How do I use the main window?

The main window displaying your iBank data file appears like this:

toolbar source list transaction view mini-graph transaction editor

The numbers on the image above correspond to the following program areas:

  1. Toolbar: Contains shortcuts to many program functions, including the search command.
  2. Source list: Your accounts are listed in the top half of the source list; other main program features are listed below. The window contents displayed to the right of the source list will change depending on your current selection.
  3. Mini-graph: Provides a quick snapshot of your recent expenses or a summary of your investment portfolio (depending on the current selection).
  4. Transaction view: Displays all transactions in the selected account.
  5. Transaction editor: A convenient way to edit the transactions displayed in the register above. Hide or show this pane by clicking the button at the bottom-right side of the window.

Many of these window panes can be resized by clicking and dragging the dividers between them. Below the transaction editor you will find several other buttons (including filtering options) that allow you to perform different actions depending on your current selection in the source list.