Banktivity 7

Banktivity 7

By IGG Software, Inc

  • Category: Finance
  • Release Date: 2018-09-24
  • Current Version: 7.1.4
  • Adult Rating: 4+
  • File Size: 22.60 MB
  • Developer: IGG Software, Inc
  • Compatibility: Requires iOS 10.13 or later.
  • App Ratings:
    4/5 ( 97 Reviews)
  • Price:
Banktivity 7 App Ratings: 4
Total 97 Reviews

Banktivity 7 App Description

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 World-class 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.


Banktivity 7 App Screenshots

Banktivity 7 App Reviews

  • Great software!

    By Speedysim
    I have used Banktivity for years and strongly recommend it. I migrated from Money and have seen the app evolve over time to provide similar benefits which is great.
  • Paid upgrades = 0 support!

    By lasttrolley
    Purhcased the prefous version and month later they relised v.7 — now i need to pay 35 USD for upgrade. Disrespectful developers!
  • Solid basics--weak advanced features--no support

    By dbhill916
    I have used this program and its predecessors for about 5 years now. It is excellent for keeping multiple checkbooks organzied, especially those that have transfers between them. I find the report generating section to be very limited and wish that I had more granular control to write queries. The investment component is baffling to me. When I try to sync to my investment accounts, the program reports that I have a net worth of several million dollars. I Wish!🤑 I've written for help/explanations, but never get any response from the company. Bottom line: an excellent and stable accounting program for a home or very small business. YMMV, especially with tracking investments.
  • Best Banking app ever!

    By HoseDragger
    I have used this app for years, and I really like the new style. I've kept control of my finances with this app, and never late with payments. Thanks for making such an intuitive banking app :)
  • Slow performance

    By DGSF2
    I chose this application to store receipt images alongside transactions, however every time I add one, a few seconds later I get a spinning ball for ~45 seconds while the app does some processing. When each transaction takes that long, the app becomes barely usable.
  • Best Financial App for macOS

    By ericnixmd
    Banktivity is by far the best financial app for macOS. It's so good that I wish it was offered for Windows 10. Highly recommend it!
  • Going backwrds like Quicken

    IGG is making the same mistakes. They want a nice looking interface but they lose it on the functionality. I never undersatnd why would they drop featuers when they bring updated software. It just does not make sense. Logic says newer version measn mor epowerfull and capable. Howver in the case of Bannktitvity 6 & 7 the droped the reporting capability. Currently Banktivity 5 is the most powerful when it come to reporting. It has the ability to truly project the futuer sinceit can use scheudled transaction. For some reason they droped that capability (!!!!!!!!!!!!!) from v6 and 7!!!! Why on earth do that! Clasic mistake. That was the exact reason i ditched Quicken and now I am looking for other Apps that can deliver what i want, once i find it it is bye bye.
  • Missing a favorite MoneyWiz feature

    By Mac for IT
    First of all, let me say that I love the UI and logical layout of Banktivity. First-class and a welcome breath of fresh air after the slightly stale UI of MoneyWiz. And the Banktivity reporting features are flexible and actually useful. However, I miss one feature from MoneyWiz that I'm begging IGG to add. And that is the ability to refund transactions. And refund those transactions into another account if necessary. Study Case: You spend the night out with friends. While eating at a restaurant, you pay for the entire meal with your credit card and then your friends pay you back with cash. In MoneyWiz, you can enter the total bill on your credit card account, and then issue refunds off of that transaction. These refunds can be placed in any other account, ie your Wallet account because your friends paid with cash. This feature is so great because it keeps your credit card balance in MoneyWiz accurate, while also keeping your Wallet account accurate. And when you run a report, it doesn't look like you spent $100 for supper last night because MoneyWiz knows that most of that was refunded. Accurate account balances, accurate expense reporting, and a better financial picture without all the manual adjustments that I'm needing to make in Banktivity currently. Please Banktivity developers, this would make my finance tracking much easier.
  • Surprisingly Excellent

    By Chaz1946
    As an Apple user, I've also been a Banktivity 5 user for years. It has worked perfectly for my needs. And I've fought every attempt of the Banktivity developers to send me constant messages to update to the "latest version" of Banktivity at what seemed to be high prices. Finally, with the introduction of MacOS Mojave, and Apple's move to 64-bit programs, I realized I was running out of time. My objection was this: While I used Banktivity 5 to keep track of our mortgage; the value of our home; our two checking accounts; and our IRA account; I NEVER wanted to use Banktivity to access this accounts electronically, so I never upgraded. However, with Apples move to 64-bit programs, I had to do something, and after considering other options at the App Store (the ONLY way I would ever purchase an Apple App), I finally took the plunge. In a word, everything has turned out perfectly. Banktivity 7 really is an better product than Banktivity 5, and I'm not obligated to use their internet system to interact with our various banking and IRA etc accounts. Given that caveat, I feel this is truly a good upgrade. My only fear is that the Developers will eventually (sooner than I think) come up with yet another "upgrade" I must get in order to just do the basics I need. I hope that is not the case, but who knows?? Anyway, as of today, I'm a happy camper. But if I'm soon hit with another neverending series of "UPGRADE" notices, I will be making a serious effort to move on. NOTE: I hope the Banktivity Develpers are listening. Many of us just need a simple system to track our various accounts: PERIOD.
  • Great Personal Finance Software

    By Mccalljt
    I do everything personal finance related in Banktivity. Works great for me.