Banktivity 6 - Personal Finance Manager

Developer: IGG Holdings, LLC

Current Version: 6.0.2

Last Updated: 5 days ago

Download Size: 20.3 MB - Download

Description:

Banktivity 6 ushers in a new level personal finance management software for macOS. Whether your 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.

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Most Helpful Reviews

5/5
Version 6.0.2
Review by Don A7

Flawless port to new version - As prompted, I first opened the version 5 document on my computer, and version 6 automatically makes changes to the cloud document which immediately show up on my iPhone. We use only the free services, linking two computers, his and her iPhone, and his and her iPad over IGG’s free cloud.

Found helpful by 7 out of 7 people

More Reviews for Current Version

5/5
Version 6.0.2
Review by HunterEdison

Seamless Upgrade - New cleaner layout; upgrade/conversion of v5 file was completed without error; summary screen is better organized; tags; and it’s zippy on my 2013 McBook Pro. Still the best personal finance software for Mac.

Found helpful by 5 out of 5 people
5/5
Version 6.0.2
Review by MikeT324

Best Udate So Far - I have been using Banktivity since iBank 4. I could not be happier with the newest version. It was easy to do. Everything ported over (upgraded from Banktivity 5) with no issues. It looks tremendous. So user friendly. I look forward to all the enhancements on the mobile devices. Only downside, the inability to get the upgrade from the manufacturer.

Found helpful by 3 out of 3 people
4/5
Version 6.0.2
Review by Bent118

Really great finance app for the Mac - can’t find a better one! - 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!

Found helpful by 3 out of 3 people
3/5
Version 6.0.2
Review by JLBiv

Added stuff I’m not sure I want, took away stuff I really liked. - I like Banktivity - it’s probably the best personal finance program for Mac users. That said, I’m not real thrilled with version 6. - Smart Accounts are gone, which means I’ve lost the ability to see transactions across multiple accounts in descending date order, which made it a snap to review recent activity at a glance. - Auto-save is gone, so you have to explicitly save before exiting if you’ve made any entries or changes. It’s a minor thing, but it’s inexplicable - it wasn’t broken, so why fix it? - Huge category icons appear on every transaction and can’t be turned off. I get that some folks may find it helpful, it’s extremely distracting visually, and there really should be an option to turn them off. There are probably other take-aways and unecessary additions, but this is what I have noticed in my first 48 hours with the program. For now, I have to recommend that people not upgrade from Banktivity 5 unless they have a real need for some of the new features, since they seem to have messed up lot of good stuff in the name of progress.

Found helpful by 0 out of 0 people
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