Putney, Vermont – IGG Software today announced a public beta version of its new personal finance manager, Banktivity 6. The new version has been designed from the ground up with customer productivity as the driving goal.
“The new features make it easier and faster to completely understand your finances,” said IGG President and founder Ian Gillespie. “Whether you’re looking to rein in your spending, stay on budget, or manage a portfolio, Banktivity 6 makes it simple.”
Driven by customer feedback, new technologies, and a quest to provide the most comprehensive financial manager for macOS, Banktivity 6 adds many new features, including the following:
Workspaces 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.
The Workspaces feature is the first of its kind in 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.” Later, they can report on spending just for that vacation. This powerful new feature helps small business owners and individuals easily track any aspect of their income and spending.
Quick Reports let users dive into their finances quickly and easily. Customers can select transactions and then bring up a report based on the selection. Quick Reports also allow users to drill down and get more details about their investments or spending. For example, if a customer was 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 drag to the sidebar.
Find is a new, fast, and powerful document-wide search feature. With Find, customers can search any transaction within an entire Banktivity document. The transactions that match the search criteria are grouped by account, which keeps them in context.
Customers can also edit and change transactions right from the Find screen.
Portfolio is a new feature in the sidebar that gives quick access to investment performance. 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.
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, a new reconciliation process, a new summary view, improved transaction downloads, more flexible budgeting, easier in- app navigation, redesigned reports and more.
Banktivity also allows you to pay bills from within the app; (*) schedule transactions; set up 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.
Pricing and Availability:
Banktivity 6 will be released in the spring of 2017 for $64.99 USD. Customers upgrading from version 5 purchased directly from IGG Software or from the Mac App Store will qualify for upgrade pricing of $29.99 USD. Banktivity 6 requires macOS 10.12 Sierra.
Customers who purchase Banktivity 5 from the IGG Store after January 23, 2017, and before the release of Banktivity 6.0 will also receive a free registration code to unlock Banktivity 6.
(*) Bill Pay requires your bank to support Bill Pay via OFX/Direct Download. Banks may charge an additional fee for this service.
Based in Putney, Vermont, IGG Software, Inc. was founded in 2003 by developer Ian Gillespie to offer intuitive, elegant and powerful applications for individuals and small businesses exclusively for the Mac and for iOS devices. IGG develops the Banktivity (formerly iBank) family of apps exclusively for the Mac and for iOS devices. All Material and Software (C) Copyright 2017 IGG Software, Inc. All Rights Reserved. Apple, the Apple logo, Mac OS X, iPhone, iPod, iPad and Macintosh are registered trademarks of Apple Inc. in the U.S. and/or other countries. Other trademarks and registered trademarks may be the property of their respective owners.