Workspaces is a brand new feature that lets you put any account, budget, report, or other view side-by-side. For example, put an account next to your budget and see how recent spending affects your budget. The possibilities are limitless, the productivity boost is immediate. ( Play Video)
Select a set of transactions, choose "Report On" from the menu, and boom, you get a quick report based on those transactions. You retain complete control of the report, so if you want to refine it or save it for later, it's as easy as a click or drag to the sidebar. ( Play Video)
Find is our new, super-fast and powerful document-wide search feature. With Find, you can bring up any transaction within your entire document based on what you searched for. The transactions that match the search criteria are grouped by account so you can keep them in context.
Say you go on vacation and categorize your spending as travel, groceries and lodging, but you want to know how much the entire vacation cost. Enter tags. Tag all of those transactions as "vacation" and voila! Categories are great, but Tags allow you to see your finances at the next level. ( Play Video)
Get organized! Our new report grouping feature lets you organize your reports however you want. You can nest as many groups within groups as you want, name them whatever you want, and reorder via drag and drop however you want.
See everything about your investments. Portfolio gives you quick access to the performance of all your investments in one dedicated place. Drill down into any security for rich stats on that holding, including IRR, ROI, lot breakdown and more.
Import from Quicken to have your accounts, transactions, categories, tags (classes), and investments ready and waiting for you. Or start from scratch - Banktivity's streamlined setup assistant will have you going in no time.
Banktivity 6 offers improved bank connections for direct downloads. Optionally, Direct Access* gets updates from thousands more banks, and shares that data with Banktivity for iPad and Banktivity for iPhone, too.
Banktivity 6 delivers online bill pay to set up, schedule and send payments, track those transactions, and categorize the expenses. (Requires an OFX account connection; check with your bank for availability.)
With advanced budgeting tools, you can build savings, watch your spending habits, monitor daily progress, incorporate scheduled income and bills, compare goals vs. results, and sync budgets to Banktivity on your iOS device.
Track your spending patterns: assign categories and tags to every transaction, use enhanced import rules for speedy categorization, and split transactions multiple ways for detailed budgeting and reporting.
Cloud sync done right: device-based, end-to-end encryption so nothing gets sent or stored insecurely. It's the best model for a true cloud sync experience and it's free!
*Optional Direct Access comes with a free 30-day trial. Then sold via In-App Purchase: 365-day subscriptions are just $44.99, 90-day subscriptions are $13.99, 30-day subscriptions are $5.99.
Simple, effective and efficient money management - doing the accounts is now a pleasure not a chore!
My files migrated perfectly from Quicken for Windows, and now I can FINALLY get Windows off my Mac!!
As simple or complex as you need a program to be! Incredible support team.
Love your product. I had been a loyal Money user for over 10 years, but I am so glad that I switched.
July 30, 2017 | 50 Comments
The first part of our hidden gems series covered how to quickly sum up selected transactions, using option-click to expand/collapse nested categories and our new transaction editor. This post will pick up where the original left off and we’ll cover three more hidden gems, numbers 4-6. For those new to us, our new version of… Read More
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