![]() ![]() If you previously uploaded an iBank document to the Cloud Sync server and want to connect to it, click this option. Next, iBank will prompt you to add accounts to the document: please see About Accounts for more information. Both sets include categories that are assigned standard US tax codes. iBank includes two predefined sets of categories: "Home" is intended for personal use, "Business" for professional use. On the next screen, you will be asked to choose which categories you would like iBank to add to your document. The next screen will ask you to choose a location in which to save your document: click "Continue," enter a name for the document in the sheet that appears, choose a location, and click "Save." Choose one of the following options to determine how iBank should set up the new file: Start FreshĬhoose this option and click "Next" to create a new iBank document. This assistant opens automatically the first time you launch iBank 5, as well as any time you create a new document. Choose File > New iBank Document to start the new document assistant: To get started using iBank, the first thing you will need to do is create a document. Creating a Document How do I create documents in iBank? ![]()
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