Banktivity

Banktivity

By IGG Software, Inc

  • Category: Finance
  • Release Date: 2020-10-26
  • Current Version: 9.5.1
  • Adult Rating: 4+
  • File Size: 57.51 MB
  • Developer: IGG Software, Inc
  • Compatibility: Requires iOS 13.5 or later.
Score: 3.47619
3.47619
From 63 Ratings

Description

Make the Most of Your Money with Banktivity The key to reaching all your financial goals comes down to one simple idea: Proactive Money Management. Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions. BANKTIVITY BRINGS IT ALL TOGETHER The first step in better money management is getting all your finances and accounts into one place. 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 Mac. Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online. BANKTIVITY GIVES YOU THE BIG PICTURE Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. You’ll easily track, categorize, tag, reconcile and manage every transaction. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you. It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates. BUILD SAVINGS WITH BANKTIVITY BUDGETING Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings. Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports. BANKTIVITY REPORTS Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month. BANKTIVITY SIMPLIFIES INVESTING 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 Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print. BANKTIVITY’S WITH YOU ON THE GO No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management. Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials. It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!

Screenshots

Reviews

  • So helpful to 65

    5
    By OnPermenantVacation
    So simple for us to see where we are. Life changes at retirement. This is a helper.
  • Really poor product

    1
    By U waddy
    This used to be a great product. Now you can't get downloads from brokerage firms to work. It won't update security prices. Support is friendly but never solves the problem. After repeated calls to fix, they just forgot about me and blamed the companies i'm connected to. Really looking for a product solution. Just received contact email with instuctions to correct.THEY WERE INCORRECT AND DID NOTHING TO SOLVE THE PROBLEM. It also directed me to the developer for assistance but only sent me to home web page to hunt for help on my own. Really piss poor service!
  • Banktivity

    4
    By wokitman
    I am very happy with the software.as when anything ocassionally something goes wrong. Usually it is "User Error." I am disappointed, "Tech Support" is not available by telephone. Only "Chat" nd I am a lousy, slow typist. My support person not only gets me out of trouble . . . she is very gracious. A keeper! Thnank you M.
  • Constantly increasing Price

    2
    By DanielDenver
    This has gone up $15 in 3 years. Features and amount of bugs are not worth it. This software has lost its value and worth to me. I am in process of moving on to another software. I started using this back with it was iBank an dit was fantastic as an alternative to the Mega app Quicken, they have essentially become quicken with all the nickel and diming plus they are right up there with the unstable and bugginess that was also quicken.
  • Yodlee connectivity issues are persistent

    3
    By Rmcdermott
    I have used Banktivity for several years now and the biggest issues arise from connections due to using a 3rd party connection through Yodlee. I always have at least 1 account that will not connect or requires me to disconnect and reconnect to get it working again. I tried to contact Banktivity through their websites Customer Service link, but there is no email address once there. It states you can chat, but during business hours and the chat button is grayed out and you can't chat. I think it's time to look for another provider.
  • no longer syncs

    1
    By GreenDuzzie
    loved this app for the longest time, but now it no longer syncs with my bank. when I try to fix the issue, the app freezes and times out.
  • Know what you are doing before using

    5
    By Neilbo75
    This is a great app to keep track of multiple account. You need to understand not all instituitions comply with the manual downloads. Some only give you bits of information and you need to sort it out. Banktivity trys its best but can only import the data given to it. The Direct download works great when you set rules into place. Don't just jump in and think this app is going to connect to everybank and and brokerage out there. You need to understand the data you are given from the institutions so don't get frustrated with Bankitivty. Call your institution.
  • Great Software

    5
    By McLindey
    I am a long time user (started @ v3 or v4). It was easy to see the difference between this and Quicken for personal fianances and I never looked back. Yes, the reviews point out what is lacking in the software. Yes, it's a bit pricey, especially if you want bells and whistles and on multiple devices (I'm a Silver Subscriber). That said, Banktivity makes personal banking so much easier. I use the historical data of the last 10-15 years quite frequently. Customer service has always been super responsive.
  • It won't let me give it a 4.5

    4
    By kurtmadisonwi
    It's nearly perfect! The only thing I'd change is add the calculator to the Mac app. The new version for the iPhone has a calculator in the transaction entry, but the Mac app still doesn't.
  • Very Solid Financial Software

    5
    By JeffInBuffalo
    I have been using this software for over a decade and have witnessed continued development and improvement over the years. Banktivity downloads bank and credit card charges, saving me a ton of time in data entry. I have used this software for budgeting, expense tracking, and even retirement planning. I am very happy with the software and know that the developers will continue to improve functionality and ease of use.

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