![]() Banktivity's investment analysis is stronger than with Quicken or YNAB, its main competitors. You can also see the current market value of your portfolio and view or manage multiple currencies. Detailed investment reports analyze capital gains (realized and unrealized), income, diversity, and return on investment (ROI). The reports can be exported to common spreadsheet software like Numbers or Excel, and tax data can be exported to software such as TurboTax.Ī calendar view allows you to see scheduled transactions, running balances, and investment performance over time.īanktivity also shows stock quotes and a personalized portfolio view. Summary pages for each account show customizable reports based on account type.īanktivity also provides a range of fully customized financial reports that include: Immediate, long-term and everything in between With our easy set-up, you’ll soon have the most complete and accurate picture of your finances. Its summary view or "dashboard" shows net worth and personal savings rate as well as upcoming transactions and a budget update. Download Banktivity The most intuitive, personal finance app designed for macOS and iOS users Banktivity gives you the power to finally take complete control of your finances. Sync your account data across your mobile devices with the Banktivity for iPhone or Banktivity for iPad apps.īanktivity's detailed financial reporting shows you the big picture of your finances. Banktivity also lets you pay bills online. Banktivity's debt-tracking and -reporting features are stronger than its competitors, boosting its usefulness in paying down debt. You can link your real estate to your mortgage and see how much you are leveraged you can also track your loans, interest rates, and payment schedules and incorporate your loan data into your budgets. You can even attach images to a transaction, such as a photo of a receipt or warranty. You can also enter information by downloading a data file from your bank and importing it to Banktivity. Plus, seeing all of your accounts in one place gives you a great overall picture of your financial health.Įnter transactions as you spend money or receive income, or import transactions directly from your financial institution with direct connect, which updates your accounts automatically. These notifications can be for anything from messages from teammates, reporting managers, or work updates.To start using Banktivity, set up your accounts. End-to-end encryption means that your data is secure both when you send it and when it's at rest on Banktivity's servers. Alerts Alerts are actionable and content-rich push notifications sent by the collaboration software.Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget.Multi-Currency Multi-currency means using more than one currency (such as Canadian currency and American currency) in a multi currency bank account.Reports Comes with reporting capabilities and features custom pre-built reports.Payment Gateway Facilitates payments for bills, membership, donation, etc.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.Spend Tracker Tracks expense and spend patterns to make your finances manageable.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. ![]() Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.Loan Management Keeps track all your debts, loans, interests and incorporate in your budget.Investment Monitoring Monitors the performance of savings and investments.Banktivity offers active and secure connections with 14,000 banks, facilitating enhanced monitoring of financial data in real-time. The software can also be used to monitor individual assets, split dividends, besides making ROI and IRR based calculations in an accurate manner. The highly immersive reports can be transformed into PDF or taken as printouts as well. Multiple customized reports offered by Banktivity, ensures greater financial mapping. Users can get their productivity levels boosted up by creating groups of two or more accounts, budgets, reports etc. Powerful organizational tools offered by the same ensures enhanced, tracking, tagging, categorizing and reconciliation facilities. The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Thus making it easier for users to set goals and achieve them in real-time. Banktivity is an advanced investment tracking and analysis solution, offering greater levels of control over money in a planned way.
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