RECORDING SAVINGS BONDS IN BANKTIVITY 6 DOWNLOAD

Fixed an issue where an unconfirmed edited value for a split transaction could be lost if switching away from the file’s window.

Fixed an issue getting the next or previous check number for a transaction when pressing +/- when there were multiple transactions with check numbers on the closest prior day.

Fixed an issue where the “Batch Edit” option wouldn’t set the status for scheduled transactions in the “Setup” section.Fixed an issue where the split transactions could be out of order when generated from a scheduled transaction.

Fixed an issue where the splits section of scheduled transactions would show the wrong background color when the scheduled transaction wasn’t unlocked for editing.Fixed an issue where selecting the “Apply to All Accounts” option when adjusting account settings would eventually have those settings lost.Fixed an issue allowing the same Tag to be listed for a transaction multiple times in an import which resulted in a database saving error.Fixed an issue importing QFX/OFX files from American Express.Fixed an issue when selecting accounts for in the “Custom Account Download” where the start and end dates wouldn’t be updated to the default dates when choosing the “All Accounts” option when an individual account was previously selected and the dates were not previously changed.Fixed an issue connecting to Vanguard, and possibly other institutions, due to not returning requested cookies from previous connections.Fixed and issue where the Investments-Importing preference for “Prevent transactions with an undefined cash source/destination from affecting account cash balances” couldn’t be turned off.Fixed an issue inappropriately showing an alert about importing transactions with a year of 2020 when importing from QIF, QMTF and CSV files.Fixed an issue importing memos for split transactions contained in QIF files exported from Banktivity due to the memos being listed out of order.Fixed an issue where renaming a report or budget in the report/budget selection table which has already been loaded wouldn’t trigger the report/budget to be reloaded with the new name.

Fixed an issue where the reported information for Net Worth, Account Balance, and Investment Values reports with a set date range that covered only one interval would display information as of the end date and not as of the start date as expected.Fixed an issue where the wrong date formatter could be used for the month listings of the “Net Income Over Time” and “Expenses Over Time” bar charts.Fixed an issue where the wrong currency formatter could be used for the popup amounts of the “Net Income Over Time” and “Expenses Over Time” bar charts.Terminal database errors are now self reported.Stopped changing file permissions to Owner RWX, Group R, and Other Users R on each save.Sorting securities and positions by Change, Gain/Loss or Return will now sort by % Change, % Gain/Loss and ROI.The Tags column is no longer shown for reports listing transactions if Tags are not in use in the file.Reports and budgets that show multiple intervals which are for whole months or years now display headings such as “Dec 2020” Instead of “12/1/20 - 12/31/20” which should be easier to read and can make column widths smaller.Improved loading time of Calendar viewing option.Adjusted the calendar popups to not close when selecting a date which also corrects odd behavior when clicking dates in the previous/next month as well as the dot to show the currently selected date’s month.Stopped applying last used settings for transactions when selecting adjustment payees.

Adjusted the all Transactions section to automatically set the account for transactions if there’s only one account in the file.

RECORDING SAVINGS BONDS IN BANKTIVITY 6 DOWNLOAD

Adjusted the Custom Account Download option to show an alert when attempt to download for all accounts and none have stored credentials for the download connection.Adjusted accounts downloads to still process any successful downloaded accounts when one or more others failed.This may require reactivating or verifying downloads for some institutions. Changed how the program identifies itself for OFX Direct Connect downloads.Numerous adjustments for compatibility with macOS 11.0 Big Sur.

Recording savings bonds in banktivity 6