banktivity upcoming transactions not posting

BANKTIVITY UPCOMING TRANSACTIONS NOT POSTING HOW TO
BANKTIVITY UPCOMING TRANSACTIONS NOT POSTING DOWNLOAD

Now, since you are using Banktivity, you of course enter this transaction in the app so you have an accurate take on that account’s true balance. So the use-case goes something like this, you write a check, say for $100. But I want to cover it now because if you don’t know this feature exists, you are really missing out. Ok, another quick disclaimer, this isn’t actually new in Banktivity 6. To see these transactions together, select an account in the sidebar, then click the small downward facing arrow in the Transactions button and select, “Group New and Uncleared Transactions” For accounts that have a lot of activity, sometimes you only want to see what is most important: new transactions and all transactions that have not yet cleared with the bank.

BANKTIVITY UPCOMING TRANSACTIONS NOT POSTING HOW TO

Ok, disclaimer, this feature is in Banktivity 5 but how to access it moved in Banktivity 6. Visual Emphasis on New and Uncleared Transactions Putting the website in the right most workspace allows you to easily stay logged in while navigating the rest of the app in the left workspace. If you have a hard time remembering the forward and backward navigation , this is a really great trick: put the bank website in its own workspace and put your “working view” in a different workspace. The forward and backward navigation is new and we really hope our customers embrace it. However, if instead of clicking on the web browser in the sidebar a second time, they just click the back button they will be right where they left off on the bank’s website.

This brings up a brand new web browser screen and they are asked to log in again. Then when they are done in that view, they click back on the website. 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 UPCOMING TRANSACTIONS NOT POSTING 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.

Banktivity upcoming transactions not posting