Banktivity vs MoneyWiz Comparison

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81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Banktivity

Personal Finance Software

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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

MoneyWiz

Personal Finance Software

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Refresh.me

Personal Finance Software

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Simplifi

Personal Finance Software

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Overview

Description	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. Read more	MoneyWiz is a powerful personal finance tool that helps the user keep track of their finances. It offers direct sync with more than 20,000 banks across 50 countries. MoneyWiz also works with Plaid, Yodlee, and SaltEdge as an added advantage. Its features include compact layout, easy swipe across categories, bulk edit and delete, intuitive display, smart analytics on credit utilization, and balance available. The tool offers users customizations in terms of colors and logos for each category. MoneyWiz allows users to easily modify the existing shareholding to adapt to any share split or even bonus allotments. Users can keep track of their daily and monthly spends across various categories like Fuel, Groceries, utility payments, etc. Users can also set up reminders for payments and card bills. Moneywise gives a comprehensive view of all the Banks, Credit cards, Investments, Expenditures, Wallet balances, Loans, and Receivables of the user. The tool also enables users to set up budgets and goals to meet personal finance goals. Read more	Refresh.me is the ultimate personal financial management tool, meticulously designed to keep their finances in check and their mind at ease. Users can easily track their account balances, monitor transactions, manage investments, and keep an eye on their credit all consolidated in one convenient place for maximum efficiency. With monthly credit reports, scores, and detailed 3-bureau updates, they'll always be informed about their financial health, empowering them to make well-informed decisions. The AI Assistant goes a step further by offering personalized insights tailored to their spending habits and financial goals, making it easier to navigate their financial journey. Moreover, the privacy management features actively work to protect their identity and ensure their online privacy, so they can explore their financial options without fear of data breaches. Whether they're monitoring their spending habits, analyzing their investment portfolio, or securing their personal information, Refresh.me empowers they with superpowered insights and robust protection to enhance their financial well-being. Read 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. Read more
Pricing Options	Free Trial Available Starts at $4.99.	Free Trial Not Available Starts at $4.17.	Free Trial Not Available Starts at $12.0.	Free Trial Available Starts at $5.99.
SW Score & Breakdown	81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 97% Reviews 60% Momentum 60% Popularity 70%	84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 99% Reviews 60% Momentum 64% Popularity 71%	75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 81% Reviews 60% Momentum 60% Popularity 62%	85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 100% Reviews 60% Momentum 62% Popularity 77%
SaaSworthy Awards	# 3 Fastest Growing	Not Available	Not Available	Not Available

Features

Total Features	13 Features	13 Features	6 Features	14 Features
Common Features for All	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 + 10 More - Show Less	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 + 10 More - Show Less	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 + 3 More - Show Less	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 + 11 More - Show Less

Technical Details

Organization Types Supported	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac
Modes of Support	Online	Online	Online	Online

Reviews & Ratings

Pros & Cons

Not Available

AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Available Starts at $4.99.	Free Trial Not Available Starts at $4.17.	Free Trial Not Available Starts at $12.0.	Free Trial Available Starts at $5.99.
Pricing Plans Monthly Plans Annual Plans	Bronze Subscription $4.99 $4.99 per month Silver Subscription $6.67 $6.67 per month Gold Subscription $8.34 $8.34 per month	Premium $4.17 $4.99 per month Standard $19.99 $19.99 per year MoneyWiz 3 (Pay once) Others MoneyWiz 3 (subscriber) Others	Individual $12.00 $20.00 per month Couple $22.00 $35.00 per month Family $32.00 $65.00 per month	Simplifi $5.99 $5.99 per month
	View Detailed Pricing	View Detailed Pricing	View Detailed Pricing	View Detailed Pricing

Alternatives

	Moneydance 4.1 Based on 7 Ratings Banktivity Vs Moneydance MoneyWiz Banktivity Vs MoneyWiz Monarch Money 1 Based on 1 Ratings Banktivity Vs Monarch Money FinWise Mint 3.2 Based on 37 Ratings Banktivity Vs Mint	Moneydance 4.1 Based on 7 Ratings MoneyWiz Vs Moneydance Banktivity MoneyWiz Vs Banktivity Spendee 3 Based on 10 Ratings MoneyWiz Vs Spendee Mint 3.2 Based on 37 Ratings MoneyWiz Vs Mint Quicken 3.6 Based on 31515 Ratings MoneyWiz Vs Quicken
	View All Banktivity Alternatives	View All MoneyWiz Alternatives

Screenshots & Videos

Screenshots	+ 3 More	+ 1 More	Not Available	+ 8 More
Videos	+ 3 More	+ 2 More	Not Available	+ 2 More

Vendor information

Company Details

Located in: Ashland, Oregon Founded in: 2003

Located in: San Francisco, California

Located in: +1 855-585-1026

Located in: Menlo Park, CA

Contact Details

Not available

https://www.iggsoftware.com/banktivity/

Not available

https://wiz.money/

Not available

https://refresh.me/

Not available

https://www.quicken.com/simplifi/

Social Media Handles

Linkedin 103

Twitter 4K

Facebook 3K

Twitter 5K

Youtube 296

Google Play 131K

Apple App Store

Not available

Twitter 566

Facebook 223K

Instagram 4

Youtube 1K

Google Play

FAQs

What are the key differences between Banktivity and MoneyWiz?

Banktivity offers advanced investment tracking and analysis, while MoneyWiz focuses on personal finance management with features like expense tracking, budgeting, and investment monitoring.

What are the alternatives to Banktivity?

The top alternatives to Banktivity are Moneydance, MoneyWiz, FinWise, Mint, and Quicken.

Which product is better for managing investments?

Banktivity offers more comprehensive investment tracking and analysis features, making it a better choice for managing investments.

How do the budgeting features of these products compare?

Both Banktivity and MoneyWiz offer budgeting features, but Banktivity allows for more customization and group creation, while MoneyWiz provides intuitive display and smart analytics.

Can I integrate Banktivity or MoneyWiz with other SaaS products?

The provided context does not mention any integration capabilities for either Banktivity or MoneyWiz.