iBank Help

Getting Started

The following instructions will get you up and running with iBank.

Create An Account

Account buttons from left to right: create new account, delete selected account, open account in new window, import QIF or QFX file.

Click the add account button on the bottom left corner of the iBank window. A new account should appear in the account list, select it and then click the "Account" toolbar button. In the drawer the opens, choose the appropriate type of account and give the account a name. Fill in any other information. In the "Bank's Web Address" field, fill in your bank's URL (including http://) if you want to use the button with the lightning bolt to load your bank's web page in your default browser.
Add Some Transactions
Select an account and then use the "New" and "Delete" toolbar buttons on the top of the window to add and delete transactions. As you enter your transactions, iBank will automatically memorize them and auto-fill your transactions the next time you use one.