How do I use the toolbar?

By default, the toolbar (located across the top of the main iBank window) contains four buttons and a box showing the status of your document.

Use the toolbar

Four buttons appear on the toolbar by default:

• Add: Click this button to view a menu of items you can add to the document, including accounts, account groups, smart accounts, reports, and budgets.
• Update Everything: Click this button to update all accounts configured to use Direct Access or direct download, fetch security quotes, download currency exchange rates, update bill pay payments, and sync with mobile devices. This is equivalent to choosing File > Update Everything.
• Pay Online: Click this button to send payments using an account that has online bill pay enabled. This is equivalent to choosing Tools > Send Online Payment.
• Post: Click this button to review upcoming scheduled transactions. This is equivalent to choosing Tools > Confirm Scheduled Transactions.

The status display in the center of the toolbar shows helpful information about your iBank document. It can show the date and time of your last update, or notify you that your document needs to be updated. During downloads and sync operations, it displays a progress bar. If you are not connected to the Internet or encounter a problem during an update, the status display will show an error message and a button you can click to troubleshoot the issue.

Customize the toolbar

To customize the toolbar, choose View > Customize Toolbar. The sheet that appears will allow you to add or remove toolbar items via drag & drop, choose whether or not to show text labels, and choose large or small icons. Click "Done" when you have finished customizing the toolbar.

You can show or hide the entire toolbar at any time by choosing View > Hide Toolbar (this is standard for most Mac OS X applications).