![]() It takes way too much clicking around at this point to be able to produce aggregated historical data on categories.ģ. It just needs to be a very simple line graph or bar graph no need for transactions or anything. For example, monthly spending on Food over the last year. I would really like to have high-level report that allows me to compare spending on on a particular category (or tag or payee) over time. Using scheduled transactions at this point kinds of feels like a punishment because they aren’t reliable sources of information for me.Ģ. I know I’m probably missing some things, though, which is leading to messy data. I end up having to go back and track down things to adds the tags by hand. I use tagging a lot, and I’m finding that I forget that scheduled transactions don’t include tags, so a lot of transactions that I assume are getting tagged appropriately aren’t. I’ve only started using Banktivity with version 6, and I like it a lot! Here are the few things I find myself wanting almost every time I open the app:ġ. Have you discovered a gem we haven’t covered yet? Let us know in the comments. I hope you have enjoyed this hidden gems series. In Banktivity 6 we introduced a new command under the Transaction menu, “Change Payee…” How it works is simple, select the payees you want to change (pro-tip, use the filter box to narrow down your results to select what you want) and choose Transaction > Change Payee… So in the past to fix this, you’d have to change each one by hand. But you realize if you change it from now going forward, if you run a payee report it will report on both payees…grrrr! Even if you don’t run a payee report, there is some OCD part in you that wants the payee to be consistent. You aren’t sure why it is ATT, I mean shouldn’t it be AT&T? Anyway, you tired of looking at those three big letters without a proper ampersand. You get started with Banktivity and over the course of using it for a year (or 10!) you have a payee, say “ATT.” This is the company that you pay for your iPhone. To see, edit and manage all of your categories go to View > Go To > Categories (or click Settings > Categories at the bottom of the sidebar). To use your own image, just drag and drop or paste it into the image well in the edit category sheet. This new image picker popover is available when you go to edit a category. Of course, you can use your own custom image as well. Now in Banktivity 6 you can customize your category images from a high quality set of default images. The problem was, these were never accessible to the customer aside from being the default for the standard category set. We have always shipped Banktivity with a set of high quality category images. This is showing one statement with three transactions in it. ![]() If you expand the statement, you see the transactions that are in that statement. Last, but certainly not least, once your document has statements, they appear as rows with a disclosure button. If you need to batch change multiple transactions, select them and choose Transaction > Mark Reconciled/Unreconciled (this menu item is also accessible via the right-click contextual menu). To get started click the “RECONCILE” button when viewing an account and then enter the start/end dates and beginning and ending balances in the sheet that comes down.Īfter you make any necessary adjustments, click Next to get to the screen to check-off the transactions that should be on the statement. We completely redid how transactions are reconciled with statements and we changed the way statements are displayed. So without further ado, here are another three “hidden gems” in Banktivity 6. And this short series of blog posts are dedicated to covering those often overlooked, but still awesome features. But, we added over 100 improvements and enhancements. This post will pick up where the original left off and we’ll cover three more hidden gems, numbers 4-6.įor those new to us, our new version of Banktivity is a powerhouse update that brings big new features like workspaces, find, portfolio and quick reports. The first part of our hidden gems series covered how to quickly sum up selected transactions, using option-click to expand/collapse nested categories and our new transaction editor.
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