Banktivity 5: Mac personal finance software

"Our favorite budgeting and personal finance app. It does everything well." –The Sweet Setup

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Includes free trial.

Get Banktivity from the Mac App Store

Banktivity 5 vs. Quicken Essentials

"It will be a long time, if ever, before Quicken Essentials catches up to Banktivity."
"Recently I gave up on Intuit for good and moved from Quicken Essentials to Banktivity."
"I'm finding Banktivity much more usable as a Quicken replacement than Intuit's anemic Quicken Essentials."
Account Types
Checking and savings
Credit cards
Amortized loans
Investments Balance only
Retirement Balance only
Account Management
Account groups
Smart accounts based on rules
Online bill pay
Attach images or files
Split transactions with multiple categories
Scheduled transactions
Custom categories & sub-categories
Assign tax codes
Direct downloads from online accounts
Integrated web browser
Use rules to clean & categorize imported transactions
Import from Microsoft Money
Import from Quicken for Windows
Import from Quicken for Mac
Investment management
Retrieve quotes
View price history
Short sales
Stock option trades
Investment analysis
Portfolio value
Capital gains
Return on investment (ROI)
Transaction history
Report Templates
Income & expense
Net worth
Category detail
Investment summary
Payee summary
Debt summary
Envelope budgeting option
Budget vs. actual report
Use multiple budgets
Sync to iPad app
Sync to iPhone/iPod app
Sync to free Investor app
Multiple currency support
Maintain multiple user documents
Password protection
Check printing
64-bit optimization
Export to QIF
Export to TurboTax
Trial version
Unlimited email support*
Free live chat*
Downloadable user manuals
Video tutorial library
Online forums/knowledge base
Built-in searchable help files
90-day money back guarantee
Feature Comparison Banktivity icon Quicken Essentials icon

*Support is free for currently shipping products.

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Want to know more? See what else makes Banktivity 5 a better choice than Quicken Essentials for Mac.

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State of Banktivity Part 4: New and Intuitive Navigation

October 24, 2016 | 15 Comments

When you embark on a large software project some of the first steps are planning and scope. Furthermore, when you’re working on a revamp of an existing product, you have an opportunity to look back and admit to your mistakes, and look for ways to correct them. In this post I discuss two big goals… Read More

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October 27, 2016, 03:09 PM

Quality article @nytimes on big financial topics for "typical" 29 y.o. Banktivity lets you manage all of it.

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