Banktivity Reviews & Ratings

Banktivity

2.0 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 2 Ratings

Total 2 out of 5 stars
ease 2 out of 5 stars
features 3 out of 5 stars
design 2 out of 5 stars
support 1 out of 5 stars

Alternatives to Consider

  • Monarch Money Reviews & Ratings
    4.9 out of 5 stars 139,855 Ratings
    Company Website for Monarch Money
  • North One Reviews & Ratings
    4.5 out of 5 stars 5,042 Ratings
    Company Website for North One
  • FinOpsly Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for FinOpsly
  • Evertune Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for Evertune
  • Budgyt Reviews & Ratings
    4.8 out of 5 stars 291 Ratings
    Company Website for Budgyt
  • Martus Reviews & Ratings
    4.7 out of 5 stars 187 Ratings
    Company Website for Martus
  • Sage Intacct Reviews & Ratings
    4.3 out of 5 stars 8,791 Ratings
    Company Website for Sage Intacct
  • FirstPromoter Reviews & Ratings
    4.7 out of 5 stars 67 Ratings
    Company Website for FirstPromoter
  • Epicor Financials Reviews & Ratings
    Company Website for Epicor Financials
  • Gravity Software Reviews & Ratings
    4.5 out of 5 stars 45 Ratings
    Company Website for Gravity Software

What is Copilot?

Take some time to review your recent spending habits, keep an eye on any outstanding refunds, and get ready for your upcoming bills. Our advanced categorization system creates customized rules based on your unique financial behavior. You have the option to set budgets that track any leftover amounts from one month into the next. With detailed monthly summaries, you can gain valuable insights into your income alongside your expenses. You can easily approve smart adjustment recommendations with a simple tap. Our categorization system adapts quickly to your preferences, allowing you to create tailored spending categories and groups. For even the more intricate transactions, you can set up individualized rules. You can also access thorough information about your purchases made on platforms such as Amazon and Venmo, and modify any part of a transaction when necessary. By inputting your property address, Copilot can track the estimated value of your home over time. Monitor your net worth through a unified view of your financial accounts and investments. Copilot’s intelligent monitoring system will alert you when something needs your attention, sending you timely notifications. We prioritize the protection of your personal and financial details with the utmost diligence, treating your data with the same care we expect for our own. As you manage your finances, you can depend on Copilot to offer assistance and advice at every juncture, ensuring you feel supported throughout your financial journey. This way, you can approach your financial future with confidence and clarity.

What is Banktivity?

Banktivity gives you full control over your finances, catering to your needs both in the present and for future goals. The user-friendly setup allows you to swiftly achieve a thorough and accurate picture of your financial situation. You will consistently have a clear view of your earnings and expenditures. By removing doubt, Banktivity keeps you focused on attaining your financial goals. Leveraging effective budgeting methods, it aids you in realizing your financial dreams. Whether you're preparing for retirement, saving for education, or managing credit card debt, you can navigate essential financial milestones smoothly. Furthermore, with Banktivity, you build a strong foundation that fosters both financial success and tranquility in your life. Ultimately, this tool empowers you to make informed decisions that align with your aspirations.

Media

Media

Integrations Supported

Amazon
Era
Venmo

Integrations Supported

API Availability

API Availability

Pricing Information

$8.99 per month
$5.83 per month if billed yearly ($69.99 per year)
Free Trial Offered?

Pricing Information

$5 per month
Free Trial Offered?

Supported Platforms

iPhone
iPad
Mac

Supported Platforms

iPhone
iPad
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Copilot Money

Date Founded

2019

Company Location

United States

Company Website

copilot.money/

Company Facts

Organization Name

Banktivity

Company Location

United States

Company Website

www.banktivity.com

Categories and Features

Budgeting

Not specified

Personal Finance

Not specified

Categories and Features

Budgeting

Not specified

Personal Finance

Not specified

Popular Alternatives

Monarch Money Reviews & Ratings

Monarch Money

4.9 out of 5 stars

Popular Alternatives

Monarch Money Reviews & Ratings

Monarch Money

4.9 out of 5 stars
Kudos Reviews & Ratings

Kudos

Kudos Technologies
Quicken Reviews & Ratings

Quicken

4.2 out of 5 stars