How do I use the toolbar?
To jump to the section about using the toolbar on your iPhone or iPad Click Here, otherwise you can continue on from here for the MacOS toolbar.
The toolbar is located across the top of the main Banktivity window. It contains four buttons and a box showing the status of your document.
Use the toolbar
- The name of the current document appears at the top and center of the toolbar.
- Four buttons appear on the toolbar:
Add: Click this button to add a new account, budget, or report to the document.
Update Everything: Click this button to update
all accounts configured to use Direct Access or direct download,
fetch security
quotes, download currency exchange rates,
update bill pay payments, and sync with mobile devices. This is
equivalent to choosing View > Bring Up to
Date.
Send
Payment: Click this button to send payments using an
account that has online bill pay
enabled. This is equivalent to selecting an account in the
sidebar and choosing File > Send
Payment
Post Scheduled Transactions: Click this button
to review upcoming scheduled
transactions. This is equivalent to choosing File > Post Scheduled Transaction. A number
appearing on this button indicates how many scheduled
transactions are within their reminder period or overdue.
- The status display in the center of the toolbar shows helpful information about your Banktivity document. It can show the date and time of your last update, or notify you that your document needs to be updated. During downloads and sync operations, it displays a progress bar. If you are not connected to the internet or encounter a problem during an update, the status display will show an error message and a button you can click to troubleshoot the issue.
Hide and show the toolbar
Although the buttons on the toolbar are fixed in place, you can show or hide the entire toolbar at any time by choosing View > Hide/Show Toolbar (this is standard for most macOS applications).
Toolbar on iOS
Toolbar on iPad
The file cabinet icon which allows you to return to your document browser.
Add: Click this button to add a new account or report to the document.
Settings: Click this button to access the settings in the Banktivity application.
This is the search option that will search for transactions across all of your accounts in the Banktivity document.
Toolbar on iPhone
On iPhone, the toolbar is nearly identical to the iPad but the search is hidden by default to save space, simply press your finger down onto the summary and swipe slowly toward to bottom until you reveal the search bar:
