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#Banktivity review for mac#
#Banktivity review full#
#Banktivity review software#
#Banktivity review download#

Banktivity 6 offers the ability to schedule, pay, and track your bills as long as your bank offers the proper OFX connection. Even though vendors and many online banks offer online bill pay, some people prefer to do it through their budgeting software.

You can pay your bills directly through Banktivity.

If you tag the expense "vacation," you'll see it in both categories. However, you want to see it as a part of your vacation budget. Technically, it ends up in the grocery category. For example, you go grocery shopping while on vacation. Sometimes expenses overlap in categories.

You can tag your transactions in addition to placing them in categories.

You can save it for later or refine it further, based on your budgeting needs.

You choose the transactions you want to see and click "Report On" to get your customized report.

You can customize reports as you need to help you get a better handle on your spending/finances.

If you want to see your personal budget next to your business budget or you want to see your budget compared to recent spending, you can do it all on one screen. These workspaces are screens that you can view side-by-side. You'll see a feature called "Workspaces" in Banktivity 6.

You can see different screens side-by-side.

With the app, you can enter transactions as you go. If you wait until you are at home in front of the computer, several days or weeks might pass before you get to it. We like the capability of the app because it prevents you from getting behind on entering transactions.

You can sync your information across your Apple devices to budget on the go.

You can view the cost of the app in the app store on your iPhone or iPad, as they each have separate fees. If you want automatic account updates from your bank or you want to use the app, you'll pay an additional fee.īanktivity isn't very transparent about the actual cost for what they call "Direct Access," which automatically updates your accounts with recent transactions in your bank accounts.

#Banktivity review for mac#

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.

#Banktivity review download#

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.

#Banktivity review full#

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.

#Banktivity review software#

It claims to be one of the most complete personal finance software packages for Mac users. Banktivity 6 set out to be the alternative for Quicken for Mac.