At IGG Software, we pride ourselves on providing first-class customer service via our website and live chat. So that we can better assist you, please follow each of these steps to resolve your issue.
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:
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):
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:
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:
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.
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