Building a Better Banktivity

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

Version: 8.2.2

Release date: April 7, 2021

Mac
  • Fixed an issue where a notification about a new version might only appear in Notification Center
iOS
  • 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

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

Version: 8.0.4

Release date: November 23, 2020

Mac
  • 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
iOS
  • 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

Mac
  • Big Sur Support!
  • Apple Silicon native!
iOS
  • 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

Mac
  • 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
iOS
  • 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

Mac
  • 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
iOS
  • Corrected issue where dates could wrap sometimes on iPad
  • Withdrawals less than 1.0 appear properly now

Version: 8.0.0.29

Release date: October 26, 2020

Mac
  • 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"
iOS
  • Out of beta!
  • Minor tweaks to purchase screens

Version: 8.0.0.24 (BETA)

Release date: October 20, 2020

Mac
  • 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
iOS
  • 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: 8.0.0.23 (BETA)

Release date: October 13, 2020

Mac
  • 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
iOS
  • 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