The app does not give you access to these sections: budgets, memorized transactions, scheduled transactions, historical security prices, account interest rates or reports. Empower does a better job with its consolidated view of investments.īeyond this, the synchronization works well and gives you access to the same information you have within your desktop software. I wouldn't care about investment accounts while on the go. So that would mean I would need to have access to only my checking, cash and credit card accounts. The mobile app is useful primarily for transaction entry. I don't need a total view of my finances from my iPhone. Until recently, the app cost $9.99, but now it's free (and ad-free).īanktivity also offers an easy-to-use but comprehensive iPad app, which costs just $19.99. Like Quicken for Windows, Banktivity Mobile can sync with your iPad or iPhone, so you have access to your information on the go. (I suspect most people will purchase this.) Banktivity screenshots The direct connection service is in addition to purchasing the software. When using Banktivity with any bank that requires a direct connection for synchronization, you must create an account with IGG Software. Rather, the limitation is in the QIF file format (which was developed by Quicken), and security reasons require this setup. Mind you, this isn't the fault of IGG Software. It can be a long, tedious process to set up each one. Most of my 52-plus accounts are set up to download. You must manually set up each account within Banktivity. Unfortunately, all of the online download account information is not passed to the QIF file. I suspect the import process is similar and just as easy. I don't use Quicken for Mac regularly, so I wasn't able to test this feature. ![]() I had a few minor issues in account categorization, but that was it. I was surprised by how painless the conversion from my Quicken for Windows file was. If you have an older Macintosh, you won't be able to use Banktivity. In its fifth version, Banktivity added a setup assistant, which makes the import process much easier than previously.īanktivity requires the latest macOS - 10.13 or newer. I suspect many people will do this, so I tested this part out extensively. To test Banktivity, I exported a QIF file of my current data from Quicken. I'm a longtime user of Quicken for Windows. It's a good alternative to Quicken if you've got an Apple-centric household with a Macintosh computer and “i” mobile devices. Created by IGG Software, it helps users pay bills online, track their spending patterns and maintain a budget. Better categorization: The ability to categorize investment transactions.īanktivity is personal finance software for Macintosh users.I mproved speed: Better use of import rules to speed categorization.iPad synchronization: Sync scheduled transactions.Prevent duplicate download transactions: Superior elimination of duplicate transactions from bank downloads.Setup assistant: Making it easier to import from other applications.Improved investing tools: Enhanced investment support for bonds and options.One-button update: Similar to what's offered in Quicken, you can now download all financial transactions with one click.results, and sync your budgets to Banktivity for iPad. Budgeting: In an improvement on the previous version, you can build savings, track spending, monitor daily progress, incorporate scheduled income and bills, compare goals vs.Direct access: Connect to more banks than ever.Quick reports: Drag and drop to create an instant report of your finances.Workspaces: Access side-by-side windows that allow you to work in multiple parts of Banktivity at the same time.Tagging: Allows you to track spending across multiple categories for events such as a vacation.Synchronization with Zillow: When you have a Direct Access subscription, you can integrate the Zillow estimates of your property values.Customizable summary view: Choose which accounts you want to see and which accounts you don't want to see in the Summary view.Mojave dark mode: You can use Banktivity 7 in Mojave's dark mode, which makes for a very sophisticated and attractive user experience.View your posted and upcoming scheduled transactions on a handy calendar. ![]() Calendar view: You asked for it, and Banktivity delivered.
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