11/30/2023 0 Comments Review of banktivity for mac![]() ![]() Banktivity 7.5.3 - Changed datasources for real estate valuation - Updated the User Agent string for the built-in browser Banktivity 7.5.2 Fixes: - Transaction dates should no longer be truncated for some date formats - Addressed some ROI calculations with day trading and options - When drill down into a budget > category > scheduled transaction, we select the right scheduled transaction - Price per share not synced reliably - Addressed a core data threading issue with OFX imports - Improved QIF import - Addressed an issue with syncing when a tag has no name - Fixed an issue in reports where you could get an empty report if you had a bad transaction template Banktivity 7.5.1 Fixes: - Fixed an issue with setting up envelope budgets - Restored ability to move cash around in the past - Minor improvements to Direct Access connections Banktivity 7.5 Improvements: - Can flip the amounts of transactions when importing from CSV (good for AppleCard imports) - Made some change to our keychain code to make it more robust - Checking printing setup now uses "note" instead of "memo" - Better support for international stock exchanges, but still no AUX Fixes: - Fixed bug where currency exchange rate wasn't applied correctly in the Portfolio view - Addressed issue where forecast report didn't respect end to loan amortization schedule - Fixed issue where bond gain values could be misreported sometimes - Fixed a crasher on the OFX login screen - Fixed a rare crasher when editing transactions - Addressed issue where sometimes the app could incorrectly show you available money to distribute to envelopes - Added icon for student loan accounts - Addressed issue where you could move money in your envelope budget in the past - Improved manual refreshes of Direct Access accounts - CSV imports do a better job finding default categories - Fixed a crasher when closing the statement editor sheet - Fixed rare crasher when closing a document - Fixed issue where importing QFX file could unexpectedly change an account balance Banktivity 7.4.2 Fixes: - Addressed an issue where manually entered transactions could temporarily disappear (really fixed this time, we think) - Fixed a moderately rare crasher that got introduced with 7.4 - Fixed a couple of Core Data thread violation bugs - Fixed a rare crash when refreshing the securities view Banktivity 7.4.1 - Fixed a rare crasher with the confirm scheduled transactions sheet Banktivity 7.4 Improvements: - QIF importer is more robust especially when dealing with malformed files Fixes: - Addressed an issue where manually entered transactions could temporarily disappear - Fixed an issue where Forecast report could crash when advancing the dates - Fixed issue where short sells could import wrong in investment QFX files - Category detail report now has dates exported with the transactions - Fixed an issue where today's price in the Portfolio might appear with disabled text, when it should be enabled Banktivity 7.3.2 - Fixed issue with the built-in browser on macOS Catalina Banktivity 7.3.1 Improvements: - Improved support for Citi OFX (Direct Download) Fixes: - Fixed issue where preference pane was mislabeled - Fixed issue with drilling down into subcategories from the tax report - Better support for forthcoming macOS version - Hopefully fixed issue where transactions would mysteriously become unreconciled under rare circumstances - Addressed an issue where multiple pending transactions could occur - Fixed an issue where the Portfolio would sometimes not see today's transactions Banktivity 7.3 Improvements: - Transactions save much faster, especially with large data files - Much improved error handling when storing credentials in Keychain app Fixes: - Dates no longer truncated on the statements assistant - Fixed an issue where we could round incorrectly when importing some files - Fixed an issue where we could incorrectly import some transactions as Interest Inc. ![]()
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