What are accounts all about?

accounts Accounts in iBank are designed to mirror your real-life bank accounts. They are the first thing you need to set up in iBank after creating a data file. All of your accounts are kept in the top half of the source list, which appears on the left side of the main window and looks like this:

source list

Accounts can be reordered by clicking and dragging them to different positions in the source list. Double-click an account to change its name. The balance of each account is displayed directly below the account name.

Overall totals:

The two amounts displayed at the bottom of the source list reflect the total value of reconciled transactions and the total value of all transactions in those accounts that have been marked for inclusion in the totals.

Though each account displays a balance in its own currency, the overall totals automatically convert amounts between currencies before summing them. The conversions are calculated using iBank's current exchange rate information. Click the small double-arrows next to the currency symbol by "Total value" to select which currency is used to display the overall totals.

View options:

You may choose whether to display large or small icons in the "Accounts" section of the source list. Choose iBank>Preferences, click the appearance Appearance button, and check "Use small size for source list items" if desired.

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