What are accounts all about?
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 document. All of your accounts are kept in the "Accounts" section of the source list. Mouse over the "Accounts" label and click "Show" or "Hide" to toggle the account list visibility.
Five pieces of information are displayed about each account: its type (as indicated by the icon shown), its name, its balance (which also indicates the default currency for the account), and the number of new or matched transactions imported in the last 24 hours (a star is shown if there are 100 or more). Double-click an account to open the popup account inspector, which will let you view and edit more information about the account. Accounts can be repositioned by clicking and dragging them to different places in the list.
Changing account views
When an account is selected in the source list, a set of buttons will appear at the top of the account register: 
Each button represents a different account view - click one to show the corresponding view:
Register view: Use this view to record transactions in the account and check its balance. For more information, see About Transactions.
Resolve view: Use this view to inspect changes to the account after an import or sync. Transactions that are marked as "New," "Match," and "Transfer" are grouped together at the top of the register along with any uncleared transactions in the account. For more information, see Using the Resolve View.
Reconcile view: Use this view to make sure the account is properly balanced by reconciling its transactions with statements from your financial institution. For more information, see Statements & Reconciling.
Report view: Use this view to visualize the account's performance with a predefined set of graphs and tables. For more information, see Account Summary Report.
Using multiple windows
To open the register for a particular account in a separate window, select the account in the source list and choose View > Open In Separate Window. This will allow you to view and edit the transactions in that account while performing other tasks in the main window. Websites, reports, budgets, and items in the "Manage" section of the source list can also be opened in separate windows.
View options
You may choose whether to display large or small icons in the source list. Choose iBank > Preferences, click the "Appearance" button, and check or uncheck "Use large source list icons" as desired.
Topics in this section:
- How do I add accounts?
- How do I delete accounts?
- How do I edit account information?
- What are the different account types?
- How do I track scheduled loan payments?
- How do I use smart accounts?
- How do I group accounts?
- How do I hide unused accounts?
- How do I manage accounts in multiple currencies?
- How can I export my data for use in other software?
- How do I reconcile my account with a bank statement?
- How do I use an account's summary report?