Is this a pseudo-self hosted alternative to Mint? Are bank transactions downloaded locally or do they go through an intermediate processor like what happens with Mint? (I hope to understand both technologies, so correct me if I'm wrong on either)Yep, you can configure the app to pull from your financial institutions via OFX. The app will sync with Banktivity for iPhone ($9.99) and Banktivity for iPad ($19.99). Customers who purchased Banktivity 5 from the IGG Store between January 23 and Banktivity 6's launch will receive a free registration code to unlock the new version. Users upgrading from Banktivity 5 will qualify for upgrade pricing of $29.99. IGG said Banktivity 6 will be released in the Spring for $64.99. Portfolio's customizable view shows high-level information such as cost basis, value, gain/loss, security price, and IRR, and clicking on a security brings up a complete analysis of that holding.īanktivity 6 features over 100 changes and enhancements, including more flexible report grouping, 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. The app's sidebar has a new feature called Portfolio that provides quick access to the performance of investments. "For example, if a customer were wondering how much money was donated to a specific charity last year, a Quick Report answers that question with one click," the company said.įind is a new document-wide search feature that enables customers to search "almost any part of any transaction" within an entire Banktivity document. "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,'" said IGG.Ī new Quick Reports feature lets users select transactions and then quickly bring up a detailed report based on the selection. Tags have also been added, allowing individuals and small business owners to see and analyze their income and spending habits across categories. "For example, users can put transactions for an account next to a budget to see how recent spending affects the budget," the company said. The software, previously known as iBank, has been redesigned for macOS Sierra and updated with several new features, including Workspace, Tags, Quick Reports, Find, and more.īanktivity 6 introduces Workspace, a new feature that enables customers to view any account, budget, report, or other view side by side. You can even organize your transactions in categories and sub-categories, split transactions multiple ways and generate detailed reports.IGG Software today announced the upcoming launch of Banktivity 6, the latest version of the popular personal finance app for Mac. Moreover, you can monitor all your accounts, checking, credit cards, savings, loans and more.įurthermore, Banktivity helps you eliminate duplicates from downloads, schedule transactions, attach receipts, print check and export to TurboTax. The advanced investment analysis and report tools are designed to help you track bonds, investments and improve your reporting on investment income. Banktivity seamlessly integrates with Apple’s Reminders and Notification Center in order to make sure you never miss a bill. On top of that, you can set up notifications for your bills and scheduled transactions. With just a click of a mouse button you can use the Update Everything feature and import all new transactions from connected bank accounts, synchronize devices and update securities prices. In addition, you can build savings, track your spending, take into account scheduled expenses and income, compare goals versus results and monitor your progress. With the help of Banktivity, you can also pay bills with just a few mouse clicks, set up, schedule and send payments, track transactions and organize your expenses in different groups. Thanks you the Direct Access you can obtain updates from thousands of banks and share your data with iBank for iOS. Support for numerous banksīanktivity allows you to connect to a wide variety of banks and directly download the necessary files from within the app. Banktivity (formerly known as iBank) is a practical and user-friendly financial application that enables you to plan your budget, pay bills, track your investments, manage your accounts and synchronize your data with iOS devices.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |