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They also offer a variety of online articles that may answer some of your most common questions.īanktivity 6 for Mac computers is $64.99. Instead, they offer support online via live chat or email. You must rely on your desktop for reports, but the app does allow for entering transactions on the fly.Ĭontacting Customer Service: If you are looking for phone support, you won't find it with Banktivity. The downside, though, is the lack of reporting capabilities on the app.
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While you must work on a desktop to get started, you can also download the Banktivity app for your iPhone or iPad and have synchronized information across all devices. This can give you a bird's-eye view of what you have available to spend, preventing overspending moving forward. In other words, you'll need to categorize and/or tag each transaction and run reports as you need them.Ī favorite feature of many users is the "Quick Reports,"' which are simple summaries of your current spending. Keep in mind that Banktivity only works as hard as you do. No matter which way you start, you'll want to link your eligible accounts to generate reports and start budgeting. Whether you import your transactions from Quicken (Windows or Mac) or you start from scratch, the setup assistant helps you get started.
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Others include their business finances and/or track their investments to use the full capabilities of the program.īanktivity makes it somewhat simple to start. Some users rely on it strictly for personal finance budgeting, helping them to stay on track. You make Banktivity as intricate as you want. Keep reading to learn if Banktivity is something you may want to consider as an alternative to a Windows-based budgeting program. Let's be honest, though, any conversion comes with its hiccups and frustrations-Banktivity included. It's compatible across multiple Apple devices and has powerful reporting capabilities to help Mac users get control of their financial life.īanktivity offers a setup assistant and allows you to convert your Quicken (qif) files right into Banktivity with a somewhat simple process. Does it live up to its name?īanktivity helps Mac users budget, pay bills, manage/track spending, and track investments.
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It claims to be one of the most complete personal finance software packages for Mac users. It is possible to get the same benefits offered by Banktivity for less money, but doing this requires using multiple budgeting programs.Banktivity 6 set out to be the alternative for Quicken for Mac. One thing that some people will not like is the price of the software. Just label the envelopes, file expenses in the right place, and the software does the rest. This works pretty much like stuffing receipts into an envelope at home. Banktivity allows for envelope budgeting. The budgeting features on the software are traditional and straightforward with one exception. There is a net worth report which will allow individuals to view their overall solvency with a single click. The reports can be saved and compared against reports from another week, month or even another year. Banktivity will do that with just a couple of clicks. Budget software is at its best when it can point out areas where spending is a problem. The report function helps to summarize spending. Create a fast food tag, enter restaurant purchases in that category, and the search results will show how much money has been spent on trips to the drive-thru in a given month. This is useful if users want to know how much they are spending on specific things. There is also a tagging function which allows users to define custom tags that can be searched. It can be customized in a couple of hours. These workspaces are useful for getting a complete picture of one's finances. For example, a user can pull up their recent bank transactions in one workspace and view their stock portfolio in another. The software must be downloaded or installed on a Mac, but once this is done the program can be synchronized with apps for iOS devices.īanktivity incorporates workspaces to let users access multiple sections of the program simultaneously. Banktivity aims to help users reap the benefits of sound budgeting by providing an all-in-one suite of financial tools. Overall Opinion: When done properly, personal budgeting can be beneficial.
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