Accounts |
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Adding and Deleting | |
Use the plus and minus buttons at the bottom-left of the window to add and delete accounts from the account list. Selecting an account from the account list will display it's transactions in the table to the right of the account list. |
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Account Info Drawer | |
Account Drawer A tidy place to adjust account settings |
The account drawer is where you can change the attributes of any account. If you download transactions from the internet as QIF or QFX files you may find the "Bank's Web Address" field particularly useful. Copy and paste your banks web address (its URL includeing http://) from your browser and then you can click the little lightning bolt button to open your bank's website with your default browser. Use the "Minimum Balance" field and "Maximum Credit" field (if the account is a credit card account) to set your accounts minimum balance or maximum credit. Whenever this account drops below the minimum balance or you max out a credit card, iBank will notify you. (You can turn this notification off in the preferences). Below "Last Import Date:" is the date of when you last imported transactions from a file. To manually set the last import date go to the Control menu>Set Last Import Date To Today Use the lock button to prevent editing of the fields.
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