How do I export my data for use with other software?

iBank allows you to save the data from your accounts to a file so that you can share it with other programs. You may need to send your financial data to an accountant, for example, or import your spending information into a tax preparation program. iBank allows you to export data in two formats: Quicken Interchange Format (QIF), for use with Quicken and most other financial applications, and Tax Exchange Format (TXF), for use with TurboTax and several other tax preparation applications.

Export to QIF

Open the iBank document you want to export and choose File > Export. The export assistant will open to walk you through the process of exporting your data. Using the drop-down menu button, choose "QIF" (if it isn't already selected) and click "Next." On the next screen, use the two calendars to indicate a starting and ending date for the data you want to export - all transactions that fall within the range you specify will be included in the QIF file. By default, the starting and ending dates are set to include all transactions in the document. To adjust the range, type in new dates or click a date and press the down arrow key to show a popup calendar. Click "Next" to continue.

On the next screen, check off the accounts you want to include in the QIF file. Because the QIF format does not support currency information, only accounts that use the same currency may be included in the export (you may want to export a separate QIF file for each currency you use). Once you have chosen which accounts to include, click "Next" twice to continue. iBank will prompt you to enter a name for the QIF file and choose the location where it should be saved. Click "Save" to complete the export process.

Export to TXF

Open the iBank document you want to export and choose File > Export. Using the drop-down menu button, choose "TXF" and click "Next." On the next screen, choose which tax year you want to export data for. Click "Next" to continue.

On the next screen, check off the accounts you want to include in the TXF file and click "Next." On the next screen, check off the categories you want to export. Only categories you have designated as "Taxable" and assigned tax codes are displayed in the list, and all of these are selected by default. Uncheck any categories you do not want to include in the TXF file, then click "Next" twice to continue. iBank will prompt you to enter a name for the TXF file and choose the location where it should be saved. Click "Save" to complete the export process.

If you use multiple currencies, iBank will automatically convert all category totals to the Mac OS X system currency. You can change your system currency by opening System Preferences, clicking the "Language & Region" button, choosing the "General" tab, and using the "Currency" popup button. Be sure to update iBank's exchange rates before exporting your data to ensure that the latest conversions are applied.