Then track each and every transaction: fine-tune them by categorizing, tagging, splitting or making custom edits - or let transaction templates do the work for you. Next - or if you’re just starting out - download current transactions from your bank accounts online, at no cost, via direct connection to your bank or by using Banktivity's built-in browser to view your accounts and download your data for free.īanktivity's optional Direct Access* service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.īanktivity has the tools you need to set up checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. If you’ve used software like Quicken (for Mac or PC), Banktivity's set-up assistant will import your old data. The first step in money management is to get all your finances in one place. "Banktivity is like taking the best of YNAB, Quicken, and MoneyDance and mixing them together beautifully." – Kenny DrobnackĮxceptionally good technical support via live chat and email with US-based representatives. Banktivity is the best – you deserve it, your finances deserve it! What does Banktivity 7 do? Goodbye financial stress, hello Banktivity!īanktivity lets you see all of your accounts in one place so you can make smarter financial decisions.ĭitch your old worn out finance software.
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Update your accounts at once with Banktivity's Update Everything button, syncing devices and fetching Direct Access data, securities prices even currency exchange rates. No matter where you are, you can enter transactions on the go with Banktivity for iPhone (free on the App Store), or sync accounts, budgets and investments to Banktivity for iPad for mobile money management (iPad app sold separately).Ĥ.
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Banktivity automatically budgets scheduled transactions like paychecks and bills, so by categorizing each expense and editing the budget itself, you can see where your money goes - and how to make it go further! Banktivity does this visually so that you can see your daily progress compare past, current or projected budgets and view it all in a Budget vs.ģ. Next - or if you’re just starting out - download current transactions from your bank accounts online, at no cost, via direct connection to your bank or by using Banktivity's built-in browser to view your accounts and download your data for free.Ģ.
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