Banktivity: Budget & Finances

Banktivity: Budget & Finances

By IGG Software, Inc

  • Category: Finance
  • Release Date: 2020-10-26
  • Current Version: 9.7.1
  • Adult Rating: 4+
  • File Size: 60.82 MB
  • Developer: IGG Software, Inc
  • Compatibility: Android, iOS 13.5
Score: 3.43333
3.43333
From 90 Ratings

Description

Get there faster with Banktivity Take your budgeting and money-management skills to the next level – fast – with Banktivity’s powerful suite of macOS/iOS tools, insights and strategies. BANKTIVITY: A PROVEN APPROACH TO BETTER MONEY MANAGEMENT For more than 20 years, tens of thousands of focused, disciplined and ambitious people like you have relied on Banktivity to help them achieve all their financial goals. And quite often, faster than they ever imagined. No matter where you are on your financial journey, Banktivity provides the Clarity, Confidence, Control and Certainty you need to make the very most of your money. Safely. Securely. And Privately. A PLACE FOR EVERYTHING One of the greatest advantages of Banktivity is bringing all your financial accounts into one place. Our Direct Access service connects to more than 14,000 banks worldwide, automatically delivering your latest transaction to all your macOS/iOS devices. And our set-up assistant imports all your old data and downloads current transactions from your bank account online. THE BIG PICTURE FOR GREATER CONTROL Your financial picture couldn’t be clearer with all of your accounts – checking, savings, credit cards, real estate, mortgages and brokerage – securely connected to Banktivity. 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 it for you. And with Banktivity’s “Update Everything” button, you can easily update all your accounts all at once. Sync devices, download Direct Access data, security prices, even currency exchange rates. BUDGETING YOU CAN LIVE (AND SAVE) WITH The best budget is based on reality. And the reality is there are things we have to pay for and things we want to buy. Banktivity’s Envelope Budgeting is built around this belief and lets you assign money to different categories. Recurring bills, day-to-day living expenses and those things we’d like to do or have. And any money not spent in one category carries over into your savings. Banktivity automatically budgets scheduled transactions – bills and paychecks – categorized to your Envelope Budget. And you’ll always know well how you’re tracking with Banktivity’s visually-driven Budget vs. Actual reports. INVESTMENT MANAGEMENT MADE EASY Banktivity’s intuitive investment features helps you better manage stocks, bonds, mutual funds, IRAs, 401(k)s, CDs and other assets. You can track buys, sells, splits, dividends, options and more. And Banktivity calculates IRR, ROI, and gains and losses. You can even choose which lots you sold from. Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. You can assign tax codes to generate Tax reports or export to TurboTax. Or view holdings in the Portfolio of Investment Summary reports – presented in comprehensive graphics that let you drill down for details, export or print. ON THE GO, IN THE KNOW No matter where you are, you can enter transactions with Banktivity for iPhone. And you can sync accounts, budgets and investments to all your macOS/iOS devices. Should you need help or have questions, we provide unlimited email support, U.S.-based Live Chat (Mon-Fri, 9AM- 4PM EST) for quick solutions. Plus, there’s easily-accessed Help Files, Support Articles, and video tutorials. A CHOICE OF 3 SUBSCRIPTIONS TO MEET YOUR NEEDS From budgeting and goal-setting basics to handling the complexities of managing multiple assets, international stocks and currencies, you’ll find a plan that meets your exact needs. 
And when you consider, Banktivity subscribers save on average an extra $500 every year, every Banktivity subscription pays for itself many times over! No matter what financial goals, if you want to get there faster, you need to get Banktivity.

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Reviews

  • Basic arithmetic error—dealbreaker

    1
    By Daryl Zero
    It’s telling me I have an investment that’s worth 10x the cost basis. I must have hit the jackpot. Unless of course 89 * 122 =10,858, not 108k as the app computes it.
  • Avoid this app

    1
    By MarlTroutBum
    I downloaded it 24 hours ago and have already restarted from scratch six times. Every time I link another online account, it freezes, forcing me to quit and lose everything. Thankfully, there’s a 30-day trial—I only needed one day to decide I’m cancelling and moving on to something else.
  • Almost a Decade Worth of Dependability

    5
    By Huey McWhiskerton
    I have had Banktivity since it was iBank. From new features to responsive customer support with bugs and my own ignorance. The ability to integrate my diverse investments with my regular commercial banking, automatic downloads, and pay bills, has been fantastic. Has there been hiccups, yep. IGG Software has fixed those. I spend more on gas in a month than I do my annual Banktivity subscription. I know that because of Banktivity. It’s worth it.
  • Great tool to track all finances

    5
    By Giffer60
    This is fairly simple to use and learn. A couple of suggestions: 1) Add the ability to control the y-axis on graphs, so one can zoom to see trends. 2) Mutual fund prices don’t seem to update until the next day.
  • Finally pleased...

    5
    By Classical Pianist
    As a long-time user of iBank, even with much of its old functionality invalid (obsolete),I was initially put off by Banktivity and its interface. But eventually I discovered that Banktivity’s approach to many things made better sense. Now I absolutely love it. It’s flexible, and has a rich set of tools that make for a great accounting register. The connectivity to banks works very well and the instantaneous loading of pending transactions saves me the time I used to spend manually entering items. The app is fast, friendly, and powerful. I suppose the only thing I miss from iBank are vertical lines in the register views, but that’s a very minor nothing.
  • Better than Quicken & Copilot

    5
    By toddys.718
    So far, I’m really enjoying Banktivity—more than Quicken or Copilot. The new integration with Apple Wallet is a fantastic addition! One thing I do miss, though, is the ability to snap a photo of a receipt or attach a file (like a JPEG or PDF) to a transaction directly from the iPhone or iPad app. That was a feature I used all the time in Quicken. Still, overall, Banktivity has been a great tool for keeping track of my finances.
  • Don’t do it

    2
    By dghamilton
    They still haven’t got this software working correctly. I tried it years ago and it was a disaster. Today, My bank accounts are never correct and there are missing transactions. I tried Monarch Money along with this software and Monarch won!
  • Reports need improvement

    5
    By Love it! Couple of suggestions
    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.
  • More than 2 years not working

    5
    By KDLao
    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.
  • Buggy and slow, it is the new quicken!

    1
    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. 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.

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