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.
Migrating from Quicken, Banktivity did not handle stock splits properly resulting in less shares than true amount owned. A non-starter. Also, all subcategory heirarchy info is lost in the import process – everything is just thrown into one big alphabetical Category list. Importing categories ALONG WITH their respective subcategories should be priority when importing from a Quicken QIF file. Extremely frustrating that the latest Quicken is terrible and other apps have significant hurdles during import. Why is it so difficult for apps to get 100% precision using this data which is essentially numbers, words, and dates?
What their "free trial" doesn't say is that if you decide you like the program vs too complex for anyone just wanting checking, the cost of this program is $69.95. Yeah, I'd be ashamed to list that upfront, too. Know this, all probrams you try will get information on you as soon as you install it. I did not install mine. Just deleted it as soon as saw the price . . . twice what Quicken was and mostly what I do not need.
I switched to iBank from Quicken several years ago. I was looking for a personal finance application on my desktop (imac) that would sync with a compatible app on my phone. Banktivity, which grew out of iBank, provides that compatibility. I have traveled for weeks while keeping track of finaces on my phone. When I returned home everything is perfectly synced to my desktop computer. I am not a power user, but if I were it seems this application would keep up with my needs.
Banktivity is a transactions journal based personal finance app that is easily integrated with most online banking services including those that use 2 factor authentication. Works with USAA, Navy Federal, and Pershing NETX. Transactions are automatically categorized at import. Easy to export data to tax programs or for an accountant. Easy to prepare summary reports to review investment performance and cash flow. Online banking integration by subscription based library. Works well and covers cases not handled by free OFX protocol libraries.
There are many querky things that happen with this application. One major problem I have is with loan set up and the correct pahment amounts being generated. I follow the prompts, I have looked up info in the user guide, and I have even contacted customer support - who directed me to the user guide. I still have no luck. I feel stuck with this appp. Wish I could give it a better review.
This is a great application, I have been using personal budgeting software since the 90's. It connects seamlessly to the financial institutions and tracks all of your bills and budgets. I used Microsoft Money for years, and was never a big fan of Quicken but used it. When I found iBank/Banktivity I was like "Eureka!" finally a great application! I would give it five stars if I could somehow access my data when using Windows.
Smooth, Great UI, and Good Perfomance app. I like it and i like it. However, I couldn't understand the reports not to mention that their options are limited a little bit...
It has always been a bit of a struggle to find decent personal finance software on the Mac. There had been some good ones (anyone remember MacMoney) but over the years with numerous transitions of CPU/OS the smaller developers just couldn't keep up with the rewrite. Quicken on the Mac had been a terrible product especially comparing to its windows counterpart but at times it was just about the only choice. Fast forward to present day and there are more solutions to manage personal finances than ever. Computer platforms are less important as many of these solutions are online or as phone apps. Still, if you prefer doing it on your Mac, with rich and powerful features, without stepping into a business-oriented solution, this is the best I've tried so far. It is not completely simple to use but then it really is for people have some basic accounting and finance knowledge. If you just want to balance your checkbook I'm sure there are apps or website that is easier to use. But if you want an entire financial picture with properties, investments taken into account, and works with multiple currencies concurrently. This hands down is the best choice. Last, but an important point—the developer addresses bugs and concerns and the app gets updated regularly. This gives me confidence with Banktivity’s long term viability and not have to worry about switching software, again.
Everytime I try to advance to the next calendar month it crashes. I have tried reinstalling it and it has not helped. would not recomend
Opened to a blank page today. All data from all acounts is gone. Now I am as well.