Banktivity 7 Version History
Version: 7.5.3
Release date: 09-15-2020
- Changes
- Changed datasources for real estate valuation
- Updated the User Agent string for the built-in browser
Version: 7.5.2
Release date: 08-11-2020
- 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
Version: 7.5.1
Release date: 05-12-2020
- Fixes
- Fixed an issue with setting up envelope budgets
- Restored ability to move cash around in the past
- Minor improvements to Direct Access connections
Version: 7.5
Release date: 04-01-2020
- 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
Version: 7.4.2
Release date: 12-16-2019
- 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
Version: 7.4.1
Release date: 11-13-2019
- Fixes
- Fixed a rare crasher with the confirm scheduled transactions sheet
Version: 7.4
Release date: 11-11-2019
- 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
Version: 7.3.2
Release date: 10-15-2019
- Fixes
- Fixed issue with the built-in browser on macOS Catalina
Version: 7.3.1
Release date: 8-27-2019
- 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
Version: 7.3
Release date: 6-27-2019
- 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. instead of Deposit
- Fixed an issue where an exception was thrown when looking at a report with missing security prices
- Addressed an issue where investment summary report could load out of scope data
- Corrected an issue where transfers to certain account types could mistakenly be seen in budgets
- Addressed an issue where incorrect IRR and ROI could appear with multiple currencies and limited date range on some reports
Version: 7.2.2
Release date: 4-2-2019
- Fixes
- Better fix for an issue where daily price change for stocks could be incorrect
Version: 7.2.1
Release date: 3-18-2019
- Fixes
- Fixed an issue where daily price change for stocks could be incorrect
- Minor change to our internal database integrity checks
- Addressed an issue where a transaction could jump statements
- Fixed and issue with the Mac App Store version where an alert could refuse to go away
Version: 7.2
Release date: 2-26-2019
- Fixes
- Fixed issue where newly added transaction could fail to appear
- Improved syncing of manually entered security prices
- Fixed issue where budget date scope might not be restored correctly
- Fixed issue where edited transaction wouldn't reliably sort
- Reconcile sheet stays within screen bounds
- Securities download faster when many are present
- Improved messaging with cloud sync password prompt
- Fixed a crasher when entering bad values in budget popover editor
- Autosave preference is now persisted more reliably
- You can now get a security price for ticker BRK-B
- Scheduled loan payments increment correctly
- Better presentation when Zillow data is bad or missing
- Investment Summary Report no longer shows rare bogus IRR value
- Won't crash when you change the font in check printing setup
- Sometimes a reinvested share price could change during sync, now it won't
- Features
- Improved the experience when editing transactions with multiple currencies
- Improved wording when migrating passwords
- Most recent security price is selected by default
Version: 7.1.4
Release date: 12-26-2018
- Fixes
- Improved the wording when the document asks for the cloud sync password
- Improved the migration of old passwords when upgrading from a previous version
Version: 7.1.3
Release date: 12-10-2018
- Fixes
- Fixed a potential crasher that could occur when closing a document when some operations are running
- Fixed an issue where sometimes after migrating from Banktivity 5 or 6 the new document data would be obscured
Version: 7.1.2
Release date: 11-21-2018
- Fixes
- Fixed a bug importing categories from QIF
Version: 7.1.1
Release date: 11-19-2018
- Fixes
- Fixed budget creation/display issues with document update to version 7.1
Version: 7.1
Release date: 11-15-2018
- Features
- Redesigned Preferences window with new options:
- Turn on/off automatic updating of security prices and exchange rates
- Turn on/off correcting downloaded transactions by import rules
- Turn on/off automatic downloading of bank transactions
- Turn on/off automatic cloud sync
- Turn on/off using suggested categories
- Control over when to see Direct Access sets still being developed
- New menu item to download security prices
- New menu item to do a Cloud Sync operation
- The RECONCILE button is back!
- Built-in help now has a section on Real Estate Tracking
- App is now notarized
- More improvements to clear and uncleared balances on the account screens
- Fixes
- Text improvement for Net Worth report assistant
- Workspaces content resizes correctly
- Reminder badge would not refresh sometimes
- Improved handling of splits in the budget
- Calendar correctly uses an exchange rates for the total value
- Portfolio date picker now works
- Toggling cleared property would not cause row to redraw
- Improved showing change in security prices on Monday in the Portfolio view
- Can now print real estate account summary screens
- Transaction report respects sort order when printing
- Can now print the calendar view
- Category detail report only exports relevant line items when there are splits
- Transaction is now spelled correctly in a buried menu that many people don't know about
- Selection not refreshing when dragging categories
- Emptying an account group now updates its value
- Net worth histogram tooltip now shows real estate asset
- Calendar pop up was missing in report configuration popover
Version: 7.0.6
Release date: 11-6-2018
- Fixes
- Discover Card Direct Download (OFX) should work now
- Fixed a crasher editing some split transactions
Version: 7.0.5
Release date: 10-30-2018
- Fixes
- Improved in-app purchase flow
- Fixed an issue where a security could get marked as 'Do not fetch quotes'
Version: 7.0.4
Release date: 10-23-2018
- Features
- Trial mode extended for customers
Version: 7.0.3
Release date: 10-17-2018
- Features
- Group totals now appear even when content is collapsed
- Generic asset accounts now have the regular register view
- Account summary screen now shows cleared and uncleared balances
- Improvements to how Calendar shows complex splits and transfers
- Fixes
- Fixed crasher when editing a security price
- Fixed crasher when closing scheduled transaction editor
- Fixed some other very rare crashers
- Fixed an issue with setting up some OFX accounts
- Improved flow when setting up a cloud sync document
- Fixed a few other issues
Version: 7.0.2
Release date: 10-03-2018
- Features
- Improved wording in Preferences
- Transactions dated in the future now get an orange star
- Dark Mode improvements
- Added "INC." to investment summary report
- Category report now exports subtotals
- Fixes
- Confirm Scheduled Transaction sheet comes up quicker for some data files
- Fixed issue where net worth report would not like the new account types
- Fixed an issue where custom transaction sorting wasn't persisted
- Fixed issue with ROI and IRR calculations
- Fixed an issue where Adjust Balance command wasn't available for some account types
Version: 7.0.1
Release date: 09-26-2018
- Features
- Minor Dark Mode improvements
- Fixed a nasty crasher that could happen when updating some securities
- Fixed an old reference to Banktivity 6
- Fixed issue with migrating budgets from v6
- Improved Mac App Store in-app purchases
Version: 7.0.0
Release date: 09-24-2018