Banktivity 6

Banktivity 6

By IGG Holdings, LLC

  • Category: Finance
  • Release Date: 2017-05-17
  • Current Version: 6.1.3
  • Adult Rating: 4+
  • File Size: 19.41 MB
  • Developer: IGG Holdings, LLC
  • Compatibility: Requires iOS 10.12 or later.
Score: 4
4
From 47 Ratings

Description

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. "Much superior to Quicken, and with a lot of the power I'd come to depend on in QuickBooks." – Patty Page, Washington 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

  • We like the improvements, and links to mobile apps

    5
    By Don A7
    We use the free services, linking two computers, his and her iPhone, and his and her iPad over IGG’s free cloud. One of the first shared tasks when we got married, was her checkbook which had rarely been balanced. When she got an iPhone with functional Touch ID, the Banktivity iPhone app was suddenly useful for her. Banktivity’s cloud function has greatly simplified our money communication. I mentioned that in a previous review. What is new is that in Banktivity 6, the computer process does not faze her. Categorizing which are deductible, which are mundane, no problem. I am not sure why the new interface clicked, but it did. I have no financial ties to any software company, other than once-upon-a-time getting a free year of premium membership after beta testing an exercise app on my iPhone.
  • Definitely the best thing for Mac users :)

    5
    By ubernaut
    You will not regret trying this app so… much better than the alternative(s). Support is awesome if only by chat. Definitely give the free trial a go if you have had any difficulties with other apps. :)
  • Nice upgrade

    4
    By Kathy Veg
    I’ve been real pleased with the upgrade. I was a little concerned initially because of some reviews but I find it works well for me. The new summary page is a wonderful addition. And I’ve liked how I can split transactions and easily view the split transactions later. It not perfect but I like it much better than Banktivity 5.
  • Banktivity 6

    5
    By Pete Fottler
    I changed from IBank to Banktivity 6 when I got a new computer. The format has changed, but for the better. There are also new functions which allow you to ‘reconcile’ your statemenets for each month, which I really like. All in all a much better App. Their ‘chat' is also excellent as I’ve used it twice with positive results:they were very patient with me and guided me through my questions.
  • Problems w/ Syncing, Syned Account Accuracy and Long Delays. But Still Best Mac App I’ve Found

    3
    By Bent118
    I’ve been searching for a good finance app for the mac that has all the features I need - easily giong through transactions quickly to categorize + add tags, direct syncing with banks, ability to do envelope budgeting, and just feels customizable enough for my needs to feel like my finances can live in it. Also the ability to have both business accounts and personal accounts was key. Banktivity 6 does all those things with a great interface. There’s some hicups here and there but their support team has been able to walk me through all of it. If you have the time to use a program that might have some rough edges but is by far the best and most customizable for the Mac- this one is for you! The iPhone app isn’t too shabby either. The Apple watch app leaves a little to be desired but at least it has one! Have to say it’s great to not rely on any web based clients. I’m sticking with Bantivity for the foreseable future. It’s the best app of it’s kind! UPDATE: After using the app for a couple months, I’ve found syncing to be either unreliable (constantly asking for security reauthorization via a text or email), oudated (it can take up to 4 days to see account activity- apps like mint or personal capital will show it almost immediatly which can make budging difficult), acccuracy issues (several of my accounts, specifically wealthfront show incorrect balance info and not helpful transaction info). Plus my business bank account is unfortauntly not supported here whereas in Mint it syncs fine. I hope the developers of this app can switch to another system for updating accounts with transaction and balance info. It seems to be far below the standard of other apps. I also notice strange issues like setting a transaction to a certain category only to find it’s changed by itself when I see my budgeting data looks off. Their live support is great and they helped me fix it but it can keep happening again. With this app it does feel like I’m conftantly trying to fix something that isn’t working quite right and don’t feel 100% confident about what I’m seeing. That’s a problem with a financial app. But it is a native Mac, iPhone, Apple Watch app. That’s hard to come by. And it has great features like envelpoe budeting and thanks to being a native app it’s quick to go through a lot of transactions. Sticking with it for now but hope it gets better soon or I may move elsewhere.
  • Former PC Quicken 2017 user

    5
    By SNRSP
    Been very happy with the program. Some issues with missing details on some transaction types but >90% accuracy in transfer using qif format. Program is much more lean and quick than quicken. Happy with reports available and am sure more options are to come in future versions. Been happy with customer service responses also. Occ crash but the auto save every minute limits wasted time. I don’t use the budgeting components so can’t comment on that. fairlly fast updates once banks/funds are set up. Would like some quick 1 click edit options in report menus for common like last 1 year, last 5 years, last 10 years
  • Version 6 having sync issues

    2
    By cemorris
    After upgrading to version 6 the app is constatntly 3 or more days behind on my transactions. The app seems to refuse to download any new transactions and its driving me crazy. I submitted some feedback through email, received a fast reply asking a few questions. After my response to those questions I have heard nothing. Everytime I open the app it is always at least 3 days behind in transactions. For example today is the 18th and the latest transaction is on the 14th. Logging into my bank website I have verified there are at least 20 transactions it has failed to download. Version 5 did not have this issue. Considering moving back to quicken at this point, not happy.
  • Don’t Upgrade Yet

    3
    By Yanc
    First let me say that I love Banktivity 5 and even with the subpar reviews I deceieded to purchase the upgrade. While the applications works well and looks nice, the felling and flow are off. I can’t seem to edit catagories right from the register any more. I have to double click on the entry and than move to the other side of the screen to make the change to the category. The resolve view seems to be gone. I’m glad I didn’t uninstall Banktivity 5 as that is what I will be sticking with. If you are using Banktivity 5 and it is working for you I wouldn’t upgrade. So one thing I forgot to metion but it needs to be said is that the developer has been very responsive and actual resoved one of my issues concerning views. However, I still am not able to enter / change catagories from the registry but I have to double click on the entry and than move to the other side of the screen to make a change.
  • Upgrade 6 is awful

    2
    By miamiwriter
    Clunky, difficult and tedious to use… this is no improvement over iBank 5 (which I have used a long time) and in fact crashes constantly. I am sorry I wasted the money upgrading and spending $$$ on in-app purchase for bank connectivity. Now looking for another solution...
  • The Best App Available of Its Kind!

    5
    By ProductiveQ
    As a former Quicken and iBank 4 user I can enthusiastically say the Banktivity 6 is the best personal finance application I have ever tested. I now use it on a daily basis. My career as an IT professional requires me to evaluate and recommend software for clients. The combination of Banktivity 6 for macOS and its iOS counterpart running in tandem using the free cloud sync feature is an unbeatable combination to keep one’s finances organized. As an overall system, it is fast, stable and elegantly designed. Hats off to the IGG development team!

Comments

keyboard_arrow_up