![]() ![]() It is nice to be able to see all of my credit card accounts, bank accounts, and investment accounts in one place.įor the accounts that direct connect is not supported for, downloading the transactions has been straight forward and not to time consuming.Īugust 2020 Version: 7.5.2 After much research, I chose Banktivity to keep track of all my finances, replacing Quicken.Īt a glance I can see how everything is doing at the moment, I can track things over time, and also can look at specific accounts, make a chart for tax-related items or other purposes, etc. I pay the extra fee for the direct connect and have found this to be a real time saver and worth the annual fee. September 2020 Version: 7.5.2 This program has worked very well for managing all my family personal finances. ![]() The primary reason is that my bank does not allow check writing in Banktivity. The only reason I did not give a 5-star rating is the transaction matching is a little weak. I no longer do stock management, so I cannot comment on how Banktivity compares to Quicken.īut the money management and report features are strong and provide me with everything I need. However, Quicken lost its competitive edge and no longer was providing updates to improve it. Guess Im sticking with Banktivity 7 like I have for business stuck with QuickBooks Pro 2003 (Windows, using Fusion) for similar reasons. I now somewhat regret switching from Moneydance, although for investments Banktivitys interface is vastly superior. Now theres a subscription-only version 8 coming out, in which even OFX direct connect (which does not require IGGs online services) is only included with and for the duration of a subscription. September 2020 Version: 7.5.2 Ive been using Banktivity since version 6. Its very well-supported, works well, and upgrade fees are quite rare (only when they went from version 1 to version 2, which is a complete rewrite). Subscribe How would you rate Banktivity app Post review 267 Reviews of Banktivity See all Odysseus 14 August 2019 Version: 7.3 Most helpful Do yourselves a favor and get SEE Finance 2. Subscribe for our newsletter with best Mac offers from MacUpdate. With a couple of clicks, youll be able to create powerful, dynamic reports using Banktivitys flexible templates (Income and Expense, Net Worth, Forecast, and more).Īnd Banktivitys new envelope budgeting feature helps tailor your spending while building savings. It lets you enter and edit your transactions with ease, pay bills online and on time, download your online account data, reconcile your statements, and track your investments with versatile and robust tools. With its intuitive user interface and a full set of money-management features, Banktivity is the most complete software available for Mac personal finance. ![]()
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