iBank 4
New to iBank? We'll show you how.
Overview: iBank at a Glance
Running time: 2:24
iBank 4 delivers a new standard for intuitive, full-featured personal finance software. Monitor account balances at a glance, track your investments, maintain budgets, and manage your credit cards, savings, checking and loans — all in an easy, powerful, familiar Mac interface.
Getting Started: Transferring Quicken Data to iBank
Running time: 2:42
If you're a new iBank user who formerly used Quicken — or someone who's considering a switch — iBank 4's set-up assistant makes it easy to transfer your data. Importing a QMTF or QIF file exported from Quicken, whether on a Mac or a PC, takes just a few simple steps.
Getting Started: Account Setup in iBank
Running time: 3:21
iBank can download current transactions from your online accounts using either of two methods. "Direct downloads" require set-up in advance, but then use a streamlined import process. "Web downloads" work with financial institutions that don't offer the direct option, by accessing your accounts in a web browser. It's easier than it sounds, and this short video shows you how.
Getting Started: Using iBank Report Templates
Running time: 2:46
iBank 4 uses a powerful set of built-in templates to generate financial reports. For example, you can review income and expenses by category, monitor net worth over time, check the performance of investments, analyze spending by payee, compile tax-related information or keep track of debt. See how easy it is to use iBank's reporting feature.
Getting Started: iBank Envelope Budgeting
Running time: 5:09
With envelope budgeting, you have a simple, intuitive and easy-to-visualize method for minding your regular spending and saving. It takes a small amount of effort to set up, and it's just as easy to monitor and maintain. Set expense categories, fill your envelopes with cash, stick to a budget or adjust it as needed. In iBank, it's a snap.
Getting Started: Managing Loan Accounts
Running time: 3:32
You can use iBank 4 to monitor and manage your home mortgage, as well as accounts such as auto loans. Track your principal balance, schedule payments, manage fixed or variable interest rates, and allow for taxes, insurance or additional principal amounts. Watch how iBank makes a complex financial chore into a simple one.
Getting Started: Check Printing in iBank
Running time: 4:52
iBank lets you print on pre-printed checks in a variety of formats, including standard, wallet and voucher-style check stock. Here you can see how easy it is to select the transactions you want to write checks for, to set up and format your checks, to add images and so forth, saving time by printing up to three checks to a page.
Next Steps: Split Transactions
Running time: 2:52
Categorizing your transactions is the key to unlocking the power of iBank. For times when a single transaction cuts across two or more categories, we'll show you how to split the transaction using two common examples: multiple types of expenses on a single receipt, and a paycheck split showing both income and deductions.
Next Steps: Syncing with iBank Mobile
Running time: 4:30
With iBank Mobile for iPhone and iPod touch, you can take your finances with you, enter transactions on the go, check balances and sync with iBank on your Mac. This tutorial overview lets you see how easy it is to sync your account history to your mobile device. Or, if you've been using iBank Mobile and want to sync your data with a new copy of iBank, we'll show you how to do that as well.
Next Steps: Managing Investment Accounts
Running time: 9:13
Setting up and managing your investment accounts is easy in iBank, but they take a few more steps than other types of accounts. We'll show you how to create your investment accounts, how to manage your investment transactions, how to fill in the gaps in an incomplete transaction history, and how to verify your securities table.
Next Steps: The Investment Summary Report
Running time: 5:07
You'll use this report to analyze the performance of your holdings, including realized gains, unrealized gains, security income and return on investment. Here we show you how to create and interpret your report by drilling down into its charts and tables.
Next Steps: Preparing for Taxes with iBank
Running time: 4:06
This tutorial guides you through the advantages of categorizing tax-related transactions, the use of tax codes, generating a US Tax Report, the benefits of additional reports such as Category Detail, Payee Summary and Net Worth, transmitting files to a tax professional, and exporting data to tax preparation software such as TurboTax.
Next Steps: Reconciling Accounts in iBank
Running time: 7:42
iBank 4 offers simple tools you can use to easily and accurately reconcile your records with your bank statements. This video will show you how to set up each statement for reconciliation, indicate which transactions have been reconciled, make adjustments as needed, and lock your finished statements. You can also create a "catch-all" statement to mark off old transactions imported from Quicken - we'll show you how.
Next Steps: Using Transaction Templates
Running time: 8:13
One of the best means to use iBank effectively is to take advantage of transaction templates. These templates will help autofill fields in your transaction entries; set up your scheduled transactions; and manage import rules, for more efficient downloads and imports of your financial data. This is a large but essential set of related topics.