allows you to limit the displayed transactions to a specific time period.

1. Click on the date at the center of the toolbar to filter transactions by time period.

2. Click on the sort field to add additional filter criteria.

87
Chapter 13. Overview
The overview feature consists of three parts and shows and summarizes your account
movements within a given time period.

To access iFinances overview feature, click on the star icon on the bottom toolbar.

88
 Overview

13.1. Recent Account History

This is a line chart of your account history over the last x number of days.

If you move your mouse across this field, a gear wheel icon will appear on the bottom
right. Click on it to access the settings dance. Here you can specify the number of days
x stands for, and which accounts you want the line chart to include.

89
 Overview

13.2. Top Categories

This view shows a bar chart of the expenses pertaining to the top x number of categories
over a given period.

Open the settings to define the desired time period, number of categories, and the
categories themselves.

90
 Overview

13.3. Recent Flagged Transactions

This view shows a list of all flagged transactions. Only flagged transactions of the past
x number of days will be shown.

Open the settings to select the time period and flag colors to be included.

91
Chapter 14. Database Sync
iFinances new iCloud integration makes it easier than ever to keep your databases
synchronized across multiple devices. Simply save your database in iCloud and access
if from all your Apple devices connected to iCloud. All you need is a free iCloud account.

If you do not want to use iCloud, iFinance 4 also allows you to sync your data via WiFi.

WiFi data sync not only allows you to synchronize your iFinance database among your
Mac or iOS devices, but also works between iOS and Mac. To run the WiFi sync feature,
both devices must be connected to the same WiFi network and have iFinance running.

92
 Database Sync

14.1. Set up iCloud

You will first have to iFinance 4 in the Documents section of iCloud Drive.

To do this, open the macOS system preferences and select "iCloud".

93
 Database Sync

Next to the iCloud Drive item, select Options.

94
 Database Sync

Check the "iFinance.app" item to include iFinances databases in iCloud sync.

95
 Database Sync

14.2. iCloud Sync

Select "Cloud Services" from the database settings and tap "Add database to iCloud".
Provided that iFinance 4 is activated in the iCloud Drive settings, the iCloud feature is
now available.

You must password-protect your database to use iCloud as it is not

possible to upload unprotected databases to iCloud for security and
privacy reasons.

96
 Database Sync

Once iCloud sync has been activated, the encrypted database will be uploaded to
iCloud.

In the database manager you will find iCloud-synced databases marked by a cloud icon.

97
 Database Sync

14.2.1. Remove a Database from iCloud

1. Click on "Delete database from iCloud" to remove the database from iCloud but
keep it on your local devices.

2. You can also disconnect the database from iCloud on your current device. This
will create a new local copy of the database and disconnect the the database from
iCloud. The original database remains on the server and is still available on your
other devices. Please note that you will not be able to reconnect the database to
the version stored in iCloud as you have created a new database, albeit with the
same content. If you want to use the version stored in iCloud again at a later point
in time, you will have to download it as a new database.

14.3. iCloud Conflicts

In rare cases you may find that a database hasnt been updated or that you cannot
update it. This will likely be due to a stuck iCloud process. If this occurs, please open
the iCloud Drive menu in the system preferences.

98
 Database Sync

Select iCloud Drive options to access a list of all apps with access to iCloud.

99
 Database Sync

In this list, disable iFinance 4, then re-enable it. Please proceed by restarting your
device.

Please contact us if following these steps does not resolve the issue.

14.4. WiFi Sync

The WiFi sync feature not only allows you to synchronize your iFinance database
among your Mac or iOS devices, but also works between iOS and Mac. To run the
WiFi sync feature, both devices must be connected to the same WiFi network and have
iFinance running.

100
 Database Sync

You can start the WiFi sync from your iOS device or your Mac.

Select the "Database" section from the bottom toolbar and tap "WiFi
Synchronisation" in the left sidebar of the database menu.

All available devices will be listed under "Available devices". The target device must
not be in sleep mode and must have iFinance 4 running, otherwise it will not appear
in the list. Select the desired device.

Click on "Synchronize.

Start the sync by confirming the sync request on your target device. This will duplicate
the database on the other device and pair it for future syncing. All paired databases are
marked with a WiFi icon in the database manager.

101
 Database Sync

To unpair a database, click on the question mark icon.

102
 Database Sync

14.5. WiFi Sync Conflicts

Sync conflicts may occur if you have edited the same transaction on both devices since
the last sync. In this case you will be asked which version of the transaction should
be used.

In the above example, both devices were used to edit the same transaction. A dialog
will appear during the sync process, asking which version of the transaction should be
used. To make your selection, simply click on the "Choose Option " button below the
desired version of the transaction.

103
Chapter 15. Preferences
You can adjust iFinance 4s general behaviour and enable or disable a number of
features in the preferences.

Access the preferences pane in the top system menu bar. Select iFinance 4
Preferences.

104
 Preferences

15.1. General

1. Defines the first day of the week. If, for example, youve selected "Thursday" as the
first weekday and youve enabled a setting where "Week" is defined as the relevant
time-period, that week will be considered to start on a Thursday.

2. Determines the intervals at which your online accounts will be updated.

3. You can select the section you want to see first when opening a database. Select
between Overview and Finances.

105
 Preferences

4. You can have iFinance automatically open the last database after being launched.
You can also choose to have the database manager permanently displayed.

15.2. Representation
The representation options are divided into three sections.

15.2.1. Organizer

Select which information you want to have displayed in the account list. You can also
determine the cell size.

106
 Preferences

15.2.2. Transactions

1. You can decide whether you want to have the name of the payee or the transaction
text displayed on top.

Example: Payee on top.

2. Here you can select the image type displayed next to your transactions.

107
 Preferences

Example: Contact image

3. Select the image size.

4. Adjust the font size for transaction details here.

15.2.3. Amount

You can adjust the position of the currency used, and whether it will be displayed as
a symbol or abbreviation.

108
 Preferences

15.3. Transactions

1. If the reconcile feature is unavailable, activate it here first. For more information
about the reconcile feature, please refer to the Section 5.6, Reconcile
Transactions section.

2. When you add a title that matches a category to a manual transaction, iFinance will
automatically assign this category. Uncheck the checkbox to disable this feature.

109
 Preferences

15.4. Contacts

Configure how contact names are displayed and select whether to show or hide
contacts account details.

110
 Preferences

15.5. Colors

iFinance allows you to freely configure the colours of numerical values and warnings.

111
 Preferences

15.6. Stocks

Defines which value will be displayed in the stock list shown in the Organizer.

Example: Current stock price

112
 Preferences

15.7. Backup

If this feature is enabled, iFinance creates time-based backups to protect your data
from loss and allow you to recover older versions of your data whenever needed.

If you delete a database manually, you will be asked whether you

want to delete all backups of the database as well!

113
Chapter 16. Notification Center
You can use a widget to display your accounts and balances in the notification center.

16.1. Account Information in Notification Center

Open the account settings first.

To do this, double-click on the desired account.

Check Show in Notification Center. You can show the current account balance
in the notification center by checking the Display Balance in Notification Center
option.

114
 Notification Center

To adjust the account information shown in the notification center, open the database
settings and go to "Notification Center".

115
 Notification Center

Select an account shown in the notification center to open it in iFinance.

116
Chapter 17. Technical Support
Find the latest version of this manual at:
http://www.syniumsoftware.com/en/manuals

Find out about the latest Synium Software news at:

http://www.syniumsoftware.com/en/news

If you encounter an issue that persists after following the steps in this manual, please
contact us through our support website.
http://www.syniumsoftware.com/en/contact

Contributors

Engineering Human Interface Design Testing and Validation

Samuel Strupp Samuel Strupp Sebastian Krau
Tobias Koch Mendel Kucharzeck Benjamin Gnther
Pascal Johann Mendel Kucharzeck
(Lorenz Engmann) Stefanie Meier
(Marcel Hassemer) Tobias Strupp
Stefan Schaus
Malik Aziz

Documentation Translators
Florian Fehlberg Portuguese: Paulo Neto
(Johannes Eichler) Dutch: Jan Decoster
Spanish: Hans Widemann, Dagobert De
Santo Lacour
Italian: Claudio Santucci
French: Philippe Bonnaure
Czech: Petr Nosek
Chinese: Yunxuan
Polish: Robert Zientara
Russian:
Turkish: aban Tagn
English: Stephanie Resch

117