How do I sync my iBank data with iBank Mobile for iPad, iPhone and iPod touch?

To use iBank on your mobile device, you will need to purchase a copy of iBank Mobile, available on the iTunes App Store. iBank Mobile works as a stand-alone application to let you track your accounts and transactions on the go, and can sync data with iBank for Mac via Bonjour Wi-Fi or a WebDAV server.

Using iBank Mobile, you may sync multiple iPads, iPhones, and iPod touches to a single iBank document, but a single device cannot sync with more than one iBank document.

Configuring a device for syncing

If you have not done so already, you first need to purchase a copy of iBank Mobile from the iTunes App Store and install it on your mobile device. Make sure your iPad/iPhone/iPod is connected to the same wireless network as your Mac. Launch iBank Mobile, tap the settings button in the bottom left corner of the main screen, tap the button under "Syncing," then tap "Sync with iBank For Mac." You should then see a four-digit code appear on the screen. Once you see this, you are ready to configure iBank for Mac.

Launch iBank for Mac, open the document you want to sync, choose File > Set Up Device for Syncing or select "Sync Settings" in the "Manage" section of the source list, click the "iBank Mobile" tab, and then click "Set Up New Device." The following sheet will appear:

This screen provides a basic overview of the sync options available to you. Click "Next" to proceed:

Your mobile device should appear in the list automatically. If it does not, check to make sure your iPad/iPhone/iPod and Mac are on the same wireless network, and that you can still see the four-digit code on your mobile device screen. If you need to refresh the list, click "Back" and then "Continue" again.

Select your mobile device from the list and click "Continue" to proceed:

On this screen, enter the four-digit code that you see on your iPad/iPhone/iPod, then click the option you wish to use for syncing:

Once you have chosen your preferred sync option, click "Next" to proceed. iBank may ask you to complete some additional configuration settings depending on your choice. If you chose WebDAV, you will need to enter the URL where the server can be accessed, as well as a username and password. Bonjour Wi-Fi does not require any additional configuration. Once this step is complete, you will see your iPad/iPhone/iPod added to iBank's device list. Choose File > Sync Devices or click "Sync Devices" on the toolbar to sync your data to the mobile device. If you want to add another device, click "Set Up New Device."

When a sync connection is first established, the data in iBank Mobile is replaced with the data from iBank for Mac. If you have data in iBank Mobile that you do not want to lose, you will need to export it to a QIF file and import that file into iBank for Mac before syncing.

Adding a device manually

If you are syncing via WebDAV and cannot connect your mobile device to the same wireless network as your Mac, you can still configure the connection manually. When you get to the list of available devices, click "Manual Setup." Enter the name of the device and choose what kind of device it is. In the box below, enter the full URL for the WebDAV server, along with the username and password needed to access the serve. When you click "Done," iBank will attempt to connect to the server. If successful, it will add the device to your device list and you may sync your data to the server. You will then need to manually configure syncing on iBank Mobile as well.

Viewing, editing, and removing synced devices

To view the device list, choose File > Set Up Device for Syncing or select "Sync Settings" in the "Manage" section of the source list, then click the "iBank Mobile" tab. If you have already configured at least one iPad, iPhone, or iPod touch, the device will appear in the list:

This list shows each device you for which you have configured syncing. Each item shows the name of the device, the method chosen for syncing, the date and time of the last sync, and the URL for the WebDAV server (if applicable). To edit your device settings, click the "Edit" button. To remove a device from the list, select it and click "Delete Device" at the bottom of the list.

Syncing your data with iBank Mobile

If you chose the Bonjour Wi-Fi method of syncing for your device, simply connect the device to the same wireless network as your Mac, make sure iBank for Mac is running, and tap the sync button in iBank Mobile. You cannot initiate a Bonjour Wi-Fi sync from iBank for Mac. To sync your data via WebDAV, click the "Sync Devices" button on the toolbar in iBank for Mac, or choose File > Sync Devices. While iBank is uploading your data to the WebDAV server, you will see a progress bar appear at the bottom of the source list. Once the sync is complete, tap the sync button in iBank Mobile to sync the device with the WebDAV server.

To sync your data via WebDAV automatically when you launch and quit iBank, choose iBank > Preferences, click the "General" button, and check "Sync devices on launch and quit." This option cannot be used when syncing via Bonjour Wi-Fi, because in that case the sync must be initiated from the mobile device.

Resolving sync conflicts

If a transaction was modified in iBank for Mac and iBank Mobile, and the changes are not consistent when you attempt to sync your data, iBank for Mac will alert you about the conflict:

The two versions of the transaction are shown side-by-side so that you can compare them. A yellow warning badge appears next to the bits of information that are inconsistent between the two transactions. Choose the version you wish to keep by clicking on it, then click "Continue" to proceed with the sync. If you anticipate multiple conflicts and wish to resolve all conflicts automatically using the "local" (iBank for Mac) version or the "remote" (iBank Mobile) version, click the appropriate transaction and check "Resolve all conflicts with local/remote data" before clicking "Continue."

Syncing multiple devices

To sync more than one iPad, iPhone, or iPod touch with iBank for Mac, configure each device using the same steps outlined above. All configured devices will appear in the device list and will sync when you click the "Sync Devices" button on the toolbar.

When syncing via WebDAV, each device must be configured to use a unique directory. You can name this directory whatever you wish - for example, one device may be configured to sync to the URL, "http://www.myserver.com/ibank_data_1/," while another may use the URL, "http://www.myserver.com/ibank_data_2/." Data does not sync directly between devices, but must be synced through iBank for Mac before it can be synced to other devices.

Resetting sync data

If you want to remove all the data on your iPhone and replace it with the data in iBank for Mac, open the device list and click "Edit" next to the device you want to reset. In the sheet that appears, check "Reset all data on next sync" and click "Done." The next time you sync your devices, all iBank Mobile data on that iPad/iPhone/iPod will be replaced with the data from your Mac.