As a lifelong Quicken user, I struggled when I purchased my first Mac years ago. After years of trying different solutions and always being frustrated, Banktivity saved me. I have loved it! The only feedback is that the reports need to be improved. As someone who needs to prepare my own taxes, and keeps meticulous records, I would love to be able to better customize my reports, with different groupings and sorting by date, account, and tax category. I also miss the legacy feature where you could revert an imported transaction if Banktivity matched it incorrectly. It used to be simple to revert it to the imported payee information. Now you have to manually change it if Banktivity incorrectly matches it to an existing transaction.

While the MacOS application works as should be, the iOS App doesn’t work properly since 2022-23, I never have all accounts, balances or investments synchronized. Every time I try to update data, the App only do for securities, which is also useless as not all investments are updated. If I need to check anything I have to go to the computer.

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. UPDATE: the app has now become almost unusable, opening the app takes 5-10 minutes to sync to cloud. Closing also takes 5-10 minutes. My balances are off all the time bc of glitches that dont recognize a transaction.

I’ve tried a couple of other personal banking programs, and they all have certain features that I like. But Banktivity seems to have more useful features that the others don’t have. Always looking forward to new developments.

I’ve given some rough reviews over the years, but these folks have hung in there and are producing a fine app. The syncing between the iPad and Mac are much improved and work almost flawlessly as long as both apps are using the current version.

I have been a user for many years now. It keeps getting better and despite occasional frustrations they have the best support ever. It is native English speakers! They are personal, kind, helpful and actually care. As long as they never change that then I will stick with them.

I have been using Banktivity for years and the only thing I can say about it is that it is simple, accurate and it works. Keep up the good work.

My biggest complaint was that transactions got duplicated in the downloads, which was hard to correct. I generally like the flexibility but the download connections are not as smooth as they could be. I used it for a year and then went back to Quicken.

I am setting up from scratch, moving from Quicken after Quicken trashed my database when it installed an “upgrade” So far Banktivity seems easy to learn and use. All the functionality I need is there and easy to find. Except the sync and backup procedures. Not easy to find, but I found them. Backup is manual and is up to me, the user. Cloud sync is scary. The files apparently go to a Banktivity server. I definitely do not trust the server. No problem. I have never had such a sync with Quicken so i will not miss it. UPDATE: The performance problem I was having disappeared when I got a new M4 iMac. Now I find it is not obvious how to edit a scheduled transaction. I had to go to the Banktivity web site and search for the answer how to do it. Awkward. Took me a while. But it is okay now.

I’ve been using Bankivity for over 10 years, and it has been an invaluable tool for managing my personal finances. However, I’ve encountered a couple of issues related to exchange rates that need improvement. First, the software does not automatically update exchange rates for the various currencies I use, which complicates tracking international accounts and funds. Second, when generating Worth Trend reports, Bankivity defaults to the most recent exchange rate, rather than the historical rate for the reporting period. This results in inaccuracies in the report, requiring me to manually download the values in their original currencies and adjust the data in Excel. These are the only areas where the tool falls short of an otherwise excellent experience.