![]() ![]() It is gradually developing and now stands at version 8.īanktivity claims that it can help users average $500 savings per year and 40 hours, an ROI worth the effort.īanktivity is becoming popular among Mac users since it offers features that Quicken has lacked for years, including online banking integration, loan amortization, and more. The app was previously referred to as iBank, which IGG software later changed to Banktivity in 2016. It is a personal finance platform specifically designed for Mac users. This is where Banktivity from IGG software Inc. Errors requiring manual correction after account importationįor most Windows users, Quicken is the most popular and ideal personal finance software.īut the Quicken version for Mac users has several disappointments and is not as efficient as it is for Windows users.Extra costs for online banking integration.Improved Cryptocurrency support: there is now a dedicated cryptocurrency security type and you get download prices for over 300 cryptcurrencies.Fixed an issue where the app could display the wrong version number after an update.Fixed a rare crasher when setting up goals.Fixed a relatively benign issue with average cost basis.Savings goals are now calculating properly when the accumulation time of the goal is very short relative to other goals sharing the same accounts.Fixed an issue importing transactions with security symbols.You can now create a security (stock, bond.) with just a symbol and without a name.The application could limit some functionality when this occurs. Fixed an issue where previously paid subscription levels were not being recognized correctly.Fixed a crasher when creating new securities.Fixed an issue with ROI calculations around date boundaries.QIF import does a better job with ambiguous date detection.Hopefully fixed the "empty screen" issue some customers were seeing.Addressed a way the security screen could be skipped when biometric authentication was on.Fixed issue with checking OFX connection status for some banks.Fixed an issue where an account refresh could result in a blank screen.Target envelope amounts appear for more categories now.Hidden accounts now appear in search results.Numerous Direct Access importing improvements.A few stability improvements with scenes on iPad.Fixed an issue where app wouldn't auto-refresh under some circumstances.Finally put to rest another "empty screen" bug.Target amount for envelope budgets shows up more consistently now.Better handling of some unusual transactions that are imported via DA2.Can now parse an additional date format that might show up in OFX files.Fixed an issue where some scheduled transactions would be hidden from the system.Fixed issue with editing scheduled transactions for loans.Fixed regression that was causing some performance issues.Fixed an issue with deactivating/hiding accounts.Fixed issue around start dates and loans.Fixed issue where app would become unresponsive for some data files.Fixed an issue where some posted scheduled transactions could continue to appear.Fixed an issue where loan amortization schedule could use the wrong start date.Fixed issue where scheduled transaction made from a transfer could be wrong.Fixed issue where some dates could be truncated in Reconcile window.Fixed issue where tag report export didn't include the income section.Fixed issue where reports would stop printing unless one forced them to regain focus.Fixed issue where investment summary report was using the wrong starting price sometimes.Fixed issue with expanding/collapsing groups in Portfolio when using multiple currencies.Fixed rounding issue when entering certain values for dividend reinvestments.Minor changes to wording around DA when connecting an account.Improved investment calculations (especially when there are splits).Changed the dialog when deleting DA connections.Addressed an issue where grandfather date for some gold entitlements was off by a couple of days.Fixed an issue where Portfolio's daily change would fail to appear with certain datasets.Fixed rare crasher when editing a transaction.Can now add TD Bank connections via Direct Access 2. ![]()
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