But I had the option to still have a fully functional check book app with all types of accounts with out having to pay. I get prior versions had subscriptions for certain things. These companies are following the trend that companies like Microsoft and Adobe started. For those prices I better get a new version every year at most. I paid quiet a lot for seven and even prior spent the money for the phone app (before it was free) and thought those prices were high until I saw the prices for the subscriptions. Side note great job IGG letting your users who had paid for apps prior know there was a new version. When I saw there was an 8 now I went to check it out. Lost one star due to a few personal quirks and the difficulty I had to get synch working right (works great). Owners web site even includes financial how tos and even webinars on how to get the most out of this software. I also found the user guide to be current and helpful. Yes it is a subscription but pay only once if you like (and do not need bank connection) and that’s it. I generally use the phone to capture transactions, and iPad while away from my desk (otherwise Windows version to balance checkbook, assess finances just due to larger screen real estate). Reports, budgets, goals - all work as I would expect. Have a folder for spouse, one for kids, etc so I can focus on my accounts while still have family one click away. Organizable accounts - I have a folder for zero balance or old accounts that I use to declutter my account table. Handles multiple splits to include income, transfers and expenses in a single transaction (key for paychecks). Syncs quickly between iPhone, iPad and Windows, though I found it difficult to set up the synch. Took a long time and many apps before I settled on Banktivity. ![]() I was looking for a solid financial app to replace the old Pocket Money. It's time to take action and start PROACTIVELY managing your money. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials. Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management. No matter where you are, you can enter transactions on the go with Banktivity for iPhone. Or view holdings in the Portfolio or Investment Summary reports -presented in comprehensive graphics that let you drill down for details, export or print. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). You can even pick which lots you've sold from.īuilt-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Banktivity calculates IRR, ROI and gains and losses. You can track buys, sells, splits, dividends, options and more. Actual reports.īanktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. And any money not spent can be carried carry over into your savings.īanktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. Sync devices, fetch Direct Access data, security prices even currency exchange rates.īanktivity's budgeting tools help you to set saving and proactive spending goals. ![]() It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you. You’ll easily track, categorize, tag, reconcile and manage every transaction. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Windows.īanktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.īanktivity gives you a holistic view of your finances - checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. The first step in better money management is getting all your finances and accounts into one place. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions. The key to reaching all your financial goals comes down to one simple idea:īanktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. ![]() What does Banktivity do? Make the Most of Your Money with Banktivity Rated 2.6/5 By 155 People Download for MacOS - server 1 -> Free
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