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
Transactions
Online bill pay
Attach images or files
Split transactions with multiple categories
Scheduled transactions
Categories
Custom categories & sub-categories
Assign tax codes
Importing
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
Forecast
Budgets
Envelope budgeting option
Budget vs. actual report
Use multiple budgets
Mobility
Sync to iPad app
Sync to iPhone/iPod app
Sync to free Investor app
Other
Multiple currency support
Maintain multiple user documents
Password protection
Check printing
64-bit optimization
Export to QIF
Export to TurboTax
Support
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.

Notice any mistakes? Please so that we can update our comparison table. Thanks!


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 3, Search

June 8, 2016 | 14 Comments

One of the benefits of using Banktivity is being able to look up historical financial information. For example, the other day when we were prepping for a yard sale, we wanted to know how much we originally paid for a bicycle we were selling. No problem, I thought, I can just pull up Banktivity and… Read More

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On Twitter

July 26, 2016, 07:06 PM

Happy to see Banktivity at the top of @thesweetsetup's list of finance apps! https://t.co/EiY2XAaAXg

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