Does iBank 4 have an option for viewing your budget in line form with categories and sub-catogeries?
I'm used to Money software, which shows the budget in line form with categories and sub-categories under the Income and Expenses headings with the actual, budgeted, and difference columns. Just wondering if the new ibank 4 software shows the same thing or something similar, or only the envelope system.
- Asked by Charles L
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1 Answer from the Community
iBank 4 has a completely revamped budgeting system which allows you to view it in two ways: the popular envelope method, or the same information presented in Category View. As you suggest, it is similar to Money in that you can view a table with headings for Categories (which includes Sub-categories), plus Budgeted, Spent and Remaining. Once you've set it up, it's easy, intuitive and flexible.
As an aside, you can transfer old data (including accounts, transactions, categories and investments) from Microsoft Money into iBank 4 using the latter's set-up assistant.
- Answered by Scott B from Putney