"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.
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Minimum OS requirement is 10.13 High Sierra.
August 24, 2021 | 101 Comments
With summer now almost behind us, I want to give an update on two major topics: 1) Direct Access and 2) support for Apple’s forthcoming iOS...
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