Home/Personal Finance Software/BanktivityUpdated on: March 23, 2023

OVERVIEW
AWARDS
FEATURES
TECHNICAL DETAILS
PRICING
ALTERNATIVES
VIDEOS
MORE
- Screenshots
- Faq
- Related

+ Compare Visit Website

View Gallery

COMPARE

Banktivity

Manage finances in an enhanced manner

Write Review

What is Banktivity and how does it work? 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.

FOLLOWERS 86 4,332 3,006

Banktivity Awards

Banktivity Features Show All Features

Personal Finance Features

Investment MonitoringMonitors the performance of savings and investments
Loan ManagementKeeps track all your debts, loans, interests and incorporate in your budget
Property ManagementTrack & manage documents, expenses, income, loans, etc related to all rental properties.
Transaction HistoryAllows to verify or check all your historical transactions anytime
Tax ReportsHelps to calculate the tax payable on different Income types and prepares a tax report
Spend TrackerTracks expense and spend patterns to make your finances manageable
Financial DashboardAll in one dashboard that presents the financial performance.
Expense GroupsAllows to categorize or group the transactions with common attributes
BudgetingPrepares a plan to spend your money by balancing income and expenses.
Bills ManagementFacility to add manage purchase bills and get reminded if bills are due
Payment GatewayFacilitates payments for bills, membership, donation, etc.
ReportsComes with reporting capabilities and features custom pre-built reports
Multi-CurrencyMulti-currency means using more than one currency (such as Canadian currency and American currency) in a multi currency bank account.
Spending LimitAllows to set a spending limit to control overspending and ensures it is in-line to budget
AlertsAlerts are actionable and content-rich push notifications sent by the collaboration software. These notifications can be for anything from messages from teammates, reporting managers, or work updates.

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

Screenshot of the Vendor Pricing Page

View Full Screen

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.

Banktivity Alternatives Banktivity Alternatives

Sponsored

WellyBox WellyBox is a powerful business receipt management solution that offers businesses an automated way... read more Visit Website

Personal Capital Personal Capital is a personal wealth management platform dedicated to helping clients manage their... read more Visit Website Banktivity vs Personal Capital

(31 RATINGS) Mint Mint is a simple budget tracker and planner tool that lets users bring all their accounts, bills,... read more Visit Website Banktivity vs Mint

MoneyWiz MoneyWiz is a powerful personal finance tool that helps the user keep track of their finances. It... read more Visit Website Banktivity vs MoneyWiz

(2461 RATINGS) Quickbooks An accounting software package developed to offer on-premises accounting applications as well as... read more Visit Website Banktivity vs Quickbooks

Moneydance Moneydance is a personal finance management software that helps individuals with money management,... read more Visit Website Banktivity vs Moneydance

(35 RATINGS) You Need A Budget You Need A Budget is an interactive finance and budget management software. It helps users monitor... read more Visit Website Banktivity vs You Need A Budget

(4 RATINGS) Albert Albert is a money management app for individuals which brings mobile banking, savings and investing... read more Visit Website Banktivity vs Albert

(1 RATINGS) Goodbudget Goodbudget is an advanced budget maker and tracker app that helps people with their daily... read more Visit Website Banktivity vs Goodbudget

(2 RATINGS) Spendee Spendee gives you the power of unique data analysis in an adaptable environment that automatically... read more Visit Website Banktivity vs Spendee