Today I’m pleased to announce the immediate availability of Banktivity 7!
For over the past year and a half we’ve been hard at work on bringing you the best version of Banktivity we’ve ever created. So without further ado, let’s jump in explore what is new in version 7!
Dark Mode for Mojave
Apple has set up a pretty predictable launch schedule with its new versions of macOS and iOS. It goes like this: in June at the World Wide Developers Conference Apple gives us a preview of the new features that are coming. Then we have about three months to adopt any of the new features in the operating systems and make sure our apps don’t just break with the new versions.
When we saw Dark Mode in Mojave, we knew we wanted to support it. Dark Mode is great for so many different uses on your Mac and for many people here at IGG it has become their preferred work environment.
We like to support the most recent macOS versions as soon as we are able and I’m thrilled that this year we don’t just support it, but can wholeheartedly embrace it with Dark Mode. This wasn’t a small undertaking, we put a lot of resources into looking at every screen and restructuring how we bundle our visual assets in the app. The rewards for this hard work have been great. Check out how nice Banktivity 7 looks in Dark Mode on Mojave:
I hope those screenshots give a sense of how your finances will look in Dark Mode. Although this is strictly a visual feature it shows our commitment to the macOS platform and overall user experience. One last thing to note: if Dark Mode isn’t your thing, don’t worry, the app still looks great in the Aqua user interface.
Real Estate Tracking
It is true that you’ve always been able to track the value of your home or other real estate properties in Banktivity, but it has never been a great solution. In the past, you had to add an asset account and manually adjust the value of your home asset to what you think it might be. This approach has always left a lot to be desired. Wouldn’t it be nice to have the value of your home automatically calculated? And wouldn’t it be nice if you could easily see how much equity you have in your home after you factor in any mortgages or lines of credit? Well, now you can in Banktivity 7.
For Banktivity 7 we’ve integrated Zillow’s estimating capabilities right into Banktivity. We’ve also designed an entirely new real estate view when you are looking at a home in Banktivity 7. Further, you can now link your real estate accounts with the loans associated with them and see a more complete picture of your properties all in one place.
This screenshot shows the new real estate account view:
For the real estate view, there is no reconcile or search as they never really made sense for assets like a home. Instead, you get a simplified register view to show your “transactions.” On the right we show you the value of your home as recorded in Banktivity and the value of your home according to Zillow. You can click “Record It” to enter a transaction that will bring up the value of your home to match Zillow. Two things to note: 1) pulling of prices for Zillow is tied to your Direct Access subscription and 2) Zillow currently only supports homes in the United States. So if you aren’t a Direct Access subscriber and you have one or more properties in the United States, it might be time to reconsider!
For many years our customers have been requesting a calendar view in Banktivity. They want a place to see their past and upcoming transactions as it relates to a calendar. I’m happy to announce that Banktivity finally has a calendar view!
Our new calendar view shows your posted transactions and upcoming scheduled transactions. It also calculates a running composite balance and a summary of how your investments have performed each week. The calendar is interactive too. You can click on transactions to see them in their account. For unposted scheduled transactions, you can click them and then take action on them by either posting them, skipping them, printing a check or paying online. You can also configure the calendar to only include the accounts you are interested in.
User Requested Features
We’ve received a lot of great feature requests since the launch of Banktivity 6. We worked hard on implementing many of them, so much in fact, many deserve to be iterated here.
Stock lot selection. When you sell securities you can choose which lots to sell from, or use the FIFO default
Search Everywhere. Now you can search your payees, categories, accounts, securities and tags.
Improved Reconciling. We made some great improvements to reconciling. You can choose to have Banktivity auto-reconcile all transactions, no transactions or just the cleared transactions. We also added search to the reconcile sheet and it remembers the last size you left it at. Last but not least, we made the button to create a statement more obvious!
Customize the Summary View. You can now choose which accounts you want to be reflected in the summary view. You have options for the accounts used for your net worth, and for the income and spending calculations you can customize the accounts and categories.
Create Reports Based on Reconciled Status. This is a small “nice touch” but for many people, it will be very welcome. In the past, there was no way to find all of your uncleared or unreconciled transactions across all of your accounts. Now you can make a transaction report that does just that.
Faster Direct Access. Get your transactions into Banktivity faster.
New Account Types. We’ve added a bunch more account types and you can even change account types after an account has been created, within reason. For example, you can’t change an investment account to a checking account, but you can change an investment account to a 401k.
…and More. There are lots of other goodies throughout the app that I won’t go through here. I encourage you to try it out!
Banktivity 7 will only run on macOS High Sierra and macOS Mojave (at the time of writing macOS Mojave is the most up-to-date operating system).
Mac App Store Purchases
For the first time ever we are offering a free trial on the Mac App Store. The Mac App Store free trial is just like the one we offer from our website, it’s good for 30 days. If you have purchased Banktivity 5 or Banktivity 6 on the Mac App Store in the past you can now get upgrade pricing on the Mac App Store, yay!
Regardless of whether you buy the app on directly from us or through the Mac App Store pricing is the same. Customers upgrading from Banktivity 5 or Banktivity 6 can get version 7 for $34.99 USD. If you are new to Banktivity, you can buy version 7 for $69.99 USD.
Wait, I just bought Banktivity 6! If you bought Banktivity 6 directly from IGG Software between June 26, 2018 and September 24, 2018 you can get Banktivity 7 for free. Just contact our support and ask for a new code and they will take care of you. Our 90-day money-back guarantee policy is only for our store on iggsoftware.com. When you buy Banktivity from another retailer like Amazon or the Mac App Store your purchase is governed by their refund policy.
Launching a new version of a big powerful app like Banktivity is always a huge milestone to hit. (Really launching a new app, big or small, is a big milestone.) Our developers and QA have been hard at work on putting in new features, fixing bugs, all while keeping an eye at the future so we don’t accidentally box ourselves into some technological corner. If we didn’t put the feature you really wanted, I’m truly sorry. Deciding which features to implement is always a balancing between customers, technological requirements and outside forces (like Apple’s release cycle).
This is truly the best version of Banktivity we’ve ever made. I’ve been using it for my personal finances for a while now and it’s a real joy. And of course, my finances have benefited from it as I’ve been strictly envelope budgeting for over a year now. So please, go out and download Banktivity 7 and let us know what you think!