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, a new reconciliation process, a new summary view, improved transaction downloads, more flexible budgeting, easier in- app navigation, redesigned reports and more.īanktivity also allows you to pay bills from within the app * schedule transactions set up budgets track income, spending, and savings rate and much more. The entire user interface was overhauled for Banktivity 6 to match the modern experience with macOS Sierra.īanktivity 6 is the biggest release in the history of the product. The new Portfolio features makes tracking the performance of investments effortless. 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. Customers can customize it to show investments by account, type or risk factor. Portfolio is a new feature in the sidebar that gives quick access to investment performance. The transactions that match the search criteria are grouped by account, which keeps them in context.Ĭustomers can also edit and change transactions right from the Find screen. With Find, customers can search any transaction within an entire Banktivity document. Quick Reports can easily be saved for later with a drag to the sidebar.įind is a new, fast, and powerful document-wide search feature. For example, if a customer was 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 also allow users to drill down and get more details about their investments or spending.
Customers can select transactions and then bring up a report based on the selection. Quick Reports let users dive into their finances quickly and easily. This powerful new feature helps small business owners and individuals easily track any aspect of their income and spending. 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." Later, they can report on spending just for that vacation. Tags allow users to see and analyze spending habits across categories. The Workspaces feature is the first of its kind in Mac personal finance software, offering the user an incredible amount of power and flexibility.
For example, users can put transactions for an account next to a budget to see how recent spending affects the budget. This boosts productivity by allowing a customer to see several different parts of their finances next to each other. Workspaces is a brand new feature that allows customers to put any account, budget, report, or other view side-by-side. "Whether you're looking to rein in your spending, stay on budget, or manage a portfolio, Banktivity 6 makes it simple."ĭriven by customer feedback, new technologies, and a quest to provide the most comprehensive financial manager for macOS, Banktivity 6 adds many new features, including the following:
"The new features make it easier and faster to completely understand your finances," said IGG President and founder Ian Gillespie. The new version has been designed from the ground up with customer productivity as the driving goal. PUTNEY, Vt., Ma/PRNewswire-iReach/ - IGG Software today announced a public beta version of its new personal finance manager, Banktivity 6.