Version: 7.5

Release date: February 17, 2020

Features
Can now import Apple Card OFX and CSV files!
Fixes
Can now get stock quotes from multiple non-US stock exchanges
Fixed a rare memory leak

Version: 7.2.6

Release date: February 4, 2020

Fixes
Fixed an issue where the change in investment value for an account could be way off.

Version: 7.2.5

Release date: January 22, 2020

Fixes
Made several improvements to MFA challenges when connecting to banks.

Version: 7.2.4

Release date: September 12, 2019

Fixes
Fixed an issue with some portfolio calculations
Works with iOS 13

Version: 7.2.3

Release date: August 25, 2019

Fixes
Fixed an issue portfolio calcs
Improved rendering of some login screens

Version: 7.2.2

Release date: June 21, 2019

Fixes
Fixed an issue where some documents would crash when migrating
Fixed an issue where portfolio holdings could incorrectly show a zero value
Fixed an issue where tags wouldn't show up in the transaction list

Version: 7.2.1

Release date: June 17, 2019

Fixes
Improved cloud syncing when the app gets backgrounded

Version: 6.3.1

Release date: August 27, 2018

Features
Added preference to ignore pending transactions when importing

Bugs fixed
Improved stability

Version: 6.3

Release date: June 18, 2018

Features
Added a new summary screen where you see your net worth, preferred accounts and more
Can now post and skip scheduled transactions
Added some messaging to help new customers get started
Astute readers will see we bumped the version number to better indicate compatibility with Banktivity for Mac

Bugs fixed
Improved Direct Access for MFA sites
Fixed issue which could cause a crash when closing a document

Version: 4.0.3

Release date: March 1, 2018

Features
Can disconnect and reconnect accounts to Direct Access

Bugs fixed
Fixed some issues with the transaction tags picker
Documents close more gracefully if an exchange rate lookup is taking place
Fixed account error tap target on iPhone X
Improved investment account current day value change

Version: 4.0.2

Release date: February 2, 2018

Features
When canceling the budget assistant you get a prompt notifying you changes will be lost
Implemented a preference to turn auto-matching of transfers on/off
Improved Creating Banktivity ID experience a little

Bugs fixed
Bills list could not refresh after some edits in the budget assistant
Categories would sort case sensitive in transaction editor
"Load more" can actually be tapped now
Budget assistant would not cancel properly
Budget assistant could sometimes show wrong included/excluded accounts
Tag editor could inappropriately clip long names
Summary page of budget assistant could show null values under some circumstances

Version: 4.0.1

Release date: January 8, 2018

Bugs fixed
Fixed an issue where the default account would not be persisted between launches

Version: 4.0

Release date: December 29, 2017

Initial public release!

Version: 3.5.9

Release date: 11-17-2017

Bugs fixed
Restored quote downloads
Restored currency exchange rate downloads

Version: 3.5.7

Release date: 9-13-2017

Bugs fixed
Various changes to support iOS 11

Version: 3.5.5

Release date: 12-5-2016

Bugs fixed
Watch app crashes after change in Spending preference

Version: 3.5.4

Release date: 11-22-2016

Bugs fixed
Null Actual field in budget summary table
Dates missing from transactions in budget category

Version: 3.5.3

Release date: 11-10-2016

Bugs fixed
Spell correction in Bank URL field can lose edited content
Autofill on transaction detail clobbers initial amount field
Deeper subcategories are presented on budget drilldown
Operator key inputs can change numeric value
Arithmetic operator does not init calculation bar
Incorrect transaction summary data on international transfer
Wrong splits adjustment on international transfer
Empty loan assistant page after cancel
Uncleared reconciled transaction syncs incorrectly
Unable to add an investment account in standalone document (with Direct Access enabled)
Crash deleting loan additional item
Crash after editing toggling loan schedule twice
Can't drill through empty subcategories
Long category names spill into split amount fields
Long memos truncated after sync
Crash drilling into deep subcategory

Version: 3.5.2

Release date: 10-28-2016

Bugs fixed
Deposit transaction inits with line item negative amount
Incorrect numeric sign during splits edit
Add transaction flow defaults to wrong transaction type
Add transaction flow has no default transaction type selected
Transfer leads to credit in source account
Wrong assistant page title during transfer transaction
Data cleared from notes field is not purged
Transaction type selector does not refresh correctly
Check number auto increments twice per transaction
Editor is not updated with new transaction currency
Wrong base currency sign in exchange rate editor

Version: 3.5.1

Release date: 10-17-2016

Bugs fixed
Persistent store error after migration to version 3.5
Numeric keypad does not present calculator features

Version: 3.5

Release date: 10-10-2016

Requests implemented
Add a clear contents button in the memo/note field
Improve transaction entry flow
Add support for loan accounts
Bugs fixed
Hang and crash on entering negative value for schedule termination
Direct Access account still tries to update after disabling in Banktivity for Mac
Templates with notes prevent import rules from matching
Can't specify Pounds vs. Pence for securities traded in GBP
Incorrect plural on account delete confirmation text
Crash creating new document during legacy syncing upgrade

Version: 3.0.5

Release date: 3-2-2016

Bugs fixed
Calculation results do not display with leading operator symbol in field
Book terminology is used in settings
Unscheduled budget amounts don't persist for different dates
Assert when changing security transaction type
Crash on changing investment transaction type
Crash deleting edited investment transaction
Failure to init Direct Access deep refresh

Version: 3.0.4

Release date: January 28, 2016

Requests implemented
Change app name from iBank to Banktivity
Bugs fixed
Unrecoverable empty screen on editing interest rate

Version: 3.0.3

Release date: January 11, 2016

Bugs fixed
BHD currency doesn't support correct number of decimal places
Settings popover should use "iBank ID" instead of "Account"
Document creation doesn't wait for previous document to close
Schedule Last Post label missing after edit

Version: 3.0.2

Release date: December 14, 2015

Requests implemented
Ability to create scheduled transactions from scratch in standalone mode
Bugs fixed
Rename button to close document
pTitle on Transaction Template is maxed to 256
Data is not cleared from watch with no document open on iPhone
Transaction editor has cancel button that does nothing
Settings popover subtitle text not refreshed after disable legacy syncing
Banner text too long when Cloud Sync reset is required
Category type field not refreshed after edit
Next key does not work during iBank ID login
Canceling Touch ID challenge permits browsing Settings
Some user data is visible behind Touch ID challenge
New document assistant inits without focus on name field
Can't edit Scheduled Transactions in budget
New category name not saved if taxable option is manipulated
Long cloud document name improperly truncated in list
Transaction editor can create invalid transfers
Truncated text Add Unscheduled in budget setup assistant
Location services fails on iOS 8

Version: 3.0.1

Release date: October 9, 2015

Bugs fixed
Incorrectly drawn date picker

Version: 3.0

Release date: September 21, 2015

Requests implemented
Add support for iOS 9
Add support for watchOS 2
Retire legacy sync options
Display build number in Settings -> About
Add the ability to edit templates and schedules
Bugs fixed
Check number field should present numeric keyboard
Budget category detail activity table does not honor document currency
Notification banner does not appear after signing out iBank ID
Bank fields not reverted on canceling account info edit

Version: 2.7.1

Release date: July 28, 2015

Requests implemented
Add an option to disable automatic cloud syncing
Implement an app messaging facility
Bugs fixed
Crash when entering transactions if region is set to Swedish
Info button should not be displayed on cloud document during setup
Importing stock splits results in improper security balance
Transaction type changes as you go through entry screens
Selecting template in transaction editor doesn't update line item category UI

Version: 2.6.1

Release date: May 26, 2015

Bugs fixed
Incorrect transfer splits for Expected and Actual in synced budgets
Direct Access subscription text isn't centered
Transaction type ignored when entering a new transaction from a template
Transaction templates created as Not Active on iOS
Crash or failure to delete transaction

Version: 2.6

Release date: April 11, 2015

Requests implemented
Add support for Apple Watch
Prompt for passcode after Cloud Sync download
Improve transaction entry flow
Improve Direct Access workflow with Captcha sites
Check historical and future budget dates
Bugs fixed
Cocoa error 134030 after backing up in document assistant
Budget summary does not include over/under budget figure
Search results are not constrained by account
Direct Access subscription warning appears in document with no DA accounts
Able to sync document to server and new Mac document, but mobile app crashes
Configure iBank for iPhone button does not work
Perpetual syncing status with legacy sync turned on
Investments section contains bogus null data
Expired DA account gives no warning in new document
Crash when tapping Edit Budget
Hang when canceling out of passcode

Version: 2.5.1

Release date: March 25, 2015

Bugs fixed
Refer to "Legacy" rather than "Classic" sync setup
Security quote lookup fails unless DA is used
Crash adding budget item
Cloud Sync setup allows passwords shorter than 6 characters
Crash on foreground to transaction editor detail review
Duplicate security symbols are permitted
Crash when canceling new security after duplicate error

Version: 2.5

Release date: January 15, 2015

Requests implemented
Implement cloud sync
Bugs fixed
Drilled down transaction screen does not display parent:child, only child
Account icons are misaligned while defining transfer
Can't view transaction detail from spending screen
iBank for iPhone crashes when attempting to add an account with American Airlines FCU
Pull to refresh triggers too easily
Sync progress bar refresh animation ends up too low
New cloud synced book setup lands at books browser
Security name field is short
Check number not written out for sync engine
Hidden accounts on Mac not hidden on iPhone after initial cloud sync
Category row height incorrect
Bottom of accounts list is cut off
Stuck on "Refreshing" status in account view
iOS is not reading check number from cloud sync
Syncing hidden account while on account editor page crashes
iBank ID login not remembered after closing document

Version: 2.1

Release date: November 4, 2014

Requests implemented
Add search feature
Bugs fixed
Shares field is constrained to 2 decimal places
Autofill completion does not populate amount field
Scheduled budget item presents multiple autofill choices
Change sync options text in new book assistant
Unable to sign in to iBank ID when region set to United Kingdom, Timezone to London, and 24 hour time toggled OFF
iBank for iPhone appears with yellow icon like iPad in Mac's sync settings
Pull to refresh does not complete in static book
Crash canceling account info edit with modified Name field

Version: 2.0

Release date: October 2, 2014

Initial public release