can easily solve tedious financial management records for you. Whether you are taking the first step to keep your finances in good shape, or you are an experienced financial software veteran, can help you take full control of your funds.
The first step in money management is to gather all your financial resources in one place. If you have used software such as Quicken (Mac or PC), setup assistant will import your old data. Next-if you are just starting-by directly connecting to your bank, or by using built-in browser to view your account and download your data for free, download the current transactions in your account from the Internet for free.
optional Direct Access * service makes this service easier by connecting to more than 10,000 banks around the world and automatically transmitting the latest transaction data to your Mac.
Look where the money is
has the tools needed to set up checking accounts, savings, credit cards, mortgages, investments, etc. Then track every transaction: fine-tune it by sorting, marking, splitting or making custom edits-or let the transaction template do the work for you. Attach receipts or any documents to transactions; coordinate paper reports; search; track payments or transfers in any currency; and use scheduled transactions to manage recurring events.
Banktivity 6 also allows you to pay your bills online! Set up payees, send checks, track their progress, and see them appear in your registration. You can also print checks.
Use Banktivity’s Update Everything button to instantly update your account, synchronize devices and get Direct Access data and stock prices.
Banktivity’s budgeting tools can help you set savings and spending goals, track expenses, reduce debt and build a safer future. By providing specific uses of available cash, envelope budgeting allows you to allocate funds to different categories and save costs.
Banktivity automatically budgets budget transactions (such as paychecks and bills), so by categorizing each expense and editing the budget itself, you can see the direction of your capital investment – and how to make it go further ! Banks do this kind of visual work so that you can see your daily progress; compare past, current or projected budgets; and view it in the “Budget vs. Actual” report.
Protect your future
Banktivity’s investment function can manage stocks, bonds, mutual funds, IRA, 401K, CD and other assets. You can track buys, sells, splits, dividends, options, etc.; classified investment transactions; retrieve financial or foreign exchange transactions from Yahoo!; analyze investment returns, and more.
Built-in report templates (income and expenses, net worth, payee summary, etc.) dynamically analyze your financial situation. Assign tax codes to transactions to generate tax summary reports (or export data to TurboTax); or view your holdings in a portfolio or investment summary report.
Banktivity’s report will immediately generate graphs and graphs. You can click to view detailed information, export the table data to a spreadsheet, and print the report or save them as PDF.
We have yours
No matter where you are, you can carry Banktivity for iPhone with you for transactions, or sync your account, budget and investment to Banktivity for iPad for mobile money management (app sold separately).
If you need help, you can get unlimited email support or live chat for answers within minutes. Banktivity provides built-in help files, as well as downloadable user manuals, searchable knowledge bases and videos on our website Tutorial.
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