Home/Personal Finance Software/Banktivity
Updated on: May 23, 2022

What is Banktivity ?

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Banktivity - Personal Finance Software
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84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Banktivity

Manage finances in an enhanced manner
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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.

Banktivity Awards

Banktivity Features Show All Features

Banktivity Technical details

Support Online Customer Type Large Enterprises Medium Business Small Business
API NA Location / Phone Number Ashland, Oregon
Deployment Mobile - iOS Installed - Mac Category Personal Finance Software

Banktivity Pricing

Pricing ModelFree Trial , Subscription
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

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Disclaimer: The pricing details were last updated on 12/02/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Banktivity pricing.

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Videos on Banktivity

Getting started with the New Banktivity
Getting started with the New Banktivity
Master envelope budgeting in Banktivity 7
Banktivity 6 Intro Video: Workspaces
Welcome to Banktivity for macOS/iOS

Banktivity Screenshots

Calendar
Mortgage
Summary
Portfolio
Calendar
Calendar
Mortgage
Summary
Portfolio

Banktivity FAQs

Banktivity is Personal Finance Software. Banktivity offers the following functionalities:

  • Investment Monitoring
  • Loan Management
  • Property Management
  • Transaction History
  • Tax Reports
  • Spend Tracker
  • Financial Dashboard
  • Expense Groups
  • Budgeting
  • Bills Management
  • Payment Gateway
  • Reports
  • Multi-Currency

Learn more about Banktivity features.

No, Banktivity does not provide API.


Disclaimer

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