Goodbye financial stress, hello Banktivity! Banktivity lets you see all of your accounts in one place so you can make smarter financial decisions. Ditch your old worn out finance software. Banktivity is the best – you deserve it, your finances deserve it! "Banktivity is like taking the best of YNAB, Quicken, and MoneyDance and mixing them together beautifully." – Kenny Drobnack Exceptionally good technical support via live chat and email with US-based representatives. √ GET ORGANIZED The first step in money management is to get all your finances in one place. If you’ve used software like Quicken (for Mac or PC), Banktivity's set-up assistant will import your old data. Next — or if you’re just starting out — download current transactions from your bank accounts online, at no cost, via direct connection to your bank or by using Banktivity's built-in browser to view your accounts and download your data for free. Banktivity's optional Direct Access* service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac. √ SEE WHERE THE MONEY GOES Banktivity has the tools you need to set up checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. Then track each and every transaction: fine-tune them by categorizing, tagging, splitting or making custom edits — or let transaction templates do the work for you. Attach receipts or any file to transactions; reconcile to paper statements; search; track payments or transfers in any currency; and manage repeating events with scheduled transactions. Banktivity also lets you pay bills online! Set up payees, send checks, track their progress and see them appear in your register. You can print checks, too. Update your accounts at once with Banktivity's Update Everything button, syncing devices and fetching Direct Access data, securities prices even currency exchange rates. √ BUILD SAVINGS Banktivity's budgeting tools help you to set saving and spending goals, track expenses, cut debt and build a more secure future. By giving your available cash specific purposes, envelope budgeting lets you assign money to different categories and carry over savings. Banktivity automatically budgets scheduled transactions like paychecks and bills, so by categorizing each expense and editing the budget itself, you can see where your money goes — and how to make it go further! Banktivity does this visually so that you can see your daily progress; compare past, current or projected budgets; and view it all in a Budget vs. Actual report. √ SECURE YOUR FUTURE Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from. Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate a Tax Summary report (or export data to TurboTax); or view your holdings in the Portfolio or Investment Summary reports. Banktivity's reports instantly generate graphs and charts. You can drill down for detail with a click, export table data to spreadsheets, and print reports or save them as PDFs. √ WE’RE THERE FOR YOU - BEST IN CLASS SUPPORT No matter where you are, you can enter transactions on the go with Banktivity for iPhone (free on the App Store), or sync accounts, budgets and investments to Banktivity for iPad for mobile money management (iPad app sold separately). If you need help, get unlimited email support or Live Chat for answers quickly. Banktivity offers built-in Help files, plus a downloadable user manual, a searchable Knowledge Base and video tutorials at our site. *Direct Access subscriptions via In-App Purchase.
Been using the software daily the past 3yrs. The multi-currency feature initially attracted me and over time, I have grown to love Banktivity.
Have used it for years. Seamlessly syncs between mac, iPhone, iPad and Apple Watch. Completely reliable, and easy to use.
They are still focusing on looks and lossing it on functionality. Reports have gone backwods form Version5 (for example no longer you can use "scheduled transactions" in reports which was a very powerfull capability). I would rather have functionality vs looks (Drak mode). I think IGG are losing it like Intuite did. I recomend that you review the other available options before commiting yourself.
after years of ibank, iggsoftware wont let me upgrade to the new software at the discount price very disappointed
Just discovered it. Imported all my online accounts. Works well and is stable.
Relationships are difficult. You have to trust a stranger, take a leap of faith, jump without a net and hope that someone will be there to catch you. Dating profiles don't accept reviews, but luckily the App Store does - Banktivity will drop you hard onto your face. I've invested a lot of money and time in Banktivity over the past few years, and when it worked it worked very well. In the summer of 2019, the company announced that it was temporarily stopping support for UK banks but said that it was working on a solution. No further news has been announced, and it's pretty clear this is not a priority issue. Changing financial software is difficult and error-prone. Before I made a commitment to Banktivity, I thought I knew what to look out for - I didn't want another Quicken bait-and-switch, my heart has been broken before! But I am once again the fool. Banktivity has taken all of my money, tied up my data in a proprietary format, and left me without any hope of access to my bank accounts. Let my tale of woe be a warning to others: love is a two-way street. You're worth it. You go, girl.
I auto-pay many bills. I set up Banktivity's Scheduled transactions to do that. But, it does not without an additional step that I cannot do when I am travelling. This results is INCORRECT BALANCE values in my account. The auto-pay I set up at banks withdraw on time, but Banktivity ignores the schedules transaction that I set up that is supposed to match the auto-pay. The resultant INCORRECT BALANCE causes me to overdraft, with bounced checks, late fees on credit cards and interest. When I used iBank (Banktivity's former name) the scheduled transaction automatically changed the balance on the scheduled date. The new phrase now used is "automatically post". I am going to another accounting software because they have refused to do anything about it (I told them years ago), and I suffer about $100 in penalty charges every 1.5 years or so, when I am unable to manually "post" the transactions (after I already set it up for scheduled posting). I'm mad!
i began with banktivity 5 and now running Banktivity 7 and its been graet and woth every peeny spent . I dont use it to connect to any banks and i manuly eneterr banking trasaction and it keep all 11 of my accounts in order and in one place making in easy to know exactlly what i have in every bank ,,It also makes tax time a piece of cake with its abilty to create reports on all catagories i choose too.
The app works and is stable, but there are a lot of small things that would be really easy to get right that just don't work. For example, you can add tags to transactions, but there is no way to remove them. You can group accounts into folders, but you can't always toggle whether the folder is expanded or collapsed. Overall, it's not a bad experience. The critical features all work. A few small improvements and it could beat the competition. Until those improvements happen though, I can't reccommend this app.
The program incorrectly syncs with all of my investment and banking accounts, the numbers are way off and it doesn't correct. $70 wasted...