Tracking Cryptocurrencies

Currently, we only support downloading of cryptocurrencies in USD

This Help File is designed to help you create a new security in the software in order to track prices for a cryptocurrency.

For Banktivity for Mac:

  1. Go to View > Go To > Securities.
  2. Click on the plus (+) button at the top of the securities list to add a new security.
  3. A new window will open, prompting you to enter information for the new security.
  4. Enter the Name and Symbol for the cryptocurrency.
  5. Make sure the currency for the security is set to USD, as this is the only currency supported for automatic price updates with crypto at this time.
  6. Finally, make sure the type for the security is changed to Cryptocurrency

For Banktivity for iOS:

  1. From the Summary page, scroll to the bottom and choose Configuration
  2. Click on Manage Securities
  3. A new window will open listing your existing securities
  4. Choose the option to Add Securityfrom the bottom of the list
  5. Enter the Name and Symbol for the cryptocurrency.
  6. Make sure the currency for the security is set to USD, as this is the only currency supported for automatic price updates with crypto at this time.
  7. Finally, make sure the type for the security is changed to Cryptocurrency