Banktivity 6 - Personal Finance Manager

Developer: IGG Holdings, LLC

Current Version: 6.1.2

Last Updated: 12 days ago

Download Size: 20.3 MB - Download

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.

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Release Notes:

Nice little update that has some good fixes, like remembering when you have filtered by "uncleared" selected. This version also improves QIF import and expected/budgeted amounts.

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Most Helpful Reviews

5/5
Version 6.0.3
Review by ProductiveQ

The Best App Available of Its Kind! - 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!

Found helpful by 16 out of 18 people
1/5
Version 6.0.4
Review by JLBiv

Don’t Upgrade if you can avoid it; I regret it more and more as time goes on. - tl;dr - If it ain’t broke, don’t fix it - it seems like every day I notice something else that is now broken. I wish I hadn’t upgraded. I used to like Banktivity - it was probably the best personal finance program for Mac users. Functionality is rich, the Direct Access worked well and was well supported, and the iOS apps are well integrated. That said, Version 6 is a complete mess. In their desperation to be new and shiny, they fixed all kinds of stuff that wasn’t broken. The biggest issue for me is that Smart Accounts are gone, which means I’ve lost the ability view (and edit) transactions across multiple accounts in descending date order, which made it a snap to review recent activity at a glance and make any tweaks without having to switch to the specific account for any given transaction. There’s a Transactions Report, but you can’t sort by date - only by date within account, which defeats the purpose for me and is actually worse that selecting one account at a time, since to get to transactions for an account you have to scroll way down and try to find where the account starts. Hopefully they’ll bring Smart Accounts (or something similar) back in a future update. And then I found that my check printing configuration was lost, so there’s a bunch of time lost trying to get that lined up again. Then there's the fact that things like Payees, Categories, Scheduled transactions, etc. are by default hidden below/behind the Settings icon. Completely non-intuitive. Especially since once you click on one, the settings list collapses down, hiding them all again. And, in the scheduled transactions list, once you find it, they’ve put the date column (a key field for *scheduled* transactions) all the way over on the right, which is the opposite of how transactions display in the registers and makes it unnecessarily hard to find. Or take searching. It’s called “Find” on the menu (the only verb in a list of nouns), but “Search when you bring it up, as if the developers weren’t talking to each other and no one had any kind of vision. And the results are once again grouped by account with no way to change it, so to find recent transactions with a certain search result, you have to scroll down to look at each account one at a time. Why this refusal to let us set our own sort order? And ever since upgrading, Direct Access has been unreliable. And where you have multiple simiilar transactions (say, buying multiple books from Amazon at the same price), it matches the most recently entered transaction first, instead of the oldest as makes more sense (and as, I believe, it used to). And right-aligned category names in account registers? I guess they were looking to visually represent the mess they’ve made of this version. I prefer to change my financial application(s) at the 1st of the year. Sadly, we’re too far into 2017 for me to change away from Banktivity, so I’ll have to tough it out. But unless there are significant improvements (i.e., they restore the functionality and reliability that they have taken away), I’ll be looking hard at switching to something else at the end of the year..

Found helpful by 16 out of 20 people

More Reviews for Current Version

5/5
Version 6.1.2
Review by Pete Fottler

Banktivity 6 - 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.

Found helpful by 2 out of 2 people
5/5
Version 6.1.2
Review by Don A7

Flawless port to newer better version - Very good update from 5 to 6. It did not sound correct, but, as prompted, I first opened the saved document from version 5. Version 6 automatically made changes to the cloud document which immediately showed up on my iPhone. We use the free services, linking two computers, his and her iPhone, and his and her iPad over IGG’s free cloud. Each version change, the application seems to follow OS X more closely, and the iPhone app seems to follow iOS more closely. That makes the changes forgiveable, and once I try them, almost always, all is good. I like the category box changes, with arrows showing which way transfer money went. Envelopes are easier. Update 6.1.2, showing you the auto-fill information but if it is a Charge erasing the auto-fill when you tab out of Payee, other transaction types still showing it? A temporary not so good. I have no doubt they will fix this. Until then, if desperate, I could always use the iPhone app to auto-fill Charge transactions. One of the first shared tasks when we got married, was her checkbook which had never been balanced. Years later, she is still allergic to such tasks. Now, any time day or night, she can open the Banktivity mobile app with just a Touch ID. Whenever she wants, she can see the bills I paid and the transfers I did to cover those bills. Banktivity’s cloud function has greatly simplified our money communication.

Found helpful by 1 out of 1 people
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