How do I navigate a Banktivity document?

To jump to the section about navigating on your iPhone or iPad Click Here, otherwise you can continue on from here for the MacOS navigation.

Once you install Banktivity, you will need to create a document. A Banktivity document is a data file that contains all of your accounts and their related transactions, categories, reports, and budgets. It lets you track everything in a single window that looks like this:

The numbers on the image above correspond to the following program areas:

  1. Menu Bar: The menu bar at the top of the screen shows options for Banktivity when a document is open. Inside the drop-down menus are commands to change the application preferences, create additional documents, manage your accounts and transactions, and more.
  2. Toolbar: This part of the window contains shortcuts to basic program functions and shows the status of your document.
  3. Sidebar: Use this section to navigate through Banktivity's main features, which are organized under different headings: Overview, Accounts, Budgets, Reports, Websites, and Configuration. The window contents displayed to the right of the sidebar change depending on your selection.
  4. Navigation bar: Located at the top of each workspace, this part of the window contains several buttons that allow you to navigate back and forth through views of your data, as well as add and remove workspaces. Other buttons may also be available depending on what item is selected in the sidebar:
    • The quick sidebar button appears when the sidebar is hidden. Click this to show your accounts, budgets, reports, and websites in a popup window and change the contents of the current workspace.
    • The drag handle lets you make a copy of a workspace by dragging it to the edge of the workspace. If you are viewing a report, you can also use the drag handle to save a copy of the current report view by dragging it to the sidebar.
    • The back (<) and forward (>) buttons let you browse recent views within a workspace, similar to how a web browser works. This allows you to navigate quickly from one view to the next, then easily return to the previous one.
    • For example, if you are recording transactions in an account and need to edit a few categories, you would leave the account register and view the category list. Once you finish editing the categories, you can click the back button to jump back to your account register. If you realize you need to make a few more changes to the category you just edited, click the forward button to jump to the category list again.
    • The minus (-) button at the top right of each workspace lets you remove the workspace (if you have more than one open).
  5. Workspaces: The contents of the item selected in the sidebar are displayed here. This area can be divided up into several workspaces in order to compare different views of your data side-by-side.
  6. Account register: When an account is selected in the sidebar, this part of the window shows a list of all the transactions in the account. Buttons above the register allow you to add transactions, filter the register, reconcile statements, and view the Account Summary report.
  7. Transaction editor: Double-click a transaction in the account register, or select a transaction and press the "Enter" key on your keyboard, to view and edit the transaction details.

How do I navigate a Banktivity document on iOS?

Once you install Banktivity, you will need to create a document. A Banktivity document is a data file that contains all of your accounts and their related transactions, categories, reports, and budgets. It lets you track everything in a single window that looks like this:

The numbers on the image above correspond to the following program areas:

  1. Toolbar: This section contains shortcuts to basic program functions.
  2. Account List: This area contains a list of your accounts, you can click on edit at the top of this list in order to change the order or modify the list.
  3. Current Worth: This section of the summary will give you a snapshot of your total worth and a breakdown of which assets and liabilities make up that total current worth.
  4. Investments: This section gives you your total worth in investments, across your accounts. You can click onto this section in order to drill into the Portfolio.
  5. Upcoming Scheduled Transactions: This area will show your upcoming scheduled transactions and allow you to action them when the time comes by posting or skipping the next schedule.
  6. Spending: This area will show your spending compared with your budget. You can press here in order to open your budget
  7. Configuration: This area is where you will go to add new categories, currencies, securities, payees, schedules, and tags.
  8. Reports: This area will show you the reports that have been added to your document.
  9. Document Status: This area displays the current status of your document with information like when it was last updated and if you have any issues with Cloud Sync. You will also notice a plus button on the right, you can press here to add a transaction to your document. This portion of the screen remains present when you drill into other parts of the document, such as an account or a report.