What’s a Smart Account and what’s it for?

One of the most powerful (and commonly overlooked) features in iBank is Smart Accounts. Smart Accounts are different from any other type of account because they do not necessarily reflect any real-life accounts at any financial institution. Smart Accounts are set up using user-customizable rules that can display transactions pulled from multiple accounts.

For example, if you wanted to search all transactions for a specific Payee across all of your accounts at the same time, you would create a Smart Account using a rule that includes those transactions. Another example might be the need to view all transactions for a specific time period across multiple accounts – this would be easy with a Smart Account limited to that date range.