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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Includes free trial.

Get Banktivity from the Mac App Store

Banktivity vs. MoneyWiz

"A couple months back... I decided to move over to MoneyWiz to track my financial life. In the past week I decided to move back to Banktivity... The main reason I track my finances is to work out what I am spending money on and how well I am saving. This is simpler and more effective to work out with Banktivity."
"Today's winner is Banktivity. Banktivity's features cannot be matched and the range of different financial products supported by the app, plus the advanced reporting features, make this a very useful app to keep track of all your finances."
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
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 CSV only
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 QIF
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
Feature Comparison Banktivity icon MoneyWiz icon

*Support is free for currently shipping products.

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Minimum OS requirement is 10.13 High Sierra..

Perspectives on tech support

October 24, 2019 | 15 Comments

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