What changes were made when my document was upgraded?

When upgrading your data from previous versions of Banktivity (Banktivity 5, Banktivity 6 or Banktivity 7), you will be presented with a window stating, "Results of Version Upgrade." This window contains a log of changes that were made to your data during the upgrade process. Due to differences in the way previous versions of Banktivity managed data, modifications are sometimes necessary in order to make the data usable in this Banktivity upgrade. In addition, Banktivity now examines your database for errors during the upgrade process and corrects any problems that it finds. In both cases, Banktivity takes care to notify you when any significant changes are made. Below, you will find a description of each message that may appear in the upgrade log.

Two types of messages may appear in the log:

In some cases, you may want to check your accounts to see the effects of the changes that were made, and make adjustments or corrections as needed. Click "Save Results" at the bottom of the window to save the list of changes to a text file so that you can refer back to it at any time. Enter a name for the file and choose a save location when prompted, then click "Save" to save the file. You can open this file with TextEdit or any other text editor.

Warnings:

A double compound rule for report report name was not migrated because it is no longer supported.
Banktivity reports do not support nested rules for selecting which accounts and categories are included in the report. These rules were removed from the report during the upgrade.
Changed Move Shares of security symbol on transaction date to Move Shares In.
Whereas previous Banktivity versions had one "Move Shares" transaction type, Banktivity now has "Move Shares In" and "Move Shares Out." The transaction types for your Move Shares transactions have been changed based on whether shares were added or deducted.
Changed Move Shares of security symbol on transaction date to Move Shares Out.
Whereas previous Banktivity versions had one "Move Shares" transaction type, Banktivity now has "Move Shares In" and "Move Shares Out." The transaction types for your Move Shares transactions have been changed based on whether shares were added or deducted.
One or more of the account rules for report report name was not migrated because it is no longer supported.
Banktivity reports have slightly different rules for selecting which accounts are included in the report. In this case, some of your rules were removed from a report during the upgrade.
One or more of the category rules for report report name was not migrated because it is no longer supported.
Banktivity reports have slightly different rules for selecting which categories are included in the report. In this case, some of your rules were removed from a report during the upgrade.
Smart account account name had a payee rule. This was not migrated as it is not supported. Consider using a payee report.
Smart accounts are not supported in Banktivity. Wherever possible, they have been replaced with Transactions reports in a report group called "Old Smart Accounts." For smart accounts that used payee rules, we recommend creating Payee reports instead.
Smart account account name had a security rule. This was not migrated as it is not supported. Consider using an investment report.
Smart accounts are not supported in Banktivity. Wherever possible, they have been replaced with Transactions reports in a report group called "Old Smart Accounts." For smart accounts that used security rules, we recommend creating Investment Summary reports instead.
Smart account account name had a transaction type rule that we could not create.
Smart accounts are not supported in Banktivity. Wherever possible, they have been replaced with Transactions reports in a report group called "Old Smart Accounts." In this case, a smart account rule specified a transaction type that no longer exists, so the rule was dropped from the new report.
Smart account account name had nested compound predicates. They have been removed as they are no longer supported.
Smart accounts are not supported in Banktivity. Wherever possible, they have been replaced with Transactions reports in a report group called "Old Smart Accounts." In this case, since the new reports do not support nested rules for selecting which transactions are included, these rules were dropped.
The report report name was not migrated because that report type is no longer supported.
Banktivity keeps many of the same report types as previous versions, but not all of them. A report that is no longer supported was dropped from your document during the upgrade.

Notices:

A budget item for category name in budget budget name had a repeat frequency of number. We changed it to 1, but this is probably better modeled using a scheduled transaction.
This message indicates that one of your budgets had a category or account with a frequency that is no longer supported in Banktivity. Since scheduled transactions are now included in budgets, you should remove the unscheduled budget item and replace it with a scheduled item that uses the correct frequency.
Security distribution type was unknown, we changed it to cash for security name on transaction date in account/category account name.
This message indicates that an investment transaction with a negative cash value was missing its distribution type (cash, transfer, or reinvest). It was assigned the default type, which is cash.
Security transaction was a Reinvested Capital Distribution, we changed it to Reinvested Dividend for security name on transaction date in account/category account name.
This message indicates that one of your "Cap. Distribution" transactions was recorded as a reinvestment. Capital distributions cannot be reinvested in Banktivity, so the transaction type was changed to "Dividend" in order to preserve the shares purchased in the reinvestment.
The income amount of a reinvested security transaction for security name on transaction date in account/category account name was adjusted. It was old amount, we changed it to new amount to balance the shares and price.
This message indicates that one of your dividend transactions was recorded as a reinvestment, but the amount of cash received as a dividend did not match the amount that was reinvested. Banktivity changed the amount recorded in the security income field to equal the value of the reinvestment, determined by multiplying the number of shares purchased by the price per share.
We migrated your budget budget name, if you were previously using envelope budgeting you will want to set that up again.
This message indicates that you had one or more budgets in your file that were upgraded. Since budgets work differently in Banktivity than they did in Banktivity 5, you should go through each of your budgets and make sure they are configured properly. You may find some duplicate budget items as a result of scheduled transactions being added to your budgets. If you use envelope budgeting, this feature has been completely overhauled since Banktivity 5. You will need to enable envelopes for each budget again, and enter how much cash is currently in each envelope.