Banktivity (was iBank) is a new standard for Mac money management. With its intuitive user interface and a full set of money-management features, Banktivity is the most complete software available for Mac personal finance. It lets you enter and edit your transactions with ease, pay bills online and on time, download your online account data, reconcile your statements, and track your investments with versatile and robust tools. In Banktivity, it’s simple to split, schedule or categorize transactions. With a couple of clicks, you’ll be able to create powerful, dynamic reports using Banktivity’s flexible templates (Income and Expense, Net Worth, Forecast, and more).

1. Banktivity Vs Quicken For Mac
2. Ibank For Windows 10

And Banktivity’s new envelope budgeting feature helps tailor your spending while building savings. WHAT’S NEW Version 7.0.2: Dark Mode for Mojave:. Apple has set up a pretty predictable launch schedule with its new versions of macOS and iOS. It goes like this: in June at the World Wide Developers Conference Apple gives us a preview of the new features that are coming.

Then we have about three months to adopt any of the new features in the operating systems and make sure our apps don’t just break with the new versions. When we saw Dark Mode in Mojave, we knew we wanted to support it. Dark Mode is great for so many different uses on your Mac and for many people here at IGG it has become their preferred work environment. We like to support the most recent macOS versions as soon as we are able and I’m thrilled that this year we don’t just support it, but can wholeheartedly embrace it with Dark Mode. This wasn’t a small undertaking, we put a lot of resources into looking at every screen and restructuring how we bundle our visual assets in the app. The rewards for this hard work have been great. Check out how nice Banktivity 7 looks in Dark Mode on Mojave Real Estate Tracking:.

It is true that you’ve always been able to track the value of your home or other real estate properties in Banktivity, but it has never been a great solution. In the past, you had to add an asset account and manually adjust the value of your home asset to what you think it might be. This approach has always left a lot to be desired. Wouldn’t it be nice to have the value of your home automatically calculated? And wouldn’t it be nice if you could easily see how much equity you have in your home after you factor in any mortgages or lines of credit? Well, now you can in Banktivity 7. For Banktivity 7 we’ve integrated Zillow’s estimating capabilities right into Banktivity.

We’ve also designed an entirely new real estate view when you are looking at a home in Banktivity 7. Further, you can now link your real estate accounts with the loans associated with them and see a more complete picture of your properties all in one place.

For the real estate view, there is no reconcile or search as they never really made sense for assets like a home. Instead, you get a simplified register view to show your 'transactions.'

On the right we show you the value of your home as recorded in Banktivity and the value of your home according to Zillow. You can click 'Record It' to enter a transaction that will bring up the value of your home to match Zillow. Two things to note: 1) pulling of prices for Zillow is tied to your Direct Access subscription and 2) Zillow currently only supports homes in the United States. So if you aren’t a Direct Access subscriber and you have one or more properties in the United States, it might be time to reconsider Calendar:. For many years our customers have been requesting a calendar view in Banktivity. They want a place to see their past and upcoming transactions as it relates to a calendar. I’m happy to announce that Banktivity finally has a calendar view!.

Our new calendar view shows your posted transactions and upcoming scheduled transactions. It also calculates a running composite balance and a summary of how your investments have performed each week. The calendar is interactive too. You can click on transactions to see them in their account. For unposted scheduled transactions, you can click them and then take action on them by either posting them, skipping them, printing a check or paying online. You can also configure the calendar to only include the accounts you are interested in. User Requested Features:.

Stock lot selection. When you sell securities you can choose which lots to sell from, or use the FIFO default. Search Everywhere.

Now you can search your payees, categories, accounts, securities and tags. Improved Reconciling. We made some great improvements to reconciling. You can choose to have Banktivity auto-reconcile all transactions, no transactions or just the cleared transactions. We also added search to the reconcile sheet and it remembers the last size you left it at. Last but not least, we made the button to create a statement more obvious!.

Customize the Summary View. You can now choose which accounts you want to be reflected in the summary view. You have options for the accounts used for your net worth, and for the income and spending calculations you can customize the accounts and categories. Create Reports Based on Reconciled Status.

This is a small 'nice touch' but for many people, it will be very welcome. In the past, there was no way to find all of your uncleared or unreconciled transactions across all of your accounts.

Banktivity Vs Quicken For Mac

Now you can make a transaction report that does just that. Faster Direct Access. Get your transactions into Banktivity faster. New Account Types. We’ve added a bunch more account types and you can even change account types after an account has been created, within reason. For example, you can’t change an investment account to a checking account, but you can change an investment account to a 401k. REQUIREMENTS macOS 10.13 or later, 64-bit processor Screenshots.

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 World-class 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.

Ibank For Windows 10

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.

We are very excited to get this release out. Check out these new features and fixes: FEATURES - Redesigned Preferences window with all new management options to control which activities happen automatically and which ones don't. VenturaBreeze, Not Sure Why Others Say It Crashes - Works Perfectly Personally, it's perfect. Reading other reviews, there's a lot of complaints about crashing and hanging. I've never experienced this once. And I'm running it on an old MacBook Air.

Not only is the app perfectly useable, it's gorgeous in it's dark mode display. As a new user, I converted my entire life over from Quicken and couldn't be happier. My 401(k) investment summary is reporting perfectly and all of the direct connections I have setup from my banks and credit unions are working perfectly. My only complaint would be the price but here I am approaching the end of my 30 day trial and am convincing myself that you sometimes have to pay for quality. That's why we'll pay a bit more for a beautiful laptop that'll last 7 years without a hiccup. This app and it's companion on my iPhone is going to become indispensible for me.

VenturaBreeze, Not Sure Why Others Say It Crashes - Works Perfectly Personally, it's perfect. Reading other reviews, there's a lot of complaints about crashing and hanging. I've never experienced this once. And I'm running it on an old MacBook Air.

Not only is the app perfectly useable, it's gorgeous in it's dark mode display. As a new user, I converted my entire life over from Quicken and couldn't be happier. My 401(k) investment summary is reporting perfectly and all of the direct connections I have setup from my banks and credit unions are working perfectly. My only complaint would be the price but here I am approaching the end of my 30 day trial and am convincing myself that you sometimes have to pay for quality. That's why we'll pay a bit more for a beautiful laptop that'll last 7 years without a hiccup. This app and it's companion on my iPhone is going to become indispensible for me.