- Review banktivity 6 for mac os sierra install#
- Review banktivity 6 for mac os sierra upgrade#
- Review banktivity 6 for mac os sierra download#
Too many people leave it too late and then are stranded with files they cannot open.
Review banktivity 6 for mac os sierra upgrade#
If you want to always be up-to-date with anything computer related (hardware or software) you *have* to commit to an upgrade cycle of some sort – and usually it’s good to do it while you still have an upgrade path available. Also, it’s not yet clear to me whether we might now have the ability to “lock” transaction templates so that they always pop up with the same desired data, rather than pulling in data from the last usage, with the former much more useful in my opinion.Īs I said, we are still discovering and exploring new features, but Banktivity now feels like a serious, stable, and carefully designed program that will hopefully continue for many years, likely with ongoing improvements based on user feedback. This seems to be a nice and logical improvement, though the jury is still out on whether this improves accuracy in renaming downloaded transactions. Transaction templates (payees), import rules, scheduled transactions are now consolidated into one area. – Global search, accessible several ways, including Cmd-shift-F, is a big improvement over the functional but awkward need in version 5 to create a “smart account” just for search. I also like the addition of “notes” and the distinction from “memos.” Apparently some users don’t care for the new transaction register screen, but I think it’s an improvement. Aside from color, the overall appearance is improved and cleaner, and the little green circles and rotating progress icons for each account are improvements over the goofy cloud icons. This is a minor point, but it would be nice to have come color schemes from which to choose. I can’t find that tab currently, but I’m guessing that it’s probably coming and that this will allow some options for colors, etc. – Noticed in the help files for Banktivity 6 a references to the “appearance” tab in system preferences. Amazing that Quicken hasn’t figured out this function after all these years.
Review banktivity 6 for mac os sierra download#
Quicken Mac 2017 was very buggy and ultimately failed in account setup and download with about 20% of our accounts. So far in version 6, download has been 100% successful every time. Download from financial institutions seems even more reliable and dependable in version 6 than in version 5 where we would fairly often have “!” flags that required repeat download attempts. For us, this never seemed to work in version 5, and we lost data several times when we forgot to save the file manually. Auto-save now actually works - every 5 seconds, I think, and this can be verified by watching the data file time stamp in Finder. – There is a new capability to change payee names in bulk by highlighting and right clicking.
Plus, Banktivity report organization and function is definitely improved. I would still like to see increased ability to customize report printouts from within Banktivity, but for now the CSV export capability is terrific. This is a very helpful improvement for tax time.
– Reports can now be exported to CSV files for further sorting and formatting.
– Split transaction screen has been fixed and upgraded: cursor movement is now logical, and there are now highly effective little button selections that allow splits (such as sales tax for income tax deduction in WA) to be entered easily with automatic correction of the transaction total. I’m still discovering additional improvements, but the one’s I’ve found so far that are most welcome include the following: I found in version 6 that many of my complaints about version 5 had been corrected, and many new features added. The upgrade to Banktivity 6 was flawless, with all our accounts immediately syncing with all the financial institutions with zero errors. It was only then that I discovered that Banktivity 6 had just been released the previous day. The transfer of Banktivity data to Quicken Mac 2017 was a huge mess that would have taken many many hours to straighten out.
Review banktivity 6 for mac os sierra install#
However, this last month because of extreme frustration with Banktivity 5 at tax time with the usual need for meaningful reports, I did in fact purchase and install the latest version of Quicken Mac 2017. I stand by all those points of criticism, but my frustration had not been quite strong enough to motivate transferring back to Quicken Mac. Last year I wrote a strongly critical comment here listing a number of deficiencies of iBank5 at the time of the transition to the new name Banktivity. Congrats on a terrific upgrade which, in my view, advances Banktivity well ahead of Quicken Mac 2017.
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