How do I edit account information?
Select an account in the source list and choose View>Show Account Info. The account info pane will appear below the source list. Add information or make changes as appropriate:

A few tips:
- Be sure to set the correct minimum balance for the account, or else the account may appear with a warning badge
on its icon in the source list when it actually contains sufficient funds.
- If you fill in the URL field with your bank's website, iBank can quickly open that website to let you view your accounts online or download transaction updates. For more information, see Using the Built-In Web Browser.
- You can easily assign a URL to an account by dragging & dropping a ".webloc" file from the Finder onto the account name in iBank.
- When you import transactions, the "Last import" date is automatically updated to the date on which the import was performed. By adjusting this date manually, you can control which transactions are retrieved during a direct download operation (only transactions after the date specified will be downloaded).
- Use the "Include in total" checkbox to mark whether or not an account's balance should be included in the total value amount below the source list. If an account is not marked to be included in the total, its balance in the source list is displayed in gray.
- "Is Loan Account" is typically only used for loan accounts (as the name suggests), but can sometimes be useful for tracking liabilities that include loan information (like a mortgage, for example).
Click the
button at the top right to close the account info pane.
To change an account's starting balance, look for a transaction in the account's register with "Starting Balance" listed as its payee and change its amount. If there is no such transaction, you can add one manually - just enter "Starting Balance" as the payee, and make sure that its date precedes all other transaction dates in the account.
Account types cannot be changed. If you accidentally created an account with the wrong type, you will need to create a new account with the correct type. You can transfer your existing transactions from the old account to the new one using copy & paste.