I've found it tedious to change categories in Banktivity, especially when trying to find a subcategory. I put together a small macro that pulls all the categories and gives you a list that allows better searching and then assigns the category to the transaction.
I first get a list of all categories from the menu bar
tell application "System Events"
tell process "Banktivity 6"
return name of every menu item of menu 1 of menu item "Change Category" of menu 1 of menu bar item "Transaction" of menu bar 1
I then replace the commas with new lines so that KM can display them as a list.
The app is unfortunately very confusing. It's still the best of the available options, but I can't say I love it. I've had no luck getting the regex matching to work for similar transaction names in rules.
I have a number of Banktivity macros. I manually enter all my receipts, and manually reconcile my bank statements, so a lot of my Banktivity macros relate to that.
I have many in the form of quick entry macros, all with option-letter hot keys, such as:
Insert text by typing “%Tab%Bakery%Tab%%Tab%%Tab%%Tab%%Tab%8.50%Tab%”
After entering the date, I press this, and it enters the rest of the fields (pressing all those inane Tabs caused by Banktivity’s moronic interface!) and then shift-Tabing to reselect the amount so I can enter it in if it is different to usual.
I have a couple macros that do quick calculations, GST (or ex-GST), from US$, etc. Basically just:
Set Variable Value to %SystemClipboard%
Search & Replace to remove the $ sign
Set Variable Value to ROUND(Value/11 * 100)/100 (or whatever)
Insert Text by Typing %Variable%Value%
Delete Current Clipboard
Repeat 5 times
That I need the Super Tab macro, and that I have used it over a thousand times speaks to the sadness that is Banktivity’s UI.
I also have a macro that displays a ruler on the screen (a Custom HTML Prompt action) that I can use to keep track of where I am in the reconciliation (open in Preview as a PDF), moving down a line with a key press. That is quite handy, but I doubt it's useful to anyone else.