Banktivity

About Banktivity

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.

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Pricing

Free Trial Available
Starts at $4.99.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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%

Platforms Supported

Mobile App (iOS)
Desktop App (Mac)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Banktivity Awards

# 3 Fastest Growing Personal Finance Software
Q2 2021

Banktivity Features

Show Feature Explanation

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Personal Finance Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

97%

Investment Monitoring

Monitors the performance of savings and investments

Loan Management

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

Property Management

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

Transaction History

Allows to verify or check all your historical transactions anytime

Tax Reports

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

Spend Tracker

Tracks expense and spend patterns to make your finances manageable

Financial Dashboard

All in one dashboard that presents the financial performance.

Expense Groups

Allows to categorize or group the transactions with common attributes

Budgeting

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

Bills Management

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

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

Reports

Comes with reporting capabilities and features custom pre-built reports

Multi-Currency

Enables payment and collection in multiple currencies.

Spending Limit

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

Alerts

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

Banktivity Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Bronze $4.99 $6.99 per month

$59.99 Billed Annually

Features

Connect all Bank and Credit Cards
Create a Workable Budget, Pay off Debt, Build an Emergency Fund
Set & Track Goals – Save for Education, a New Home, Retirement and More

Silver $6.66 $8.99 per month

$79.99 Billed Annually

Features

Includes Features of Bronze Plan, Plus
Downloadable Stock Prices
Goals Tools to Help Plan and Save for the Future
Track Real Estate
Customizable Investment Reports, Amortization Tables and More

Gold $8.33 $10.99 per month

$99.99 Billed Monthly

Features

Includes Features of Silver Plan, Plus
Track Accounts in Different Currencies
Download Exchange Rates & Crypto Currencies
Print Checks and More

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Disclaimer: The pricing details were last updated on 26/12/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Banktivity Pricing