Tagged: Import

I just set up my account in iBank, but only a few months of data imported into my account, how can I download the older data?

Posted on by John Sawyer

The amount of data iBank can retrieve when setting up downloading varies from bank to bank. iBank requests all available data going back as far as 1982 during the initial download set up process. However, it is common for many banks to only keep a few months worth of transaction data available on their servers…

I cannot download from my financial institution using iBank. How can I fix this?

Posted on by John Sawyer

There are numerous factors that may cause downloading in iBank not to work successfully with your financial institution. If you are having issues with downloading data to iBank we suggest working on your issues with IGG Support directly via Live Chat or email. Here is some helpful information you should be ready to provide when contacting IGG…

After importing my data from Quicken none of my transactions are reconciled anymore, how can I fix this?

Posted on by John Sawyer

When importing data from other financial applications reconciliations will not import through the QIF (or QMTF) file.  To quickly mark your historical transactions as reconciled we recommend creating a “catch-all” statement using the following steps: Select the account you would like to reconcile and go to Account> Show Statements. In the statement view, click “Reconcile”…

All transactions are importing with the same Payee name, how do I fix this?

Posted on by John Sawyer

If all transactions are importing using the same payee name, you probably have an Import Rule that is applying this payee name to all transactions when importing. Go to View> Show Import Rules to view your list of Import Rules. Look for a rule with the Payee name or Category which is being applied to your importing transactions erroneously…