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They also offer a variety of online articles that may answer some of your most common questions.īanktivity 6 for Mac computers is $64.99. Instead, they offer support online via live chat or email. You must rely on your desktop for reports, but the app does allow for entering transactions on the fly.Ĭontacting Customer Service: If you are looking for phone support, you won't find it with Banktivity. The downside, though, is the lack of reporting capabilities on the app.
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While you must work on a desktop to get started, you can also download the Banktivity app for your iPhone or iPad and have synchronized information across all devices. This can give you a bird's-eye view of what you have available to spend, preventing overspending moving forward. In other words, you'll need to categorize and/or tag each transaction and run reports as you need them.Ī favorite feature of many users is the "Quick Reports,"' which are simple summaries of your current spending. Keep in mind that Banktivity only works as hard as you do. No matter which way you start, you'll want to link your eligible accounts to generate reports and start budgeting. Whether you import your transactions from Quicken (Windows or Mac) or you start from scratch, the setup assistant helps you get started.
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Others include their business finances and/or track their investments to use the full capabilities of the program.īanktivity makes it somewhat simple to start. Some users rely on it strictly for personal finance budgeting, helping them to stay on track. You make Banktivity as intricate as you want. Keep reading to learn if Banktivity is something you may want to consider as an alternative to a Windows-based budgeting program. Let's be honest, though, any conversion comes with its hiccups and frustrations-Banktivity included. It's compatible across multiple Apple devices and has powerful reporting capabilities to help Mac users get control of their financial life.īanktivity offers a setup assistant and allows you to convert your Quicken (qif) files right into Banktivity with a somewhat simple process. Does it live up to its name?īanktivity helps Mac users budget, pay bills, manage/track spending, and track investments.
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It claims to be one of the most complete personal finance software packages for Mac users. Users can use Banktivity's account forecasting feature to project their account balances into the future based on their bills and other scheduled transactions.Banktivity 6 set out to be the alternative for Quicken for Mac. Banktivity can also be used to plan for other big life events like saving for a wedding or house purchase. Banktivity allows users to focus on other important activities in the present and the future as it helps them to take charge their finances – putting expenses under control and building savings.īanktivity can be used to save for a first car, a rainy day fund or save for retirement. It can also be used to setup a monthly saving plan as part of budget. This feature can be used by users to set goals, as well as monitor their progress. Through Banktivity you can save more and curb unwanted expenses.īanktivity provides a feature which allows users to compare current annual savings rate with previous years. Groceries) and their bills are automatically used to build up a budget.ĭeveloping a budget in this manner ensures users spend only what they’ve planned and can modify the budget to ensure they take in more than they spend.
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Budgets in Banktivity enables users to enumerate spending targets in any category (e.g. This enables users to identify various spending habitats across accounts, even though the user and a partner have separate credit cards. Banktitvity enables users to categorize transactions regardless of whether they input the transactions manually or use the built-in bank connectivity options. Banktivity enable users to analyze, synchronize, and integrate bank accounts.īanktivity eases the process of combining checks, savings, credit cards, investment and other accounts.