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Tagged: investment income

How do I set a default investment income category for each account?

Posted on October 1, 2024 by Kristen Barth

In version 9.5 or later, you can now set a default investment income category for each investment account. Here’s how to do that: In Banktivity for Mac: – Double-click on the investment account in the sidebar (the left side of your document)– In the popup window that appears, you’ll see ‘Investment Income Category’ and a…

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  Posted in New Banktivity for Mac, Banktivity for iPhone, Banktivity for iPad Tagged account investment income category, default investment income category, investment income, investment income category

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