IGG Software Forums Users helping users with iBiz, iBank, and iPaste http://forums.iggsoft.com/smartfeed.php?feed_type=RSS2.0&limit=1_DAY&sort_by=standard&feed_style=HTML&amp Wed, 08 Sep 2010 18:15:35 GMT FeedCreator 1.8.0-dev (info@mypapit.net) http://forums.iggsoft.com/styles/proglass_igg2/imageset/site_logo.gif IGG Software Forums http://forums.iggsoft.com/smartfeed.php?feed_type=RSS2.0&limit=1_DAY&sort_by=standard&feed_style=HTML&amp Users helping users with iBiz, iBank, and iPaste en-GB Thu, 09 Sep 2010 01:15:35 GMT 60 General Announcements :: Re: User Forum Suggestion :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=7&t=19026&p=58366#p58366 no_email@example.com (Jon Williams) General Announcements http://forums.iggsoft.com/posting.php?mode=reply&f=7&t=19026 Wed, 08 Sep 2010 16:07:05 GMT http://forums.iggsoft.com/viewtopic.php?f=7&t=19026&p=58366#p58366 iBiz 4 Knowledge Base :: data entry work :: Author david123 http://forums.iggsoft.com/viewtopic.php?f=20&t=19156&p=58352#p58352
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[ URL=http://www.dataentrywork.net/?id=26201]]]> no_email@example.com (david123) iBiz 4 Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=20&t=19156 Wed, 08 Sep 2010 10:22:31 GMT http://forums.iggsoft.com/viewtopic.php?f=20&t=19156&p=58352#p58352 iBiz Pro Knowledge Base :: Re: lost updated records when trying to synchronize :: Reply by Jon ... http://forums.iggsoft.com/viewtopic.php?f=25&t=14756&p=58360#p58360
We don't know why this happens, and I've only seen it occur a couple of times. I'll be interested to hear any more details you can glean about what went wrong. Certainly, if it happens more than once for you, we'll want to take a close look at the problem.]]> no_email@example.com (Jon Williams) iBiz Pro Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=25&t=14756 Wed, 08 Sep 2010 15:47:57 GMT http://forums.iggsoft.com/viewtopic.php?f=25&t=14756&p=58360#p58360 iBiz Pro Knowledge Base :: Re: lost updated records when trying to synchronize :: Reply by ... http://forums.iggsoft.com/viewtopic.php?f=25&t=14756&p=58398#p58398 no_email@example.com (jesseamber) iBiz Pro Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=25&t=14756 Wed, 08 Sep 2010 17:49:11 GMT http://forums.iggsoft.com/viewtopic.php?f=25&t=14756&p=58398#p58398 iBiz Pro Knowledge Base :: Re: lost updated records when trying to synchronize :: Reply by ... http://forums.iggsoft.com/viewtopic.php?f=25&t=14756&p=58400#p58400 no_email@example.com (jesseamber) iBiz Pro Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=25&t=14756 Wed, 08 Sep 2010 17:51:41 GMT http://forums.iggsoft.com/viewtopic.php?f=25&t=14756&p=58400#p58400 iBiz 3 Knowledge Base :: Air Jordan OL School Force One Fusion Shoes, Cheap Wholesale :: Author ... http://forums.iggsoft.com/viewtopic.php?f=11&t=19146&p=58342#p58342 http://www.gobizdiscount.com Wholesale cheap
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email: gobizdiscount@yahoo.com]]> no_email@example.com (Adalin) iBiz Discussion http://forums.iggsoft.com/posting.php?mode=reply&f=1&t=19147 Wed, 08 Sep 2010 03:21:53 GMT http://forums.iggsoft.com/viewtopic.php?f=1&t=19147&p=58343#p58343 iBiz Feature Requests :: china wholesale nike air jordan 5 X ,air force one fusion :: Author Adalin http://forums.iggsoft.com/viewtopic.php?f=2&t=19149&p=58345#p58345 http://www.gobizdiscount.com ,we have many type of Nike Sneakers:Nike discount Shoes, Nike cheap Shoes, Nike stock Shoes (Nike Trainers, Nike Sneakers,Nike Running Shoes, Nike Basketball Shoes,Nike Discount Shoes Nike Cheap Shoes footwear, Sports Shoes all at http://www.gobizdiscount.com
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email: gobizdiscount@yahoo.com]]> no_email@example.com (Adalin) iBiz Feature Requests http://forums.iggsoft.com/posting.php?mode=reply&f=2&t=19149 Wed, 08 Sep 2010 03:23:26 GMT http://forums.iggsoft.com/viewtopic.php?f=2&t=19149&p=58345#p58345 iBank 4 Beta Test :: Re: [Question] How can I safely clean out old unused securit :: Reply by ... http://forums.iggsoft.com/viewtopic.php?f=34&t=19128&p=58341#p58341 no_email@example.com (smorris) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19128 Wed, 08 Sep 2010 02:48:54 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19128&p=58341#p58341 iBank 4 Beta Test :: Crashing when opening a report repeatedly :: Author bartzumbari http://forums.iggsoft.com/viewtopic.php?f=34&t=19148&p=58344#p58344
Sorry, can't give you more than that, but there it is.

Bart]]> no_email@example.com (bartzumbari) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19148 Wed, 08 Sep 2010 03:23:11 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19148&p=58344#p58344 iBank 4 Beta Test :: [Question] Reports and Checks :: Author elbradamontes http://forums.iggsoft.com/viewtopic.php?f=34&t=19153&p=58349#p58349
Thanks]]> no_email@example.com (elbradamontes) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19153 Wed, 08 Sep 2010 03:37:28 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19153&p=58349#p58349 iBank 4 Beta Test :: [QUESTION] How can I change statement names? :: Author jm12345 http://forums.iggsoft.com/viewtopic.php?f=34&t=19157&p=58353#p58353 no_email@example.com (jm12345) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19157 Wed, 08 Sep 2010 13:00:30 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19157&p=58353#p58353 iBank 4 Beta Test :: 311269 :: Author daveduca http://forums.iggsoft.com/viewtopic.php?f=34&t=19159&p=58355#p58355
Any ideas??

Thank you,

dave
iBank4 fields filled with 311269.png
]]> no_email@example.com (daveduca) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19159 Wed, 08 Sep 2010 14:42:54 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19159&p=58355#p58355 iBank 4 Beta Test :: Re: Budgets - drill down to underlying transactions :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=18494&p=58356#p58356 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=18494 Wed, 08 Sep 2010 14:50:38 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=18494&p=58356#p58356 iBank 4 Beta Test :: Re: Splits - possible bug on imported splits. :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19007&p=58361#p58361 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19007 Wed, 08 Sep 2010 15:55:27 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19007&p=58361#p58361 iBank 4 Beta Test :: Re: [REQ] Vanguard Support (Direct Connect/OFX) :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19010&p=58362#p58362 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19010 Wed, 08 Sep 2010 15:56:23 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19010&p=58362#p58362 iBank 4 Beta Test :: Re: Hitting enter doesn't work when the clear box is highlig :: Reply by ... http://forums.iggsoft.com/viewtopic.php?f=34&t=19023&p=58365#p58365 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19023 Wed, 08 Sep 2010 16:03:16 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19023&p=58365#p58365 iBank 4 Beta Test :: Re: [BUG] iBank 4 not recognizing symbol VGSIX :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19028&p=58367#p58367 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19028 Wed, 08 Sep 2010 16:08:21 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19028&p=58367#p58367 iBank 4 Beta Test :: Re: [Question] How can I view how many shares are owner per :: Reply by ... http://forums.iggsoft.com/viewtopic.php?f=34&t=19015&p=58368#p58368
Prices for specific dates can be viewed in the "Securities" section, in the price history chart.]]> no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19015 Wed, 08 Sep 2010 16:16:45 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19015&p=58368#p58368 iBank 4 Beta Test :: Re: Format Request: Balance in the Register :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19030&p=58369#p58369 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19030 Wed, 08 Sep 2010 16:18:41 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19030&p=58369#p58369 iBank 4 Beta Test :: Re: Feature Request :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19017&p=58364#p58364 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19017 Wed, 08 Sep 2010 16:01:51 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19017&p=58364#p58364 iBank 4 Beta Test :: Re: Feature Request :: Reply by Slugskickass http://forums.iggsoft.com/viewtopic.php?f=34&t=19017&p=58373#p58373
Currently I believe that the custom dates feature only allows you to enter a finish date and a period before that.]]> no_email@example.com (Slugskickass) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19017 Wed, 08 Sep 2010 16:27:32 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19017&p=58373#p58373 iBank 4 Beta Test :: Re: HIGH - Import Rules :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19022&p=58370#p58370 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19022 Wed, 08 Sep 2010 16:24:50 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19022&p=58370#p58370 iBank 4 Beta Test :: Re: HIGH - Import Rules :: Reply by aleagle http://forums.iggsoft.com/viewtopic.php?f=34&t=19022&p=58374#p58374 ]]> no_email@example.com (aleagle) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19022 Wed, 08 Sep 2010 16:30:45 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19022&p=58374#p58374 iBank 4 Beta Test :: Re: [Feature Request] Share price in "Move Shares" transacti :: ... http://forums.iggsoft.com/viewtopic.php?f=34&t=19035&p=58375#p58375 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19035 Wed, 08 Sep 2010 16:35:27 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19035&p=58375#p58375 iBank 4 Beta Test :: Re: Statement Name :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19041&p=58376#p58376 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19041 Wed, 08 Sep 2010 16:36:39 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19041&p=58376#p58376 iBank 4 Beta Test :: Re: [High] Import not tagging new transactions :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19012&p=58363#p58363 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19012 Wed, 08 Sep 2010 16:00:07 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19012&p=58363#p58363 iBank 4 Beta Test :: Re: [High] Import not tagging new transactions :: Reply by pahiker http://forums.iggsoft.com/viewtopic.php?f=34&t=19012&p=58378#p58378
Jon Williams wrote:Is this version RC3? What happens when you click one of the unchecked transactions in the top half of the window - does iBank show an arrow down below?


Yes, it is RC3.

I don't know what you mean by an arrow below. I clicked on the transaction so that I could import it, and it did import properly.]]> no_email@example.com (pahiker) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19012 Wed, 08 Sep 2010 16:49:03 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19012&p=58378#p58378 iBank 4 Beta Test :: Re: MEDIUM - Editing Register Transactions :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19031&p=58371#p58371 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19031 Wed, 08 Sep 2010 16:25:38 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19031&p=58371#p58371 iBank 4 Beta Test :: Re: MEDIUM - Editing Register Transactions :: Reply by aleagle http://forums.iggsoft.com/viewtopic.php?f=34&t=19031&p=58379#p58379 :D]]> no_email@example.com (aleagle) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19031 Wed, 08 Sep 2010 16:51:18 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19031&p=58379#p58379 iBank 4 Beta Test :: Re: Editing scheduled transactions :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19047&p=58382#p58382 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19047 Wed, 08 Sep 2010 17:13:17 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19047&p=58382#p58382 iBank 4 Beta Test :: Re: Feature Wishes - Reconciliation & Register :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19049&p=58383#p58383
2) You don't need to type the dot - just type in "Visa" or "Mastercard" and the autofill will work just fine.]]> no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19049 Wed, 08 Sep 2010 17:15:04 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19049&p=58383#p58383 iBank 4 Beta Test :: Re: [MEDIUM] Net Worth reporting error :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19052&p=58384#p58384 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19052 Wed, 08 Sep 2010 17:15:59 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19052&p=58384#p58384 iBank 4 Beta Test :: Re: Request – Scroll Shortcut :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19046&p=58385#p58385 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19046 Wed, 08 Sep 2010 17:16:46 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19046&p=58385#p58385 iBank 4 Beta Test :: Re: Low-Feature Request - Batch Edit/Rename Payees & Memos :: Reply by ... http://forums.iggsoft.com/viewtopic.php?f=34&t=19053&p=58386#p58386 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19053 Wed, 08 Sep 2010 17:18:42 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19053&p=58386#p58386 iBank 4 Beta Test :: Re: HIGH - Scheduled Transactions Sorting :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19051&p=58391#p58391 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19051 Wed, 08 Sep 2010 17:29:44 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19051&p=58391#p58391 iBank 4 Beta Test :: Re: RC3 crash filling budget envelopes :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19059&p=58395#p58395 jon@iggsoftware.com, thanks. Is this something you can reproduce consistently?]]> no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19059 Wed, 08 Sep 2010 17:44:56 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19059&p=58395#p58395 iBank 4 Beta Test :: Re: Feature Request - Credit Remaining :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19057&p=58397#p58397 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19057 Wed, 08 Sep 2010 17:48:55 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19057&p=58397#p58397 iBank 4 Beta Test :: Re: Category colors won't go away in my register :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19045&p=58377#p58377 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19045 Wed, 08 Sep 2010 16:38:29 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19045&p=58377#p58377 iBank 4 Beta Test :: Re: Category colors won't go away in my register :: Reply by StuPidasl http://forums.iggsoft.com/viewtopic.php?f=34&t=19045&p=58399#p58399 no_email@example.com (StuPidasl) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19045 Wed, 08 Sep 2010 17:49:59 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19045&p=58399#p58399 iBank 4 Beta Test :: Re: Reports order :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19050&p=58401#p58401 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19050 Wed, 08 Sep 2010 17:52:10 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19050&p=58401#p58401 iBank 4 Beta Test :: Re: Clear splits :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19061&p=58402#p58402 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19061 Wed, 08 Sep 2010 17:55:10 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19061&p=58402#p58402 iBank 4 Beta Test :: Re: Category Colors Bug :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19067&p=58403#p58403 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19067 Wed, 08 Sep 2010 17:56:08 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19067&p=58403#p58403 iBank 4 Beta Test :: Re: Speed (or lack of) :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19069&p=58404#p58404 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19069 Wed, 08 Sep 2010 17:57:38 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19069&p=58404#p58404 iBank 4 Beta Test :: Re: Capital Gains Error for Cost Basis on Same Day Transacti :: Reply by ... http://forums.iggsoft.com/viewtopic.php?f=34&t=19043&p=58381#p58381 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19043 Wed, 08 Sep 2010 17:11:40 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19043&p=58381#p58381 iBank 4 Beta Test :: Re: Capital Gains Error for Cost Basis on Same Day Transacti :: Reply by ... http://forums.iggsoft.com/viewtopic.php?f=34&t=19043&p=58406#p58406
Jon Williams wrote:Are the sales listed before the purchases on the same date? If you are selling shares you don't yet own, then there are bound to be errors in the capital gains calculations. To correct this, simply drag & drop the transactions into the correct order (you can only do this for transactions that share the same date).


The purchases were listed before the sales. I had to modify the dates to different days to get the portfolios to accurately represent the cost basis.

This doesn't help with my tax filings (so I'll have to maintain my Quicken file for brokerage transactions through the end of the year) but at least I have my portfolio values accurately represented.


-]]> no_email@example.com (BEBoutin) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19043 Wed, 08 Sep 2010 18:14:04 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19043&p=58406#p58406 iBank 4 Beta Test :: Re: iBank 4 Expectations :: Reply by Barnaby http://forums.iggsoft.com/viewtopic.php?f=34&t=18533&p=58407#p58407 I'd still like a consolidated income statement - but I found that I can get the information I want by running a tax report for all categories. I use a PDF converter from AnyBiz to make an Excel spread sheet that requires minimal editing.
The handling of reinvested dividends is much better than iB3 and the reconciliation is INFINITELY easier.
GOOD WORK!]]> no_email@example.com (Barnaby) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=18533 Wed, 08 Sep 2010 18:36:23 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=18533&p=58407#p58407 iBank 4 Beta Test :: [Question] How do I create a smart portfolio? :: Author oatmeal http://forums.iggsoft.com/viewtopic.php?f=34&t=19165&p=58408#p58408
I don't see that I can create this sort of smart portfolio in iBank 4. I tried creating a smart account and that gives me enough logic to have it only contain activity for those two instruments, but the dollar value displayed in the sidebar for that smart account seems to be the cash value, not the invested value, as it is a negative number. I didn't play much with iBank 3 as I quickly found that it couldn't support my requirements for handling foreign accounts, but I think that I might be able to do what I want to do with displaying these funds with the old portfolio implementation.

Let me know if what I'm explaining is not clear. I could work up a sketch of what I mean if it is not. Also, apologies if I've overlooked something obvious.]]> no_email@example.com (oatmeal) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19165 Wed, 08 Sep 2010 18:58:31 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19165&p=58408#p58408 iBank 4 Beta Test :: Re: [Question] How do I create a smart portfolio? :: Reply by smorris http://forums.iggsoft.com/viewtopic.php?f=34&t=19165&p=58410#p58410
iBank 4 has a Investment Summary report that is supposed to serve as the same function, but it is inflexible, doesn't have nearly the detail of Portfolio and Smart Portfolios, and has text so small it is unreadable on large screens without any means of enlarging it.


Steve]]> no_email@example.com (smorris) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19165 Wed, 08 Sep 2010 19:19:19 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19165&p=58410#p58410 iBank 4 Beta Test :: Re: [FEATURE REQUEST] Outstanding orders :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19032&p=58372#p58372 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19032 Wed, 08 Sep 2010 16:26:43 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19032&p=58372#p58372 iBank 4 Beta Test :: Re: [FEATURE REQUEST] Outstanding orders :: Reply by Forgetful banker http://forums.iggsoft.com/viewtopic.php?f=34&t=19032&p=58414#p58414 no_email@example.com (Forgetful banker) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19032 Wed, 08 Sep 2010 20:01:30 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19032&p=58414#p58414 iBank 4 Beta Test :: Painful to set up -- and won't save - and other items :: Author chuckbo http://forums.iggsoft.com/viewtopic.php?f=34&t=19166&p=58416#p58416 - It's slow to set up because iBank doesn't let me do much navigation through the keyboard. I'm constantly having to select items using a mouse from a pulldown list.
- I keep having to type in the historic date because iBank wants to default to today's date for transactions. I'm almost never entering in today's transactions; I batch them for the week. I'd recommend that if I'm entering transactions for last Tuesday, iBank remember that and that should be the default date until changed. Maybe that can't be changed because everyone else is used to it, but maybe it could be set up as a preference.
- I finally figured out why my totals were so far off. When importing a security's value that's really a money market fund, instead of setting a value of $1, iBank seems to retrieve the interest rate from Yahoo, so all of the share prices are being set to .07 instead of 1.00. I ended up setting the security type as CD instead of Money market and change the transaction type from a Move Share to a Deposit. If I were using iBank to d/l transactions, then this would not work.
- When I create an investment and then create a transaction, the Save button doesn't appear when I type the first transaction. I have to click off of the transaction to get a message asking if I want to save the transaction.
- The total of my assets doesn't equal Money you have. Even if I don't add in the fixed assets, it still doesn't balance. What is the formula behind "Money you have?"
- Suddenly, I started getting a message The document couldn't be saved. Looks like I'm going to have to force quit iBank and see how much work I lost. I don't know how to report that for you -- I think I started getting the message when I was in the Securities window and was changing some of the mutual funds to something else.]]> no_email@example.com (chuckbo) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19166 Wed, 08 Sep 2010 20:21:02 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19166&p=58416#p58416 iBank 4 Beta Test :: Re: Problems with QFX imports -- every transaction is MCDONA :: Reply by ... http://forums.iggsoft.com/viewtopic.php?f=34&t=19081&p=58418#p58418 support@iggsoftware.com so we can take a look. Please reference this post in your email. Thank you.

Nancy]]> no_email@example.com (Nancy Caldwell) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19081 Wed, 08 Sep 2010 21:21:01 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19081&p=58418#p58418 iBank 4 Beta Test :: Re: Flashing arrows on import :: Reply by Nancy Caldwell http://forums.iggsoft.com/viewtopic.php?f=34&t=19082&p=58419#p58419
Nancy]]> no_email@example.com (Nancy Caldwell) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19082 Wed, 08 Sep 2010 21:28:12 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19082&p=58419#p58419 iBank 4 Beta Test :: Re: Automatic Naming of Statements :: Reply by Benjy Romig http://forums.iggsoft.com/viewtopic.php?f=34&t=19070&p=58420#p58420 no_email@example.com (Benjy Romig) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19070 Wed, 08 Sep 2010 21:44:15 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19070&p=58420#p58420 iBank 4 Beta Test :: Re: MEDIUM - Import Rules (Listing) :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=34&t=19056&p=58387#p58387 no_email@example.com (Jon Williams) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19056 Wed, 08 Sep 2010 17:21:00 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19056&p=58387#p58387 iBank 4 Beta Test :: Re: MEDIUM - Import Rules (Listing) :: Reply by aleagle http://forums.iggsoft.com/viewtopic.php?f=34&t=19056&p=58405#p58405 no_email@example.com (aleagle) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19056 Wed, 08 Sep 2010 17:58:39 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19056&p=58405#p58405 iBank 4 Beta Test :: Re: MEDIUM - Import Rules (Listing) :: Reply by aleagle http://forums.iggsoft.com/viewtopic.php?f=34&t=19056&p=58421#p58421 ]]> no_email@example.com (aleagle) iBank 4 Beta Test http://forums.iggsoft.com/posting.php?mode=reply&f=34&t=19056 Wed, 08 Sep 2010 23:56:42 GMT http://forums.iggsoft.com/viewtopic.php?f=34&t=19056&p=58421#p58421 Closed :: Re: High - Duplicate matching during import :: Reply by chapmanvet http://forums.iggsoft.com/viewtopic.php?f=35&t=18590&p=58422#p58422
I had stopped using the beta as the import limitations were a deal breaker for me. I did a fresh import of my ibank 3 file and I'm still having the same problems:
- none of my import rules are carried over;
- when I go to the import window, none of the transactions are checked for import, even though they are all new.

I would test it further but the licensing window locks me out after 5 minutes.]]> no_email@example.com (chapmanvet) Closed http://forums.iggsoft.com/posting.php?mode=reply&f=35&t=18590 Thu, 09 Sep 2010 00:41:41 GMT http://forums.iggsoft.com/viewtopic.php?f=35&t=18590&p=58422#p58422 iBank 3 Knowledge Base :: Re: double download of transfers :: Reply by normad http://forums.iggsoft.com/viewtopic.php?f=12&t=18938&p=58339#p58339
I pay my credit card via transfer from my checking. I also have a Wachovia Way2Save account which automagically transfers money to my savings account. These are not being auto linked, either.]]> no_email@example.com (normad) iBank 3 Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=12&t=18938 Wed, 08 Sep 2010 02:20:16 GMT http://forums.iggsoft.com/viewtopic.php?f=12&t=18938&p=58339#p58339 iBank 3 Knowledge Base :: Re: Date order :: Reply by ToddK http://forums.iggsoft.com/viewtopic.php?f=12&t=19142&p=58340#p58340
When I download transactions from my credit card company, the year of the transactions is defaulting to 2020.

The transactions on the website clearly show 2010.


:evil:]]> no_email@example.com (ToddK) iBank 3 Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=12&t=19142 Wed, 08 Sep 2010 02:30:06 GMT http://forums.iggsoft.com/viewtopic.php?f=12&t=19142&p=58340#p58340 iBank 3 Knowledge Base :: nike air jordan 12 x ,nike air force one fusion cheap sell :: Author ... http://forums.iggsoft.com/viewtopic.php?f=12&t=19150&p=58346#p58346 http://www.gobizdiscount.com China replica shoes factory and Nike factory wholesale and sale replica nike shoes to your Nike shop & nike store.We sale cheap new Nike Sneakers,Air Jordan Sneakers,AIR FORCE 1S,Nike Dunks SB, Bape Sta from nike outlets and factory stores, also Nike wholesale - Jordan Shoes wholesale shoes Nike Puma Adidas Prada Gucci Dsquared ugg boots Timberland .We wholesale replica nike puma Adidas Prada timberland shoes.fendi chanel louis vuitton chloe bags handbags Nike Shoes Wholesale, Jordan SHOES, Wholesale Handbags Sneakers, Wholesale Purses, Wholesale Sandals ...Nike wholesale - Nike shoes wholesale. Nike shoes: Nike shox air force1 jordan TL NZ R4 ... We sale wholesale Nike shoes(Nike trainers, Nike sneakers, Nike tn nike shox r3 nike shox r4 nike max 95.Wholesale Designer Jeans and Discount Brand Clothing:Wholesale Abercrombie Cheap Discount Juicy Couture, Wholesale ED Hardy Clothes, Cheap True Religion Jeans Evisu Wholesale Seven Jeans,Designer Rock and Republic Jeans, Cheap Burberry Handbags UGG Boots Wholesale Juicy Cheap Abercrombie and Fitch China ED Hardy Wholesale Wholesale Juicy Couture China Wholesale red monkey jeans,Coogi jeans store,kid ugg boots women ugg boots ugg sandals at cheap wholesale ugg shop ugg boots factory
msn: gobizdiscount@hotmail.com
email: gobizdiscount@yahoo.com]]> no_email@example.com (Adalin) iBank 3 Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=12&t=19150 Wed, 08 Sep 2010 03:26:02 GMT http://forums.iggsoft.com/viewtopic.php?f=12&t=19150&p=58346#p58346 iBank 3 Knowledge Base :: Scheduled Transactions and Calendar Dates :: Author Newma http://forums.iggsoft.com/viewtopic.php?f=12&t=19154&p=58350#p58350 no_email@example.com (Newma) iBank 3 Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=12&t=19154 Wed, 08 Sep 2010 04:01:32 GMT http://forums.iggsoft.com/viewtopic.php?f=12&t=19154&p=58350#p58350 iBank 3 Knowledge Base :: Reconciling in not intuitive( I am a newbie) :: Author ... http://forums.iggsoft.com/viewtopic.php?f=12&t=19158&p=58354#p58354 no_email@example.com (nroach@earthlink.net) iBank 3 Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=12&t=19158 Wed, 08 Sep 2010 14:12:08 GMT http://forums.iggsoft.com/viewtopic.php?f=12&t=19158&p=58354#p58354 iBank 3 Knowledge Base :: Re: Can't Download from Discover (New user on new installati :: Reply ... http://forums.iggsoft.com/viewtopic.php?f=12&t=17445&p=58409#p58409
Nancy]]> no_email@example.com (Nancy Caldwell) iBank 3 Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=12&t=17445 Wed, 08 Sep 2010 19:15:54 GMT http://forums.iggsoft.com/viewtopic.php?f=12&t=17445&p=58409#p58409 iBank 3 Knowledge Base :: Re: "lineitems is not valid" - bug? :: Reply by Nancy Caldwell http://forums.iggsoft.com/viewtopic.php?f=12&t=17877&p=58411#p58411 support@iggsoftware.com, so we can take a look. All personal information will be kept strictly confidential and removed from my computer once I've finished troubleshooting.  For security, please download the following app, use it to encrypt your data file with a password, then send the resulting file and password in two separate emails:  http://www.iggsoft.com/ibank/data_collector.zip

Please reference this post in your email. Thank you.

Nancy]]> no_email@example.com (Nancy Caldwell) iBank 3 Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=12&t=17877 Wed, 08 Sep 2010 19:20:18 GMT http://forums.iggsoft.com/viewtopic.php?f=12&t=17877&p=58411#p58411 iBank 3 Knowledge Base :: Re: Problem importing Quicken files :: Reply by Nancy Caldwell http://forums.iggsoft.com/viewtopic.php?f=12&t=18943&p=58412#p58412
Nancy]]> no_email@example.com (Nancy Caldwell) iBank 3 Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=12&t=18943 Wed, 08 Sep 2010 19:22:28 GMT http://forums.iggsoft.com/viewtopic.php?f=12&t=18943&p=58412#p58412 iBank 3 Knowledge Base :: Re: One of My Accounts Isn't Responding :: Reply by Nancy Caldwell http://forums.iggsoft.com/viewtopic.php?f=12&t=17183&p=58413#p58413
Nancy]]> no_email@example.com (Nancy Caldwell) iBank 3 Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=12&t=17183 Wed, 08 Sep 2010 19:47:12 GMT http://forums.iggsoft.com/viewtopic.php?f=12&t=17183&p=58413#p58413 iBank 3 Knowledge Base :: Re: Splits for a Loan with principal and interest :: Reply by Nancy ... http://forums.iggsoft.com/viewtopic.php?f=12&t=18267&p=58415#p58415 support@iggsoftware.com if you prefer. Please reference this post. The principal and interested are calculated automatically based on the terms of the loan. You can include additional payments (escrow, insurance, etc) in the loan setup. What is the total loan amount?

Nancy]]> no_email@example.com (Nancy Caldwell) iBank 3 Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=12&t=18267 Wed, 08 Sep 2010 20:02:14 GMT http://forums.iggsoft.com/viewtopic.php?f=12&t=18267&p=58415#p58415 iBank 3 Knowledge Base :: Re: Error Saving Data File :: Reply by Nancy Caldwell http://forums.iggsoft.com/viewtopic.php?f=12&t=15303&p=58417#p58417
Nancy]]> no_email@example.com (Nancy Caldwell) iBank 3 Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=12&t=15303 Wed, 08 Sep 2010 20:24:52 GMT http://forums.iggsoft.com/viewtopic.php?f=12&t=15303&p=58417#p58417 iBank OFX Banking Information and Setup :: Re: Wachovia :: Reply by Jon Williams http://forums.iggsoft.com/viewtopic.php?f=19&t=10522&p=58359#p58359 no_email@example.com (Jon Williams) iBank OFX Banking Information and Setup http://forums.iggsoft.com/posting.php?mode=reply&f=19&t=10522 Wed, 08 Sep 2010 15:44:46 GMT http://forums.iggsoft.com/viewtopic.php?f=19&t=10522&p=58359#p58359 iBank OFX Banking Information and Setup :: Re: CitiBank :: Reply by carlisia http://forums.iggsoft.com/viewtopic.php?f=19&t=10385&p=58380#p58380
I have read all the messages on this thread.

I just downloaded the iBank 4 Beta.

I have signed up for Direct Connect with Citibank, and have been paying for it for a while.

I can successfully connect with Citibank Direct Connect using Money Well. The credentials I use on Money Well are the same ones that I use on Citibank's checking account website.

So... why when I try the same credentials with iBank 4 it does not work? It rejects the login info. I could Direct Connect with my Amex card without a problem, but if I can't connect with Citibank than I can't use iBank.

I hope there is an answer. Thanks.]]> no_email@example.com (carlisia) iBank OFX Banking Information and Setup http://forums.iggsoft.com/posting.php?mode=reply&f=19&t=10385 Wed, 08 Sep 2010 16:52:59 GMT http://forums.iggsoft.com/viewtopic.php?f=19&t=10385&p=58380#p58380 iBank OFX Banking Information and Setup :: Re: CitiBank :: Reply by carlisia http://forums.iggsoft.com/viewtopic.php?f=19&t=10385&p=58394#p58394
I was able to connect using my SSN + the PIN they gave me for the Direct Connect.

I didn't go that route at first because, like I mentioned, Money Well was connecting using my username + pwd.]]> no_email@example.com (carlisia) iBank OFX Banking Information and Setup http://forums.iggsoft.com/posting.php?mode=reply&f=19&t=10385 Wed, 08 Sep 2010 17:35:40 GMT http://forums.iggsoft.com/viewtopic.php?f=19&t=10385&p=58394#p58394 iBank Discussion :: St. Louis Cardinals Series cap hot wholesale :: Author Adalin http://forums.iggsoft.com/viewtopic.php?f=14&t=19151&p=58347#p58347 http://www.gobizdiscount.com wholesale cheap jordans and air force ones china online store
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email: gobizdiscount@yahoo.com]]> no_email@example.com (Adalin) iBank Feature Requests http://forums.iggsoft.com/posting.php?mode=reply&f=5&t=19152 Wed, 08 Sep 2010 03:29:45 GMT http://forums.iggsoft.com/viewtopic.php?f=5&t=19152&p=58348#p58348 iBank Feature Requests :: [Bug?] Budget monitor widget. :: Author dib http://forums.iggsoft.com/viewtopic.php?f=5&t=19160&p=58357#p58357
Since many of us use multiple DBs, wouldn't it be useful to provide the widgets with a way to select which DB to use? at least statically?]]> no_email@example.com (dib) iBank Feature Requests http://forums.iggsoft.com/posting.php?mode=reply&f=5&t=19160 Wed, 08 Sep 2010 15:19:10 GMT http://forums.iggsoft.com/viewtopic.php?f=5&t=19160&p=58357#p58357 iBank Feature Requests :: Re: [Bug?] Budget monitor widget. :: Reply by dib http://forums.iggsoft.com/viewtopic.php?f=5&t=19160&p=58358#p58358 no_email@example.com (dib) iBank Feature Requests http://forums.iggsoft.com/posting.php?mode=reply&f=5&t=19160 Wed, 08 Sep 2010 15:31:18 GMT http://forums.iggsoft.com/viewtopic.php?f=5&t=19160&p=58358#p58358 iBank Mobile Knowledge Base :: iBank No Longer Syncing with MobileMe :: Author lemonfresh http://forums.iggsoft.com/viewtopic.php?f=26&t=19155&p=58351#p58351
As of this morning I can't get the iBank Mac client (version 3.5.7 580) to sync over MobileMe at all. I've restarted the app and rebooted the computer and still it just does nothing apart from spin the sync device button for ever.

iBank on the iPhone appears to be syncing fine - certainly one of the files under the iBank folder in MobileMe has an updated timestamp.

Not sure what to try to kick this back into working, to be honest. Anyone got any ideas?]]> no_email@example.com (lemonfresh) iBank Mobile Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=26&t=19155 Wed, 08 Sep 2010 05:33:40 GMT http://forums.iggsoft.com/viewtopic.php?f=26&t=19155&p=58351#p58351 iBank Mobile Knowledge Base :: Re: Check Numbers Incorrect :: Reply by hkaplan131 http://forums.iggsoft.com/viewtopic.php?f=26&t=16183&p=58393#p58393
Any ideas?

Howard]]> no_email@example.com (hkaplan131) iBank Mobile Knowledge Base http://forums.iggsoft.com/posting.php?mode=reply&f=26&t=16183 Wed, 08 Sep 2010 17:34:53 GMT http://forums.iggsoft.com/viewtopic.php?f=26&t=16183&p=58393#p58393