Ibank
Páginas: 108 (26846 palabras)
Publicado: 24 de abril de 2011
iBank
Userʼs Guide
TM
Copyright notice: Mac OS X, .Mac, iCal, Address Book, Automator, Preview, and their respective icons are © Apple Computer, Inc.
Contents
Chapter 1: Overview …………………………………………………………………………………… 1 Chapter 2: Getting Started …………………………………………………………………………… 7
How do I install iBank? …………………………………………………………………………………………9 How do I purchase and/or register iBank?……………………………………………………………… 12 How do I use the main window? …………………………………………………………………………… 16 How do I customize the main toolbar? …………………………………………………………………… 18 How do I get started with iBank? (Quick basics) ……………………………………………………… 19 What are accounts all about? ……………………………………………………………………………… 25 How do I add, delete, and edit accounts? ……………………………………………………………… 26 How do I use smart accounts? ……………………………………………………………………………… 33 Howdo I group accounts? ………………………………………………………………………………… 36 How do I manage accounts in multiple currencies? …………………………………………………… 38 What are transactions all about? …………………………………………………………………………… 47 How do I add, delete, and edit transactions? …………………………………………………………… 48 What properties do transactions have?…………………………………………………………………… 50 How do I categorize transactions? ………………………………………………………………………… 55How do I move transactions between accounts? ……………………………………………………… 63 Can I change the way I view my transactions? ………………………………………………………… 64 What are the different transaction types? ……………………………………………………………… 61 What are the different account types? …………………………………………………………………… 30 How do I manage data files in iBank? …………………………………………………………………… 14
Chapter 3: Accounts …………………………………………………………………………………23
Chapter 4: Transactions …………………………………………………………………………… 45
How do I search for a particular transaction? …………………………………………………………… 67 Can iBank remember transactions I enter more than once? ………………………………………… 68 How do I use split transactions? …………………………………………………………………………… 71 How do I schedule recurring transactions? ……………………………………………………………… 74 How do I reconcile my account with a bankstatement? ……………………………………………… 78 How do I import transactions from my bank or other financial software? ……………………… 87 How do I use smart import rules? ……………………………………………………………………… 100 How do I import my data from Quicken? ……………………………………………………………… 105 How can I export my data for use in other software? ……………………………………………… 106 How do I track my investments in iBank? …………………………………………………………… 111 How do I usethe Portfolio? ……………………………………………………………………………… 117 Examples of investment activity ………………………………………………………………………… 124 How do I print checks from iBank? …………………………………………………………………… 135 What tags are available for check printing? ………………………………………………………… 141 What are charts & reports all about? …………………………………………………………………… 147 How do I add, delete, and edit charts? ………………………………………………………………… 149 What typesof charts are available? …………………………………………………………………… 152 How do I print or export data from my charts? ……………………………………………………… 157 How do I generate reports from my data? …………………………………………………………… 159 How do I configure templates for check printing? ………………………………………………… 136 How do I configure the import settings properly? …………………………………………………… 93
Chapter 5: Importing & Exporting ………………………………………………………………85
Chapter 6: Investments ………………………………………………………………………………109
Chapter 7: Check Printing …………………………………………………………………………133
Chapter 8: Charts & Reports ………………………………………………………………………145
Chapter 9: Planning Ahead …………………………………………………………………………165
How do I set up and track a budget? ………………………………………………………………… 167 How can I predict future account balances? ………………………………………………………… 173 How do Iprevent other users from accessing my data? …………………………………………… 181 How do I backup my data to .Mac? …………………………………………………………………… 183 How do I backup my iBank data manually? …………………………………………………………… 185
How do I use the mini-graph? …………………………………………………………………………… 161
Chapter 10: Security …………………………………………………………………………………179
Chapter 11: Frequently Asked Questions (FAQ)...
Userʼs Guide
TM
Copyright notice: Mac OS X, .Mac, iCal, Address Book, Automator, Preview, and their respective icons are © Apple Computer, Inc.
Contents
Chapter 1: Overview …………………………………………………………………………………… 1 Chapter 2: Getting Started …………………………………………………………………………… 7
How do I install iBank? …………………………………………………………………………………………9 How do I purchase and/or register iBank?……………………………………………………………… 12 How do I use the main window? …………………………………………………………………………… 16 How do I customize the main toolbar? …………………………………………………………………… 18 How do I get started with iBank? (Quick basics) ……………………………………………………… 19 What are accounts all about? ……………………………………………………………………………… 25 How do I add, delete, and edit accounts? ……………………………………………………………… 26 How do I use smart accounts? ……………………………………………………………………………… 33 Howdo I group accounts? ………………………………………………………………………………… 36 How do I manage accounts in multiple currencies? …………………………………………………… 38 What are transactions all about? …………………………………………………………………………… 47 How do I add, delete, and edit transactions? …………………………………………………………… 48 What properties do transactions have?…………………………………………………………………… 50 How do I categorize transactions? ………………………………………………………………………… 55How do I move transactions between accounts? ……………………………………………………… 63 Can I change the way I view my transactions? ………………………………………………………… 64 What are the different transaction types? ……………………………………………………………… 61 What are the different account types? …………………………………………………………………… 30 How do I manage data files in iBank? …………………………………………………………………… 14
Chapter 3: Accounts …………………………………………………………………………………23
Chapter 4: Transactions …………………………………………………………………………… 45
How do I search for a particular transaction? …………………………………………………………… 67 Can iBank remember transactions I enter more than once? ………………………………………… 68 How do I use split transactions? …………………………………………………………………………… 71 How do I schedule recurring transactions? ……………………………………………………………… 74 How do I reconcile my account with a bankstatement? ……………………………………………… 78 How do I import transactions from my bank or other financial software? ……………………… 87 How do I use smart import rules? ……………………………………………………………………… 100 How do I import my data from Quicken? ……………………………………………………………… 105 How can I export my data for use in other software? ……………………………………………… 106 How do I track my investments in iBank? …………………………………………………………… 111 How do I usethe Portfolio? ……………………………………………………………………………… 117 Examples of investment activity ………………………………………………………………………… 124 How do I print checks from iBank? …………………………………………………………………… 135 What tags are available for check printing? ………………………………………………………… 141 What are charts & reports all about? …………………………………………………………………… 147 How do I add, delete, and edit charts? ………………………………………………………………… 149 What typesof charts are available? …………………………………………………………………… 152 How do I print or export data from my charts? ……………………………………………………… 157 How do I generate reports from my data? …………………………………………………………… 159 How do I configure templates for check printing? ………………………………………………… 136 How do I configure the import settings properly? …………………………………………………… 93
Chapter 5: Importing & Exporting ………………………………………………………………85
Chapter 6: Investments ………………………………………………………………………………109
Chapter 7: Check Printing …………………………………………………………………………133
Chapter 8: Charts & Reports ………………………………………………………………………145
Chapter 9: Planning Ahead …………………………………………………………………………165
How do I set up and track a budget? ………………………………………………………………… 167 How can I predict future account balances? ………………………………………………………… 173 How do Iprevent other users from accessing my data? …………………………………………… 181 How do I backup my data to .Mac? …………………………………………………………………… 183 How do I backup my iBank data manually? …………………………………………………………… 185
How do I use the mini-graph? …………………………………………………………………………… 161
Chapter 10: Security …………………………………………………………………………………179
Chapter 11: Frequently Asked Questions (FAQ)...
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