Banktivity 7, the best personal finance software for macOS

Award-winning software to help you pay off debt and grow your wealth.

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Banktivity 6 vs. MoneyWell

Account Types
Checking and savings
Credit cards
Amortized loans
Investments
Retirement
Account Management
Account groups
Transactions
Online bill pay
Attach images or files
Split transactions with multiple categories
Scheduled transactions
Categories
Custom categories & sub-categories No 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
Import from Quicken Essentials 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
Other
Workspaces
Multiple currency support
Maintain multiple user documents
Password protection
Check printing
64-bit optimization
Export to TurboTax
Support
Trial version
Unlimited email support*
Free live chat*
Downloadable user manual
Video tutorial library
Online forums/knowledge base
Built-in searchable help files
90-day money back guarantee 120 days
Feature Comparison Banktivity icon MoneyWell icon

*Support is free for currently shipping products.

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Perspectives on tech support

October 24, 2019 | 15 Comments

Hello, my name is Nancy Libby and I manage IGG’s tech support team. This blog post is a little different than some of our past ones as...

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