Today I’m happy to announce Banktivity 6, coming in Spring 2017.  Banktivity 6 delivers our customers’ most requested features, like Tags and Quick Reports, and introduces some new innovative features like Workspaces. Customers will also love our new Portfolio, Report Groups, and Find features. Banktivity 6 is for macOS Sierra only.

Starting today, anyone buying Banktivity 5 directly from IGG Software will get a free code to unlock Banktivity 6. Existing Banktivity 5 customers can upgrade to Banktivity 6 for $29.99. Regular pricing will be $64.99. All prices in USD. Unfortunately, due to limitations with the Mac App Store, we cannot offer upgrade pricing to customers that want to continue to purchase there.

Here is the full press release…

Banktivity 6


IGG SOFTWARE ANNOUNCES NEW VERSION OF PERSONAL FINANCIAL MANAGER, BANKTIVITY 6

PUTNEY, VT, January 24, 2017 – IGG Software today announced a new version of its popular personal financial manager, Banktivity. The new version, Banktivity 6, has been designed from the ground up with customer productivity and enhanced features as the driving goals.

“Banktivity 6 is the biggest release in the history of the product,” said IGG President and founder Ian Gillespie. “The new version brings to the forefront your most important financial information, yet allows an amazing amount of customization so customers can see and organize their finances in a way that is helpful to them.”

Banktivity 6’s new features were driven by customer feedback, new technologies and a quest to provide the most comprehensive and easy to use financial manager for macOS.

Workspaces

Workspaces is a brand new feature that allows customers to put any account, budget, report or other view, side-by-side. This boosts productivity by allowing a customer to see several different parts of their finances next to each other. For example, users can put transactions for an account next to a budget to see how recent spending affects the budget.

“In particular I am struck by the extensive linking capabilities. The charts, the reports, the registers…it seems like everything is connected and available for drilling down or climbing up,” reported a Banktivity 6 beta tester.

The Workspaces feature is the first of its kind in a Mac personal finance software, offering the user an incredible amount of power and flexibility.

Tags

Tags allow users to see and analyze spending habits across categories. Now when a person goes on vacation and spends money on dining out, gas, air fare and hotels they can tag all those transactions as a “vacation.” Then later report on spending just for that vacation. This powerful new feature helps small business owners and individuals easily track any aspect of their income or spending.

Quick Reports

Quick Reports let users dive into their finances quickly and easily. Customers can select transactions and then quickly bring up a report based on the selection. Quick Reports will also allow users to drill down and get more details about their investments or more details on spending. For example, if a customer were wondering how much money was donated to a specific charity last year, a Banktivity 6 Quick Report answers that question with one click. Quick Reports can easily be saved for later with a quick drag to the sidebar.

Find

Find is a new, fast and powerful, document-wide search feature. With Find, customers can search almost any part of any transaction within an entire Banktivity document. The transactions that match the search criteria are grouped by account which keeps them in context.  People can also edit and change transaction right from the Find screen.

Portfolio

Portfolio is a new feature in the sidebar that gives quick access to the performance of investments. Customers can customize it to show investments by account, type or risk factor. While the Portfolio view shows all of the high-level information needed like cost basis, value, gain/loss, security price and IRR, customers can get more detailed information by clicking on a security for a complete analysis of that holding. The new Portfolio features makes tracking the performance of investments effortless.

Additional Improvements

The entire user-interface was overhauled for Banktivity 6 to match the modern experience with macOS Sierra

“When we set out to work on Banktivity 6 we knew we had a great opportunity to redesign it, from the simplest list of transactions to introducing killer new features, like Workspace,” said Gillespie.

Banktivity 6 is the biggest release in the history of the product. Customers will find no pixel left unturned and will be treated to over 100 changes and enhancements, like a new transaction editor with improved keyboard support, new reconciliation process, a new summary view, improved transaction downloads, more flexible budgeting, easier in-app navigation, redesigned reports and more.

“In very simple terms, the app ticks all the boxes (and much more) PLUS with the ability to sync to the cloud, I am never far from my information via the iOS apps,” said J.W. a Banktivity 6 beta tester.

Banktivity also allows you to pay bills from within the app*, schedule transactions, setup budgets, track income, spending and savings rate and much more. Direct Access (purchased separately) and Direct Download allow customers to connect to over 10,000 different banks to download their financial data.

Pricing & Availability

Banktivity 6 will be released in spring of 2017 for $64.99 USD. Customers upgrading from version 5 purchased either directly from IGG Software or the Mac App Store will qualify for upgrade pricing of $29.99 USD. Banktivity 6 requires macOS 10.12 Sierra.

Customers who purchased Banktivity 5 from the IGG Store, after January 23, 2017 until the time of the release of Banktivity 6, will receive a free registration code to unlock Banktivity 6.

About IGG Software, Inc.

IGG Software, Inc. develops the Banktivity family of personal finance management solutions exclusively for macOS and iOS, including Banktivity for Mac, Banktivity for iPhone, and Banktivity for iPad. Founded in 2003, the Putney, Vt. based company is dedicated to creating intuitive, elegant and powerful applications, empowering users to budget better, save more, and invest to secure their financial future. To learn more, please visit www.iggsoftware.com or follow us on Twitter at @IGGsoftware.

*Bill Pay requires your bank to support Bill Pay via OFX/Direct Download. Banks may charge an additional fee for this.

Banktivity 6

Ian Gillespie
Follow IGG

Ian Gillespie

CEO/Founder at IGG Software, Inc.
A California native, Ian's academic background was in biology, botany and environmental studies. He comes to the field of technology purely out of personal passion, and has been writing Mac software for over a decade. He's also an avid birdwatcher, a soccer player, fiddler and an organic gardener. He lives in Oregon with his wife and their two sons.
Ian Gillespie
Follow IGG

Latest posts by Ian Gillespie (see all)

149 comments on “Banktivity 6 Coming Spring 2017!

  • BBVA compass updated last week and had complicated work around for quicken users. Needless to say my banktivity stopped working. Support didn’t help and I’m on vacation this week. Why would I upgrade if I’m still in same boat as quicken from years ago: having to find my own work around. The quicken user work around is described on compass website. No relief for me since interface is different. Banktivity support didn’t solve this issue. Am I the only one?

  • Glad to see a lot of much needed and much requested improvements coming in Ver 6. However, I did not see a genuine Cash Flow report in the list of improvements. This is a pretty essential tool for anyone who wants to actually track and manage the complete flow of money in their accounts.

      • Ian, a cash flow report is something I need and I now have to create it in Excel based on reports run in Banktivity. I am retired and manage cash flow rather than income. In my report, all my expenses are in the Uses of Cash section. Once I have completed my annual budget and know the cash I need, I now have to create a plan to generate that cash. Some of the Sources of Cash are Social Security, Pension Income, and Investment earnings such as dividends and interest. Other Sources of Cash are drawdowns on my IRA’s and 401k. Currently Banktivity sees those drawdowns as transfers between accounts and I have not found a way to reliably have them show up as income in an income based report.

        • Like your thinking on Cash Flow Randall, I am on the same boat being retired. A cash flow report that shows me my fluid position (ie do I generate enough cash on a month to month basis to fulfil my bills and what do I have left to discretionary spend). I tend to use a scratch pad on a month to month to month with the data available in Banktivity.

      • A bit more detail to add to my previous comment..

        The model I use is that I have two accounts – checking and savings – that I use to manage all expenses. All deposits into these accounts are Sources of Cash. All reductions in these accounts are Uses of Cash. A Cash Flow Report that let me designate base accounts and then follow the rule that increases are sources and reductions are uses would be 99% there. The only fly in the ointment is when my wife returns something for a refund. I would prefer that to be a reduction in Uses of Cash but my rule stated above would have that as a Source of Cash. Perhaps I would ask her to just keep it so my report won’t be messed up.

  • I have one security in diferents brokers, can i see the consolidated position of the security in just one report ?
    Thanks

  • PLEASE PLEASE PLEASE add standard calendar style date selection to the UI. Typing dates into Banktivity is exhausting. Thanks.

  • Looking Forward to the new release, BUT please listen to the comments regarding the transaction templates and Import rules, they are the most frustrating part of Banktivity as they are basically not user friendly unless you have a degree in computer programming! As a user we need to be able to modify the import rules as they capture very few if any transactions!!

    • Mike
      I share the same opinion… I have opened up a chat a couple times about this but still really confused….. I wish they could make a video tute on this.
      Grrrrrrrrrr I hate getting old !!!!!

      • Rules under Banktivity 5 are crucial, I waited almost 6 months to move to the new version (from 4 > 5) because the auto generated rules were posting my data incorrectly (partly due because of how my bank stamps transactions with date and time in description). Once I figured out the syntax I was able to edit the generated rule (duplicate it 12 times for each month) and now I have a fully automated posting without editing. I agree there should be an advanced tutorial in the manual that explains the logic and syntax of the rules.

  • I would like the ability to set a timer for the appearance of the new transactions icon next to the account name. I just don’t like them showing for so long.

    Also it would be nice to sync only selected accounts with iOS.

  • For a variety of reasons, I moved to Banktivity after using Quicken for Mac for 20 years. On the whole I am pleased. HOWEVER, their support is beyond poor. For one thing they WILL NOT use the phone, under any circumstances. Chat and email is all there is. Sometimes that may be fine, but often the process would be so far easier, quicker and more efficient using the phone. Too much otherwise gets lost in the translation. Three times also, I ‘ve needed to send them some data, with their promise to review and get back to me. Never happened. Finally, while attempting to “help” with another issue and taking hold of my computer, they somehow corrupted my BillPay which now no longer works At least I can still do it with my bank, but that creates duplicate work. SIX MONTHS have passed and their support has not done a single thing other than stoop to respond to chat requests. Won’t use the phone, won’t answer emails – not even snail mail. So know going in that support does not support.

  • Just saw the confirmation that version 6 will only work with Sierra. That’s a shame. I manage my business expenses + inventory on QB 2014, and they are not supporting the new OS (they are also discontinuing the product after the latest version, but that’s another story). Cost to upgrade to the latest version is $200.

    • To clarify, Intuit doesn’t have any upgrade pricing, which is probably one of the main reasons people have been leaving Quicken for Banktivity.

      • The main reason people are leaving Quicken is because they are moving to a subscription only product which effectively ‘dies’ when the subscription lapses. I am one of those leaving.

        I’m very pleased with Banktivity 5 and looking forward to 6 🙂

  • IGG Support has been wonderful. I’ve been using iBank since version 4 and it has gotten better with each release. I agree phone support would be nice, but I have always gotten fast, courteous and helpful responses over chat or email.

    Once it was able to import my Quicken transactions, I never looked back and have been very happy with the program. While not perfect yet, I am looking forward to version 6 to provide the rest of the features I’ve been waiting for.

Leave a Reply

Your email address will not be published. Required fields are marked *