How do I use the iBank Setup Assistant?

Every time you launch iBank, the first thing you will see is a welcome screen provided by the Setup Assistant:

setup assistant

On the left side you will see a list of new features in iBank 3; clicking a feature in this section will take you to our website, where you will find more information about what is new in version 3.0. On the right side you will see options under three headings:

Getting Started

New Document: Click this option to have iBank guide you through the process of creating a new data file. Follow the prompts to choose a name and save location for your iBank data file. You will also be asked whether you want to add our default selection of categories for "Home" or "Business" to your data file; check one or both of these items to use them (categories can always be added, deleted, or modified later).

Upgrade: If you previously used iBank 1 or 2, click this option to convert your existing data for use with iBank 3. You will be presented with two options:

Documentation

Quick Start Guide: Click this option to download a brief introductory tutorial from our website. The Quick Start Guide is a great starting point for first-time iBank users - it introduces iBank's basic approach to financial management, defines some key terms, and walks you through the basic features of the program.

iBank Help: Click this option to open iBank Help, the program's built-in documentation. Here you can search for answers to your questions, or browse through the various help categories for information on every aspect of the software. If you prefer a printable version of the documentation, feel free to download the iBank 3 Manual in PDF format from our website: http://www.iggsoftware.com/ibank/downloads.php#manuals

Additional Support

User Forums: Click this option to visit our online discussion forums. Browse topics as a guest, or register an account to be able to contribute your opinion. The forums are a great first stop for unanswered questions about our software, listening to buzz about upcoming versions, and submitting requests for new features. Join our active online community of users!

IGG Website: Click this option to visit our company website, where you will find product updates, news and announcements, Dashboard widgets, and other extras, as well as general information about our team.

Disabling the Setup Assistant:

If you don't want the Setup Assistant to appear every time you launch iBank, check "Do not show this at start up" and click "OK." You can revisit the Setup Assistant at any time by choosing Help>Open Setup Assistant.