5/30/2023 0 Comments Banktivity forum![]() ![]() I like Banktivity and would like to stay with the program, so I'm looking forward to having these issues addressed. These issues are annoying, because I've seen it done better in other software. Banktivity is Powerful Personal Finance Software for Mac & iOS Personal Finance Made Easy Connect, sync and see everything, easily and securely. Request to IGG: add the ability to import price quotes from CSV files. I can get quotes for those funds in CSV files, however. I've been unable to track down an IEX quote symbol for Mawer mutual funds, so my prices are not updating. You can use the software for building a budget, syncing your bank accounts, tracking expenses, paying bills, and monitoring your investments. Other programs have the ability to import security prices from a CSV file, which I cannot find in Banktivity. Banktivity provides you with tools, tips, and help documents to help you efficiently plan your financial goals and spend mindfully for greater savings. My other issue is Canadian mutual fund pricing, broken since Banktivity switched from Yahoo. Then I could connect RRSP USD and RRSP CAD to my brokerage RRSP account and the different currency transactions would be filtered into the correct accounts. Request to IGG: make it so transaction imports only import transactions in the currency of the account and don't import the others. My current suboptimal workaround is to go through the CAD accounts, cut the USD transactions and paste to the USD account. In Banktivity, this messes up import from brokerages: the USD transactions get booked in the program as CAD transactions. ![]() No financial software I have seen operates like this (apart from Wealthica) so I use workarounds like splitting a single RRSP acct into RRSP CAD and RRSP USD accounts. Questrade, a large discount broker, works like this, for example. Transactions are written in USD and the final amounts are shown in CAD at todays exchange rate works well. I also own CAD mutual funds.Ĭanadian users get used to accounts at brokerages managing mixed currencies (CAD/USD) quite well. I have a mixed portfolio of ETFs and stocks denominated mostly in CAD, with some USD. Hello all, I use Banktivity in Canada and have just downloaded Banktivity 8. ![]()
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