• The iBank 4 User Manual is available in PDF format on the iBank downloads page. We also have a series of video tutorials available for iBank 4.
• The user manual for iBiz 4 is available on the iBiz downloads page.
• Information about configuring syncing for iBank for iPad, iBank Mobile, and iBank Investor can be found in the iBank 4 manual. Interactive tutorials for iBank for iPad and iBank Investor are available on their respective product pages.

iBank 3 users: All iBank 3 orders placed between July 20 and September 14, 2010, qualify for a free upgrade to iBank 4. If you purchased iBank 3 from our online store or upgraded to iBank 3 directly through the software, a license code for iBank 4 was included with your receipt. You may now download iBank 4 and register it using the license code in your receipt. If you purchased iBank 3 from a retail store after July 20, 2010, please scan your dated purchase receipt and email it to (enable javascript to view link). When we receive your proof of purchase, we will send you a free license for iBank 4.

iBank 2 users: Anyone who purchased iBank 2 from our online store (including orders placed directly through the software) between January 14 and February 26, 2008, is eligible for a free upgrade to iBank 3. Please forward a copy of your confirmation email to (enable javascript to view link). When we receive your proof of purchase, we will send you a free license for iBank 3. All retail purchases dated between January 14, 2008, and July 20, 2010, qualify for a free upgrade to iBank version 3.

Download version: Enter your name, email address, and license code exactly as they appear in the email receipt you received after purchasing iBank from the IGG Software website. If iBank does not accept your registration for some reason, try using the Copy and Paste commands to make sure the license code is entered precisely. If you lost your email receipt and would like us to send you a new one, choose "General Info" from the popup above and expand the question, "I lost my license! How can I retrieve it?"

Retail box version: Please make sure to enter the license code as it appears on the first line of the sticker affixed to the iBank CD sleeve. The line should begin with "IBNK" and contain several dashes. Please ignore any numbers appearing below this line, as they are not part of the license code. Enter any name and email address with the license code, making sure to type something in each field, and iBank should accept your registration. We have seen some customers who, when trying to unlock the retail version of iBank 4, mistake the letter D for a zero. If iBank does not accept your code, please try entering D's in place of any zeros.

Mac App Store version: If you purchased iBank from the Mac App Store, you must download it using the App Store application. This version of iBank does not require registration; if it prompts you to enter a license code, quit iBank, delete the iBank application, and reinstall it from the App Store. As long as you are careful to delete only the iBank application and not your data file(s), your accounts will not be affected by reinstalling iBank.

iBank can be installed on 2 computers with a single license, but it is not designed to sync from Mac to Mac. Please be forewarned that iBank wasn't designed for networking and does not support concurrent use. If two copies of iBank for Mac record changes to a data file at the same time, this may cause data corruption.

Not all financial institutions offer direct download service. If your bank is not on our list of supported institutions, please contact the institution to request "Direct Connect" service. If your institution is listed there, but you are having trouble with the connection, please follow these troubleshooting steps:

1. Make sure you are using the current version of iBank. Launch iBank, choose "Preferences" from the "iBank" menu, and click "Check For Updates Now." If nothing happens, then you know you have the current version. If a window pops up notifying you that a new version is available, then click the "Download" button, quit iBank, and replace your iBank application with the new one that downloads in your web browser.
2. If you have the current version of iBank installed and still cannot connect to your financial institution to download transactions, please call your financial institution to sign up for its Direct Connect service. Some institutions charge a fee for this service and require you to accept the charges. The institution may give you login details for direct downloads that are different from your website credentials. Even if downloads are working in Quicken or another program, you will still need to double-check with your financial institution that you are signed up for Direct Connect. You may be using another download method in Quicken, like Web Connect or Express Web Connect.
3. After signing up for Direct Connect with your institution, you may need to delete your OFX passwords in the Mac OS X Keychain. Quit iBank, launch the "Keychain Access" application from Launchpad (or Macintosh HD/Applications/Utilities/Keychain Access), search for passwords named "iBank OFX Password," double-click each one to determine whether it pertains to the iBank account in question, and delete any passwords for that account. Launch iBank, select the account in the source list, and choose "Set Up Online Account Access" from the "Account" menu to set up the connection with your financial institution (if this command is not available, choose "Disable Online Account Access" first).
4. If deleting the passwords from your Keychain does not fix the problem, you may need to change how iBank identifies itself to your institution. If an OFX server doesn't like the way iBank identifies itself, then it may not permit any downloads. You can edit this setting by choosing "Preferences" from the "iBank" menu and clicking the "Advanced" tab. Click the popup button next to "For Direct Connect iBank Will Identify Itself as" and choose "Quicken Windows 2011." This setting will ensure compatibility with the largest number of financial institutions.
5. If iBank is able to connect to your financial institution, but presents you with an empty list when asking you to choose an account, you may need to set up the iBank account with a different type. If the bank expects a credit card account, for example, and you have set up a checking account in iBank, this can interfere with direct downloads. Create a new account with the correct type and try configuring direct download once more.

Please be aware that most financial institutions only allow you to direct download recent transactions (typically the last 3-6 months). The first time you set up your account in iBank, we recommend downloading the complete transaction history from your bank's website and importing that into iBank. Direct download can then be used for incremental updates going forward.

For more discussion on this topic, see the following entry in our knowledge base: I'm having trouble connecting my account in iBank to my bank. I am using Direct Connect not iBank's browser or Safari.

We have a video tutorial about importing from Quicken: click here to watch it! If you prefer written instructions, follow these steps (please note that Quicken Essentials is a special case - see the next question for help with Essentials):

1. Launch Quicken and choose File > Export.
2. In the window that appears, give the export file a name, choose the "QIF" file format, and save the file to your Desktop (if you're using Quicken on Windows, only include "Transactions," and do not select the "for Mac" option).
3. If you are running iBank on a different computer than Quicken, copy the QIF file that you just exported to the computer with iBank.
4. Launch iBank and choose File > New iBank Document.
5. From the drop-down menu, choose "Import from Quicken for Mac" or "...Windows" (depending on which version of Quicken you used) and click "Next."
6. Click "Choose File," select the QIF file, and click "Next" to continue.
7. Follow the prompts to name and save your iBank document, select a default currency, and continue on with the import.
8. If iBank doesn't recognize the date format used in the QIF file, it may ask you to choose the format from a list.
9. Finally, you will have the opportunity to verify your account types before the import is complete.

That's it! iBank will recreate all of your accounts, transactions, categories and investments, even if you have many years of Quicken data.

Follow these steps:

1. Launch Quicken Essentials.
2. Review your category names. If any names are longer than 55 characters, please abbreviate them (they can be restored in iBank after the import is complete). Please note that subcategory names, when exported, will include the names of their parent categories in the following manner: Category:Subcategory1:Subcategory2. This entire set of names must be 55 characters or less (including the colons) in order to avoid being truncated during the export process.
3. Choose File > Export > Quicken 2007 and save the QMTF file on your Desktop.
4. Launch iBank and choose File > New iBank Document.
5. From the drop-down menu, choose "Import from Quicken Essentials Mac" and click "Next."
6. Click "Choose File," select the QMTF file, and click "Next" to continue.
7. Follow the prompts to name and save your iBank document, select a default currency, and continue on with the import.
8. If iBank doesn't recognize the date format used in the QMTF file, it may ask you to choose the format from a list.
9. Finally, you will have the opportunity to verify your account types before the import is complete.

That's it! iBank will recreate all of your accounts, transactions, and categories, even if you have many years of Quicken data. Please note that Quicken Essentials' limited support for investments prevents iBank from being able to import your investment data.

Note: After the import is complete, you may notice that some of your account names were truncated. Quicken Essentials limits account names to 31 characters during the export process, but you can rename the accounts in iBank by double-clicking them in the source list and typing your changes in the popup inspector.

There are a number of potential causes for balance discrepancies after importing data, but here are top things to look for:

1. Do you have any categories that are identically named as your accounts? iBank doesn't allow for this.
2. Are your Quicken balances including scheduled transactions? iBank cannot import scheduled transactions.
3. Do any of your accounts contained linked transfers? Check and see if duplicate transactions were created during the import (iBank does everything it can to avoid this, but sometimes duplicates will still sneak through).

iBank uses Yahoo! Finance to download security quotes. If your portfolio contains securities that are not listed on Yahoo, or if the security doesn't have a valid ticker symbol (or no symbol at all), you will need to enter its price information into iBank manually. To access the price history for your securities, select "Securities" under the "Manage" section in iBank's source list (on the left side of the main window.

At a minimum, you will need to record (in iBank's "Securities" section) the closing price of the security on the day before you purchased shares. Record closing prices for additional dates as you are able - the most recent price will be used to estimate the market value of your shares on Portfolio Summary reports. The security type should be set to "Other" in order to prevent iBank from attempting to download quotes for that security. A ticker symbol must also be entered for the security (whether it is a publicly listed symbol or not). We recommend adding an underscore (_) before the symbol for securities that you are tracking by hand, to make them more easily recognizable.

If possible, we recommend downloading the complete transaction history from your brokerage's website (in OFX, QFX, or QIF format) and importing the data into iBank. This will ensure that your cost basis is accurate and all shares are accounted for.

If your brokerage does not make this information available for some reason, you can enter your investments manually by recording a "Buy" transaction for each security you own. Be sure to include a valid symbol with each one, enter the total number of shares you currently hold, and record the average cost per share in the price field (ask your broker for the average cost per share if you don't know what it should be). Set the funding source to "Transfer" and leave the category field blank to ensure that no cash is deducted from any account for the shares. This approach will ensure that your holdings are all included in your portfolio, and your cost basis will be accurate, but your cost history will be flattened because you are averaging the cost of the shares in your portfolio. If you are unable to enter the full transaction history, be sure you understand the ramifications of averaging your cost basis!

In some cases after the installation of iCloud, iBiz clients may lose their association with their corresponding Address Book cards. This only happens if iBiz is open and running when the Address Book data is uploaded to iCloud. If iBiz is closed when contact sync is turned on, then the issue can be avoided.

If the iCloud sync has already completed and iBiz is showing duplicates of all clients, please choose File > Backup to create a backup of your iBiz data. The duplicates can be fixed without data loss by deleting the ones that do not have question marks on them first, then re-associating the remaining clients with Address Book. It is crucial that you FIRST delete the duplicate clients that show solid icons (without project data inside), and THEN re-associate the original clients that show question marks over their icons (with project data inside). If you re-associate the original clients before you delete the duplicates, then both clients will be attached to the same client card in Address Book, and deleting one of the duplicates at this point will cause the project data for both clients to be deleted. If two clients are pointed to the same Address Book card, relaunch iBiz to break the Address Book association for one of the clients so that you can safely delete it.