IGG Software today announced a new version of its popular personal financial manager, Banktivity. The new version, Banktivity 6, has been designed from the ground up with customer productivity and enhanced features as the driving goals.
“Banktivity 6 is the biggest release in the history of the product,” said IGG President and founder Ian Gillespie. “The new version brings to the forefront your most important financial information, yet allows an amazing amount of customization so customers can see and organize their finances in a way that is helpful to them.”
Banktivity 6’s new features were driven by customer feedback, new technologies and a quest to provide the most comprehensive and easy to use financial manager for macOS.
Workspace is a brand new feature that allows customers to put any account, budget, report or other view, side-by-side. This boosts productivity by allowing a customer to see several different parts of their finances next to each other. For example, users can put transactions for an account next to a budget to see how recent spending affects the budget.
“In particular I am struck by the extensive linking capabilities. The charts, the reports, the registers…it seems like everything is connected and available for drilling down or climbing up,” reported a Banktivity 6 beta tester.
The Workspace feature is the first of its kind in a Mac personal finance software, offering the user an incredible amount of power and flexibility.
Tags allow users to see and analyze spending habits across categories. Now when a person goes on vacation and spends money on dining out, gas, air fare and hotels they can tag all those transactions as a “vacation.” Then later report on spending just for that vacation. This powerful new feature helps small business owners and individuals easily track any aspect of their income or spending.
Quick Reports let users dive into their finances quickly and easily. Customers can select transactions and then quickly bring up a report based on the selection. Quick Reports will also allow users to drill down and get more details about their investments or more details on spending. For example, if a customer were wondering how much money was donated to a specific charity last year, a Banktivity 6 Quick Report answers that question with one click. Quick Reports can easily be saved for later with a quick drag to the sidebar.
Find is a new, fast and powerful, document-wide search feature. With Find, customers can search almost any part of any transaction within an entire Banktivity document. The transactions that match the search criteria are grouped by account which keeps them in context. People can also edit and change transaction right from the Find screen.
Portfolio is a new feature in the sidebar that gives quick access to the performance of investments. Customers can customize it to show investments by account, type or risk factor. While the Portfolio view shows all of the high-level information needed like cost basis, value, gain/loss, security price and IRR, customers can get more detailed information by clicking on a security for a complete analysis of that holding. The new Portfolio features makes tracking the performance of investments effortless.
The entire user-interface was overhauled for Banktivity 6 to match the modern experience with macOS Sierra
“When we set out to work on Banktivity 6 we knew we had a great opportunity to redesign it, from the simplest list of transactions to introducing killer new features, like Workspace,” said Gillespie.
Banktivity 6 is the biggest release in the history of the product. Customers will find no pixel left unturned and will be treated to over 100 changes and enhancements, like a new transaction editor with improved keyboard support, new reconciliation process, a new summary view, improved transaction downloads, more flexible budgeting, easier in-app navigation, redesigned reports and more.
“In very simple terms, the app ticks all the boxes (and much more) PLUS with the ability to sync to the cloud, I am never far from my information via the iOS apps,” said J.W. a Banktivity 6 beta tester.
Banktivity also allows you to pay bills from within the app*, schedule transactions, setup budgets, track income, spending and savings rate and much more. Direct Access (purchased separately) and Direct Download allow customers to connect to over 10,000 different banks to download their financial data.
Banktivity 6 will be released in spring of 2017 for $64.99 (USD). Customers upgrading from version 5 purchased either directly from IGG Software or the Mac App Store will qualify for upgrade pricing of $29.99 (USD). Banktivity 6 requires macOS 10.12 Sierra. Customers who purchased Banktivity 5 from the IGG Store, after January 23, 2017 until the time of the release of Banktivity 6, will receive a free registration code to unlock Banktivity 6.
Banktivity for iPhone
Banktivity for iPad
Banktivity for Mac