I've JUST sent out a brand-new alert on a stock that's showing all the right signs of an impending breakout…Ĭlick to Get the Trade and a Full Year of Stealth Trades for just $5 Today What Is Banktivity?īanktivity is a viable alternative to Quicken 2018 for Mac owners who want to get a better grip on their finances. But despite the awful trading conditions of the last eight months, I've delivered profit opportunities to my students like 22% on PBT after a week in the trade…And 31% on PEGA in only 8 days. This has been one of the WORST years for stocks. Banktivity Review – Budgeting For Mac Users Some of the institutions we work with include Betterment, SoFi, TastyWorks and other brokers and robo-advisors. By letting you know how we receive payment, we strive for the transparency needed to earn your trust. Thank you for taking the time to review products and services on InvestorMint. With an ever increasing list of financial products on the market, we don’t cater to every single one but we do have expansive coverage of financial products. Our goal is to make it easy for you to compare financial products by having access to relevant and accurate information. We strive to maintain the highest levels of editorial integrity by rigorous research and independent analysis. We don’t receive compensation on all products but our research team is paid from our revenues to allow them provide you the up-to-date research content. Revenues we receive finance our own business to allow us better serve you in reviewing and maintaining financial product comparisons and reviews. When you select a product by clicking a link, we may be compensated from the company who services that product. Financial services providers and institutions may pay us a referral fee when customers are approved for products. For instance, what if I want a specific Reports group to be moved above my Accounts? Can't be done as it stands now.Īny more suggestions to improve Banktivity 6? Please list them on this forum.Investormint endeavors to be transparent in how we monetize our website. Very weird.Ĥ Since there is so much room at the "top" of the screen, why not populate that area with customized Quick Buttons to access your most used features, such as specific reports you've created? Would be easier than wading through the Reports list to get to the specific report you created.ĥ Adjustment to allow ANY Group name to be moved to ANY location in the Sidebar. Doing a complete "Reset server" will show a change in the security price and the account balance.Ĭuriously, if I change ANY of the parameters of the security itself (say from "Stock" to "Mutual fund", then the next sync works correctly, but subsequent syncs do not change unless I once again change the security parameters (say back to "Stock" again). Doing a "normal" sync results in no change to the price of the securities nor the balance in the account. I can creat e my own customized report that DOES not include the investment account, thus showing the deposit into the checking account as "income".ģ Despite the recent Banktivity 6 update stating otherwise, I am unable to sync any of my manually entered security prices to my mobile app on my iPhone. This is because the main Summary page does not account for the transfer of funds.thus the investment income is shown as a "wash", resulting in a zero amount (withdrawal from the investment account and deposit in the checking account). Users should be able to customize the Summary page views. Sure, I can click Report, customize it from there, but it never "sticks" to the main Summary page. Gmalis1 Sun, 18:00:12 GMT Some issues I've contacted support about.and are really preventing me from switching full time from Quicken Mac 2017 to Banktivity 6 (using both in parallel for almost a year now):ġ Downloading security prices for Monday (or entering them manually) shows NO change in the Portfolio View "Today's Change" nor in the security price itself.īanktivity does not correlate the Day Change from Friday.instead it correlates the Day Change from Sunday, which is ridiculous since no markets are open Saturday/Sunday/US Holidays.Ģ The Summary page at Income/Spending Summary refuses to include my retirement/investment income in the graph.
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