Banktivity 6 Version History
Version: 6.3.4
Release date:03-18-2020
- Bugs fixed
- Switched datasources so that stock quotes download
Version: 6.3.3
Release date:10-20-2018
- Bugs fixed
- Custom budget item's actual figure could be wrong
- Fixed a rare crasher in the budget setup assistant
- Dollar sign doesn't print on checks
- Improved exchange rate updating
- Fixed an issue with in-app purchase flow
Version: 6.3.2
Release date: 6-26-2018
- Features Implemented
- Can turn off importing of pending transactions
- Much easier to budget for transfers now
- Bugs fixed
- Reports now use the right currency exchange rate (when applicable)
- Fixed an issue where app would autosave when it didn't need to
- Improved Banktivity ID error handling
Version: 6.3.1
Release date: 4-4-2018
- Features Implemented
- Improved Banktivity ID account creation
- Improved security and compatibility with Direct Downloads
- Bugs fixed
- Summary wouldn't update correctly when you delete a budget
- Number of uncleared transactions in Account Summary could be wrong some times
- Sync assistant could progress inappropriately under some circumstances
- Payee report will not sort on "Count"
- Lot position could fail to populate
- Lot size could be miscalculated on boundary dates
- Payee detail report could pick up extra transactions
- Fixed several small calculations on the Security Detail report
Version: 6.3
Release date: 1-18-2018
- Features Implemented
- Added "Uncategorized" filter when viewing account transactions
- Added export option to budgets
- Transaction security values are now preserved when switching between transaction types
- Added additional return calculation to Security Detail report
- Bugs fixed
- Fixed crash that could happen when editing a budget
- Fixed issue where manually entered security prices wouldn't sync correctly
- Fixed an issue where we were accidentally using the system cache
- Fixed an issue where investment transactions would appear as uncategorized on some reports
- Fixed a bug where we would sometimes fail to import a CSV file
- Fixed a nasty bug where our matching algorithm could take a REALLY LONG TIME
- Fixed a bug where a category could change out from underneath you when editing a transaction
- Fixed an issue where an account with multiple Adjustment transactions would not sync correctly sometimes
- Fixed an issue where a progress indicator would not appear when importing some files
Version: 6.2.4
Release date: 11-16-2017
- Bugs fixed
- More improvements to stock quote downloads
Version: 6.2.3
Release date: 11-8-2017
- Bugs fixed
- Much more robust fix for downloading stock quotes
Version: 6.2.2
Release date: 11-5-2017
- Bugs fixed
- Can download stock quotes again
- Better timezone support for stock price downloads
- Can download currency exchange rates again
Version: 6.2.1
Release date: 10-5-2017
- Requests implemented
- Files with lots of transaction attachments save up to 100X faster
- Bugs fixed
- Fixed a nasty drag and drop issue on High Sierra
- Addressed several small issues with new Category Interval Report
- Report bar chart could disappear sometimes
- Dates were not exporting in a Payee Detail Report
Version: 6.2
Release date: 9-25-2017
- Requests implemented
- The new Category Interval Report (formally known as the Expense Timeline Report)
- Bugs fixed
- App does a much better job about not matching future dated transactions
- 10.13 beta - Category image browser broke
- 10.13 beta - Viewfinder data missing from transaction attachment camera sheet
- 10.13 beta - Mangled budget item popover
- We do a better job of showing you the right scheduled transactions
- Print settings window now opens when printing uncategorized check transactions
Version: 6.1.3
Release date: 9-14-2017
- Requests implemented
- Allow categories to be printed on check stubs
- Banktivity Feedback popup text change
- Bugs fixed
- Direct Access subscription extension crash
- Extraneous parenthesis in split transaction export
- Disappearing fields in check printing setup
- Currency conversion error in Forecast report
- Scheduled transaction deletion failure
- Cloud sync failure for Account active/inactive status
- Memo & Note field contents not exported in Category Report
- Purchase User agent cache improvements
- Incorrect envelope balance
- Direct Access error display problem for account status assistant
Version: 6.1.2
Release date: 8-10-2017
- Bugs fixed
- Can't clear app rating prompt from status window
- QIF transfers with classes fail to import category and tag fields
- Expected amount on envelope budget screen can be inaccurate
- Tag spending drill down from Summary will sometimes not include today as the end date
- Unreconciled view is lost when navigating away from view and back
- Production builds are pulling the dev bank services catalog file
Version: 6.1.1
Release date: 7-28-2017
- Requests implemented
- Credit card transactions default to Charge instead of Withdrawal (if Charge is available)
- Bugs fixed
- New scheduled transactions show USD symbol instead of the currency of the posting account
- Memo should not be added as 'placeholder' in expanded split view
- Ability to change check size by 1/72 of an inch
- Checks print in landscape mode even if Portrait is selected / appear truncated when printed
- Statements entered with no transactions and 0.00 missing appear as having discrepancies - orange exclamation point
- Accounts in Omani Rial OMD appear with 3 decimal places but rounds up the 3rd decimal
- Make Scheduled transaction from selection sets wrong type - checking, transfer
- Envelope cash movements always appear as Multiple Sources
- Incorrect Numbers/Strange Outcome when Calculating Bonds
- Price column on Account Summary screen of Investment Account is blank
- Print report to PDF - missing fonts
- Template type reverts after editing schedule
- The asterisks are missing on checks
- Exception sometimes thrown when changing Transaction filters
- Sidebar and overview summary use yesterday's price instead of latest
- Direct Access failing with Wells Fargo
- Envelope totals don't appear after backing up in assistant
- Inactive scheduled transactions can show up in budget assistant
- Bug in document migration
- Some Direct Access accounts require manual refresh to download after launch
Version: 6.1
Release date: 7-7-2017
- Requests implemented
- Show line item memos on Category Report
- Make it easier to move cash between envelopes
- Make forecasts go faster
- Bugs fixed
- Barclay Card (UK) login requirements differ
- Ampersand character in account number field of Wells Fargo bill pay fails
- District of Columbia not showing as selectable state in bill pay
- Improve web browser navigation
- Mark cleared menu item and hot key commit immediately when transaction editor is open
- Pasted image attachment is not saved with transaction
- Inconsistent labels in statement setup sheet
- Badges missing from adjustment transactions
- Completing account setup with web download fails to add website to sidebar
- Envelope budgeting Move Cash doesn't work when viewing specific category screen
- Categorizable trading transactions do not appear on Category Detail report
- Forecast math is wrong after posting transfer
- Default sorting on Category Detail report
- Investment transaction pastes without adding security
- Go To command always loads in left side workspace
- Custom budget is not always populated correctly
- Hidden accounts appear in drilldown from Overview Summary report
- No warning on failed attempt to rename account
- Subcategories export to QIF without parent categories
- Creating subcategory moves a top category of the same name
- Large file hangs when saving
- Security detail report miscalculates return value
- Exception when final registration timer fires
- Categorized payee report can include data outside date scope
- Payee report payees are sorted case-insensitively
- User-selected loan frequency is clobbered after backing up in assistant
- App beachballs for a very long time when restoring many selected transactions
- Distorted category image
- Security prices aren't always obtained for the right dates
- Return key doesn't start editing transaction in some conditions
- Valid Banktivity 5 document receives "multiple validation errors occurred" during upgrade
- Nested categories can get messed up in tax report
- Holding down option key to expand all sub-categories doesn't work in income section of Income & Expense report
- Crash on bad schedule popover input
- Popover destroyed on receiving bad input
- Account groups do not migrate from iBank 4
- When filtering an account to Show Only: Unreconciled the setting is lost when quitting and relaunching
- Loan account not presented properly on forecast migrated v4 -> v5 -> v6
- Print template list disables view mode buttons
- No warning/error when attempting to rename an account using a name that is already in use with another account or category
- OFX login screen does not display extended login when account type is selected
- Parent and sub-categories that use the same name are at risk of being merged automatically by the application
- Crash migrating to Banktivity 6
- Failure to recalculate account balances following migration
- ROI calculation does not respect report date scope
- Account register scrolls to top when it shouldn't
- Budgeted amounts that are irregular should show up in budget even if zero for that month
- Double-clicking on a downloaded QIF, QFX, OFX file attempts to create a new document
- Tag bar chart on account summary screen doesn't pick up tags associated with transactions
- Scheduled transactions sheet can show deposit when it shouldn't
- Traded in Pence flag on security seems to do nothing
- Improve calculation and display of IRR
- Command-N should add a new transaction in reconcile sheet
- Newly created scheduled transaction can incorrectly appear as withdrawal
- Envelope balances calculate incorrectly when transactions are entered for the 1st of the month
- Banktivity 6 changes category descriptions from Banktivity 5
- Investment Summary report is using the incorrect share price
- Confirm schedule transactions stuck
- Transactions report lists accounts in random order
- Search should be called Find
- Unable to connect accounts to Wells Fargo
- Budget reports 0.00 in envelope column for uncategorized
- Preserve troubleshooting info in DA server option doesn't work
- No IDs are being logged when trying to connect account via Direct Access
- Budget sync can fail with error code kIGGInternalErrorCodeBudgetItemsAccountAndEffectiveDateMustBeUnique
- Sub-category spending fails to appear on credit card summary view
- Unbudgeted category with envelope balance can fail to show in budget
Version: 6.0.4
Release date: 6-6-2017
- Bugs fixed
- Crash when updating document
- Hang when updating OFX account
- Hang when updating securities
Version: 6.0.3
Release date: 5-26-2017
- Requests implemented
- Add documentation to cover editing the Posts to account for Scheduled transactions
- Bugs fixed
- Unexpected Server error (400) when trying to connect banks with Direct Access
- Historical security prices fail to download
- Hang when updating USAA accounts via OFX direct download
Version: 6.0.2
Release date: 5-17-2017
- Bugs fixed
- Tab keys should navigate security price fields
- Securities plot should scroll to view date being edited
- Loan configured during download or after skips a scheduled payment
- Navigating Document Summary to Scheduled Transactions list does not select correct template
- Currency exchange rates not deleted from data model
- Changing to transfer transaction type forces it to credit
- Scroll position is lost in transaction list when going back
- Settings objects fail to init from Sidebar in separate window
- Budget drill down doesn't respect date interval
- Banktivity tries to download quotes for stock options
- Empty transaction list should say No Transactions
- Server reset alert text persists after reset sync
- Failure to get currency rates after sync setup
- Loan assistant fails to proceed with payment frequency = manually
- Hashtags in search boxes don't match tags
- Autofill should not occur editing prior to end of string
- Balance values can be too wide
- Sub-categories not showing parent category images by default
- Loan settings don't save changes to next payment date
- Duplicate category in register after editing split transaction
- When scrolling through register it will jump to highlighted transaction
- OFX version information from BSM not respected
- Undo/redo after pasting a transaction results in a nil date value
- User manual should explain that IRR calculation result is capped
- Dividend reinvestment does not add to price history
- Bad header on categorized payee report
- Account group summary shows only cash balance for investment accounts
- Adding a tag removes transaction from uncategorized transaction report
- Category detail report can show duplicate uncategorized transactions
- Beta report crash after app init with built-in browser selected
- Security transactions description uses wrong bond price
- Transaction changing to Transfer type should not offer to adjust amounts
- Empty transaction row adding transaction with register sorted date ascending
- Check print config is not saved
- Sorting register may cause selected transaction to scroll offscreen
- Commission missing from pasted investment transaction
- Group listing in workspace should not show hidden accounts
- Wrong splits adjustment on save
- Splits sharing parent category do not lay out correctly on detail reports
- Nicer fault handling for illegal site url
- Portfolio should do a better job of finding an using intra-day prices
- Deleting transaction from statement editor does not update Missing figure
- App quits when I asked it not to
- IRR values can be different between Portfolio and Security Detail
- Inaccurate prompt text on import file dialog
- Bad account popover input may crash
- Wrong date scope on spending report from document summary
- Sketchy error message on attempt to print check with no selection
- Autocomplete in new transaction sheet when reconciling doesn't select transaction type
- Don't create import rule for checks by default
- Budgeted amount can fail to show up sometimes
- Direct access voucher can't be redeemed if Banktivity 5 has not been installed
- Security Detail Report Table is out of order
- Bug in Loan Scheduled Transactions - skips the first payment date
- Not all categories/subcategories are listed when moving cash between envelopes.
- Categorized Transaction report spikes CPU after presenting print dialog sheet
- Investment account summary shows wrong value for "Value by type"
- Migration process from large QIF file exported from Quicken Windows may need to be optimized for Banktivity 6
- Math in security detail does not make mathematical sense
- Budget drilldown does not always include all transactions in scope
- Printing Income/Expense report can cause spike in CPU
- Enter a 0 in report duration field causes crash
- Banktivity 6 hangs when scrolling
- Return key is delivered behind account popover after manipulating Taxable checkbox
- Requests implemented
- Add account ROI and IRR for investment summary report
Version: 6.0
Release date: 4-25-2017