Home/Personal Finance Software/Banktivity vs BuxferUpdated on: March 19, 2024

Compare Banktivity vs Buxfer

85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Visit Website

Visit Website

Visit Website

ADD PRODUCT
85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Visit Website

Visit Website

Visit Website

Overview

Summary

Banktivity is an advanced investment tracking and analysis solution, offering greater levels of control over money in a planned way. Thus making it easier for users to set goals and achieve them in real-time. The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Powerful organizational tools offered by the same ensures enhanced, tracking, tagging, categorizing and reconciliation facilities. Users can get their productivity levels boosted up by creating groups of two or more accounts, budgets, reports etc. Multiple customized reports offered by Banktivity, ensures greater financial mapping. The highly immersive reports can be transformed into PDF or taken as printouts as well. The software can also be used to monitor individual assets, split dividends, besides making ROI and IRR based calculations in an accurate manner. Banktivity offers active and secure connections with 14,000 banks, facilitating enhanced monitoring of financial data in real-time. ..show more

Buxfer is a top graded online money management application that helps its users with their budgeting, retirement planning, investments, forecasting, and more. Users get access to a comprehensive financial statement in one place. Moreover, they can optimize the automatic secure sync module to integrate with 20k+ bank accounts. Besides getting access to a manual transaction facility, users can also leverage the same to upload statements from their banks or softwares. Buxfer helps users with detailed insights, showcasing their spending trends. Thus enabling them to identify irregularities and plan out budgets in an efficient manner. The application sends real-time alerts when an individual exceeds their spending limits. Detailed financial forecasts let users detect upcoming trends and make decisions accordingly. Further, Buxfer helps its users in reaching their financial goals by suggesting appropriate long-term plans and investing strategies from time to time. ..show more

Simplifi is a finance management app created by Quicken that helps individuals reach their money goals. Users can see, plan, and navigate their finances anywhere and can also customize their finance categories and tags. The app provides useful insights about everyday changes that can help users achieve their financial goal in the future. Individuals can get a consolidated snapshot of their credit cards, investments, recurring bills and subscriptions, and upcoming bills and transactions to understand how it affects their balance. They can also be in control of their spendings and manage their bills using simple graphs and personalized categories. Simplifi analyses the user’s income and bills, and creates a customized spending plan which ensures a consistently positive account balance. It also helps them to set up savings goals for different milestones, track the progress, and understand how to reach those goals. All these features make it possible for individuals to set and achieve homeownership goals, family savings goals, vacation goals, and many others. ..show more

Features

Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Bills Management Facility to add manage purchase bills and get reminded if bills are due

Budgeting Prepares a plan to spend your money by balancing income and expenses.

Expense Groups Allows to categorize or group the transactions with common attributes

Financial Dashboard All in one dashboard that presents the financial performance.

Investment Monitoring Monitors the performance of savings and investments

Loan Management Keeps track all your debts, loans, interests and incorporate in your budget

Multi-Currency Enables payment and collection in multiple currencies.

Payment Gateway Facilitates payments for bills, membership, donation, etc.

Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.

Reports Comes with reporting capabilities and features custom pre-built reports

Spend Tracker Tracks expense and spend patterns to make your finances manageable

Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget

Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report

Transaction History Allows to verify or check all your historical transactions anytime

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Ashland, Oregon

Sunnyvale, California / +1-855-527-7722

Menlo Park, California

API

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Bronze Subscription
$4.17 /Month

Features

  • Account types:
    • Checking
    • Savings
    • Credit cards
    • Basic asset
    • Basic liability
  • Automatically connect to banks (via Direct Access and OFX)
  • Create budgets
  • Create reports
  • Setup goals to pay down debt
  • Build an emergency fund
  • Encrypted Cloud Sync (see all data on all devices)
  • Technical Support (with US-based representatives)
Silver Subscription
$5.84 /Month

Features

  • Includes features of Bronze Subscription plan, plus
  • Account types
    • Investment
    • Retirement
    • Real estate
    • Mortgage
  • Download stock prices
  • Investment reports
  • Download home values (US-only)
  • Save for education
  • Plan for retirement
Gold Subscription
$8.34 /Month

Features

  • Includes features of Silver Subscription plan, plus
  • Track accounts in different currencies
  • Download currency exchange rates
  • Check printing

View Price Page
PLUS
$3.99 /Month

$3.99 per month billed annually

Features

  • Unlimited Accounts
  • Unlimited Budgets
  • Unlimited Reminders
  • Unlimited Rules
  • Automatic Bank Sync
  • Automatic Tagging
  • Multi-factor Auth
  • Multiple Currencies
  • Manual Upload
  • IOU Tracking
  • Unlimited Transactions
PRO
$4.99 /Month

$4.99 per month billed annually

Features

  • Investments
  • Forecast
  • Top Movers
  • Timeline
  • Transaction Backups
  • + ALL FEATURES IN PLUS
  • Unlimited Accounts
  • Unlimited Budgets
  • Unlimited Reminders
  • Unlimited Rules
  • Automatic Bank Sync
  • Automatic Tagging
  • Multi-factor Auth
  • Multiple Currencies
  • Manual Upload
  • IOU Tracking
  • Unlimited Transactions
PRIME
$9.99 /Month

$9.99 per month billed annually

Features

  • Plans
  • Smart Alerts
  • Access Control
  • Full Backups
  • Live Chat
  • Phone Support
  • Includes features of Pro plan, plus
  • Investments
  • Forecast
  • Top Movers
  • Timeline
  • Transaction Backups
  • Unlimited Accounts
  • Unlimited Budgets
  • Unlimited Reminders
  • Unlimited Rules
  • Automatic Bank Sync
  • Automatic Tagging
  • Multi-factor Auth
  • Multiple Currencies
  • Manual Upload
  • IOU Tracking
  • Unlimited Transactions
View Price Page
Simplifi
$5.99 /Month

$47.99 billed Year

Features

  • Platforms: Mobile & Web app
  • Manage your money anywhere
  • Free Quicken phone and chat support
  • Automatic download of all transactions
  • Add manual accounts
  • Automatic categorization of income & expenses and define custom rules
  • Create custom income and expense categories
  • Create tags to group spending across multiple categories
  • Split transactions to track multiple categories
  • Manually review new transactions (optional)
  • Add notes & memos to transactions
  • Create custom Savings Goals
  • Create a 1-month budget
  • Ignore transactions from monthly spending plan
  • Budget for savings goals
  • Budget transfers to other accounts
  • Suggestions based on spending history
  • Checking, Savings & Credit Card Accounts
  • Loans, Assets & Brokerage Accounts
  • Education (529) and custodial accounts
  • Retirement: 401(k), IRA, 403(b)
  • Track home value
  • Track net worth
  • Track bills & subscriptions
  • Automatically separate bills & subscriptions
  • Auto-detect bills
  • Manually add bills
  • Alerts for upcoming & unusual bills and when bills are paid
  • Projected Cash Flow
  • Download online bIlls from thousands of connected billers
  • Track tax-related spending & Income transactions
  • Connect to investment institutions to automatically download transactions: Connects to 750 investment institutions; downloads holdings, positions & cash
  • Add manual investment accounts
  • Track complete portfolio across financial institutions
  • Download security prices and history
  • Banking reports
  • Net worth reports
  • Comparison reports
  • Spending reports
  • Categorize & separate personal, business & rental income/expense
View Price Page

SCREENSHOTS

Banktivity Screenshots
View 4 screenshot(s)
Buxfer Screenshots
Simplifi Screenshots
View 9 screenshot(s)

ALTERNATIVES

Top alternatives to Banktivity

Monarch Money
Monarch Money
Simplifi
Simplifi
Mint
Mint
Moneydance
Moneydance
TOGGLE Copilot
TOGGLE Copilot

Top alternatives to Buxfer

Spendee
Spendee
PocketSmith
PocketSmith
Quicken
Quicken
Mint
Mint
You Need A Budget
You Need A Budget