#MONEYWELL VS BANKTIVITY MAC#
(In iOS you can unlock your document with Touch ID or Face ID depending on what your device supports.) Now on Mac you can unlock your Banktivity documents with Touch ID (assuming your Mac supports it) or even Apple Watch. This is one of those features that has been in iOS for a long time. Up until now, we always showed the “total balance.” Now there are two additional options: cleared balance and today’s balance. We’ve added a new preference (Mac-only) to change which value you want displayed next to each account in the sidebar. Display different account balances in the sidebar This new assistant lets you tell the app how many shares of a security you should have and then Banktivity will insert the adjustments as necessary. This is a new Mac-only feature that helps you track your investments more accurately. But don’t worry we are smart and only use the price data from your holdings if we can get it through a better source, and of course, we will not over-write any prices you enter. This should help keep people’s investment values more up to date for those securities that we can’t get prices. If that price data is there, we pull it out and insert it into the document. Now, when we get transactions and data for investment accounts that are connected with Direct Access or OFX, we check to see if there is information about the prices of your investments.
This is a nice little feature that happens behind the scenes in Mac and iOS.
#MONEYWELL VS BANKTIVITY UPDATE#
Now you can 🙂 Update security prices from Direct Access holdings If you have a category structure like this, “Auto:Fuel” in the past you couldn’t type “Fuel” and get any results. I don’t want to spend too much on this one, but I know for those that have wanted this, it will be well received! We implemented similar date range functionality in iOS with a new button to easily toggle between current month and year to date. Report editor showing the new “Year to Date” option. Further, if you do this in a report, you can compare this to the same period a year ago. Now in reports (and budgets!) you can choose year to date, month to date and even quarter to date as a reporting option. At the end of the post I have an update on getting prices for international stock exchanges, so be sure to read the whole thing 🙂 More good stuff in the new Banktivity New date range reporting options But I thought for this post, it would be fun to cover some of the smaller features we added since they haven’t gotten as much attention. In this earlier post, I covered some of the great new features in Banktivity.
#MONEYWELL VS BANKTIVITY DOWNLOAD#
Check out to download the new Mac version today! The iOS versions are live on the App Store too.įor those of you that haven’t been following the blog recently, I encourage you to read our post, A subscription that doesn’t suck. Today I’m happy to announce our new Banktivity is out of beta and available on macOS and iOS.
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