This entry was posted in New Banktivity for Mac and tagged Archive Data.ĩ people found this article useful This article was helpful No, let me contact you. For example, you can’t change an investment account to a checking account, but you can change an investment account to a 401k. We’ve added a bunch more account types and you can even change account types after an account has been created, within reason. Version: 8.8.2 Release date: OctomacOS & iOS Can now add TD Bank connections via Direct Access 2 Version: 8.8. ***Note: we do not recommend archiving investment accounts as this could interfere with the cost basis and the number of shares owned in your investment accounts. Get your transactions into Banktivity faster. Banktivity Release Notes Building a Better Banktivity The nitty gritty details of how we are making Banktivity better for you. You should also be able to set up syncing again – go to File> Subscription> Sync Setup – That should do it! Now your accounts will be current up to 1/1/20 and you can start with a clean slate for the new year or time frame. – Add a new Deposit transaction to each account, type in “Starting Balance” for the payee, and assign it the amount you wrote down for that account. – Delete all the transactions from your accounts, up to 1/1/20. – Write down the 2019 ending balance of each account. (Press and Hold the Option key on your keyboard after clicking ‘File’ to see the ‘Save As’ option) – Go to File> Save As rename the new file “Banktivity Data 2020”, or something similar. Banktivity 7 Version History Version: 7.5.3 Release date: 09-15-2020 Changes Changed datasources for real estate valuation Updated the User Agent string for the built-in browser Version: 7.5. Go to File> Subscription> Sync Settings, click “Turn Off Syncing”. – If using Cloud Sync, turn off syncing first. Or, navigate to View > Go to > Payees, Schedules, and Rules. You can click on Settings at the bottom left of the open Sidebar and select Payees, Schedules, and Rules. Banktivity does not have a built-in archive feature but some Banktivity users have been using a process like this to archive older data (change dates to suit your needs): In order to change the account that your Scheduled Transactions post to, you will first want to navigate to the list of Scheduled Transactions.
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