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.
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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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