Building a Better Banktivity

The nitty gritty details of how we are making Banktivity better for you.

Version: 9.2.12

Release date: July 11, 2024

Mac and iOS
  • Fixed a crasher that snuck in

Version: 9.2.11

Release date: July 10, 2024

Mac and iOS
  • Improved messaging around duplicate credentials when using Plaid
  • Improved importing Move Shares In transactions from CSV files
  • Improved the number entry keyboard

Version: 9.2.10

Release date: June 29, 2024

  • Minor onboarding improvements
  • Fixed issue with editing investment transactions

Version: 9.2.9

Release date: June 6, 2024

Mac and iOS
  • Fixes an issue that could arise when editing and syncing Move Shares In transaction types

Version: 9.2.8

Release date: May 29, 2024

Mac and iOS
  • Fixed issue with cash flow details for parent/sub-categories in envelope budgets
  • Fixed issue that could result in multiple security prices appearing on the same day
  • Improved connecting Plaid accounts when some meta data is missing
  • Fixed rare issue where stock options could incorrectly import as bonds
  • Fixed issue where interest income could come in as an expense
  • Fixed spelling error, oops
  • Minor Salt Edge importing improvements
  • Minor improvements to resubscribing if you let subscription lapse
  • Improved Check Document Health feature to find bad security prices
  • Fixed issue where Move Shares might not record properly
  • Fixed issue with pasting certain security transactions
  • Fixed crash with changing currency
  • More layout options for the amount keyboard

Version: 9.2.7

Release date: May 2, 2024

  • Fixed issue where category transaction report could show duplicate transactions with certain tag configurations
  • Fixed issue where actual budgeted amount on summary might not be the same as the amount on the budget view
  • Fixed issue with progress bar scale for credit card goals
  • New amount entry keyboard!
  • Support for the mini-keyboard on iPad!
  • Fixed issue with USD incorrectly appearing sometimes when listing prices outside the US
Mac and iOS
  • Fixed issue with projected amounts in account summary screen

Version: 9.2.6

Release date: April 17, 2024

  • Fixed issue where custom start/end dates might not stick in the report setup assistant
  • Minor tweaks to subscription screen
  • Fixed a rare bug that could occur when saving a document during initial setup
  • Fixed issue where we mistakenly converted a budget to the wrong currency on Summary view
  • Fixed issue with sorting statements
  • Fixed issue with matching securities during import using cusip
  • Document health check will now handle orphaned credit card goals
  • Connect to Plaid (currently beta)
  • Minor tweaks to subscription screen
Mac and iOS
  • Improved importing when some payee info is missing
  • Fixed rare import issue where share price could get incorrectly set to nil

Version: 9.2.5

Release date: February 14, 2024

  • Improved visionOS support
  • Improved badging of the document for various issues
  • Fixed a couple of issues with budget export
  • Improved Check Document Health action
  • Improved visionOS support

Version: 9.2.4

Release date: January 30, 2024

Mac and iOS
  • Fixed issue with downloading security prices

Version: 9.2.3

Release date: January 26, 2024

Mac and iOS
  • Added two new account types, HSA Investment and Tax-Free Savings Account
  • Improved importing of dividend reinvestment transactions
  • Improved downloading of non-US security prices
  • Fixed an issue where a bad icon would show up for an RESP account
  • Fixed issue with editing existing statements were we could sometimes throw off the balance by adding more transactions
  • New option to choose which account balance to display on summary page
  • Minor improvements to how we categorize loans and credit cards on the summary screen

Version: 9.2.2

Release date: January 11, 2024

Mac and iOS
  • CSV importing now supports investment transaction data
  • Fixed issue where a security might incorrectly show a 0 daily price change
  • When creating a US tax report we now default to taxable accounts and categories
  • Improved opening files via double-click in the Finder
  • Improved autofill of Banktivity ID password when signing in
  • Plaid connections will fetch new transactions (setting up Plaid connections still forthcoming)
  • Improved deleting of securities
  • Disabled sync-based push notifications when auto-sync is turned off

Version: 9.2.1

Release date: December 14, 2023

Mac and iOS
  • Trades in Pence no longer appears for cryptocurrencies
  • Direct Access improvements
  • Transaction editor cancel button behaves better now

Version: 9.2

Release date: December 5, 2023

Mac and iOS
  • Manual "Refresh Account" now actually refreshes the account by getting new transactions
  • Import pending transactions now defaults to off
  • Added new Options in Account Status to force DA connections to always show the refresh UI
  • Can now easily copy account info from DA account status sheet
  • Implemented warning when choosing a save location to avoid cloud drives
  • Security detail report now correctly indicates a Move Shares In/Out vs always showing Buy/Sell
  • Fixed issue with account setup where it could incorrectly show web download option
  • Fixed issue where we could show quarterly date interface wrong with custom fiscal start date
  • Check Document Health will now find transactions that are missing an ID
  • Fixed some sizing issues on the budget screen
  • Fixed a crasher on budget screen
  • Fixed issue when canceling a transaction edit
  • 0 value scheduled transactions are now omitted for Summary view

Version: 9.1.7

Release date: November 13, 2023

  • Improved text when setting up different account types
  • Fixed issue where we could incorrectly show the property address collection screen during account setup
  • Made a fix for improving import of Salt Edge transactions
  • Fixed printing issue with expense reports on macOS Sonoma
  • Fixed issue with exporting CSV data from payee report
  • Fixed issue with exporting CSV data from category report
  • Fixed issue with Check Document Health feature
  • Fixed issue with exporting forecast report data
  • Fixed some sizing issues on the budget screen
  • Fixed cosmetic issue with forecast report
  • Fixed crasher in forecast report

Version: 9.1.6

Release date: October 24, 2023

macOS & iOS
  • Accounts in forecast report are now sorted alphabetically
  • Minor improvements to subscription info screen
  • Fixed issue with exporting forecast report data
  • Fixed issue which could cause app to get very slow
  • Fixed issue with some amount fields in some assistants

Version: 9.1.5

Release date: October 18, 2023

macOS & iOS
  • Improved cancel subscription flow
  • Stability improvements!
  • We ask for push notifications permission at better spot during document setup
  • Fixed potential crasher when setting up scheduled transactions
  • Fixed header issue in budget

Version: 9.1.4

Release date: October 5, 2023

macOS & iOS
  • Improved error handling with app store subscriptions
  • Minor improvements to the subscription info screen
  • Fixed issue where date popup calendar wouldn't automatically appear
  • Fixed an issue where transaction row height could vary when it shouldn't
  • Several cosmetic fixes to the new source list (aka account group support)
  • A few improvement to add account flow
  • Fixed issue with splits autofilled from a payee template
  • Minor cosmetic improvements to forecast report
  • Better support for hidden accounts

Version: 9.1.3

Release date: September 28, 2023

macOS & iOS
  • Fixed issue with missing back button in account setup flow
  • Minor changes to managing passwords from the secure keychain
  • Calendar now uses 'first day of week' from System Settings
  • Adjust shares assistant now handles case if you don't own any shares
  • Minor improvements to the new source list (including fixing a crasher)
  • Improved wording when asked to search for a bank in add account flow
  • Improved handling of hidden/inactive accounts
  • iPad version does a better job loading the right scene size now

Version: 9.1.2

Release date: September 23, 2023

  • Fixed issue with calendar showing wrong sign for some transactions
  • Better support for macOS Sonoma
  • Account balances now include future date transactions
  • Fixed issue where Forecast report editor incorrectly showed a date comparison widget
  • Forecast report now uses single letter for months for graph x-axis

Version: 9.1.1

Release date: September 19, 2023

  • macOS Sonoma support

Version: 9.1

Release date: September 19, 2023

macOS & iOS
  • We now consider using "Simple Description" when importing
  • Fixed "securities change" calculation in investment summary report
  • Fixed issue with exchange rates in Calendar
  • Fixed issue where 'enter payment details' could appear when it shouldn't
  • Applying voucher time will auto-start a subscription when appropriate now
  • Your account groups now appear on iOS!
  • Forecast reports now on iPad (and iPhone, but not optimized yet)
  • Vendor (POI) look up now uses Apple maps
  • Support for iOS 17

Version: 9.0.3

Release date: August 10, 2023

macOS & iOS
  • Improved Direct Access so that you should have to log in to your banks less frequently, especially with MFA banks
  • Credit card accounts now say "Amount Due" instead of "Minimum Payment"
  • Can now see last 4 digits of billing credit card in subscription info screen (only when subscription is purchased through IGG directly)
  • Improved Summary income/spending to choose different date intervals
  • Fixed issue with drilling down into uncategorized areas of category report
  • Fixed issue with check printing setup not showing stock images
  • Fixed issue where forecast report could show bad x-axis labels for dates
  • Fixed rare issue where logging in without a document could cause the app to not see a subscription
  • Fixed issue with editing splits where the main amount would change when it shouldn't

Version: 9.0.2

Release date: July 25, 2023

  • Fixed a crasher with editing scheduled transactions
  • Fixed a couple of issues with net worth report
  • Fixed crasher when trying to migrate corrupt files
  • Better error handling when migrating with non-writable volumes
  • Fixed issue where total budgeted income could be blank
  • Better threading when migrating
  • Fix for passcode screen when migrating

Version: 9.0.1

Release date: July 20, 2023

  • More robust migration when source document is on an external drive
  • App will try to use Touch ID to authenticate when migrating when appropriate
  • Changed email subject line
  • Addressed issue where a password might not be accepted when migrating
  • Can now run a document health check
  • Support for push notifications for billing issues
  • Addressed issue when entering passcode for migration and app is backgrounded
  • Fixed a somewhat rare crasher

Version: 9.0

Release date: July 18, 2023

  • Archive historical data
  • Interface scaling (can improve legibility for people who want bigger fonts)
  • When importing CSV files columns are persisted
  • Free trial no longer requires a credit card
  • Can now run a document health check
  • Support for push notifications for billing issues
macOS & iOS
  • Single-line register option
  • New budget UI
  • More powerful scheduled transactions
  • Can end a scheduled transaction
  • Improved handling of reinvested dividends
  • Improved subscription info screen
  • Can apply discount codes to an existing subscription
  • So many more fixes and enhancements!
  • Support for push notifications for better cloud sync experience
  • New currency manager
  • Reports!
  • Landscape mode on iPhone

Version: 8.8.2

Release date: October 27, 2022

macOS & iOS
  • Can now add TD Bank connections via Direct Access 2

Version: 8.8.1

Release date: Sept 30, 2022

macOS & iOS
  • Fixed rare crasher when editing a transaction
  • Fixed an issue where Portfolio's daily change would fail to appear with certain datasets

Version: 8.8

Release date: Sept 22, 2022

macOS & iOS
  • Addressed an issue where grandfather date for some gold entitlements was off by a couple of days
  • Changed the dialog when deleting DA connections
  • Improved investment calculations (especially when there are splits)
  • Minor changes to wording around DA when connecting an account
  • Fixed rounding issue when entering certain values for dividend reinvestments
  • Fixed issue with expanding/collapsing groups in Portfolio when using multiple currencies
  • Fixed issue where investment summary report was using the wrong starting price sometimes
  • Fixed issue where reports would stop printing unless one forced them to regain focus
  • Fixed issue where tag report export didn't include the income section
  • Fixed issue where some dates could be truncated in Reconcile window
  • Fixed typo in report setup assistant
  • Fixed issue where scheduled transaction made from a transfer could be wrong

Version: 8.7.11

Release date: July 19, 2022

macOS & iOS
  • Fixed an issue where loan amortization schedule could use the wrong start date

Version: 8.7.10

Release date: June 30, 2022

macOS & iOS
  • Fixed an issue where some posted scheduled transactions could continue to appear
  • Fixed some cosmetic issues

Version: 8.7.9

Release date: June 8, 2022

macOS & iOS
  • Fixed issue where app would become unresponsive for some data files
  • Fixed issue around start dates and loans
  • Fixed an issue with deactivating/hiding accounts

Version: 8.7.8

Release date: June 6, 2022

macOS & iOS
  • Fixed regression that was causing some performance issues
  • Fixed issue with editing scheduled transactions for loans
  • Fixed layout issue on tag page

Version: 8.7.7

Release date: May 27, 2022

macOS & iOS
  • Fixed an issue where some scheduled transactions would be hidden from the system

Version: 8.7.6

Release date: May 23, 2022

macOS & iOS
  • Can now parse an additional date format that might show up in OFX files
  • Better handling of some unusual transactions that are imported via DA2
  • Target amount for envelope budgets shows up more consistently now
  • Finally put to rest another "empty screen" bug
  • Fixed an issue where app wouldn't auto-refresh under some circumstances
  • A few stability improvements with scenes on iPad

Version: 8.7.5

Release date: April 18, 2022

macOS & iOS
  • Numerous Direct Access importing improvements.
  • Hidden accounts now appear in search results.
  • Target envelope amounts appear for more categories now.
  • Fixed an issue where an account refresh could result in a blank screen.
  • Fixed issue with checking OFX connection status for some banks.
  • Addressed a way the security screen could be skipped when biometric authentication was on.
  • Hopefully fixed the "empty screen" issue some customers were seeing.
  • QIF import does a better job with ambiguous date detection.

Version: 8.7.4

Release date: February 28, 2022

macOS & iOS
  • Fixed an issue with QIF imports.
  • Fixed an issue with ROI calculations around date boundaries.
  • Fixed a crasher when creating new securities.
  • Addressed a way the security screen could be skipped when biometric authentication was on.

Version: 8.7.3

Release date: February 14, 2022

macOS & iOS
  • Fixed an issue where previously paid subscription levels were not being recognized correctly. The application could limit some functionality when this occurs.
  • You can now create a security (stock, bond...) with just a symbol and without a name.
  • Fixed an issue importing transactions with security symbols.
  • Savings goals are now calculating properly when the accumulation time of the goal is very short relative to other goals sharing the same accounts.

Version: 8.7.2

Release date: February 7, 2022

  • Fixed a relatively benign issue with average cost basis.
  • Fixed a rare crasher when setting up goals.
  • Fixed an issue where the app could display the wrong version number after an update.

Version: 8.7.1

Release date: Never

  • We don’t talk about 8.7.1. It was never released. :)

Version: 8.7

Release date: January 26, 2022

macOS & iOS
  • Improved Cryptocurrency support: there is now a dedicated cryptocurrency security type and you get download prices for over 300 cryptcurrencies.
  • Fixed an issue with calculating commission when importing via DA2
  • Fixed some sneaky edge cases where a transaction with a security in currency A could end up in an account in currency B
  • Fixed an issue where horizontal lines could be disjunct on category interval report
  • Fixed an issue with our built-in updater where it might show an older version as available, as opposed to the most recent version
  • Fixed an issue with last month change investment calculation
  • Can now choose the right currency when creating a security
  • Added the "do not fetch quotes" option to the security editor

Version: 8.6.3

Release date: January 10, 2022

macOS & iOS
  • Improved importing of some 401k contribution transaction types
  • Fixed an issue where some accounts wouldn't appear when setting up banks in DA2
  • Yodlee is now the default setting when managing bank connections
  • Addressed an issue where a document would try to update even when auto update pref was off

Version: 8.6.2

Release date: January 3, 2022

macOS & iOS
  • Several more improvements to OFX connections
  • Fixed an issue with bad cost basis on tax summary report

Version: 8.6.1

Release date: December 22, 2021

  • Fixed a crasher that could happen when setting up an OFX connection
  • Improved connection reliability for OFX
  • Picked up the backend OFX core changes

Version: 8.6

Release date: December 15, 2021

macOS & iOS
  • Added support for average cost basis
  • Improved entering reinvested dividends
  • Added Direct Access 2 migration assistant under File > Update Bank Connections…
  • Improved some menu item behavior under the Account menu
  • Added OFX set up into new DA2 assistant flow
  • Fixed an issue where security purchases on the same day could appear out of order on some reports
  • Transaction editor placeholder for security price changes dynamically
  • Pence setting is now respected for new UK mutual funds
  • Increased click target size for many disclosure buttons
  • Fixed an issue clicking into a report from Account Summary screens
  • Fixed an issue where tab bar might appear misplaced
  • Can now drag and drop elements on iPad to see two views side by side
  • Document wide search results now default to expanded
  • Can now change cost basis method for sell transactions

Version: 8.5.4

Release date: October 18, 2021

macOS & iOS
  • Improved flow for setting up connections to Capital One

Version: 8.5.3

Release date: October 6, 2021

  • Fixed an issue where version could appear wrong in the updater window
  • Fixed an issue where the app would crash when trying to set up an account with Salt Edge

Version: 8.5.2

Release date: September 30, 2021

  • Fixed an issue where you couldn't set up cloud sync with bronze level subscription
  • Fixed a misspelling in the package installer
  • Fixed an issue where password screen could show artifacts of underlying view
  • Improved stability of multi-tasking

Version: 8.5.1

Release date: September 22, 2021

iOS only release
  • Fixed an issue with duplicate transactions sometimes appearing when creating a new transaction
  • Addressed an issue when resizing the budget view on iPad
  • Fixed an issue where you couldn't turn off envelopes on a budget
  • Changing the transaction type on a transaction no longer hides the date field

Version: 8.5

Release date: September 20, 2021

Mac & iOS
  • Handoff support between Mac and iOS
  • Integration with Apple's new Quick Note feature
  • Fixed issue where a month would be displayed wrong on budgets on the 1st of some months
  • Can now move dates back/forth in Tag Summary report
  • Fixed a mispelling (autorenew -> auto-renew)
  • Addressed issue where tag report details could show incorrect total after drilling down
  • Portfolio columns now sort when grouped by risk
  • Fixed issue where cloud sync assistant might prompt for a subscription inappropriately
  • Fixed issue where document might become read-only during setup process
  • Transaction report no longer misses multiple splits to the same account
  • Addressed issue with loan payoff time on some reports
  • CSV export now maintains sort order
  • Fixed issue where budget group showed wrong icon
  • Improved importing multiple transfers with splits and tags from QIF files
  • Accounts are not sorted case sensitive in Portfolio
  • Fixed issue where transaction count could be off by one when using New and Uncleared grouping
  • Major improvements to multi-tasking support on iPad
  • Addressed a sorting issue in the Portfolio view

Version: 8.4.2

Release date: July 30, 2021

Mac & iOS
  • Improved Banktivity ID messaging when a login attempt fails
  • Fixed category names when exporting some reports with nested categories

Version: 8.4.1

Release date: July 29, 2021

Mac & iOS
  • Addressed an issue where we couldn't pull bond prices from holding info
  • Fixed an issue where DA2 securities could sometimes import bonds as stocks
  • Improved alert messaging in a few places
  • Improved showing the release notes when you update
  • Fixed an issue where Goals wouldn't display all available accounts sometimes
  • Fixed an issue where changing distribution type could remove the security
  • Improved securities list scrolling and selection issue
  • Fixed an issue where budget totals might not match between quarter and 3 individual months
  • Can now setup Direct Access 2 connections!
  • Improve budget layout on small screens
  • Fixed an issue with deleting Banktivity IDs

Version: 8.4

Release date: July 13, 2021

Mac & iOS
  • Can delete your Banktivity ID from within the app
  • If the note and payee are the same when importing we don't populate the note field (DA2 only)
  • Fixed an issue where account list could be empty when setting up a DA2 connection
  • Fixed an issue where account error badge was showing up too aggressively
  • Can now convert a Current account to Investment when setting up a DA2 connection
  • Fixed an exception that was being thrown when try to connect a failed DA2 account
  • Fixed a 512 Error on Mac when syncing
  • Adjust shares feature lets you put in 0 shares now
  • Confirm Scheduled Transactions sheet was showing the wrong sort indicator
  • Fixed an issue where the date was truncated in the reconcile window sometimes
  • Improved date range selection in budgets
  • Accounts in popup menu when creating a bill are now sorted alphabetically
  • Fixed an issue in Calendar where it might say "2 more" when there is really only 1 more
  • Removed some unexpected options when updating Banktivity ID secret question
  • Can now click upcoming sch. transaction from account summary to jump to underlying template
  • Can now drag manually entered and imported transaction on each other to merge them
  • Can drag and drop transactions to change intraday sort order
  • Moving money between envelopes now shows category full name, e.g. Auto:EV Charging
  • Improved category indentation on move envelope money screen
  • Security list screens now have section headers, alpha-index in the scrollbars and search

Version: 8.3.3

Release date: June 9, 2021

Mac & iOS
  • Fixed an issue with Direct Access 2 that could result in too many accounts appearing

Version: 8.3.2

Release date: June 4, 2021

Mac & iOS
  • Resolved Direct Access 2 error from an invalid date range

Version: 8.3.1

Release date: June 2, 2021

Mac & iOS
  • Built in browser should work better with Salt Edge connections now
  • % change in investment calculations are now more consistent across macOS and iOS
  • Improved logging for Direct Access 2 connections
  • Accounts in portfolio sorted alphabetically now

Version: 8.3

Release date: May 27, 2021

Mac & iOS
  • Direct Access 2 Now in BETA - Connect to UK banks (EU banks coming soon via a server-side change), better security, better user experience (creating new connections works on Mac only until we are out of beta)
  • Envelope budgets are badged with number of deficient envelopes
  • Envelope budgets are badged with amount of cash available to distribute
  • Improved % change for investment calculations
  • Improved handling of moving envelope money when there is only one envelope
  • Improved handling of some Move Shares calculations coming from DA
  • Addressed a sync issue that could result in an Sync Error 100
  • Improved UI when searching/filtering categories
  • Pressing ESC when reconciling will no longer immediately close the sheet
  • Fixed issue where some investment transaction types wouldn't appear in a report when they should
  • Fixed an issue that could cause the Calendar screen to freeze
  • Group New and Uncleared transactions
  • Sort transactions
  • Fixed a bug where intraday transaction sort order wasn't syncing correctly
  • Fixed an issue where manually entered transactions might not sync back to Mac
  • When moving money between envelopes you can always choose source/destination
  • Added a button at the top of an envelope budget that allows you to distribute available cash

Version: 8.2.2

Release date: April 7, 2021

  • Fixed an issue where a notification about a new version might only appear in Notification Center
  • Release notes will now appear in iOS after updating to a new version

Version: 8.2.1

Release date: April 1, 2021

Mac & iOS
  • Improved error message when trying to create a security with an existing symbol
  • Fixed an issue that could result in a permissions warning dialog when setting up a document

Version: 8.2

Release date: March 25, 2021

Mac & iOS
  • Added new account types: Current, RRSP and RESP
  • Improved Portfolio calculations for documents with multiple currencies
  • Added Confirm Email field when creating a Banktivity ID
  • Fixed an issue where some stock symbols wouldn't make it to the server
Mac specific
  • Support for our new auto-installer!
  • Can drag and drop transactions from one account to another
  • Can drag importable files directly onto accounts
  • New report option to exclude all categories (makes it easier to find uncategorized transactions)
  • New contextual menu item to duplicate transactions
  • Fixed issue where checks in scheduled transactions could be in reverse order
  • Fixed issue where loan summary might show incorrectly for UK region
  • Fixed issue where Account Summary would show a loan payment as a deposit
  • Fixed issue where a transaction report for uncategorized transactions would incorrectly include many investment transactions that aren't categorizable at all
  • Fixed issue where loan summary might not reflect most recent payment
  • Can now return to original subscription plan before renewal
  • Fixed issue where Banktivity retirement goal was using wrong spousal social security info
  • We now handle 18/1/ as a valid date entry (18th of January for current year)
  • Exporting to CSV now correctly includes the memo field
  • Document setup assistant now handles return key for signing in with Banktivity ID
  • We now show when a customer has renewable Direct Access credit available to apply to subscription
  • Addressed some crashers
  • Fixed issue where Banktivity might re-open with Summary screen selected when it shouldn't
  • Fixed spelling error in loan setup assistant
  • Fixed OFX issue for connecting with Fidelity and TD Bank (and probably others)
iOS specific
  • Added more fine grained controls to how document refreshes happen
  • When adding Direct Access accounts you can now edit type, currency and name
  • Fixed issue with the statement editor
  • Improved selection and options of the bar charts at the top of many pages
  • Can tap to view transaction details from within the budget
  • Fixed issue with future dated transactions not having the right badge
  • Fixed issue where passcode configuration text could get covered by keyboard
  • Setting screen now looks OK with font size scaled up

Version: 8.1.3

Release date: February 10, 2021

Mac specific
  • Fixed issue with drag and drop support for real estate and mortgage accounts
  • Fixed edge case with Direct Access MFA prompts when duplicate items are found
  • Fixed typo in a dialog

Version: 8.1.2

Release date: January 30, 2021

Mac & iOS
  • Revamped the subscription info screens
  • When setting up a DA account with MFA we present all available account types
  • Fixed issue with multiple nested categories and envelope budgets
  • Fixed issue where envelope amount wasn't right for goals in the popover
  • We now show "Target" amount for goals in envelope budgets
  • Fixed a issue where cash in investment accounts would incorrectly contribute to the investment value in the Summary screen
Mac specific
  • When deleting a DA connection, we now delete it from the account too
  • Fixed cosmetic issue with transaction badges
  • Fixed a layout glitch with budget item popover editor
  • Fixed bug where accounts could reorder when putting them in a group
  • Holding option key while Portfolio is reloading will show closed positions
iOS specific
  • Fixed issue where info could be missing on an MFA screen
  • OFX accounts no longer presented as an option when setting up an account (they aren't supported yet on iOS yet)

Version: 8.1.1

Release date: January 5, 2021

Mac & iOS
Mac specific
  • Fixed a minor issue with new document setup where a customer might see an irrelevant screen
  • Fixed an issue where the net worth pie graph could appear empty
  • Fixed an issue where par value for a bond might not get saved after editing
iOS specific
  • Improvements to document loading
  • Statement rows behave better now when editing
  • App does a better job of respecting/enforcing the subscription entitlements
  • Several improvements to reconciling and statements
  • Future dated transactions appear differently than other transactions

Version: 8.1

Release date: December 17, 2020

Mac & iOS
  • Can now add tags to scheduled transactions and templates
  • Improved downloading of London Stock Exchange securities
  • Improved cloud sync reliability especially for reconciled transactions and scheduled transactions
Mac specific
  • Lots of printing improvements throughout
  • Fixed an issue with the retirement goal ending early on M1 Macs
  • Fixed an issue with mortgage amortization starting on the wrong date sometimes
  • Fixed an issue with mortgage amortization showing wrong year for some regions
  • Improved formatting for currencies based on region
  • Improved flow for setting up new documents
  • Improvements to category autofill
  • Goals now appear in the Adjust Cash sheet in budgets
  • Addressed an issue where a spent goal could still be counted toward the goal reserve
  • Fixed an issue where a credit card payoff goal could show the wrong currency
  • Split transactions used to flicker sometimes, now they don't
  • Fixed an issue with autofill one-time passcodes in Big Sur
iOS specific
  • Added tap to edit transactions
  • It's easier to find scheduled transactions in the Manage section
  • Documents never show their file extension in the doc browser now
  • Several improvements to reconciling and statements
  • When posting scheduled transactions you are now prompted for optional matches
  • Improved flow for importing files
  • Improved screens for MFA prompts
  • Budget screen restores more gracefully now
  • Minor tweaks to layout of the Summary screen

Version: 8.0.5

Release date: November 25, 2020

  • Fixed an issue where end of day stock prices wouldn't always be fetched
  • Fixed an issue where end of day stock prices wouldn't always be fetched

Version: 8.0.4

Release date: November 23, 2020

  • Fixed an issue where the account selection wouldn't be restored when a document was locked with a passcode
  • Holding down Option key while doing a refresh will pull latest transactions from the server's cache after deep refresh is finished
  • Transaction template split images didn't draw correctly in dark mode, now they do
  • Several fixes for date checks in goals
  • Fixed a typo in a dialog (and not one that appears too often!)
  • Fixed a dark mode issue with bill pay assistant
  • Fixed an issue where the statement editor didn't restore to the previous size
  • Fixed an issue where payees with no activity could show up in a categorized payee report
  • Lots of improvements to the statement editor, it is much more stable now
  • The app no longer keeps presenting an empty assistant after attempting to import a file
  • Improved MFA challenge selection UI when updating accounts
  • Tags show the correct sign now
  • Portfolio does a better job of showing the correct up/down arrows indicating gain/loss
  • Fixed some crashes due to memory spikes during some heavy calculations

Version: 8.0.3

Release date: November 9, 2020

  • Big Sur Support!
  • Apple Silicon native!
  • Sub categories now indented on the manage categories screen
  • Improved bar chart for credit card accounts
  • Improved bar chart for investment accounts
  • Fixed a rare crasher when drilling into budgeted categories

Version: 8.0.2

Release date: November 6, 2020

  • Credit card summary chart is now correctly titled
  • Fixed an issue with interpreting adjustment transactions in credit card bar chart
  • Added a button to easily adjust real estate value
  • Check printing signatures show up more reliably
  • Fixed some typos in Goals
  • Improved the subscription management screen
  • Fixed a crasher in Goals
  • Improved interactions between goals and envelope budgets
  • Fixed an issue where you couldn't add more than 10 account groups
  • Improved matching of transfers in credit cards when using Direct Access
  • Fixed a core data multi-threading bug
  • Improved margins when printing the calendar
  • Total account value now appears on investment summary screens
  • We now aggressively try to reopen the last document you were using
  • Can now import OFX and CSV files reliably
  • Account pages now remember customers preferred date range selection
  • Improved transfer matching in credit cards when importing DA accounts
  • Improved the subscription management screen
  • Fixed an issue with the statement editor when adding new transactions
  • Manager buttons are now named "Done" instead of "Cancel" correctly reflecting their behavior
  • Fixed some issues where budgeted goals could be inappropriately hidden on the budget screen
  • Credit card graph now shows high/low balance with shading
  • Changes in a transaction status reflected in UI without requiring a refresh
  • Removed an animation delay on startup
  • Background image scales correctly now

Version: 8.0.1

Release date: October 30, 2020

  • Direct Connect (OFX) to Vanguard works again!
  • Improved our internal mechanism for checking for new versions
  • In-app message badge looks better in Dark Mode
  • Removed Zillow reference in help files and fixed some broken links
  • Corrected issue where dates could wrap sometimes on iPad
  • Withdrawals less than 1.0 appear properly now


Release date: October 26, 2020

  • We are out of beta! Hurray!
  • Addressed an issue where subscription prices could show wrong currency
  • Fixed an issue where an account in "Overdue" status would incorrectly say "Start your free trial"
  • Out of beta!
  • Minor tweaks to purchase screens

Version: (BETA)

Release date: October 20, 2020

  • Added some new artwork in the getting started flow
  • Changed default category name from “Mortgage” to “Mortgage Payment”
  • Fixed clipping issue with statements
  • Fixed the renewal date for subscription vouchers
  • Addressed a potential issue with App Store receipts
  • Fixed an issue where Goal envelopes filled with an unexpected values
  • Fixed an issue where amounts did not import via CSV when choosing the "by flipping value" option
  • The credit card goal now shows the correct balance at the end of the goal month (next payment date
  • Fixed an issue where the Emergency goal target value may be offset by a month
  • Starting amount on a goal is now be presumed to be 0.00
  • Added new art for the What's New screens
  • Changed the default category name from "Mortgage" to "Mortgage Payment"
  • Fixed a layout issue in the Portfolio
  • Fixed a blank screen in Create Document -> Start fresh
  • Fixed an issue where the Budget shows incorrect weekend days
  • Fixed an issue where Dates can wrap in Settings if region is set to UK
  • Fixed an issue where a decimal point is not shown during portfolio price edits
  • Fixed an alert on an expired trial
  • Can now manually enter a share prices less than 1.0 in the Summary page

Version: (BETA)

Release date: October 13, 2020

  • Fixed a crasher when trying to set up a subscription through less traveled path
  • Addressed visually glitches in Prefs window
  • Fixed issue where calendar date picker interfered with ESC button
  • Fixed an issue where you couldn't select 'Day' as the bar chart interval for some reports
  • Improved the prompt for "read-only" – now it indicates if you need to log in
  • Addressed visual glitch in Portfolio
  • Fixed crash when going forward/backward in time in Portfolio view
  • Fixed an issue where you couldn't distribute cash to goals
  • Removed the in-app feedback menu item
  • Improved some text layout with credit card goals
  • Portfolio view now has 'shares' label
  • Fixed issue where the lock screen could be scrollable in the Portfolio view
  • Tags report always appears on the Summary screen now (if you have tags)
  • In-app messages will now appear if we want them to
  • Fixed an issue where tags report could fail with partial year sometimes
  • Addressed issue where IRR could be misaligned on Portfolio
  • Fixed a crash that could happen when loading some account screens (hopefully!) We couldn't reproduce this so fingers crossed!
  • Fixed a crash when adjusting the schedule on a scheduled transaction