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:

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.

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