How do I add, delete, and edit transactions?

To add a transaction:

Select an account from the source list, then click the plus button at the bottom of the main window. A new transaction will appear in the selected account's transaction view, and the "Payee" field will be highlighted in the transaction editor so that you can begin entering information for that transaction.

To delete a transaction:

Click to select the transaction in the transaction view (or Command-click to select multiple transactions in list view), then click the minus button at the bottom of the main window or press the 'Delete' key on your keyboard. iBank will ask you to confirm that you want to delete the transaction before removing it.

You can disable the confirmation alert if you don't need the extra protection. To restore this and other warnings after disabling them, choose iBank>Preferences and click the reset alert dialogs button.

To edit a transaction:

Use the transaction editor, which you will find below the transaction view:

transaction editor

The transaction editor displays detailed information about whichever transaction is currently selected in the register. It provides a simple check-like interface for entering or modfying that information. You can show or hide the transaction editor at any time by clicking the button at the bottom of the main window, or by choosing View>Toggle Transaction Editor.

To make changes to the currently selected transaction, click the edit button and click "OK" to enable the transaction editor.

You can disable the confirmation alert if you don't need the extra protection. To restore this and other warnings after disabling them, choose iBank>Preferences and click the reset alert dialogs button.

editing with the transaction editor image well amount field type field check number field payee field category field memo field date field

You can now use the transaction editor to make changes to the various transaction properties. Click a field in the above image to read more information about that property. Once the transaction editor has been enabled, you are not permitted to do anything else in iBank until you save your changes by clicking "Save" or discard them by clicking "Cancel." You can also press the 'Enter' key on your keyboard to save any changes made in the transaction editor.

Additional information about the transaction can be viewed by clicking the more info button (and show other info if splits are currently showing):

transaction editor with more info

Initially, the "Security and Other Info" section will be displayed. Here you can edit details for investment transactions, modify exchange rates, and change the time associated with transactions.

To view the split items associated with a transaction, click show splits:

transaction editor with split info

Here you can add, remove, and modify items that are part of split transactions. For more information about splits, see Split Transactions.

Editing in list view:

Alternatively, if you have your transactions displayed in list view and prefer not to use the transaction editor, double-click one of the transaction's fields in the list to type information directly into that field:

Click the double-arrows in the Type, Payee, or Category field to select items from a drop-down list. The payee list is based on your Memorized Transactions.

Power User Tip: To enter transactions as effeciently as possible, use the list view with the transaction editor hidden. You can add new transactions by typing Cmd-N on your keyboard, then use the Tab key to quickly cycle through each field and enter the transaction details. Changes will be saved as you go along, without any confirmation required.

Transaction properties:

For a detailed list of the various settings you can configure for each transaction, see Transaction Properties.