"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."
|Checking and savings|
|Online bill pay|
|Attach images or files|
|Split transactions with multiple categories|
|Custom categories & sub-categories|
|Assign tax codes|
|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|
|View price history|
|Stock option trades|
|Return on investment (ROI)|
|Income & expense|
|Envelope budgeting option|
|Budget vs. actual report|
|Use multiple budgets|
|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|
|Built-in searchable help files|
|90-day money back guarantee|
Banktivity for Mac
MoneyWiz for Mac
*Support is free for currently shipping products.
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Free 30-day trial. Purchase for $64.99 with a 90-day guarantee.
Minimum OS requirement is 10.13 High Sierra..
September 2, 2020 | 88 Comments
We’re so excited to preview the new Banktivity. If you haven’t been following along I recommend you read about our...
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