Greetings everyone. It’s been a while since I’ve given an update on the development of Banktivity, so I’m here to remedy that. First, I want to give a quick recap of some of our accomplishments of 2021, and second, talk about some of the features and improvements we are working on for 2022.
Last year marked our first full year since we moved to subscription in late 2020. In 2022 we released 20 updates to Banktivity which included over 160 new features and bug fixes. You can see all of the details of our releases, here.
One other significant event in 2021 was the (temporary) loss of downloading cryptocurrency exchange rates. When our service provider unexpectedly dropped support for the few symbols that worked, we decided to bring the feature back better than ever with the release of Banktivity 8.7. In January 2022, 8.7 went live to the public with support for over 300 cryptocurrency prices in USD, EUR, GBP and more. We also improved finding the right symbol to use when fetching prices. For the far majority of them, it is just the code of the cryptocurrency (BTC, ETH, DOGE, etc.), and then make sure your security is of type, “Cryptocurrency” in Banktivity.
The goal for 2022 with regards to our roadmap is pretty simple: continue to make small incremental improvements and bug fixes while simultaneously working on larger features that we will deliver late this year.
This, in turn, is guided by a few overarching goals and principles. First, our long (long!) term goal is to have very close to feature parity between iOS and macOS. I say, “very close to” because there are some fine details in there for some features that don’t make sense on certain platforms but, suffice to say, “feature parity” is the end goal. Second, we continue to strive to implement features we know our customers want. This list has a long tail and we try to implement the most requested ones first. The last over-arching principle is we strive to have a healthy codebase. Banktivity has been around for a long time and we hope to be around well into the future. Any codebase that is going to evolve with technology needs continuance cleanup and maintenance to make sure we don’t take on too much technological debt.
So now that we have a sense of some of the goals and driving principles of our roadmap, let’s dive into some of the specifics we are working on in 2022!
Reports on iOS
For almost as long as we’ve had our iOS apps our customers have wanted to see their reports on these devices. I’m happy to announce that this feature is well under development. We actually plan to roll this feature out in stages. First, we will release our three most popular reports: income and expense, net worth and payee. These reports should be fully functional, e.g. tap to drill down, edit the parameters, sync back to Mac and so on. Once we get those released, we will focus on some of our other reports. I also want to mention that we are trying to do this the right way by refactoring some of our code so that Mac and iOS will be using a shared library for more of the calculations.
Many of our customers have been with us for a long time (over 15 years) and we know many that moved to Banktivity recently might have imported an old Quicken file with a long history of old transactions and accounts. Some customers like these massive amounts of data at their fingertips, but for many of us (me included), we just don’t need the extra “bloat” of my finances from say about 2005 to 2020. So we are planning on introducing a feature that allows you to spin off a new document from a specified date and just carry forward the information from that date. In addition to keeping things tidy, it can also improve performance.
UI Scaling on Mac
For about as long as Banktivity has been around, we’ve received requests from people that want the font size to be larger on Mac. While we consistently use font sizes recommended by Apple, we recognize that some people want to scale things up, similar to how you can increase the content size in Safari by pressing ⌘ + and decreasing by pressing ⌘ –
If you didn’t know about these useful shortcuts, you can try them now while you are reading this. Pretty nifty, right?!
I’m happy to announce that very similar functionality is coming to Banktivity. With this new feature, you’ll be able to scale up or down the content area to the right side of the sidebar. We will even implement the same easy keyboard shortcut. Fonts, graphs and UI widgets in the main content area will scale up.
Behind the scenes, there is ongoing internal work to make sure our servers continue to run smoothly. We are also making some improvements to subscription management so that is easier for customers to update payment methods and in general, make for a better experience.
We know that Apple will almost certainly announce new versions of iOS, iPadOS and macOS this summer at WWDC, so we are also scheduling some time for our developers to make sure Banktivity runs great on all three OSes when they ship, presumably in fall 2022.
We have a long list of features we want to implement and I know that for some of you, the feature you are most excited about might not be on this list! I wish I could please everyone at once, but we are human after all (although our team is pretty stellar!).
I also want to say, these are our goals. Unexpected things occur, fires need to be put out, so please take this as our aspirational roadmap, not something set in stone.