Minimum Balance: None $100,000 to investįeatures: Financial budgeting dashboard, investment fee checkup, cash flow analyzer, 401(k) analyzer, net worth tracker, and retirement planner By reading transactions from a file (see File Import).Ĭlick any of the links above to read more about each type of import.Fees: Free investment services start at 0.89% based on account balance.By using the built-in web browser to access your bank's website and downloading transactions manually (see Using the Built-in Web Browser).By connecting to your financial institution via the OFX protocol and downloading transaction updates automatically (fewer institutions are supported and fees may apply - see Direct Download).By using IGG's subscription service to automatically update your accounts (fees apply - see Direct Access).IBank can import transactions using any of the following methods: IBank can import transaction data from the following file formats: QIF (Quicken Interchange Format), OFX (Open Financial Exchange, most commonly used by Microsoft Money), QFX (Quicken File Exchange, also known as Web Connect format), QMTF (Quicken Mac Transfer Format, used by Quicken Essentials), and CSV (Comma-Separated Values, most commonly used with Excel and other spreadsheet programs). iBank also offers Direct Access so that you can update your accounts at the click of a button! Supported formats: You can easily migrate your account data from other financial programs like Quicken or Microsoft Money. You can import transactions regularly to keep current with your bank's records, or just do a one-time import of your transaction history the first time you set up a new account.
IBank can import transaction data from your financial institutions or other money-management software in a variety of formats. About Importing How do I import transactions from my bank or other financial software?
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