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Import from Quicken to possess your accounts, transactions, categories and investments ready and waiting for you personally. Or begin at scratch - iBank s streamlined setup assistant may have you planning no time. video tutorial
iBank 5 offers improved bank connections for direct downloads. Optionally, Direct Access gets updates from thousands more banks, and shares that data with iBank for iPad and iBank for iPhone, too. video tutorial
iBank 5 delivers online bill pay to setup, schedule and send payments, track those transactions, and categorize the prices. Requires an OFX account connection; seek advice from your bank for availability. video tutorial
With advanced budgeting tools, you may build savings, view your spending habits, monitor daily progress, incorporate scheduled income and bills, compare goals vs. results, and sync budgets to iBank for iPad. video tutorial
Track your spending patterns: assign categories or sub-categories to each transaction, use enhanced import rules for speedy categorization, and split transactions multiple methods for detailed budgeting and reporting.
Cloud sync performed correcly: device-based, end-to-end encryption so nothing gets sent or stored insecurely. Its the best model for just a true cloud sync experience as well as free! video tutorial
iBank allows you to view your whole financial picture on iPad, iPhone and Apple Watch. Our private Cloud Sync seamlessly keeps everything informed.
Personal finance apps which will make your life less difficult and your future a bit brighter.
Free 30-day trial. Purchase for 59.99 which has a 90-day guarantee.
Minimum OS requirement is 10.9. Works great with Mac OS X 10.11 El Capitan.
November 24, 2015 10 Comments
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Buy with full confidence! IGG supplies a 90-day risk-free guarantee.
The gold standard for Mac management of their money.
Includes one single-user license. Requires Mac OS X 10.9 or more.
Includes one single-user license. Requires Mac OS X 10.6, 10.7, or 10.8.
IGG gives a 90-day virtually risk free guarantee.
At IGG Software, we pride ourselves on providing first-class customer satisfaction via our website and live chat. If you need help, please follow each one of these steps to settle your issue.
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There is password protection in order to avoid unauthorized use of data, but information are not encrypted.
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Budgeting Tools and Reports You can setup multiple budgets in iBank 4, which means you could have a different budget for regular bills, a side job and a afford the acer kid s allowance.
Search the Help documentation from the inside of iBank, or see tutorials, faq's or contact iBank support through the Help menu.
IBank Mobile for iPhone and iPod Touch can sync with all the desktop recorder version, and charges 4.99.
Active online user forums offer quick help and tips also.
Security This software provides adequate financial data security, a lot like what you ll find with a lot of other personal finance software.
Testing due to this iBank 4 review was completed using the free trial download with a MacBook OS X.
To remedy this, iBank has a integrated browser so you may log in for a banking site and import transactions straight into iBank without leaving the program.
Portability and Free Trial iBank gives a 30 day fully-functional free trial offer with support.
Integrated browser for importing data from finance institutions that don t offer direct download.
You may check for iBank 4 deals before you purchase.
Otherwise, iBank 4 worked effectively, producing a very high rating of four years old.6 using a scale of just one - 5.
IBank 4 for Mac - IGG Software, iBank 4 The Gold Standard for Mac Money Management iBank 4 delivers a new standard for intuitive, full-featured personal finance software.
I tested iBank 4 on the two week period, along with the only problem I had was with downloading transactions coming from a brokerage.
The iPad app is robust enough to be played with on its own minus the Mac software.
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At IGG Software, we pride ourselves on providing first-class customer care via our website and live chat.
So that any of us can better help you get started, please follow every one of these steps to settle your issue.
Check here first for the best common problems in addition to their solutions.
Where can I find user manuals for the software?
The iBank 5 User Manual is accessible for download within the iBank product page. The same information is obtainable under the Help menu within the iBank 5 app. We also have a few video tutorials designed for iBank 5.
Information about configuring syncing for iBank for iPad, iBank for iPhone, and iBank Investor may be found inside iBank 5 manual.
I lost my license ! How can I retrieve it?
Enter your email here, and that we will email which you copy of the order confirmation. Be sure make use of the original email address out of your IGG Store purchase. Please remember that Mac App Store purchases don't require license codes.
What will be your upgrade policy and ways in which do I upgrade?
We dont charge for upgrades until we to liberate full unit incremental release. For example, upgrading from iBank 5 to iBank 5.1 is provided for free, while 4.x to five.x requires purchasing an upgrade license.
To download the newest version, navigate to the iBank product page and then click the download button. The app will run in trial mode if you will not be registered, or it is going to recognize that you already registered and will also be ready to go!
Note that iOS apps are only able to be updated through iTunes, and that we are not able to offer reductions for these apps.
Where is my order? I havent received anything inside the mail.
We dont ship any physical products. After purchasing, you may receive an e-mail containing your registration code. Download iBank from the website and enter your registration code to unlock the trial restrictions.
What is the best refund policy?
We provide a 90-day money-back guarantee on all software purchased through our web store. Purchase a license, register the software program, and then use it unrestricted for three months. If you usually are not satisfied without any reason, contact our customer support with all the options below therefore we will refund the investment in full. Please note that individuals can only accept returns for products purchased via our online shop - purchases made from your iTunes App Store, Mac App Store, and retailers such since the Apple Store, Office Depot, or are governed by those stores refund policies.
Is your software that will work with El Capitan?
Yes! iBank 5 is our only Mac app that may be currently being developed, and that we ensure it is fully appropriate for Mac OS X 10.11. Older versions individuals software for example iBank 4 haven't been extensively tested under El Capitan and will not perform reliably.
Where is my registration code?
It is embedded within the text of the email while using subject line, Thanks for purchasing from IGG Software, that you just should have received after completing your order. Please allow 1 day for order processing. If you've got lost your code or cannot locate the email containing it, please see I lost my license ! How can I retrieve it? above. For further assistance, please speak which has a support representative on live chat.
I employ a killer feature request, do you want to implement it?
Possibly. Please use our contact page form to submit your request therefore we will certainly contemplate it. Many in our programs features are due to user feedback.
Do you offer type of educational and/or military discount?
Yes, both. Full-time students and faculty that can submit evidence their educational affiliation considered for 20% off purchases made through our website. For students, we typically request a copy of the registration receipt or course schedule; for faculty, a scan of the ID card or perhaps a link for a online staff profile. US military personnel, please request a rebate using your military email address contact info to obtain a coupon for 20% off. Send your data to us via live chat or our contact page form, and well send back a discount code which you are able to use to redeem the discount whenever you submit your order at our web store.
Will your applications be employed by customers?
Yes, all individuals applications should work regardless of one's location. In most cases our programs occurs currency and format settings from System Preferences. Our applications are written in English, but iBank 3 and 4 have been translated into French. We have a huge number of users in 50 plus countries successfully using our products.
Do you create software for Windows, Blackberry, Android, etc.?
No, we develop software only for Mac OS X, iOS, and watchOS.
We only accept PayPal payments when cards are rejected by our web shop. If you cannot complete a purchase on our website, please contact support for assistance.
Do you provide phone support?
No, we offer customer satisfaction via live chat, email, and on the internet support articles. This allows us to ensure all individuals support representatives are knowledgeable, responsive, and based here from the United States. We are certain that this policy is considered the most effective way for individuals to meet your support needs.
Where can I find video clips and/or even a user manual?
The iBank 5 User Manual is obtainable for download within the iBank product page.
The help files accessible from your Help menu in iBank 5 retain the same information because the PDF manual. We do not sell hard copies of the manuals.
Do I qualify for just a free upgrade?
Upgrades from to iBank 5 are 29.99 for many licensed users of version 4, but upgrade discounts are simply available if you decide on iBank 5 in the IGG store. Download iBank 5 from the website, install and launch the app, then see a iBank menu and select License to learn more.
Why wont iBank accept my registration/license code?
Download version: Enter your business, email address contact information, and license code just like they appear inside email receipt you received after buying iBank in the IGG Software website. If iBank isn't going to accept your registration i really enjoy seeing, try utilizing the Copy and Paste commands to be sure the license code is entered precisely. If you lost your email receipt and would love us to send which you new one, choose General Info on the menu about the left and expand the question, I lost my license ! How can I retrieve it?
Retail box version: Please always enter the license code since it appears about the first distinctive line of the sticker affixed to your iBank CD sleeve. The line always begins with IBNK and contain several dashes.Please ignore any numbers appearing below this line, as they aren't part from the license code. Enter any name and email address while using license code, ensuring to type something in each field, and iBank should accept your registration. We have seen some customers who, a web based business to unlock the retail version of iBank 4, mistake the letter D for just a zero. If iBank doesn't accept your code, please try entering Ds instead of any zeros.
Mac App Store version: If you bought iBank from your Mac App Store, you have to download it with all the App Store application. This version of iBank won't require registration; in the event you receive a prompt to get a license, quit iBank, delete the iBank application, and reinstall it on the App Store. As long as that you are careful to delete just the iBank application but not your data, your accounts won't be affected by reinstalling iBank.
Can I sync my iBank data between multiple Macs?
Yes! We are glad to announce which our new iBank Cloud Sync service is available nowadays. Keep your documents in sync between all of one's Macs and cellular devices, seamlessly. All you have to get started is really a free iBank ID.
Do I have to spend on downloading my bank data in iBank 5?
As in past versions of iBank, theres not any cost to get current transactions from a financial institutions via web downloads or direct downloads realize that some banks impose fees for that latter, although not IGG. iBank 5 even offers Direct Access, a subscription-based service for automatically updating banking account data inside background. While it posseses an annual cost, using the service is optional and will not be required to work with iBank successfully. For more information in regards to the different download methods for sale in iBank, see this page.
Why cant I direct download transactions from my bank?
Not all finance institutions offer direct download service. If your bank will not be listed inside iBank app to be a supported institution, please contact the institution to request Direct Connect service. If your institution is listed there, but they're having trouble with all the connection, please follow these troubleshooting steps:
Make sure you are with all the current version of iBank. Launch iBank, choose Preferences on the iBank menu, and then click Check For Updates Now. If nothing happens, then you already know you have the current version. If a window appears notifying you that your new version can be obtained, then go through the Download button, quit iBank, and replace your iBank application while using new one that downloads with your web browser.
If you will find the current version of iBank installed yet still cannot connect for a financial institution to download transactions, please call your financial institution to subscribe for its Direct Connect service. Some institutions charge a fee due to this service and expect you to accept the fees. The institution could give you login details for direct downloads which can be different through your website credentials. Even if downloads are in work in Quicken or some other program, you are going to still should double-seek advice from your standard bank that that you are signed up for Direct Connect. You may be using another download method in Quicken, like Web Connect or Express Web Connect.
After taking Direct Connect together with your institution, you may must delete your OFX passwords from the Mac OS X Keychain. Quit iBank, launch the Keychain Access application from Launchpad or Applications/Utilities/Keychain Access, look for passwords named iBank OFX Password, double-click every one to determine whether or not this pertains on the iBank account involved, and delete any passwords for your account. Launch iBank, choose the account from the source list, and judge Set Up Online Access through the Account menu to create the connection with the financial institution.
If iBank will be able to connect for a financial institution, but presents you having an empty list when asking you to choose a merchant account, you may need to build the iBank account which has a different type. If the bank expects a card account, as an example, and you have put in place a banking account in iBank, this could interfere with direct downloads. Delete the account and create a an alternative one; after you configure direct download through the setup process, iBank will that the correct account type is employed.
Please bear in mind that most banking companies only permit you to direct download recent transactions most of the last 3-6 months. The first time you create your account in iBank, we recommend downloading the full transaction history out of your banks website and importing that into iBank. Direct download might be used for incremental updates in the years ahead.
How do I transfer money between accounts?
To record a transfer of funds from a single iBank account to an alternative, build a new transaction inside first account, set its type to Transfer, type in the amount from the transfer inside the withdrawal field, and type in the name in the second account from the category field. Once you click Save, a down payment transaction are going to be automatically created within the second account to try and do the transfer. These two transactions are automatically linked in order that any changes created to one side from the transfer will automatically be reflected around the other side with the transfer.
How do I import my data from Quicken?
We possess a video tutorial about importing from Quicken: click this link to watch it! If you prefer written instructions, abide by these steps please observe that Quicken 2015 for Mac and Quicken Essentials are slightly different - begin to see the next question because of these:
Launch Quicken and judge File Export.
In your window that appears, provide export file a brand, find the QIF formatting, and save the file for a Desktop if you're using Quicken on Windows, only include Transactions, and do not simply select the for Mac option.
If you're running iBank on the different computer than Quicken, copy the QIF file which you simply exported on the computer with iBank.
Launch iBank and judge File New iBank Document.
Click Import from Other Software, find the appropriate version of Quicken, and then click Continue.
Follow the prompts to and keep your iBank document, then drag and drop the QIF file on the box saying drag file here.
If iBank doesnt recognize the date format used from the QIF file, it may well ask you to pick the format coming from a list.
Finally, you should have the opportunity to verify your money names, types, and currencies prior to a import is complete.
Thats it! iBank will recreate all of your respective accounts, transactions, categories and investments, even in case you have many numerous Quicken data.
How do I import my data from Quicken 2015 for Mac or Quicken Essentials?
Review your category names. If any names are more than 55 characters, please abbreviate them they could be restored in iBank as soon as the import is complete. Please observe that subcategory names, when exported, should include the names in their parent categories inside following manner: Category:Subcategory1:Subcategory2. This entire number of names need to be 55 characters or less like the colons to prevent being truncated throughout the export process.
Choose File Export Quicken 2007 and save the QMTF file on your own Desktop.
Launch iBank and select File New iBank Document.
Click Import, click Import from Other Software, then choose Quicken 2015 or Quicken Essentials and click on Continue.
Follow the prompts to and keep your iBank document, then drag and drop the QMTF file on top of the box that claims drag file here.
Finally, you could have the opportunity to verify banking account names, types, and currencies ahead of the import is complete.
Thats it! iBank will recreate all within your accounts, transactions, categories, and investments, even should you have many a lot of Quicken data.
What do I do if my account balances are incorrect after importing data?
There are many potential causes for balance discrepancies after importing data, but listed here are top things to look for:
Do you could have any categories that share precisely the same names since your accounts? iBank doesnt allow this, therefore you may have to rename the accounts or categories in Quicken and try the import again.
Do you could have any closed accounts in Quicken? Try opening them and redo the import into iBank.
Do your Quicken balances include scheduled transactions? iBank cannot import scheduled transactions.
Do any within your accounts contained linked transfers? Check and pay attention to if duplicate transactions were created in the import iBank does everything it could to avoid this, but sometimes duplicates will still sneak through.
Did you download security quotes in iBank as soon as the import finished? The market value of the securities will not be included within your investment account balances until you select the Update Everything button about the toolbar.
How do I manually record the value history for just a security?
iBank uses Yahoo! Finance to download security quotes. If your portfolio contains securities that are certainly not listed on Yahoo, or if the safety doesnt possess a valid ticker symbol, you need to enter its cost information into iBank manually. To access the value history for the securities, select Securities within the Manage area of iBank s source list around the left side on the main window.
At a nominal amount, you need to record the closing price with the security for the day you got the shares. Record closing prices for added dates as you're able - the latest price will supply to estimate this market value of one's shares on Portfolio Summary reports. The security type needs to be set to Other in order to avoid iBank from looking to download quotes to the security. A ticker symbol must be entered to the security whether it can be a publicly listed symbol or otherwise. We recommend adding an underscore prior to a symbol for securities that that you are tracking manually ,, to be more easily recognizable.
How do I record investments that I already own?
If possible, we recommend downloading the entire transaction history from the brokerages website in OFX, QFX, or QIF format and importing the information into iBank. This will guarantee that your cost basis is accurate and shares are included.
If your brokerage won't make this information intended for some reason, it is possible to enter your investing manually by recording a Move Shares transaction for every security you keep. Be sure to include a real symbol with each one of these, enter in the total number of shares you currently hold, and record the standard cost per share inside the price field ask your broker to the average cost per share when you dont determine what it really should be. This approach will make sure that your holdings are common included inside your portfolio, plus your cost basis are going to be accurate, your cost history will probably be flattened because you're averaging the cost with the shares inside your portfolio. If you are not able to enter the full transaction history, be sure to understand the ramifications of averaging your cost basis!
Is iBank for iPhone included free with iBank for Mac?
No, iBank for iPhone should be purchased separately. It can be acquired for 9.99 exclusively about the iTunes App Store.
Can I sync multiple iPhones with one iBank document?
Yes, iBank Cloud Sync makes it simplallows you to keep your financial data in sync between all of one's devices. More information about syncing with iBank for Mac is available inside the iBank 5 User Manual.
Can I sync multiple iBank documents with one iPhone?
Yes, iBank for iPhone enables you to create multiple documents and select which ones you would like to sync with the other devices.
Can I use Direct Access and sync my data with iBank for Mac?
Yes! As long as you might have iBank 5 and iBank for iPhone, you are able to set up a document in iBank for iPhone that syncs with iBank with your Mac, then enable Direct Access while using the gear button on the top right corner with the iPhone screen. Direct Access is surely an optional subscription service and is just not required in the event you do not want to make use of it.
Is my iBank for iPhone data stored locally, or on your own servers?
iBank s details are saved locally with your iPhone. Each document is kept in an outside file which you are able to back up and restore via iTunes. If you use our optional Cloud Sync service, an encrypted copy within your data is maintained on our servers. You can delete this data any time using features in iBank. For more information about data security, read our privacy policy pages.
Can I track my budget in iBank for iPhone?
Yes, iBank for iPhone includes budgeting tools that enable you to set targets for variable budget items, compare your budgeted vs. actual spending, and monitor your financial allowance performance after some time. Budgets may also be synced with iBank on other devices.
Can I password protect my iBank for iPhone data?
Yes, each document could be locked which has a unique four-digit passcode to counteract prying eyes from viewing your details. You also can use Touch ID with iBank for iPhone in case your device supports it.
Is iBank for iPad included free with iBank for Mac?
No, iBank for iPad has to be purchased separately. It is accessible for 19.99 exclusively within the iTunes App Store.
Can I sync multiple iPads with one iBank document?
Yes, Cloud Sync allows you to keep your financial data in sync between all of one's devices. More information about syncing with iBank for Mac is available within the iBank 5 User Manual.
Can I sync multiple iBank documents with one mobile device?
Yes, iBank for iPad helps you to create multiple documents and select which ones you would like to sync with the other devices.
Can I use Direct Access and sync my data with iBank for Mac?
Yes! As long as you've iBank 5 and iBank for iPad, you may set up a document in iBank for iPad that syncs with iBank with your Mac, then enable Direct Access utilizing the gear button with the top right corner in the iPad screen. Direct Access can be an optional subscription service and is just not required in case you do not want to utilize it.
Is my iBank for iPad data stored locally, or on your own servers?
iBank s info is saved locally in your iPad. Each document is kept in an outside file which you may back up and restore via iTunes. If you use our optional Cloud Sync service, an encrypted copy within your data is maintained on our servers. You can delete this data any time using features in iBank. For more information about data security, read our online privacy policies.
Can I track my budget in iBank for iPad?
Yes, iBank for iPad includes budgeting tools that assist you to enter scheduled income and expenses, set targets for variable budget items, compare your budgeted vs. actual spending, and monitor your allowance performance as time passes. Budgets may be synced with iBank on other devices.
Can I password protect my iBank for iPad data?
Yes, each financial book may be locked that has a unique four-digit passcode to stop prying eyes from viewing important computer data. You may use Touch ID with iBank for iPad should your device supports it
Can I sync iBank Investor with iBank for Mac?
Yes! iBank Investor was created to sync with iBank for Mac so that you are able to keep track within your portfolio for the go. If you dont have iBank for Mac, donrrrt worry - you are able to still use iBank Investor as being a stand-alone app for monitoring your investment funds.
Can I sync investments in multiple currencies?
No, iBank Investor currently doesn't include support for multiple currencies. If you've got investment accounts in iBank for Mac who use different currencies, you may sync investments for just one of those currencies only. To choose which currency syncs to iBank Investor, affect the currency displayed from the summary pane in iBank for Mac previous to syncing.
Can I show cash positions inside my investment accounts?
No, iBank Investor was created to show you market data on your own current holdings only. Any cash which might be present within your investment accounts in iBank for Mac is just not counted in iBank Investor.
How do I disable advertisements in iBank Investor?
We can offer iBank Investor at no cost because it includes advertisements. If you would want to disable the ads, tap the Settings button, then Remove Advertisements, and keep to the prompts to acquire the ad-free version for 4.99. Other copies of iBank Investor that happen to be linked for the same iTunes account aren't going to be charged for disabling ads.
I forgot my IGG account name and/or password. How can I recover them?
Tap the Settings button in iBank Investor, then tap Sign In last but not least I lost my Enter the current email address associated with the account and tap Send. We will give back an email which has your login name plus a link that it is possible to click to reset your password.
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November 24, 2015 10 Comments
I really don t like going nearly a year between blogs. The last time I wrote from my office in Vermont, there are plenty of summer crickets chirping away. Today, once we approach Thanksgiving, the temperatures have dropped substantially there may be still thick frost inside the shady areas in the grass. I ll reiterate what I Read More
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