Help Overview

How to use these help files:

Welcome to iBank! These help files are provided to assist you in finding your way around the iBank application. Whether you are a first-time user just learning the ropes, or an iBank expert hunting for power user tips, we trust that this guide will help you take advantage of everything iBank has to offer. To get you started, here are a few notes about how to use iBank Help.

Browsing: To get a quick overview of what is contained in these help files, use the table of contents listed at left. Clicking any of the titles will jump you to that section in iBank Help.

Searching: If you have a particular question in mind, you can use the search box above to locate the correct help file to address it. The contents of this guide have been titled in question format to better help you find what you are looking for.

Hyperlinks: Throughout the help files, you will find words or phrases that are highlighted in green. The color indicates that the word or phrase is a hyperlink, which you can click to jump to another section for more information on that topic. These cross-references should help to ensure that you always find the right answers to your questions, no matter where you start your search.

Notes: Interspersed throughout these help files you will find boxes containing extra information about the topic at hand. They might offer caveats about certain features, explain in greater detail how certain functions work, or provide extra tips for power users who want to get more out of iBank.

Look for boxes like this one for hints, tips, and extra info.

Menu commands: In these help files, you are often instructed to choose commands from the various menus provided in iBank. To simplify the menu hierarchy, we chose to use the ‘>’ character to denote each sub-menu or menu item. To illustrate, when you see View > Sort Transactions By > Date, this can be interpreted as, “Go to the 'View' menu, then go to the 'Sort Transactions By' submenu, then choose 'Date.'”

On your first launch:

The first time you run iBank 5, the new document assistant will launch automatically to help you get started. Once you finish creating your document, add some accounts to the file. If you want to keep your accounts up-to-date easily, consider subscribing to Direct Access.

On subsequent launches, iBank will prompt you to purchase or register the program. Feel free to click the "Use Trial" button to continue using iBank in demo mode for up to 30 days. Once you are satisfied that iBank is right for you, choose iBank > License and click "Secure Purchase" to purchase a license.

System requirements:

iBank 5 requires Mac OS X 10.9 or higher. For earlier OS versions, try iBank 4. To read about what's new in iBank 5, see New Features.