Banktivity Description

Banktivity empowers you to gain full control over your financial situation, addressing immediate needs as well as long-term objectives. With a straightforward setup process, you'll quickly attain a comprehensive and precise view of your financial landscape. This means you'll always be aware of your income and expenses. By eliminating uncertainties, Banktivity helps you stay focused on reaching your financial aspirations. It integrates proven budgeting strategies and techniques to support your journey toward financial success. Tackle significant financial milestones with confidence, whether it's planning for retirement, saving for educational expenses, or reducing credit card debt, among other goals. Embrace the freedom of financial clarity and take proactive steps towards your future today.

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Pricing

Pricing Starts At:
$5 per month
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews - 2 Verified Reviews

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Banktivity
Headquarters:
United States
Website:
www.banktivity.com

Media

Play Video Banktivity Screenshot 1 Banktivity Screenshot 2
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Product Details

Platforms
Mac
iPhone App
iPad App
Types of Training
Training Videos
Customer Support
Online Support

Banktivity Features and Options

Budgeting Software

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Banktivity User Reviews

Write a Review
  • Name: Andrew J.
    Job Title: G-Man
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 20,000 or More
    Ease
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Easy to use... Hard to set up

    Date: Mar 24 2024

    Summary: The problems updating my statements were too often.

    Intuitive interface. Great graphics. Gives multiple presentations of you financial situation. You own, not rent, the software.

    Positive: Intuitive interface. Great graphics. Gives multiple presentations of you financial situation. You own, not rent, the software.

    Negative: Dose not do well when downloading from your financial institutions - especially credit cards.

    Read More...
  • Name: James M.
    Job Title: Self Employed Director
    Length of product use: 2+ Years
    Used How Often?: Monthly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    I've given up after 8 years of frustration - it never categorises transactions

    Date: Dec 09 2024

    Summary: Rubbish.

    Positive: Seems simple at the start.

    Negative: But in the 8 years I've had it the tool has failed to automate categories for transactions. This should be blindingly simple and bread n butter for any finance software. Ive tried customer services a dozen times with every 'online chat' ending in failure and frustration. If they just had a telephone Helpdesk you could actually tap;k to instead of countless 'share screen' 'screen grab and send' followed by delay, change off shift and failure. I even tried on X to get some enthusiasm for a one to one tutor/help at my cost. But no.

    A dud - and I'm off. One very frustrated potential customer lost

    Read More...
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