Table of contents
Online banking with Bank X for macOS and iOS
Bank X ("Bank Ten") is an online banking software (home banking) that runs on macOS-based Apple systems. The software offers all common transfer and security standards for accessing accounts and securities accounts, such as HBCI with file or chip card, PIN/TAN, iTAN, mTAN, ChipTAN or Sm@artTAN. Bank X enables the simple offline processing of transfers and direct debits as well as the storage of account statements in the software's database. With Bank X Mobile, the online banking software is also available as a version for iOS.
Bank X Standard and Bank X Professional
Bank X is available in a standard and professional version. The standard version already offers all the functions you need to conveniently save account statements and create and execute transfers and direct debits using all standard security procedures.
Core functions of Bank X Standard
- Integrated HBCI module for HBCI banking in all PIN/TAN procedures, with security medium or chip card
- chipTAN, iTAN, Sma@rtTAN Plus, mTAN, chipTAN optical method and PhotoTAN are supported by the HBCI module
- FinTS 3.0 support
- Retrieve account transactions via the Internet
- Management of any number of accounts
- Transfers (individual and collective transfers)
- Real forward transfers
- SEPA credit transfers, SEPA collective credit transfers, SEPA scheduled credit transfers
- Support for SEPA purpose codes. These serve as a replacement for the text keys of the old IZV orders
- SEPA end-to-end reference (E2E ID) can be specified for SEPA orders
- Budgets
- Savings targets
- Unlimited number of booking categories
- Split bookings
- Import function for sales
- Import function for client data
- Prepaid cards can be topped up
- Special modules for supporting the BMW and call deposit accounts of Santander Bank (only BLZ 31010833).
- Module for PayPal sales query
- Module for the turnover query of DKB credit card accounts
- Module for the turnover query of LBB credit card accounts
- Module for the turnover query of Miles&More credit card accounts
Core functions of Bank X Professional
- All functions of Bank X Standard
- Financial overview: the most important data at a glance with trend display
- Financial forecast
- Foreign transfers (e.g. to the USA or Hong Kong)
- SEPA direct debits (in the basic procedure, urgent direct debits (COR1) and company direct debits)
- Securities account management (both online via HBCI and manually)
- Automatic VAT calculation and simple profit/loss calculation
- Diagrams
- Filter for querying specific bookings
- Car bookings
- Export of booking data
- Import of booking lists
- Can also be used as a cash book (e.g. for cash accounts)
- ELSTER (for advance sales tax returns etc.)
- Role concept (one user can retrieve bookings and prepare transfers, another can send them after legitimization).
- Subsequent application of rules to postings with preview
- DTA import and export
- Import and export of SEPA XML files
- Import and export of MT940 data
- Import and export of market values of shares/deposits
- DATEV export
- Import of CSV booking data via free additional program
- AppleScript support
- Support for bank-managed SEPA standing direct debits
Interface to Bank X in gFM-Business
The CRM, invoicing and merchandise management system gFM-Business contains an integrated interface to Bank X, with which account statements from Bank X can be transferred to gFM-Business via clipboard or file. Based on the imported posting data, gFM-Business can automatically search for incoming payments for invoice vouchers and record these as voucher payments. To import bank statements, a financial account for which the bank statements can be imported must first be defined in gFM-Business. gFM-Business supports the import of bank statements from Bank X for any number of accounts. The import sequence for the fields when importing via the clipboard can be customized in the settings.
