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.

Pricing

Price Starts At:
$5 per month
Free Trial Offered?:
Yes

Integrations

No integrations listed.

Screenshots and Video

Company Facts

Company Name:
Banktivity
Company Location:
United States
Company Website:
www.banktivity.com

Product Details

Deployment
Mac
iPhone
iPad
Training Options
Video Library
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Banktivity Categories and Features

Budgeting Software

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Banktivity Customer Reviews

Write a Review
  • Reviewer Name: Andrew J.
    Position: G-Man
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 20,000 or More
    Ease Of Use
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy to use... Hard to set up

    Date: Mar 24 2024
    Summary

    The problems updating my statements were too often.

    Intuitive interface. Great graphics. Gives multiple presentations of you financial situation. You own, not rent, the software.

    Positive

    Intuitive interface. Great graphics. Gives multiple presentations of you financial situation. You own, not rent, the software.

    Negative

    Dose not do well when downloading from your financial institutions - especially credit cards.

    Read More...
  • Reviewer Name: James M.
    Position: Self Employed Director
    Has used product for: 2+ Years
    Uses the product: Monthly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    I've given up after 8 years of frustration - it never categorises transactions

    Date: Dec 09 2024
    Summary

    Rubbish.

    Positive

    Seems simple at the start.

    Negative

    But in the 8 years I've had it the tool has failed to automate categories for transactions. This should be blindingly simple and bread n butter for any finance software. Ive tried customer services a dozen times with every 'online chat' ending in failure and frustration. If they just had a telephone Helpdesk you could actually tap;k to instead of countless 'share screen' 'screen grab and send' followed by delay, change off shift and failure. I even tried on X to get some enthusiasm for a one to one tutor/help at my cost. But no.

    A dud - and I'm off. One very frustrated potential customer lost

    Read More...
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