#Banktivity for mac reviews how to#
#Banktivity for mac reviews update#
#Banktivity for mac reviews full#
#Banktivity for mac reviews software#

Walmart - might be groceries, micellaneous, or split with cash withdrawal, or any of a number of other categories). And there does not appear to be a way to set up an import rule that applies an Payee only, without applying a category (e.g.

#Banktivity for mac reviews how to#

Trouble is, they don’t work as often as they do work - so, while you can open the import “templates”, I can’t figure out how to modify them. I think the idea is to move the complicated import routines behind the scences. What I don’t like are the transaction import rules/algorithms.

Don’t get me wrong, it all works - and works pretty well, but the delivery is somewhat cumbersome in my opinion.

#Banktivity for mac reviews full#

Is that really needed? To their credit, the reports are full of hyperlinks, allowing you to drill down by clicking on the link, say by category, and see graphs, summary tables, and, at the deepest level, the individual transactions. The reports are done in a very polished form, but are presented as if I planned to print them out. If I want to see transactions, the main screen has that (with a token graph in the corner) if I want to see graphs or reports, that is in another place. iBank provides most of this however, if it is in different places. It was (they are no longer in business) the ultimate in simple user interface and loads of information feedback.

#Banktivity for mac reviews software#

Maybe its because of my experience with my last software - Prospects - that I am biased as to how these programs should work, but Prospects put everything right on the main page, making it easy to see everything right up front, and run queries, filter transactions, see a pie chart or time-series graph for any or all categories or payees. For example, future-dated transactions or very old transactions.This is a solid home banking/personal finance software. Discrepancies in ending balance could be caused by missing transactions if you chose to export a range that excludes transactions you entered in Banktivity. After import Quicken will indicate if the ending balance in Quicken does not match the reported ending balance in the import log file (See Help > Show Logs in Finder to view your import log file). Banktivity exports the expected 'Ending Balance' for each account in the. You need to manually add a ticker and import the price history for these securities.

Securities without a ticker symbol are shown with a zero value in your portfolio.

For this, you need to manually import this data into Quicken through a CSV file. If you notice that there is a discrepancy in your balances or holdings even after resolving the above two issues, check your bond transactions for accuracy.

Some bond transactions may not be imported accurately.

(Alternatively, you can manually enter these transactions in Quicken after import.) Or, in Banktivity, you can change these transactions to deposits and categorize the transaction as interest income. To resolve this issue, we recommend that you associate your interest income with a security in Banktivity, prior to exporting the data into the.

Interest income transactions without a security are not exported into the.

The import log file will also indicate the names of investing accounts that contain stock split transactions (See Help > Show Logs in Finder to view your import log file).

For easy identification, Quicken flags stock splits with a blue dot icon in the status column.

#Banktivity for mac reviews update#

As such, if your data contains reverse stock splits, you need to manually update them after import. Banktivity exports these transactions without flagging them as positive splits (for example, 2 for 1) or reverse splits (for example, 1 for 2). This topic explains some actions you may need to take after you import data from Banktivity.