![]() ![]() 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 Mac.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. Not a biggie for me but I understand this is a factor for some.Make the Most of Your Money with Banktivity I am not big on the iPhone and iPad apps, but it does seem like some products claim to be able to perform the desired functions on any platform. Nothing out there is perfect, for me Banktivity makes better sense of presenting the data repository in a way you can use.Īlso it is clear that all providers of finance products are moving to subscription, I suspect that is related to paying third parties for the access to the global banks. Specific support for the Bitcoins etc, don't dabble in that but the products claimed to be 'Crypto Aware'īanktivity reporting is significantly more comprehensive than anything I saw by far and whilst many criticise the register I found it much better to view and split costs than other products (ie most of the data available without additional clicks).All Transactions Register with an 'email like' grouping of transactions (eg TODAY, THIS WEEK, THIS MONTH.the rest). ![]()
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