Import from Quicken to have your accounts, transactions, categories and investments ready and waiting for you. Or start from scratch - Banktivity's streamlined setup assistant will have you going in no time. [video tutorial]
Banktivity 5 offers improved bank connections for direct downloads. Optionally, Direct Access* gets updates from thousands more banks, and shares that data with Banktivity for iPad and Banktivity for iPhone, too. [video tutorial]
Banktivity 5 delivers online bill pay to set up, schedule and send payments, track those transactions, and categorize the expenses. (Requires an OFX account connection; check with your bank for availability.) [video tutorial]
With advanced budgeting tools, you can build savings, watch your spending habits, monitor daily progress, incorporate scheduled income and bills, compare goals vs. results, and sync budgets to Banktivity on your iOS device. [video tutorial]
Track your spending patterns: assign categories or sub-categories to every transaction, use enhanced import rules for speedy categorization, and split transactions multiple ways for detailed budgeting and reporting.
Cloud sync done right: device-based, end-to-end encryption so nothing gets sent or stored insecurely. It's the best model for a true cloud sync experience and it's free! [video tutorial]
*Optional Direct Access sold via In-App Purchase: 365-day subscriptions are just $39.99. 90-day subscriptions are $12.99, 30-day subscriptions are $4.99. Free 30-day trial available.
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Free 30-day trial. Purchase for $59.99 with a 90-day guarantee.
Minimum OS requirement is 10.9. Works great with macOS 10.12 Sierra.
January 20, 2017 | 7 Comments
In this blog post I talk about a new feature we’ve been working on, called “Portfolio,” and I discuss a little about the future development of Banktivity. Banktivity has supported robust investment tracking and insights since the early days. But one thing that we’ve always wanted to improve is how quickly and easily you can… Read More
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