Let’s face it, using Banktivity 6 on the Mac is pretty awesome 🙂 But something has been missing, namely, Banktivity for Mac’s sibling app, Banktivity for iPad and our companion app, Banktivity for iPhone. They haven’t had any major updates in quite some time. So today, I’m happy to talk about the new forthcoming versions of Banktivity for iPad and iPhone.
So, let’s jump right in. We are in the process of releasing Banktivity for iPad and iPhone version 4.0. The goal of these releases was simple, to get our customers’ most requested features implemented and get the “under the hood” components updated so we keep our codebase more consistent with Banktivity 6 for Mac.
Banktivity for iPad
Banktivity for iPad has always been our most powerful iOS app. We’ve taken that a step further with version 4.0 by adding some really great features. Let’s explore them now.
Customers have wanted to be able to see their envelopes on their iPad for a long time. So it is with great pleasure that I can say, “yes, envelope budgeting is in the new version!” With envelope budgeting you can:
- Distribute money to envelopes when you are first setting up a budget
- See how much money is in your envelopes
- Move money between envelopes
In other words, you’ll have full control of your envelope budgets on the go! Now if you don’t use envelope budgeting, I would encourage you to give it a try. You can read what it is all about here.
Tags add another dimension to tracking your finances. I’ll take my favorite example to explain why customers love tags. Let’s say you go on vacation to Disneyland. The entire vacation consists of airplane tickets, hotel reservations, rental car, park entrance fees, food and so on. All of those expenses cover a lot of categories: travel, gasoline, entertainment, dining, etc. But what do you do if after the trip you want to get a realistic picture of how much you spent. After all, it’s never too early to be thinking about next year’s return trip! Enter the world of tags. With tags, you can easily tag all of those transactions with something like “#Disneyland2017” and then run a report to see how much spending you had across all categories with that tag. Tags are super easy, super clean and super powerful. They really do unlock a new dimension for tracking your spending.
Now in Banktivity for iPad you can create and manage your list of tags, and of course you can tag your transactions. We also added a new tag report so you can see your spending across tags for monthly date ranges.
Budgeting for Irregular Expenses
Now in Banktivity for iPad you can budget for those tricky months where you have significant expenses (or income) but only for one or two months out of the year. We introduced this feature in Banktivity 6 for Mac and I’m happy to announce you’ll be able to manage and budget for these irregular expenses in Banktivity for iPad.
Better Syncing of Transaction Types
For those that have the extended list of transaction types in their Banktivity 6 documents (e.g. Charge, ATM, POS, etc.) those will now appear in Banktivity for iPad when using Cloud Sync.
I’ve been using Banktivity for iPad 4 for the last several weeks and I’m really pleased with how these new features came out. My favorite new feature of course is enveloping budgeting. Now when my wife and I discuss if we can afford something, we just bring up the budget and look to see where we are currently prioritizing our money.
Banktivity for iPad 4 will cost $19.99 USD (for new and existing Banktivity for iPad customers).
Banktivity for iPhone
Banktivity for iPhone is also getting some great new features in version 4. Specifically, the new version has:
- Full envelope budgeting capabilities
- Tag transactions (and create/edit/delete and otherwise manage your list of tags)
- Irregular budgeting (budget for those rarer, yet still expensive months)
- Improved transaction type syncing
- iPhone X support
There is one other kind of big deal we need to get out in the open:
Banktivity for iPhone 4 is going to be free! I know, can you believe it, FREE! Everyone loves that word!
Now I’m sure you are wondering, okay, what’s the catch? What in-app purchases do I need to buy to make the app useful? And the truth is, for many customers, they won’t need to purchase anything. They can just download the app and sync it with Banktivity for Mac using our Cloud Sync. If you are a Direct Access subscriber, then you’ll get all of the great account updating magic you’ve come to expect, so no big change there.
If you don’t use our Mac product, then you can download the app for free and add as many accounts and transactions as you want. Our Direct Access service, which allows you to automatically import transactions from over 10,000 banks and financial institutions, will still be an in-app purchase. I’ll also take this opportunity to point out that purchasing Direct Access once allows you to use it from any of our apps – you don’t need to buy it separate for each app.
You’ll need iOS 11 for these new apps. If you currently use Banktivity 5 and sync with either iOS app, you’ll want to upgrade – Banktivity for iPad 4 and Banktivity for iPhone 4 only sync with Banktivity 6 for Mac. (You can also sync iPad to iPad, iPhone to iPhone or any mix of those too.)
UPDATE (12/28/17): The apps are now available on the App Store!
These new versions have already been submitted to Apple for review and we hope to see them live on the App Store very soon. Follow us on Twitter, if you want to know immediately when they are released!
I’m looking forward to getting these new apps in your hands!
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