How do I manage data files in iBank?

An iBank data file contains all of the financial information that you will use when working with iBank. This typically includes accounts and their transactions, categories, memorized transactions, scheduled transactions, import settings, charts, budgets, and forecasts. Storing all of this information in a single file allows for greater portability as well as easier backups.

In the Finder, an iBank data file looks like this:

To create a new data file:

Choose File>New iBank Document. A blank window will appear to which you can add accounts and other information. When you try to close the window or quit iBank, you will be asked to choose a name and save location for the data file. Alternatively, you can use the Setup Assistant to help you create a new data file and add some default categories.

To open an existing data file:

Choose File>Open and select a valid iBank 3 document, or double-click the data file in the Finder. You can open iBank 2 documents as well, but iBank 3 must first convert your data for use with the new version. A backup of your iBank 2 file will be created automatically in the same location as the original file.

iBank will remember the last several data files you opened under File>Open Recent. You can clear this menu by choosing File>Open Recent>Clear Menu. When you launch iBank, it will automatically show the last data file that was opened. To override this, hold down the Option key as iBank is starting up.

Using mutiple data files:

You can have multiple iBank documents open at one time, but most information cannot be transferred between them. Transactions can be moved from one data file to another using copy & paste. You may want to create a separate data file for accounts you don't use anymore, or you may want to keep separate documents for you and your spouse. In most cases, however, only one iBank document is necessary for tracking your own finances.

To save changes to a data file:

After adding transactions or making other changes to a data file, save those changes by choosing File>Save. iBank automatically saves your data every three minutes, when you close the data file, and when you quit iBank. If iBank is unable to save your changes for any reason, it will alert you to the error and advise you on how to fix the problem.

To delete a data file:

Quit iBank and locate the data file on your hard drive. Drag it to the Trash to delete it. The next time you open iBank, you will need to open a different data file or create a new one.