"Recently I gave up on Intuit for good and moved from Quicken Essentials to Banktivity for my personal finance needs...I did give Mint.com a chance last year, but I just couldn’t make it work for me... It only offered me part of my financial picture. I want the whole thing, and desktop personal finance software remains the only means to that end."
|Place accounts, budgets, reports or any views side-by-side|
|Checking and savings|
|Online bill pay|
|Edit transaction history||Adjust dates and payees only|
|Attach images or files|
|Split transactions with multiple categories|
|Scheduled transactions||Reminders only|
|Categories & Tags|
|Custom categories & sub-categories||No sub-categories|
|Assign tax codes|
|Custom category images|
|Direct downloads from online accounts|
|Use rules to clean & categorize imported transactions|
|Import from Microsoft Money|
|Import from Quicken for Windows|
|Import from Quicken for Mac|
|Import from Quicken Essentials|
|View price history|
|Short sales||No editing|
|Stock option trades||No editing|
|Return on investment (ROI)|
|Internal rate of return (IRR)|
|Transaction history||No editing|
|Income & expense|
|Compare two time frames on one report|
|Transaction editing on reports|
|Envelope budgeting option|
|Budget vs. actual report|
|Sync to iPad app|
|Sync to iPhone/iPod app|
|Multiple currency support|
|Maintain multiple user documents|
|Export to QIF|
|Export to TurboTax|
|Unlimited email support*|
|Free live chat*|
|Downloadable user manual|
|Video tutorial library|
|Online forums/knowledge base|
|Banktivity vs. Mint||
Banktivity for Mac
*Support is free for currently shipping products.
Notice any mistakes? Please let us know so that we can update our comparison table. Thanks!
Minimum OS requirement is 10.13 High Sierra.
March 15, 2021 | 39 Comments
Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going...
An honest mailing list, opt-in or out at anytime.