- #Review of banktivity for mac update#
- #Review of banktivity for mac software#
- #Review of banktivity for mac download#
For close to a year, I've paid for a software-as-a-service and received virtually no service. These frustrations have been going on for close to a year and there is no end in sight. Attempting to close the app results in endless waiting, finally needing a force close, resulting in lost work. Often freezing and becoming unresponsive. Multple support tickets opened, many months of waiting, no service.Ĭonnection issues aside, the app itself has grown increasingly buggy as of late.
#Review of banktivity for mac download#
The company's move toward Direct Access 2 has ruined any hope I have of ever being able to seamlessly download my account transactions again.
#Review of banktivity for mac software#
This year I have given IGG software more money than I ever have in 10 years, and received a software/service that works little more than 20% of the time.īank connectivity is virtually non-existent. This year, I upgraded to Banktivity 8 (against my best judgement) following the company into their subscription model in the hopes of gaining better bank connectivity. Over that time, I have been moderately happy with the product, just enough to keep using it for that long. I have been a loyal Banktivity user for 10 years, dating back to the days of iBank.
It's time to take action and start PROACTIVELY managing your money. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials. Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management. No matter where you are, you can enter transactions on the go with Banktivity for iPhone. Or view holdings in the Portfolio or Investment Summary reports -presented in comprehensive graphics that let you drill down for details, export or print. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). 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. Banktivity calculates IRR, ROI and gains and losses. You can track buys, sells, splits, dividends, options and more. Actual reports.īanktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs.
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). By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. 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.
#Review of banktivity for mac update#
It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you. You’ll easily track, categorize, tag, reconcile and manage every transaction. Banktivity's 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's set-up assistant will import your old data and download current transactions from your bank accounts online.īanktivity gives you a holistic view of your finances - checking accounts, savings, credit cards, real estate, mortgages, investments and budgets.
The first step in better money management is getting all your finances and accounts into one place. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions. The key to reaching all your financial goals comes down to one simple idea:īanktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure.
Make the Most of Your Money with Banktivity
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