
By reading transactions from a file (see File Import).Ĭlick any of the links above to read more about each type of import.

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. Other protections may be available to you, depending on how you send the money and the laws in your state.About Importing How do I import transactions from my bank or other financial software? For certain types of errors, such as if the money never arrives, you may be able to get a refund or have the transfer sent again. If you think a mistake was made and promptly contact the company, it generally has 90 days to investigate the matter and must notify you of the investigation’s results.

We hope you love using iBank as much as we do. In order to keep the lights on, we charge a small monthly fee. Additionally, we never sell our users' personal or financial data to anyone. Remittance providers now must also investigate complaints. iBank does not promote predatory loans, high-interest credit cards, or any other product that could potentially harm the financial wellbeing of our users. The right to cancelĪfter paying, you will typically have 30 minutes (and sometimes more) to cancel the transaction at no charge, unless the transfer has already been picked up or deposited into the recipient’s account. You also must receive information about when the money will be available, instructions on your right to cancel transfers, what to do in case of an error, and how to submit a complaint.
