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You’ll easily track, categorize, tag, reconcile and manage every transaction. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you.
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It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.īanktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.īanktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.īanktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.īuilt-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports -presented in comprehensive graphics that let you drill down for details, export or print. No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management. Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.
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Download Banktivity now! See More See Less It's time to take action and start PROACTIVELY managing your money.
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I realize this is a companion app to the Mac version but I guess I was expecting more from the iPad version. I’m hoping that the iPad version gets more powerful and more feature rich down the road. I’m not expecting parity with the Mac version but more than basic transaction management and simple views of accounts would be great.Īlso, this is the second time that I’ve attempted to use one of the companion apps (iPhone version about 2 years ago) and this is the second time that one of my credit card accounts has gone completely haywire. The time before and this time, I’ve had to completely scrub 4 years worth of transactions to get it right. I stopped using the iPhone app 2 years ago because I could never keep the account synced and accurate between my Mac and my phone. I’ll be cautiously watching this on my iPad over the next couple of weeks.
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Update: Added a star because I figured out how to process transactions. I would like to see reporting added to the iPad version in the future. This would really allow me to rely on the iPad version more.
When I saw there was an 8 now I went to check it out. Side note great job IGG letting your users who had paid for apps prior know there was a new version. I paid quiet a lot for seven and even prior spent the money for the phone app (before it was free) and thought those prices were high until I saw the prices for the subscriptions. For those prices I better get a new version every year at most. These companies are following the trend that companies like Microsoft and Adobe started.
I get prior versions had subscriptions for certain things. But I had the option to still have a fully functional check book app with all types of accounts with out having to pay. I just had to pay for some extra services if I wanted them (direct download and stuff I wouldn’t use).
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