Banktivity 9.2.10

Maximize Your Financial Potential with Banktivity

The key to achieving your financial goals lies in proactive money management. Banktivity empowers you with the necessary tools to do just that and more! Operating within a user-friendly and secure environment, Banktivity provides immediate access to resources, tools, and U.S.-based support, facilitating informed financial decision-making.

Bringing All Your Finances Together with Banktivity

The foundation of effective money management is consolidating all your financial accounts in one place. Banktivity's Direct Access service simplifies this process by seamlessly connecting to over 14,000 banks worldwide, automatically updating your Mac with the latest transaction data.

Setting Up Made Easy with Banktivity

Banktivity's setup assistant streamlines the process by importing your existing data and downloading current transactions from your online bank accounts.

A Comprehensive Overview of Your Finances with Banktivity

Banktivity provides a holistic view of your finances, covering checking accounts, savings, credit cards, real estate, mortgages, investments, and budgets. Effortlessly track, categorize, tag, reconcile, and manage every transaction - even enjoy the convenience of online bill pay. Banktivity's transaction templates are available to streamline these processes or feel free to personalize them yourself. Updating all your accounts at once is a breeze with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, easily obtain security prices and currency exchange rates.

Enhance Savings with Banktivity Budgeting

Banktivity's budgeting tools enable you to establish proactive spending goals and savings targets. Envelope Budgeting allows you to allocate money for specific purposes while any remaining funds can be carried over into your savings. Automated budgeting of scheduled transactions, such as paychecks and bills, categorized to your Envelope Budget, keeps you on track. Visual reports like Budget vs. Actual provide a clear view of your progress towards your saving and budgeting objectives.

Insightful Reports with Banktivity

Banktivity's powerful reports equip you with all the relevant information regarding your financial situation. Monitor your net worth over time and analyze income and spending patterns. You can even make comparisons to previous periods, such as year-over-year or month-over-month analysis.

Simplified Investing with Banktivity

Banktivity's investment features handle stocks, bonds, mutual funds, IRAs, 401Ks, CDs, and various other assets. Tracking buys, sells, splits, dividends, options, and more is straightforward. Banktivity automatically calculates IRR, ROI, gains, and losses while enabling you to select specific lots you've sold from.

Banktivity's built-in report templates - such as Income & Expense, Net Worth, Payee Summary, and more - provide dynamic financial analysis. Assign tax codes to transactions for generating tax reports or exporting to TurboTax. View holdings in the Portfolio or Investment Summary reports presented using comprehensive graphics that allow for detailed exploration, exporting, or printing options.

Banktivity Empowers You On-the-Go

Wherever you may be, Banktivity for iPhone allows you to enter transactions on-the-go. Sync accounts, budgets, and investments with Banktivity for iPhone/iPad for seamless mobile money management.

We ensure prompt assistance and support by offering unlimited email support or Live Chat for speedy solutions. Extensive built-in Help files, a searchable Knowledge Base, and video tutorials are also at your disposal.

The time has come to take action and proactively manage your money. Download Banktivity now!