How do I associate QIF, QFX, OFX, or CSV files with iBank?

The Finder has the ability to associate certain types of files with applications of your choosing. If you want iBank to automatically recognize the files you download from your bank's website, you can tell the Finder to associate them with iBank:

  1. In the Finder, select a QIF, QFX, OFX, or CSV file and choose File>Get Info.
  2. In the window that appears, click the small disclosure triangle next to "Open With" to view the options in that section.
  3. Click the pop-up button and select iBank from the list to set it as the default application for that file.
  4. Click "Change All" to associate all files of that type with iBank.

From that point forward, any time you double-click a file with the same type, it will automatically open iBank and begin an import.

After associating the file type using the steps above, you can set your web browser to automatically open files of that type after they are downloaded. This will allow you to download and begin importing new transactions into iBank with one click from your bank's website! Of course, this is not necessary if you use iBank's built-in web browser.