Banktivity tips, tricks and best practices

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  • Опубліковано 21 жов 2024

КОМЕНТАРІ • 11

  • @siempremexico822
    @siempremexico822 2 роки тому

    Great webinar. Thank you. I learned so much about the power of Banktivity.

  • @jeffreywhite8334
    @jeffreywhite8334 5 років тому +5

    Ian -- Thank you for the this webinar and I see you have another for envelop budgeting which I have saved and will watch next. The area that really gets me is reconciling accounts. Could you put together a quick video for that as well? I plan to use the chat, but having a video one can save and refer back to is really helpful. I'm determined to make this app work because it has a lot of good features, but I struggle as some in your question session indicated with balances being out, different transactions being handled differently, importing of pending transactions, etc. Thanks...

  • @pamlauman6178
    @pamlauman6178 5 років тому +2

    This was very helpful. I listened to the webinar but was not able to view it on my screen. The video clarified many steps. I agree with Jefferey that I would love to see a webinar on reconciling. Thank you.

  • @davel3895
    @davel3895 5 років тому +1

    Greatly appreciate the training. Gave you a thumbs up. Don't be afraid to show your training using the full screen. I would much rather view the training that much easier...than having your home screen take up half my screen.

    • @utubegary54
      @utubegary54 4 роки тому

      I have to add to this one. I can not believe you were showing us your entire desktop, files, etc. Make the "workspace" full screen.

  • @johnsawczak1090
    @johnsawczak1090 2 роки тому

    How do I make Banktivity 8 look like Banktivity 7. I do not like the way the register looks.

  • @SpeedyCotton55
    @SpeedyCotton55 4 роки тому

    Thank you very much. We love Banktivity and found this very useful.

  • @LuizHenriqueSantana
    @LuizHenriqueSantana 4 роки тому

    Hi guys, this video was really a master class. Very useful indedd!
    I'm just wondering, what is the best way to register car and car loan?
    I tried to something similar to the Real State and Mortgage, but it doesn't work. Any ideas?

  • @joefosbinder6731
    @joefosbinder6731 5 років тому

    HI, at 44, you use the example of "mom paying you back for groceries", you say to categorize that as "income". When I run an "income report" won't that $100 now be included with my income from my job? Thus, making my true income that I receive from working incorrect. Thanks

    • @iggsoftware
      @iggsoftware  3 роки тому +1

      You'd categorize it as Groceries and make it a deposit.

  • @glennbolton2742
    @glennbolton2742 4 роки тому

    Workspace...Game changer!