![]() 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. #Banktivity 6 upgrade update#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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