Author: Kristen Barth Page 7 / 7

Kristen Barth has written 62 articles

How can I update my Banktivity subscription payment method?

Posted on by Kristen Barth

There are two ways you can update the payment method for your Banktivity 8 subscription. #1: Within the Banktivity app Go to File > Subscription > View My Subscription In the window that appears, click on Update Payment Method: In the window that appears next, enter your new card information and choose ‘Save card’ #2:…

How are investment account balances calculated?

Posted on by Kristen Barth

Problem: I just setup my investment accounts but the balances are all wrong and I don’t understand why. Solution: When dealing with investment accounts, there are two different balances you need to be aware of:   1) Cash Balance: This figure reflects the amount of cash in your brokerage account only. In most cases, cash…