One of the benefits of using Banktivity is being able to look up historical financial information. For example, the other day when we were prepping for a yard sale, we wanted to know how much we originally paid for a bicycle we were selling. No problem, I thought, I can just pull up Banktivity and search for “bike” or “bicycle” and if I gave it a decent note, like I normally do, it would be found. I also remembered I bought the bike originally at West Hill Shop, so I could have searched for that payee instead. Anyway, I found the $295 transaction without too much trouble. When I did this search on Banktivity for iPhone I didn’t even need to remember from which account I made the purchase. I just tapped the search icon, entered my search terms and it searched across all of my accounts.
Many of you might be thinking, well that’s great, Banktivity for iPhone and iPad search across all accounts, but I know Banktivity 5 for Mac doesn’t. And if this is what you are thinking, you are absolutely right. I’ll be honest, this lack of ‘across account search’ has been a weak spot in Banktivity for Mac for several releases. There are a couple of tricks, for example putting accounts into a group account, selecting the group account, and then searching across all of the accounts in the group. Even with this workaround, Banktivity 5 for Mac has been lacking a comprehensive search like has existed in the iOS apps for some time now.
Well, today I’m excited to be able to show you the new search we’ve been working on. This new search implementation, rebuilt from the ground up, will find transactions across all accounts and you can also limit the results by amount. It searches transaction payees, notes, line item memos, securities, categories and amounts, and it’s fast! Results of the search start coming back almost immediately.
Before I show some videos of this new search, please note that I’m going to show some UI that isn’t finalized; there will be changes. Additionally, as with most of the other previews I showcase on this blog, we don’t have a release date yet, so please don’t ask 🙂
Quick Search Example
For the following video clip I’m searching a Banktivity document that has 10 accounts and data going back a few years. As you will see, the results appear almost instantaneously.
Refined Search Example
For this next example, I show how the minimum and maximum fields work. This is new functionality we’ve added to help people refine their search results further or even allow customers to find transactions within a range of amounts. In the example, I first search for “Groceries.” I then refine the search by finding only “Groceries” transactions with amounts between $100 and $150. In this sample file there is one result with an amount of $128.33. After we see that result, I demonstrate how you can also find transactions just by entering amounts in the main search field. (Please note that I pause between tabs to the different fields in an attempt to make the demonstration video easier to digest. In reality, you can tab between fields as quickly as you want.)
Finding what you need, when you need it, should be fast and easy. I hope you’ll agree with me that our new search implementation does both. I’m excited to get this into the hands of our customers, but unfortunately I don’t have a release timeframe to talk about now. Rest assured, we are working on these features and many more improvements every day.
What do you think – will this new search implementation be useful to you? Leave a comment and let us know what you think.