We don’t charge for updates until we release a full unit incremental release. For example, upgrading from Banktivity 5 to Banktivity 5.6.6 is free, while 4.x to 5.x requires purchasing an upgrade license. We do offer upgrade pricing, normally at half off the full version price. To download the latest version, go to the IGG Software…

In Banktivity, a loan account is a special account type with a setup that lets it calculate the amortization schedule. Banktivity makes the assumption that a loan is money you owe others, and in the current version, it doesn’t work the opposite way. In other words, Banktivity doesn’t amortize loans made to others. You’ll have to…

If you are receiving an error message when using the built-in browser in Banktivity that says “Can Not Make New Browser Window,” this is an indication that your bank is implementing pop-up windows during the download process. The built-in browser in Banktivity does not support pop-up windows. You will need to download your transactions using an…

Yes, but note that the most recent version of iBank you can use with OS X 10.5 Leopard would be iBank 4.3.5.  

Please open iBank and click the “Use Demo” or “Use for 5 Minutes” button. Then go to iBank> License, click the “Enter License” button. In the “iBank Registration” window enter your license information using the license number you received with your iBank 4 purchase in the Reg Code field (pay careful attention to O’s and D’s…

One of the most powerful (and commonly overlooked) features in iBank is Smart Accounts. Smart Accounts are different from any other type of account because they do not necessarily reflect any real-life accounts at any financial institution. Smart Accounts are set up using user-customizable rules that can display transactions pulled from multiple accounts. For example,…

To view the original details of a transaction downloaded from your bank, select the transaction and choose Transaction> Show Original Import Info. This is the case for transactions which you have edited and saved, and even works for merged transactions. Note that merged transactions are created when you resolve duplicates manually. While iBank 5 does a great…

While iBank lets you export data to tax prep software such as TurboTax, some users still prefer to outsource the filing of their returns to a professional. One way to do this is to create a report with your year-end info, save it to a PDF and email it over. Done. But you or your…