Banktivity 7 4,5/5
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Banktivity 7

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Por IGG Software, Inc






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Goodbye financial stress, hello Banktivity!

Banktivity lets you see all of your accounts in one place so you can make smarter financial decisions.

Ditch your old worn out finance software. Banktivity is the best – you deserve it, your finances deserve it!

"Banktivity is like taking the best of YNAB, Quicken, and MoneyDance and mixing them together beautifully." – Kenny Drobnack

Exceptionally good technical support via live chat and email with US-based representatives.

√ 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), Banktivity's set-up assistant will import your old data. Next — or if you’re just starting out — download current transactions from your bank accounts online, at no cost, via direct connection to your bank or by using Banktivity's built-in browser to view your accounts and download your data for free.

Banktivity's optional Direct Access* service makes this even easier by connecting to over 14,000 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, real estate, mortgages, investments and budgets. Then track each and every transaction: fine-tune them by categorizing, tagging, 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; track payments or transfers in any currency; and manage repeating events with scheduled transactions.

Banktivity also lets you pay bills online! Set up payees, send checks, track their progress and see them appear in your register. You can print checks, too.

Update your accounts at once with Banktivity's Update Everything button, syncing devices and fetching Direct Access data, securities prices even currency exchange rates.

√ BUILD SAVINGS

Banktivity's 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

Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

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 or Investment Summary reports.

Banktivity's 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 - BEST IN CLASS SUPPORT

No matter where you are, you can enter transactions on the go with Banktivity for iPhone (free on the App Store), or sync accounts, budgets and investments to Banktivity for iPad for mobile money management (iPad app sold separately).

If you need help, get unlimited email support or Live Chat for answers quickly. 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.


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Notas de lançamento

10/01/2020 | Versão : 7.4.2 | Tamanho : 22,6 MB
Ok, this time I'm pretty confident we have finally lay to rest the nasty bug of where a transaction would fail to appear after editing (it wasn't lost, it just wouldn't be there until clicking away and then back again). This has been one of those bugs that because it doesn't repeat consistently it has been hard to find. I'm cautiously optimistic it is really gone now. This build also fixes a few rare crashers. Yay for stability!

14/12/2019 | Versão : 7.4.1 | Tamanho : 22,6 MB
This version of Banktivity brings some good enhancements and fixes. First, we addressed an issue where a transaction would temporarily fail to appear right after you manually entered it. I'm glad to get that one behind us, hopefully, once and for all! We also made several improvements to importing malformed QIF, QFX and OFX files. In the past, if a file didn't adhere to the format specifications, we would usually reject it. Now Banktivity will handle a lot more odd formatting. We also addressed an issue where manually entered security prices in the Portfolio could fail to indicate that they are today's price. If you were experiencing a crash sometimes when advancing the date in the Forecast Report, you can rest easy, that bug is squashed. Last and possibly least, if you noticed that the price change for a security never showed up in an investment accounts's summary screen, that has been fixed now. Enjoy!

03/07/2019 | Versão : 7.3 | Tamanho : 22,6 MB
We are happy to get this new update out for you all!
IMPROVEMENTS
- Transactions save much faster, especially with large data files
- Much improved error handling when storing credentials in Keychain app
FIXES
- Dates no longer truncated on the statements assistant
- Fixed an issue where we could round incorrectly when importing some files
- Fixed an issue where we could incorrectly import some transactions as Interest Inc. instead of Deposit
- Fixed an issue where an exception was thrown when looking at a report with missing security prices
- Addressed an issue where investment summary report could load out of scope data
- Corrected an issue where transfers to certain account types could mistakenly be seen in budgets
- Addressed an issue where incorrect IRR and ROI could appear with multiple currencies and limited date range on some reports

Ranking

Categorias :
#6 : Top apps rentáveis para Mac [Finanças]
#26 : Top apps grátis para Mac [Finanças]

Imagens Mac OSX :

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Categoria

Negócios , Finanças


Dispositivos suportados
Mac OS



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