How do I use the source list?

The source list, shown along the left side of the main window, is where you organize all the different components that make up your iBank document:

At the top of the list is the overview report, which provides an up-to-date visual summary of your finances. Below that, each of iBank's main features can be accessed under different headings: accounts, websites, reports, and budgets. In addition, the "manage" heading contains settings for other features: categories, securities, transaction templates, scheduled transactions, import rules, sync settings, and payments.

You can resize the source list by clicking and dragging its right edge. To hide or show the contents under any heading, move your mouse over the heading. The word "Hide" or "Show" will appear to the right and can be clicked to perform the corresponding action.