Banktivity 6

Banktivity 6

By IGG Holdings, LLC

  • Category: Finance
  • Release Date: 2017-05-17
  • Current Version: 6.3
  • Adult Rating: 4+
  • File Size: 29.57 MB
  • Developer: IGG Holdings, LLC
  • Compatibility: Requires iOS 10.12 or later.
Score: 4
4
From 118 Ratings

Description

*** Featured in Apple's "New apps and games we love" *** Banktivity 6 ushers in a new level personal finance management software for macOS. Whether you're taking your first steps in getting your financial house in order, or you're a seasoned veteran of financial software, Banktivity 6 helps you take complete control of your money. "Over the years I have used Quicken, Mvelopes, YNAB and Mint. Recently switched to Banktivity and love it. Nicely engineered." – Rich, New Jersey 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 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 10,000 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, mortgages, investments and more. 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 6 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 and securities prices. √ 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, etc.; categorize investment transactions; retrieve quotes from Yahoo! Finance or foreign exchanges; analyze ROI and more. 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 No matter where you are, you can enter transactions on the go with Banktivity for iPhone, or sync accounts, budgets and investments to Banktivity for iPad for mobile money management (apps sold separately). If you need help, get unlimited email support or Live Chat for answers in minutes. 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.

Screenshots

Reviews

  • Nice changes. Definitely upgrade if using a recent Mac OS, AND—

    5
    By Don A7
    Sounded like the wrong way to do it, but the update from 5 worked fine when I followed the prompts. The AND to consider before updating your iOS devices, like iPhone and iPad, is trying to make a new copy of the document from cloud onto your computer. If you cannot make a new copy to your computer, you will not be able to make a document in the new iOS apps, either. I took the plunge, and my completely new document works with both the computer and all the mobile devices. I first made a back-up of the old document, for doing my income taxes. I decided to make the new document using the new tag structure, using a new user ID, updating our categories to the Schedule C and Form 2106 items we now use, and making a fully envelope capable budget. I like the power the tags impart to the new document. The old document is still accessible on my computer, so I am confident my income tax information is still there. In the new document, I made us each a discretionary fund budget envelope. A personal discretionary fund envelope should give us each breathing room as well as automony, as we make a budget that works for us and not just for one or the other. We are again linking two computers, his and her iPhone, and his iPad and her iPads over IGG’s free (encrypted) cloud. I enter on my iPhone as I shop, and always know my remaining balances. Deductible expenses auto-fill to the correct category. Very nice! In Banktivity 6, the computer process seems easier for her. I am not sure why the new interface clicked, but it did. Thank you!
  • No “Download Quotes” in iBank 6

    2
    By MegaMillions-NJ
    It was a big miss removing the ability to just update security prices with “Download Quotes” from iBank 6. I often don’t want to update every account and prefer to update my portfolio values at the end of each day. Removing this functionality removes a level of convenience that initially got me to switch over from Quicken and is a big step backwards, in my opinion. I initially thought I was having trouble locating the activity but a chat with IGG Support confirmed it does not exist in iBank 6.
  • Routinely crashes and loses data

    2
    By CE gal
    I’ve been using Bankitvity since the early days of iBank. I’ve never had the number of crashes and data loses sinces converting over to IBank6. After reading about the number of folks reportig system crashes, I had held off converting, for as long as I could, now I wish I hadn’t spent the money as the crashing problem is still apparently there. Its very frustating and causes one to doubt the value of the data, when after you spend three hours balancing the checkbook, the credit cards, etc, and paybills onlly to have the system crash when you go to close at the end of the session. I’m not storing to “the clould” or connecting to any on-line services. Just data entery and stock updates, after the market has closed. I normally don’t write reviews, much less than poor reviews, but after losing yesteray’s data, I said enough is enough.
  • Setup is painful

    4
    By SocratesNJ
    This is my second revision of the review. Yes, the setup was painful and I had to jump through hoops to get things to function properly. However, now that I’m no longer involved in the setup nd I’m simply using the software, it’s really slick, especially with customization. I do wish that I was able to schedule a transction for the second Wednesday of the month. That’s my major source of income. I did come up with a workaround. I have it scheduled for the tenth of the month, which is generally close to the actual date. When I get the alert four days ahead of time (which is one day prior to th4e earliest actual date), I post the transaction and immediately go to the account and change the date to the correct date. A little klutzy but I have to do it with only two transactions (both occurring on the same date).
  • Unfulfilled Promise

    3
    By Apodivore
    I’ve been a Quicken user since 1993 on Mac and Windows platform, and Intuit is really irritating. I thought I’d give Banktivity a try. It’s an attractive platform, and works as well or better than Quicken for most things that I care about, EXCEPT online direct connections. The subscription model is fine, but after spending an entire weekend in October getting my 2016 and 2017 transactions entered and cleaned up, the free trial subscription for online direct access to bank accounts prompted me to purchase a subscription. Fair enough. However, it doesn’t work. It is stuck on the “Talking to Apple” page with no logging,a stuck progress bar and utter befuddlement from the support team. I’m a busy dude, and I’ve spent about 4 hours trying to debug this problem for them. I have some developer chops, and tried to at least find some kind of log mssage or error - I”ve reinstalled and started new document with all new connection information, and it just doesn’t work. The first time, support gave me a coupon for 30 days of free access, but after that expired,the same bug happened. it’s going on three months. The last interaction was not acknowledge with an e-mail and a coupon that they promised, and there is a 30 minute wait to get to interactive support. So, I’m looking for alternatives now. It’s very hard to trust my financial well-being to such buggy software with such lackluster support. I’d much rather support Banktivity than Intuit - but they need to get their act together.
  • Made it Pretty not Functional !

    1
    By PS & DS
    I have been using iBank/Bankivity since ver 3. Always loved it’s simplicity and accuracy. With this current release (Bankivity 6) IGG has focused on making the product pretty by sacrificing functionality. Edititng payees and scheduled transactions is very difficult and requires many clicks and scrolling through the list. There is no search of payees only accounts. Recently the software glithced on the annual change of year and corrupted many of the transactions. IGG has been contacted many times about fixing the functionality and they either don’t respond or give the “we have other priotiies” runaround. What higer priority could there be than to make your software work properly?!!? I would (and am) looking elsewhere for my financial software.
  • Satisfied user

    5
    By Giuseppe the sailor
    Great software!!!!
  • Will not synch to bank account

    1
    By …disappointed
    This app is expensive and I so my expectation was a seemless connection to my bank's online system. Unfortunately this app does not meet that threshold. Working with Tech Support confirmed that my bank is indeed supported …… but when attempting to synch the connection simply time-outs. Tech Support’s guidance was to wait a day or two and try again. I’m going to my bank tomorrow to see if there are any additional registrations needed on their end but absent a resolution there I think I just wasted $64.
  • Poorly supported application, staff not available

    1
    By JD12477667
    I have been using Banktivity for about 2 weeks, during this time, i believe it has only worked properly for about 2 days, after day 3, it kicked me out stating i don’t have a valid Banktitivy account, then after fixing that issue, and resigning in, it now no longer updates any of my information, when I try to add any account, it goes through every step then throws out an error stating it cannot be added, and to try again in few hours (for the past 4 days). I have emailed their support center about my issues, and it’s been more than 24 hours without a reply. I wouldn’t spend money downloading this application.
  • Miscellaneous annoyances

    3
    By wwhipple
    I’ve used Banktivity ever since it was called iBank, and have had generally good success with it. Last night when I balanced my checkbook on my Mac, Banktivity missed one of my large deposits when I synced from the cloud. Fortunately, I was able to restore it on the computer. Also, when I first opened the application on the Mac, I noticed that it notified me of the availability of version 6.4 to replace my version 5. It also stated that version 5 wouldn’t work on Higjh Sierra—which I was running on my Mac. I imagined that maybe it was because of High Sierra that the sync missed the deposit. Otherwise, the reconciliation worked perfectly. … But I decided to try to purchase 6.4 anyway. The link didn’t work, so I gave up. Overnight I awoke and decided to try to upgrade Banktivity on my iPhone. The only option Ihad there was version 4, which I downloaded, thinking that it might synchronize better. I found that Ihat I had forgotten my password, so I reset the password. Then I tried to enter my password, but it said I had had too many failed login attempts, so I gave up and went to sleep. This morning I deleted the second Banktivity app from my iPhone and opened my old Banktivity app. This time it accepted my username and password. Now, I’ve just downloaded the new 6.4 version for the Mac, but when I try to log in, it says I’ve had too many failed login attempts. (I would have expected that the successful login on my iPhone a few minutes earlier would have reset that failed password state.) Today I want to reconcile my credit card on the new 6.4 on my Mac. I hope it lets me log in! If it weren’t for all these upgrade woes, I would give 5 stars. However, I want to make sure everything works and that my $64.99 is well spent before I give it that many stars. I’m keeping my fingers crossed that the sync errors of last night don’t reappear.

Comments

keyboard_arrow_up