What are accounts all about?
Accounts in Banktivity are designed to mirror your real-life bank accounts. They are the first thing you need to set up in Banktivity after creating a document. All of your accounts are kept in the "Accounts" section of the sidebar. Mouse over the "Accounts" label and click "Show" or "Hide" to toggle the account list visibility.
Five pieces of information are displayed about each account: its type (as indicated by the icon shown), its name, its balance (which also indicates the default currency for the account), and the number of new or matched transactions imported in the last 24 hours (a star is shown if there are 100 or more). Double-click an account to open the popup account inspector, which will let you view and edit more information about the account. Accounts can be repositioned by clicking and dragging them to different places in the list.
Change account views
When an account is selected in the sidebar, a row of buttons at the top of the account register (next to the account name) lets you change between different views of the account:
- Transactions: Click this button to view and manage transactions in a register. Click the down arrow on the button to filter which transactions are displayed.
- Statements: Click this button to view and manage statements.
- Summary: Click this button to view a Summary report with a quick overview of the account's financial status.
Use workspaces
To view two accounts side by side, or to view a report next to an account, drag and drop the item you want to see from the sidebar to the right side of the main window. Banktivity will create a new workspace to display that item. If you already have two workspaces showing, drag and drop an account or report onto the workspace where you want to see it.
For more information about workspaces, see Document Navigation.
Open multiple windows
To open the register for a particular account in a separate window, select the account in the sidebar and choose View > Open In New Window. This will allow you to view and edit the transactions in that account while performing other tasks in the main window. Budgets, reports, websites, and items in the "Configuration" section of the sidebar can also be opened in separate windows.
Topics in this section:
- How do I add accounts?
- How do I delete accounts?
- How do I edit account information?
- What are the different account types?
- How do I track scheduled loan payments?
- How do I group accounts?
- How do I hide unused accounts?
- How do I manage accounts in multiple currencies?
- How can I export my data for use in other software?
- How do I reconcile my account with a bank statement?