Thanks for using Banktivity, we have a great update for you today. Here is what is new: - iPhone Duo support! – Fixed an issue where new transactions added while reconciling were not marked as reconciled [macOS] – Improved transaction selection and focus behavior when reconciling statements [macOS][iOS] – Fixed an issue where transactions on a statement end date could be excluded from reconciliation [macOS][iOS] – Fixed an issue where the Debt Report could use the wrong starting date for some calculations [macOS] – Fixed an issue where subscription tiers could not be changed [iOS] – Fixed an issue where synced ledgers with errors did not show the Disable Sync option [iOS] – Updated Cloud Sync setup to consistently refer to ledgers instead of documents [iOS] – Updated the Banktivity User Account assistant to use the latest assistant design [macOS] – Fixed an issue where a partial data retrieval status might now show number of new transactions [macOS] – Fixed a crash that could occur after opening Banktivity to the Accounts screen [iOS]

Thanks for using Banktivity! We have a some good improvements in this build: – Added percentage change display in Portfolio and Account Summary [macOS] – Fixed daily percentage change calculations for securities [macOS][iOS] – Fixed an issue where securities would not update automatically or when using Update Securities [macOS][iOS] – Fixed gain/loss indicators displaying incorrect colors [macOS] – Fixed an issue where security prices were missing when printing the Portfolio [macOS] – Fixed issues with payer addresses and label positioning when printing checks [macOS] – Fixed an issue when deleting scheduled transactions [macOS] – Fixed an issue that could cause the search interface to reappear unexpectedly [macOS] – Improved readability of section headers when moving envelope cash [iOS] – Fixed a crash that could occur when downloading files with the built-in web browser [macOS] – Fixed a crash when loading malformed in-app messages [macOS][iOS] – Fixed crashes that could occur when quitting Banktivity with documents open [macOS] – Fixed a crash that could occur on another device after changing your Banktivity login ID [macOS][iOS]

Thanks for using Banktivity! We have a couple of small fixes for this build: - Better handling of logging in when you change your username [macOS][iOS] - Better behavior when expanding groups in Portfolio with Option key down [macOS] - Fixed wrapping issue of long security names in tax report [macOS] - Fixed check printing bug [macOS]

Thanks for using Banktivity! We got a bunch of great fixes and improvements in this version. Here is what is new: – Avoided crashes caused by invalid category parent relationships. [macOS][iOS] – Clearing a search no longer causes it to reappear when returning to the document summary. [iOS] – Improved the appearance and spacing of the Portfolio view. [iOS] – Fixed selection being lost while editing transactions in the Confirm Scheduled Transactions window. [macOS] – Fixed security prices sometimes being saved to the wrong date when editing from the Watchlist. [iOS] – Fixed issues when clearing or editing security prices in the Portfolio view. [iOS] – Empty transaction line items are now automatically removed when saving. [macOS][iOS] – Improved database health checks to detect and repair orphaned, duplicate, and incorrectly grouped items. [macOS] – Improved contact matching when looking up addresses for check printing. [macOS] – Fixed a crash when removing additional loan line items while editing a transaction. [macOS] – When you have only one ledger, Banktivity now opens it directly instead of displaying the Organizer. [macOS][iOS] – Fixed several crashes, hangs, and threading issues when opening, closing, and working with ledgers and Portfolio views. [macOS][iOS] – Fixed securities with an “&” in their symbol failing to download prices. [macOS][iOS] – Banktivity now respects your system setting for the first day of the week. [macOS] – Fixed balance-forward transactions sometimes importing as deposits or credits. [macOS][iOS] – Fixed liability account values being displayed incorrectly in the Apple Watch app. [iOS] – Fixed category selection issues when moving envelope cash between budget categories. [macOS] – Fixed currency options such as U.S. dollars and euros being unavailable with certain regional settings. [macOS][iOS] – Fixed the Organizer sometimes displaying an outdated saved date for a ledger. [macOS] – Fixed transfer arrows pointing in the wrong direction for amounts under $1. [macOS] – Improved window size restoration after relaunching Banktivity. [macOS] – Inactive child categories are now properly excluded from category selection. [macOS][iOS] – Fixed crashes when adding or editing transactions. [macOS] – Improved handling of external files and imports when multiple ledgers are open. [macOS][iOS] – Fixed an issue that could prevent some files from migrating successfully. [macOS] – Transfers in search results now favor active accounts instead of appearing under inactive accounts. [macOS] – Fixed truncated reconciliation balances for currencies that use more than two decimal places. [macOS] – Fixed scheduled transactions sometimes becoming uneditable after being set to end. [macOS] – Fixed an error that could occur when ending a scheduled transaction. [macOS] – Net worth summaries are no longer affected by the selected account balance display style. [macOS][iOS] – Improved sign-in behavior and credential handling in the Organizer. [macOS] – Fixed invalid whitespace in currency symbols and added detection for it to Check Document Health. [macOS] – Improved editing of budgeted categories in Year view. [macOS] – Fixed transfer accounts sometimes being missing from the Budget Assistant. [iOS]

Thanks for using Banktivity, here is what is new in this version: - Improved widget/handoff support [macOS][iOS] - Ledgers will no longer be left stranded when a scene is closed [iOS] - The available account classes should now be correctly shown during account setup [iOS] - Fixed issue where you couldn’t restore a deleted ledger on Monterey [macOS] - Fixed issue where scroll position could get lost when minimizing a window [macOS] - Fixed issue where editing a transaction in a real estate account could make the bar chart disappear [macOS] - Fixed issue where you couldn’t remove the last name of a Banktivity User Account [macOS][iOS] - Fixed a crash that usually occurred when closing a ledger [macOS] - Fixed issue where transfer accounts wouldn’t appear in budget assistant [iOS] - Fixed fairly benign core graphics drawing error [iOS] - Made authentication more efficient under the hood [macOS][iOS] - Fixed a silly typo for cloud sync [iOS]

Thanks for using Banktivity, we got a nice update for you today. Here is what is new: - You can now move envelope cash around in the past [iOS][macOS] - We will no longer try to reopen ledgers that didn't close cleanly [macOS] - Fixed issue where name could show 'null' on profile screen [iOS] - Onboarding assistant isn't closed with errant taps on iPad [iOS] - Blue/purple colors no longer show up in budget bars [macOS][iOS] - Fixed issue where some assistants could end up going down unexpected paths [macOS][iOS] - Group New and Uncleared status is now persisted [iOS] - Fixed glow color in Organizer in light mode [macOS][iOS] - Long press to reveal/redact net worth summary [iOS] - Fixed sync crasher [macOS][iOS] - Fixed issue where scheduled transactions that use inactive categories would show up uncategorized [macOS] - Fixed issue with inactive categories now appearing/behaving right for budget assistant [macOS] - Sign In button on macOS Tahoe now appears in green [macOS] - Fixed issue where drilling into budget category would ignore fiscal start date [macOS] - When you finish importing from 3rd party software it now asks if you want to set up cloud sync [macOS][iOS] - Removed old "learn more" button in bill pay assistant [macOS] - Fixed issue where hiding or minimizing window could lose scroll position [macOS] - Fixed issue where "temp" subscription id could appear [macOS] - Fixed voucher import from Files app [iOS]

Thanks for using Banktivity. Here's what's new in this version: * Fixed where a budget would sometimes not load [macOS][iOS] * It is easier to migrate documents from really old versions [iOS] * When you double-click an older document, the Organizer warns you might be creating a duplicate [macOS] * Improved error display for error code 1017 [macOS][iOS] * When importing an older document we ask if you want to lock it [macOS][iOS] * Minor wording tweaks [macOS]

Thanks for choosing Banktivity! We have a nice update for you today. Here is what is new: - Fixed issue where the Organizer reappeared too aggressively [macOS] - Fixed some crashes around amount fields [iOS] - Find results surface transactions in inactive accounts [macOS][iOS] - Fixed an issue where cloud sync passwords weren't always being pulled from the keychain [macOS][iOS] - Fixed a crash that could occur when clicking certain accounts [macOS]

Thanks for using Banktivity! A few good fixes in this one! - Fixed an issue where tapping on a ledger wouldn't migrate it [iOS] - Improved some dialogs to make them more clear [iOS] - Fixed an issue where files would fail to import into the Organizer if they contained / in the filename [macOS][iOS] - Fixed a crasher when entering tags with an external keyboard [iOS]

Banktivity 10 is here! - One home for all of your ledgers in the new Organizer - Investment performance widget - Mark categories inactive - Fund envelopes in the future - Shortcuts support - Dedicated credit card transactions: refund, charge and payment type - And so much more!

Thanks for using Banktivity! Here's what's new: - Improved importing holdings that lack a description [macOS][iOS] - Fixed an issue with keyboard overlap when editing statements [iOS]

Thanks for using Banktivity! We have a nice little update for you today:  - Importing should no longer create an X-MATCH for manually entered transactions [macOS][iOS] - Toolbar buttons behave better when rotating your device [iOS] - Addressed an issue where the business categories were just gone [iOS]

Thanks for using Banktivity. Here is what is new! - Fixed an issue where investments could be zeroed out when setting up an account for the first time [macOS][iOS] - Improved importing Apple Card transactions [iOS]

Hello Liquid Glass! And we made these changes: Improvements/Fixes - Fixed a rare divide by zero exception when importing into certain accounts [macOS][iOS] - Fixed a rare sync bug related to securities [macOS][iOS]

Thanks for using Banktivity, got a small, but good update for you today. Here is what is new: -Addressed an issue where last open document wouldn't always re-open automatically -Improved importing of bonds when using Plaid -Improved importing of bonds when using Yodlee

Thanks for using Banktivity! We have a few good fixes in this build: - Fixed longstanding bug where autofill of username/password for Banktivity ID would sometimes fail [macOS] - Fixed issue with sorting securities in Portfolio View [macOS][iOS] - Fixed issue where open panel would allow too many file type selections [macOS] - Fixed rare issue where after entering a transaction it would no longer be visible [macOS]

Thanks for using Banktivity! We have nice update for you: New Features - Security holdings are now grouped by type (e.g. Stock, Option, EFT, etc.) This is present in the Portfolio view and all account Summary views [macOS][iOS] - Covered call options are now listed indented and next to their underlying security [macOS][iOS] Improvements/Fixes - Put down some ground work to introduce some new transaction types in the future [macOS][iOS] - Fixed rare issue where horizontal bar charts could draw incorrectly [macOS] - Fixed issue with Move Cash option in budgets [macOS] - Fixed issue where some screens could take a long time to appear [macOS] - Fixed issue where migrating an older document could result in needing to log in twice [macOS] - Fixed crasher when adding a category [iOS] - Fixed a rare crasher when creating a document from cloud sync [iOS] - Fixed issue with historical prices not appearing the Portfolio - The + button on several screens is now placed consistently in the top toolbar [iOS]

Thanks for using Banktivity. Just a few minor tweaks in this version.

Thanks for using Banktivity, we have a nice update for you today. - Goals are now on iPhone and iPad!

Thanks for using Banktivity. Got a nice little update for you today. Here is what has changed: - Fixed crasher in some account pickers

Thanks for using Banktivity! We got a great release for you today. Here is what is new: - Fixed an issue where Plaid connections would fail during setup - [New Feature] Added search to the transaction category picker - Put in better error handling around saving

Thanks for using Banktivity. We got a great update for you today: - [New Feature] You can now import CSV files! - [New Feature] You can now see original import info for each transaction - [New Feature] Can now see and change account type - Fixed crasher when scrolling long list of tags - Fixed issue with importing split shares via CSV - Fixed issue where security prices imported from Plaid could be wrong - Hopefuly fixed rare issue with Plaid where new accounts would fail to add - Added backend support so links can now cause the app to launch

Thanks for using Banktivity! Here's what is new: - Fixed rare issue where holdings could be displayed incorrectly - Minor improvements to red/plain preference settings

Thanks for using Banktivity, we have a great update for you today: - Added new preference to turn off debits appearing in red - Fixed issue where bad loan settings could cause sync to fail - Improved Remove Historical Data operation - Improved Document Repair to handle duplicated bank connections - Saving a transaction will now cleanup possible dangling data - Fixed issue with & appear in first name field and downstream repurcussions - Fixed issue with subscription assistant where wrong tier could be selected - Fix for options importing with the same symbol even when they should have different ones - Import rules now work with Apple Card import - Fixed a potential crasher with Apple Card - Fixed some frustrations with statements - Fixed searching with apostrophes

Thanks for using Banktivity. Just a small update today that improves offline behavior and fixes some issues with Salt Edge connections.