How do I add and delete charts?
By creating a chart, you can analyze your income and expenditures over time, compare assets and liabilities on a balance sheet, assess capital gains, and check the return on your investments. Each chart has a standardized report associated with it as well.
To add a new chart:
Click the
Chart button on the toolbar, or choose Manage>Add New Chart. The "Make New Chart" sheet will appear:

Type in a name for the new chart at the top of the sheet, then select a chart type from the list:
- Balance Sheet: Compare assets and liabilities across all accounts at a particular point in time, and generate a standard Balance Sheet report (automatically populates with all accounts).
- Capital Gains: Analyze profit and loss from the sale of securities from your investment accounts, and generate a standard Capital Gains report.
- Custom: Compare income and expenditures across selected accounts and categories, and generate a standard Cash Flow report.
- Quick Summary: Compare income and expenditures across all accounts and categories, and generate a standard Cash Flow report (automatically populates with all accounts and active categories).
- ROI (Return on Investment): Analyze the return on investment for one of your portfolios, and generate a standard ROI report.
Finally, configure a few basic options:
- Portfolio: If you chose the Capital Gains or ROI chart, select whether you want to base the chart on the main Portfolio or one of your smart portfolios.
- Report on: Select the time frame you want to use for the chart, if applicable. The option you select will automatically change the "Start" and "End" dates accordingly.
- Start: The starting date for the chart timeframe.
- End: The ending date for the chart timeframe. For the Balance Sheet chart, the "End" date is used to indicate the date of the snapshot represented by the chart.
You can also specify whether pie charts slices should be filled with category images or colors (where applicable). Choose iBank>Preferences, click the
Graph button, and select the appropriate option next to "Fill graph slices with."
When you are finished, click "OK" to add your new chart to the source list. For more information about configuring and analyzing the chart, click on the appropriate account type above.
To delete a chart:
Select it in the source list, then press the 'Delete' key on your keyboard. iBank will ask for confirmation before deleting the chart.