I have used I-Bank for the past five years, but the new upgrade to Banktivity has exceeded all of my expectations. The App is clear and intuitive. Syncrchronization with all of my different accounts is seamless. This has been the best banking/finance tracking sortware that I have ever used….and I have used them all in the past!
Estimation application downloads and cost
Description
The best personal finance manager. Only for Mac and iOS! For fast answers and great support including Live Chat, visit www.iggsoftware.com.
"Theres really nothing better than iBank 5 [Banktivity]." — macworld.com
"Hits the sweet spot between power and simplicity, at an affordable price." — CNET
“Our favorite budgeting and personal finance app. It does everything well.” — The Sweet Setup
√ GET ORGANIZED
The first step in money management is to get all your finances in one place. If you’ve used software like Quicken (for Mac or PC), Banktivitys set-up assistant will import your old data. Next — or if you’re just starting out — download current transactions from your accounts online, at no cost, via direct connection to your bank or by using Banktivitys built-in browser to view your accounts and download your data for free.
Banktivitys optional Direct Access* service makes this even easier by connecting to over 10,000 banks worldwide, automatically delivering the latest transaction data to your Mac.
√ SEE WHERE THE MONEY GOES
Banktivity has the tools you need to set up checking accounts, savings, credit cards, mortgages, investments and more. Then track each and every transaction: fine-tune them by categorizing, splitting or making custom edits — or let transaction templates do the work for you. Attach receipts or any file to transactions; reconcile to paper statements; search by account; track payments or transfers in any currency; and manage repeating events with scheduled transactions.
Banktivity 5 also lets you pay bills online! Integrate scheduled transactions with Reminders and never miss a payment again. Set up payees, send checks, track them in progress and see them appear in your register. You can print checks, too.
Update your accounts at once with Banktivitys Update Everything button, syncing devices and fetching Direct Access data and securities prices. And Smart Accounts let you view records by account, payee, memo, category or more.
√ BUILD SAVINGS
Banktivitys budgeting tools help you to set saving and spending goals, track expenses, cut debt and build a more secure future. By giving your available cash specific purposes, envelope budgeting lets you assign money to different categories and carry over savings.
Banktivity automatically budgets scheduled transactions like paychecks and bills, so by categorizing each expense and editing the budget itself, you can see where your money goes — and how to make it go further! Banktivity does this visually so that you can see your daily progress; compare past, current or projected budgets; and view it all in a Budget vs. Actual report.
√ SECURE YOUR FUTURE
Banktivitys investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options, etc.; categorize investment transactions; retrieve quotes from Yahoo! Finance or foreign exchanges; analyze ROI and more.
Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate a Tax Summary report (or export data to TurboTax); or view your holdings in the Portfolio Summary or Investment Summary reports.
Banktivitys reports instantly generate graphs and charts. You can drill down for detail with a click, export table data to spreadsheets, and print reports or save them as PDFs.
√ WE’RE THERE FOR YOU
No matter where you are, you can enter transactions on the go with Banktivity for iPhone, or sync accounts, budgets and investments to Banktivity for iPad for mobile money management (apps sold separately).
If you need help, get unlimited email support or Live Chat for answers in minutes. Banktivity offers built-in Help files, plus a downloadable user manual, a searchable Knowledge Base and video tutorials at our site.
*Direct Access subscriptions via In-App Purchase.
Read more
"Theres really nothing better than iBank 5 [Banktivity]." — macworld.com
"Hits the sweet spot between power and simplicity, at an affordable price." — CNET
“Our favorite budgeting and personal finance app. It does everything well.” — The Sweet Setup
√ GET ORGANIZED
The first step in money management is to get all your finances in one place. If you’ve used software like Quicken (for Mac or PC), Banktivitys set-up assistant will import your old data. Next — or if you’re just starting out — download current transactions from your accounts online, at no cost, via direct connection to your bank or by using Banktivitys built-in browser to view your accounts and download your data for free.
Banktivitys optional Direct Access* service makes this even easier by connecting to over 10,000 banks worldwide, automatically delivering the latest transaction data to your Mac.
√ SEE WHERE THE MONEY GOES
Banktivity has the tools you need to set up checking accounts, savings, credit cards, mortgages, investments and more. Then track each and every transaction: fine-tune them by categorizing, splitting or making custom edits — or let transaction templates do the work for you. Attach receipts or any file to transactions; reconcile to paper statements; search by account; track payments or transfers in any currency; and manage repeating events with scheduled transactions.
Banktivity 5 also lets you pay bills online! Integrate scheduled transactions with Reminders and never miss a payment again. Set up payees, send checks, track them in progress and see them appear in your register. You can print checks, too.
Update your accounts at once with Banktivitys Update Everything button, syncing devices and fetching Direct Access data and securities prices. And Smart Accounts let you view records by account, payee, memo, category or more.
√ BUILD SAVINGS
Banktivitys budgeting tools help you to set saving and spending goals, track expenses, cut debt and build a more secure future. By giving your available cash specific purposes, envelope budgeting lets you assign money to different categories and carry over savings.
Banktivity automatically budgets scheduled transactions like paychecks and bills, so by categorizing each expense and editing the budget itself, you can see where your money goes — and how to make it go further! Banktivity does this visually so that you can see your daily progress; compare past, current or projected budgets; and view it all in a Budget vs. Actual report.
√ SECURE YOUR FUTURE
Banktivitys investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options, etc.; categorize investment transactions; retrieve quotes from Yahoo! Finance or foreign exchanges; analyze ROI and more.
Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate a Tax Summary report (or export data to TurboTax); or view your holdings in the Portfolio Summary or Investment Summary reports.
Banktivitys reports instantly generate graphs and charts. You can drill down for detail with a click, export table data to spreadsheets, and print reports or save them as PDFs.
√ WE’RE THERE FOR YOU
No matter where you are, you can enter transactions on the go with Banktivity for iPhone, or sync accounts, budgets and investments to Banktivity for iPad for mobile money management (apps sold separately).
If you need help, get unlimited email support or Live Chat for answers in minutes. Banktivity offers built-in Help files, plus a downloadable user manual, a searchable Knowledge Base and video tutorials at our site.
*Direct Access subscriptions via In-App Purchase.
Banktivity 5 (formerly iBank 5) screenshorts
Application availability
Available in countries
| Country | Price |
|---|---|
| Canada | 84.99 CAD |
| China | 388 CNY |
| France | 59.99 EUR |
| Germany | 59.99 EUR |
| Italy | 59.99 EUR |
| Netherlands | 59.99 EUR |
| Portugal | 59.99 EUR |
| Spain | 59.99 EUR |
| Poland | 59.99 EUR |
| UK | 54.99 GBP |
| India | 999.99 INR |
| Japan | 999.99 JPY |
| Russia | 999.99 RUB |
| Turkey | 219.99 TRY |
| USA | 59.99 USD |
| Korea, Republic Of | 65.99 USD |
| Ukraine | 59.99 USD |
Available for devices
MacDesktop,Reviews
BANCTIVITY is the ideal banking app!
Imports don’t work as advertised!
This is a solid home banking/personal finance software. It has all the basics. Maybe its because of my experience with my last software - Prospects - that I am biased as to how these programs should work, but Prospects put everything right on the main page, making it easy to see everything right up front, and run queries, filter transactions, see a pie chart or time-series graph for any or all categories or payees. It was (they are no longer in business) the ultimate in simple user interface and loads of information feedback. iBank provides most of this; however, if it is in different places. If I want to see transactions, the main screen has that (with a token graph in the corner); if I want to see graphs or reports, that is in another place. The reports are done in a very polished form, but are presented as if I planned to print them out. Is that really needed? To their credit, the reports are full of hyperlinks, allowing you to drill down by clicking on the link, say by category, and see graphs, summary tables, and, at the deepest level, the individual transactions. Don’t get me wrong, it all works - and works pretty well, but the delivery is somewhat cumbersome in my opinion. What I don’t like are the transaction import rules/algorithms. I think the idea is to move the complicated import routines behind the scences. Trouble is, they don’t work as often as they do work - so, while you can open the import “templates”, I can’t figure out how to modify them. And there does not appear to be a way to set up an import rule that applies an Payee only, without applying a category (e.g. Walmart - might be groceries, micellaneous, or split with cash withdrawal, or any of a number of other categories). Finally, import of transfers is maddeningly incompetent. I find my templates and import rules hiding transfers in all kinds accounts requiring me to scrutinize every transaction after every import. I spend way more time reviewing imports than I should!!!
La compta version 2.0
Si vous aimez les apps style Bankin, qui importent toutes seules les opérations de la banque et reconnaissent les écritures pour les catégoriser, ceci est la version locale, hebergée sur votre Mac. Il y a un peu de configuration au début, mais après c’est le bonheur ! Enfin des comptes qui tombent juste (pas comme sur d’autres apps que j’ai utlisé dans le passé….) Tout est fait pour vous simplifier la vie, et l’avantage de ce type d’app est que vous créez vous même les opérations au lieu d’attendre qu’elles apparaissent sur le site de la banque ce qui est essentiel pour faire de la prévision !! Tout est très bien pensé, mais trop typé US pour certaines fonctions qui ne nous seront pas utiles en France (les taxes catégorisées pour l’IRS américain par ex.) Et ceux qui sont allergiques à l’anglais vont détester, puisque l’app n’est pas encore localisée en français. Si vous n’êtes pas surs une version d’essai est dispo (comprenant la connexion directe aux banques) car Attention, il y a un in-app purchase pour que iBank sache récupérer vos écritures à l’ouverture. C’est tellement pratique que pour le prix supplémentaire, ce serait dommage de s’en passer…Mais si vous trouvez ca trop cher, il y a un navigateur intégré dans l’app qui récupère vos téléchargements sur le site de votre banque directement dans l’app.
Very bad but must stick with it due to unusable export tool
I’ve been using iBank for 2 years now. I liked it at first until I ran into numerous bugs. Contacting their support staff didn’t help as they told me these were not bugs but features. I guess their people come from Microsoft. I upgraded to v5 hoping bugs would be gone. They are still there, unsurprisingly. And I had to pay the full price (not the upgrade price) as they rip off customers who purchase apps through the app store (only people who buy the app from them direct can benefit from the upgrade price. Because of the convenience and safety of the app store I prefer to buy it here. I contacted the support once again to ask for help but ended up being threatened by their staff including the CEO. I would love to move away from it but their export tool doesn’t work (most probably one feature). To avoid at all costs
La 5 eme étoile...
… lorsque l’application sera en français. J’ai tout de même beaucoup de mal à traduire alors que cette application serait génial en FRANCAIS ! Un effort SVP.
Simplement THE BEST !!!
Tout ce que l’on peut attendre d’un logiciel pour gérer ses finances perso ;-)
Parfait !
Juste le meilleur de sa catégorie. Contrairement à d’autres, je ne me suis jamais retrouvé face à un « blocage », une opération ou un traitement que le logiciel ne sait pas gérer. L’interface est agréable, intuitive et on arrive à faire ce que l’on veut. Dommage qu’elle ne soit plus en français !
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