Then they click on their checking account in the sidebar (or report, budget, or something other than the loaded website). First, they click on a website in the sidebar, this loads the built-in browser and they log in to their bank’s site. So here is a scenario we’ve heard several customers experience. Additionally, many people just use the built-in browser if they need to verify an account balance, make a payment to a credit card or do a transfer.
#Banktivity change account type download#
However, there are some out there, that for various reasons, using the built-in web browser is still the best way to download transactions. Most of our customers automatically download transactions using our Direct Access service or Direct Download (aka OFX). Then change the amounts for each month as appropriate. To set up an irregular budget you go through the process of setting up an unscheduled expense, but instead of choosing an interval like monthly, choose Custom. Prior to Banktivity 6 there just wasn’t an easy way to handle this, but now with irregular budgeting, you can plan for those more idiosyncratic (and still important!) expenses.
This generally worked fine, but what about a category like Gifts? Your gift spending might be high in the months when there are birthdays, an anniversary or in December for the holidays, but then it might be zero for all other months. Unscheduled expenses was for everything else, like your Dining or Groceries budget. Bills occur at regular intervals for roughly the same amount each month (or week, or whatever interval you want). before Banktivity 6) budgets had the notion of two different types of expenses: bills and unscheduled expenses. So whether you’re a penny pincher, wealth builder, loan payer or FIRE (financial independence, retire early) seeker, this post is sure to have something for everyone. But instead of just focusing on new hidden features, I’ll also cover tips and tricks, how-tos and best practices. So in keeping with the spirit of those posts I’ll again be exploring the less touted features of Banktivity 6. We’ve received a lot of great feedback on our original Hidden Gems blog posts, both part 1 and part 2.
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