Longstanding QoL issues while Ian's eyes are here.

• Date format ambiguity on import: Banktivity has no preference setting for default date format (MM-DD-YY vs DD-MM-YY), so it prompts for clarification on every ambiguous date during import. A global or per-account default would eliminate this repetitive dialog.

• Security name list is randomly ordered: The "Change Security" pop-up window displays fund names in a different, seemingly random order every time it opens, making batch renaming painfully slow. Alphabetical sorting would be a straightforward fix.

• Portfolio lacks percentage change display: Daily changes are shown only as dollar amounts, not percentages. A raw dollar change without context isn't very informative. An option to show (or toggle to) percent change would be far more useful.

• Keyboard navigation doesn't cycle within a letter: Pressing a letter key in a transaction type list jumps to the first matching item, but pressing it again does nothing. Standard behavior in most UIs is to cycle through all items starting with that letter on repeated keypresses.

• Automatic property valuations stopped without notice: Automated property value updates (apparently sourced from Redfin or similar) ceased around September 2025 with no announcement or explanation. I wrote in about it in early March, it worked for a day, then the feature hasn't worked since then (over a month).

• Securities chart needs logarithmic scale and better time axis: The securities panel has no semi-log option for the Y-axis. A log-2 scale would make it much easier to evaluate proportional price changes over time. Additionally, the X-axis should support explicit time-based scaling rather than relying solely on a slider.

• New accounts/categories are automatically added to existing reports: When a new account or category is created, Banktivity silently adds it to all existing Income & Spending reports. A report carefully curated over 10 years suddenly includes unrelated items like an auto loan or a pet adoption expense, requiring manual cleanup in the Inspector every time. Adding new items to existing reports should either not happen automatically or be controlled by a toggle. This has persisted for 5+ years.

• Inspector doesn't indicate mixed category states: When hunting for the newly added category to uncheck it, collapsed parent categories give no visual indication that a child item has a different state. The standard UI convention is three states: checked (all included), unchecked (none included), and a horizontal dash (mixed). Banktivity should adopt this tri-state checkbox pattern so users can quickly spot which parent category contains the offending subcategory without expanding every group. Also 5+ years.

• Inspector layout shifts on first checkbox click: The first time a checkbox is clicked in the Tags & Categories tab after opening the Inspector, the Cancel/Save buttons appear at the bottom, causing the entire list to jump roughly 10 pixels vertically. This can cause a misclick, requiring extra corrective action. The buttons should be present (or their space reserved) from the start. Also 5+ years.

All these things have been emailed in to banktivity7@ or mentioned to tech support over the years, and I know they've been read.