Questions & Answers
18 Questions from the Community
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Does iBank work properly with Snow Leopard?
- Asked by JM from Halifax
- Oct 11, 2009
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Best Answer
Yes. iBank 3.5 is inherently Snow Leopard-compatible, and iBank 3.5.2 (a free update) was released on the same day as 10.6 to ensure and enhance compatibility with the new OS.
- Answered by SB from Putney
- Oct 14, 2009
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Best Answer
Yes - iBank works perfectly well in Canada, though fewer Canadian banks adhere to the standard connectivity protocol for automating the download of online transactions. However, if you can access your account data in a format compatible with Quicken, iBank can import those files quite easily.
- Answered by SB from Putney
- Nov 13, 2009
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Can I import easily from Quicken v9 to Ibank?
I am a new MAC user with years of PC experience, I have been using Quicken on a PC for a while and I am looking to migrate teh data to my new MAC.
- Asked by MK from Brooklyn
- Oct 26, 2009
- Flag as inappropriate
Best Answer
iBank can import data from both Mac and Windows versions of Quicken, even if you have many years of Quicken data or multiple accounts. Should you run into difficulties with the import process, the iBank support team is knowledgeable and happy to help out.
- Answered by SB from Putney
- Oct 27, 2009
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I don't see iBank in my bank's list of programs it will export to. Can I use this to get my account information directly from my bank?
I am in Canada, if that helps.
- Asked by AJ from Calgary
- Oct 21, 2009
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Best Answer
Generally, if your bank supports Quicken (or more specifically, the open file formats that Quicken-compatible downloads use), then iBank will work for you.
- Answered by SB from Putney
- Oct 22, 2009
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I currently use Microsoft Money 2007 and now have a IMAC OS X would like to use a software similar to Money but can't find one is iBank like Money?
- Asked by YE
- Oct 28, 2009
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Best Answer
It would be inaccurate to compare the two products exactly, but most of the key features of iBank and MS Money overlap. Because iBank has a more Mac-like interface, it could take some getting used to - but it will import your previous MS Money data. Then a small investment of time to learn the software, customize your categories and so forth should make the switch worthwhile. There's a more complete list of what features iBank offers on the developer's website.
- Answered by SB from Putney
- Oct 29, 2009
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Does iBank "learn" categories for spending, like Quicken?
For instance, will iBank recognize payments made at a gas station and automatically assign it a category of "Auto"...Quicken does this and it is very convenient.
- Asked by EB from Lakeland
- Nov 7, 2009
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Best Answer
Yes, iBank can memorize your manual transactions and autofill the same category to recurring payees. It also creates an editable list of these memorized transactions. There's also a feature called Smart Import Rules, which allows you to set up the same type of automatic categorization for transactions downloaded from online financial institutions.
- Answered by SB from Putney
- Nov 9, 2009
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I have never used personal finance software - is iBank a good place to start?
- Asked by MC from LONGWOOD
- Oct 17, 2009
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Best Answer
iBank may be the best-known, Mac-only personal finance software. It's easy to use, and has a familiar interface, good customer support, and a popular companion app for iPhone or iPod touch. The developers update iBank often, and you can download a free trial from their website: www.iggsoftware.com
- Answered by SB from Putney
- Oct 19, 2009
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Can iBank export to a txf [Turbo Tax] format?
- Asked by TG from Lockport
- Nov 9, 2009
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Best Answer
Yes, iBank data is entirely compatible with TurboTax and can be exported in that format.
- Answered by SB from Putney
- Nov 10, 2009
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I am considering switching from windows to a Mac. Will I be able to import my data from Microsoft Money 2004 into iBank?
- Asked by GD from Delta
- Nov 1, 2009
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Best Answer
Yes. You can export your MS Money data to a compatible file format and then import that into iBank. Your accounts, categories and transactions should be intact.
- Answered by SB from Putney
- Nov 2, 2009
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can i switch from windows to mac and import microsoft money on windows to ibank on a mac
- Asked by WM from Climax Springs
- Nov 9, 2009
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Can iBank export data in the format used by the Windows version of Quicken?
I need to be able to share my data with a person that uses the Windows version of Quicken.
- Asked by CY from Honolulu
- Nov 5, 2009
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Does ibank support online banking and bill payments?
Online bill payment through the PC version of Quicken worked very well.
I have used Quicken (PC version) for 10+ years and just bought my first Mac. Bought Quicken for Mac but it is a disaster. Information does not transfer well at all. Bank accounts act like investment accounts. CMA accounts do not work well in Quicken for Mac. I hope ibank may be a better choice. Any help out there?- Asked by TL from Wayne
- Nov 4, 2009
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Does iBank do cash flow forecasting based on scheduled transactions and current bank balance?
- Asked by MR from Kingwood
- Nov 9, 2009
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Does iBank allow scanned receipts, invoices, etc to be attached to a transaction?
Can I attach a scanned pdf of a remittance advice to a deposit transaction, or a scanned pdf of an invoice or statement to a check or credit card transaction?
- Asked by JW from Hopkinsville
- Nov 22, 2009
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Does this product interface directly via the web with Century Bank in MA
- Asked by KC from Jamaica Plain
- Nov 14, 2009
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