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 Windows.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 Windows 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! Direct Access subscriptions available via In-App Purchase.īanktivity 7 Developer Description: 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. Banktivity for iPhone and iPad for mobile money management ![]() Unlimited email support and Live Chat with US-based representatives Graphs and charts for instant data visualization Built-in report templates for Income & Expense, Net Worth, Payee Summary, Tax Summary, Portfolio, and Investment Summary Investment features to manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs, and other assets Envelope budgeting to assign money to different categories and carry over savings Budgeting tools to set saving and spending goals, track expenses, cut debt, and build a more secure future Attach receipts or files to transactions Track transactions with categorizing, tagging, splitting, or custom edits Set up checking accounts, savings, credit cards, real estate, mortgages, investments, and budgets Direct Access service connects to over 14,000 banks worldwide for automatic transaction data delivery Download current transactions from bank accounts online for free Import old data from Quicken or other finance software ![]() View all your accounts in one place for smarter financial decisions
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