My wife can have the iOS app on her iPhone (I just login with my IGG account and tell it to pull that data file for sync), and she has all the same stuff. They have a ton of institutions they can work with, but if yours isn't on the list, you can always do a manual download-OFX-from-the-bank and import the file. No, they don't have any "web front end" service (and I consider that a feature, not a bug). The Direct Access service is a subscription you pay to IGG to run all that. This is more of the iCloud behavior rather than the Dropbox behavior. But you don't have to sync between the two inherently. In this case, the iOS apps *can* get new/updated transaction data directly, as would the Mac app. The data is still encrypted by the devices before the sync is sent.Īlternatively, they do offer an optional "Direct Access" service where *everything* resides on their end, including transactions. In this scenario, the iOS app can't get new transaction data directly iOS apps are only fed info from the Mac app. Regardless, the data always ends up residing on your devices locally (kinda like Dropbox behavior, rather than iCloud behavior). You can make changes on the iOS app as you wish, and it will re-sync back to their end, but you'll have to open the Mac app again to get the changes. Then, open the iOS app, pull the sync data and it's there. In this case, your Mac app is the main head end of everything you have to download transactions from all of your institutions, you generally want to review it for any edits or tweaks you want to make (renaming the transaction, most often), or adding memo lines, then issue a sync to their end. They rolled their own sync, which works very very well. You can then sync that to their own custom sync service to get the info to the iOS app, but that isn't via iCloud or anything. Yep, you can configure the app to pull from your financial institutions via OFX. I'm curious if there are any users in the house who can speak to how well it works? Banktivity also supports short and long puts and calls, stock option trading, bonds and more. Expert trading: Banktivity 5 now lets you categorize investment transactions.Check the current market value of your portfolio and drill down into any security to view details of your investment activity over time. Investment reports: Easily generate reports to analyze your capital gains (realized and unrealized), security income, portfolio diversity, and return on investment (ROI).Security management: Check the current market value and price history for each of your securities at a glance, adjust security names and ticker symbols, and check the performance of indices.International exchanges are supported too. Quote downloading: Automatically retrieve up-to-date quotes from Yahoo! Finance at the click of a button.You can also enter watchlist items and indices for quick reference. Investment types: Track stocks, bonds, mutual funds, ETFs, CDs, money market funds, precious metals, commodities, and stock options with ease.From what I understand it has some interesting investment tracking functionality, based on the description from the last version: I was curious about this too so looked it up. Customers who purchased Banktivity 5 from the IGG Store between January 23 and Banktivity 6's launch will receive a free registration code to unlock the new version. Users upgrading from Banktivity 5 will qualify for upgrade pricing of $29.99. IGG said Banktivity 6 will be released in the Spring for $64.99. Portfolio's customizable view shows high-level information such as cost basis, value, gain/loss, security price, and IRR, and clicking on a security brings up a complete analysis of that holding.īanktivity 6 features over 100 changes and enhancements, including more flexible report grouping, new transaction editor with improved keyboard support, new reconciliation process, a new summary view, improved transaction downloads, more flexible budgeting, easier in-app navigation, redesigned reports, and more. The app's sidebar has a new feature called Portfolio that provides quick access to the performance of investments. Find is a new document-wide search feature that enables customers to search "almost any part of any transaction" within an entire Banktivity document.
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